STEP 1

DATA ENTRY

Take note of “communication preferences”

add/Remove people according to their preferences:

planning center
Text
Email

NOTE:
Email is added automatically,
remove manually if requested in communication preferences

STEP 2

assign/inform primary contact

“assign” a primary contact on planning center

primary contact: the primary person to connect with new person, usually based off their age/stage. if there is hesitancy on who to connect the person with, reach out to the pastoral care team.

Inform primary contact on Slack

example

Assigned to @_______
please confirm your assignment.

*copy/paste connect form information*

STEP 3

Reach out to new person

email new person (or text if they prefer)

BCC “primary contact person”