BETTER BY SUNDAY w/ PCO
HOW TO CREATE A VOLUNTEER PIPELINE | Emily Jiles
Once your volunteers are in Services and If you want to get started, go into Services and When you add potential volunteers to the
you teams, click the logo in the top left-hand corner and workflow, you can assign the steps to yourself
communicating and coordinating with them is find People in the drop down. [1] If you don’t or to someone else on your team. Also, don’t
easy…but how do you find volunteers? see People, you might need to have an admin worry about getting the steps perfect, you can
give you access. change them at any time!
SETTING UP A WORKFLOW Now you have to get people into your workflow!
assigning them to a team? In this video, Once you are in the app, click the Workflows tab You can always add them manually, but it’s
Matthew from PCO (Planning Center Online) and then Create New Workflow. The purpose of definitely more convenient to have them fill out
shares how you can use our free application, using a workflow, in this case, is to give you a form.
People, to create a volunteer pipeline. and your team a structured way to walk people,
have
them
organized
into
How do you move people through the
application
and
training
process
before
step-by-step, into becoming a volunteer.
CREATING A FORM
To get started, navigate to the Forms tab in the
Like the workflow in the video, you will want to
top bar and click New Form.
make a step for each part of your process, from
sending an email with the audition dates down You can either create a form specifically for
to officially adding the person to your team in people to sign up for your worship team, or
Services. [2] you can include a question field in a general
volunteer form or a Contact Card form (like in
[1]
the video).
When you are in a new form, drag and drop
the fields you want to use from the Workflow
Fields section into the center of the form, and
then select which workflow you want people to
be added to when they complete that question.
[3]
[2]
Once you’ve finished setting up your form, you
can share it by sending the URL or embedding
it on your church website!
There is so much more you can do with
Workflows, Forms, and the People app to
support what you are already doing in Services.
If you want to learn more about how, check out
the links for detailed videos and articles and let
[3]
us know if you have any questions!
Emily Jiles
Emily is a communicator who loves people and
cares about the church. Her passion is to use her
role in Marketing to educate churches on how they
can maximize the impact of their ministry using
Planning Center.
PlanningCenterOnline.com
52
December 2018
Sign up for our Newsletter...