There are two ways you can connect Planning Center with Clearstream. In this article, we'll focus on the seamless, two-way integration that can be set up in your Clearstream account within a few seconds (literally).
Quick Setup: Log in > Integrations > Connect under Planning Center.
Integrate Clearstream with Planning Center
Text your People lists from Clearstream. If your Planning Center account is already organized into lists, you won't have to recreate these lists in Clearstream. You can easily sync your People lists into Clearstream. Once your lists are synced, you'll be able to text them from within Clearstream (and people can reply back). π Additionally, your lists will automatically sync with any changes you make in Planning Center, so they'll always be up to date.
βCreate a new profile in Planning Center when someone texts in. When guests use your keyword to text in on a Sunday morning (i.e., Text CONNECT to 94000), you can immediately collect their info and automatically create a new person in Planning Center. No more manually entering information from paper connect cards on Monday morning.
βRetrieve Planning Center data via text. You likely won't want to ask your current church members to fill out a digital connect card if you already have their info in Planning Center. When someone texts in, Clearstream will automatically search for their phone number in your Planning Center account in real-time. If their phone number already exists in Planning Center, instead of sending them a digital connect card, we'll instantly sync their info into Clearstream.
βAutomatically add people to a Planning Center Workflow. If your church uses Planning Center Workflows, people can be added to one of your workflows just seconds after they text in. π₯ Whether they're guests, volunteers, or new salvations, people can text in on a Sunday morning and automatically join the correct workflow in Planning Center.
βSend texts based on Planning Center Campus ID. If you're with a multi-campus church, it can be difficult to ensure your members are getting the correct information specific to their campus. You can now use the same call to action at every campus (i.e., Text JOIN to 94000), but have each person receive a customized response based on their Campus ID in Planning Center. You can even transfer them to a specific campus' subaccount. If someone doesn't have a Campus ID, they'll receive a list of campus options to choose from.
A few things to keep in mind...
The person who sets up your Integration will need to have editor, admin, or manager permissions in your Planning Center account.
If you have multiple People in Planning Center with the same phone number, Clearstream will only sync one of the profiles.
You can optionally exclude child profiles and/or inactive profiles from your Planning Center sync.
Lists syncing from Planning Center will update immediately when they are updated in Planning Center. You can also run a sync manually at any time. Head to Integrations > View under Planning Center > Run Sync Now.
If you have additional questions on the Planning Center integration, reach out to us in the chat at any time. We're happy to help!