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Common Registration Lists

Using lists in Planning Center People, you can view attendees or registration contacts based on signup category, selection, or even assignment. You can share lists with others or print them using reports.

View People Who Registered for an Event in a Specific Category

Make a list of attendees or registration contacts for signups in a specific category.

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Send an announcement, text them, send them a styled email, or perform bulk actions on your list to update their profiles or register them for a specific selection in another signup.

Clean Up Database After a Signup

When someone registers for a signup event, the person is added to your Planning Center database. If you don't want those people to remain in your database, you can change their membership type or set those profiles to inactive, which hides them from your database.

Set the list rules to find people who registered for the event but are not active in the church. The actual rules you set will vary, depending on which products you use and how your signup was set up.

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  1. Create conditions that find people based on their activity in the time frame you need. Set that rule to find People matching NONE of these conditions to remove people who have never been a part of your church.

  2. Add conditions for named attendees, registration contacts, or based on attendance and assignments for the signups you want to include. You can do this for all signups or specific ones. Set this rule to any or at least 1 of the conditions.

Tip

If you track individual people's activity differently, add that condition to the first rule.

Update Membership or Make Inactive

From the list, you can change the membership type or set the person to inactive. Select the icon to be taken to the Bulk Actions menu.

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Expand the option below to see how to change the membership type or set the person to inactive.

Change the Membership Type

When you change the membership type, the event attendees stay in your database as active profiles with a different membership type. The membership type is reflected on the dashboard, and the people will be found in lists and automations unless the membership type is explicitly excluded.

From the Bulk action box, choose the type.

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Select the Perform action button to update everyone on the list with the new membership type.

Set to Inactive

When you set the event attendees to inactive, they will be removed from your database as active profiles, but you can search and reactivate them at any time. They will not be included in the numbers on your dashboard, and the people will not be found in lists and automations unless you check the box to include inactive profiles.

From the Bulk Action box, set the membership status to Inactive and choose a reason and date.

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Tip

If you don't want to use a default option as a membership type, you can create your own from the Personal tab on the Custom Fields page.

Select Perform action to update all the people on the list to inactive.

Add Specific Attendees to a Group

If you need to communicate and share resources with people who register for a specific selection, you can add them to a group when they register! Create a list and set it to auto-refresh with an automation that adds them to a group. Once they're added to the group, they can message, access resources, or view upcoming events applicable to them.

Notice

If you want all registered attendees to be in a group, create an automation in the Registration signup.

If attendees don't need to be automatically added to the group, use bulk actions on a list instead.

Create a List

Create a list in People to find the attendees who have registered for the event. Add the specific selection or assignment for the people you want to add to the group.

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Set List to Auto-Refresh

Set the list to auto-refresh nightly in the Settings.

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Create Automation

Create a list automation to add the people to the group.

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