Creating a new list
First, open the People application in Planning Center. Next, select the "Lists" tab then the white "New List" button.
You can title your list by selecting "Edit" in the upper left corner. To start defining your list select "Add Rule" in the center of the page.
Creating a list of All Staff
To create a list of all current staff members at Bayside Community Church you will need to define the following: People > Engagement (tab) > Bayside Staff > Includes Any > Staff. If you would like your list to also include High Level Volunteers or Contract Employees simply check those boxes in addition to the "Staff" checkbox.
Saving Your List
To see your results and save your list for future use, click the green "Submit" button in the bottom right corner. You must click the submit button anytime you add or change a rule on a list.
Sending an Email to Your List
To send an email to the list you created, navigate to the results tab in the upper left corner. Once on the results tab click the Send Message button that pictures a paper airplane icon on the left side of the screen. When the dropdown list appears select "send email".
Please remember never to use the "Send through Mailchimp" option and that you must receive permission from the Creative Department to send to lists over 499 people.