This article is a quick overview of how Confirmed Church (C.C) works with Planning Center (PCO).
Which Confirmed.Church actions are available?
C.C offers confirmation reminders and follow-up reminders. You can edit the sending schedules of these messages (according to your plan). You can edit the text of the messages (according to your plan).
Sending schedules
Following are the sending schedule options. Access to these options depends on your plan.
CONFIRMATION REMINDERS (Accept / Decline)
At the moment, Confirmed.Church offers 5 confirmation reminder text options:
2 weeks before the event
10 days before the event
1 week before the event
3 days before the event
1 day before the event
FOLLOW-UP REMINDERS (After person confirms)
At the moment, Confirmed.Church offers 9 reminder text options:
1 month before the event
2 weeks before the event
10 days before the event
1 week before the event
3 days before the event
1 day before the event
1 hour before the event
15 minutes before the event
1 minute before the event
You mix and match which options you want to use. You must have at least one in order for a reminder text to be sent. You can have all seven.
What does the text process look like?
CONFIRMATION TEXTS
This process works for both single and multiple confirmations.
4.1 You send an email service request in Planning Center to your church staff.
4.2 As soon as you send the email service request, Confirmed.Church pulls all our service request data in.
4.3 We run hourly checks to monitor the situation. In other words, who has confirmed and who is still unconfirmed.
4.4 When we find an unconfirmed PCO service request, we send a confirmation reminder text message within 10 minutes.
NOTE: "Unconfirmed" means anyone who has not already answered your email. In other words, people who have answered your email do not get a confirmation reminder text message.
4.5 Your unconfirmed people answer this Confirmed.Church text message with ACCEPT / DECLINE.
4.6 Confirmed.Church sends a request through the API to Planning Center to update that person's status as "accept" or "decline" for that event or events. Then, we send an auto reply text to that person according their choice.
REMINDER TEXTS
Confirmed.Church automatically sends reminder texts to your confirmed people according to the frequency you set up.
Just to remind you...Editing access to the texts depends on your plan.
What does the integration process look like?
Basically, you will need to log in to Confirmed Church (C.C), go to the Integrations page, and give C.C permission to access your PCO data. C.C will need access to the following PCO APIs: People and Services—People, so we can know who is serving and Services, so we can know the details of their service.
During the Integration process, you will be redirected to PCO to confirm that you are giving these permissions.
Read more about the Integration process here.