Create Groups & Lists
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Written by Support
Updated over a week ago

How to Create a Group

A great way to utilize our Group feature is to use it for organizing and inviting people to Bible Studies or Small Groups.

Step 1: In your Dashboard, select the Community module in the dropdown menu.

Step 2: Select People and then Groups in the side menu.

Step 3: Select Add Group

Step 4: Enter all prompted information for your Group - name, location, frequency, group admin, state date & time, and group graphic

Step 5: Select your Groups name. Select Add Member to Group.
Here you can also see all of the members in your group and Remove members, if necessary. 

Step 6: If your group is set to Public go back to Groups and click on the eye icon to view your event. Copy the URL and invite people to join the group by sending them the direct link. 

Add this link to your website, use it on social media or send it out in your e-newsletter for people to sign up quick and easy! If you have a ChurchBase website/app you can add a "groups" page under "App Pages" where people can view and join public groups!

When members are sent the direct link, they will select "Join the Group" and sign up using their phone number.
They will be given the option to Log In or Register. If they do not already have a Community Profile in your church database, they will fill out an information form that will be stored in the People section of your Community module.

Step 7: After your group is created and members have been added, you can contact them by emailing and sending an SMS text message to everyone listed in the group. 

By selecting the send login button the person chosen to be the Group Admin will receive an email with a login an password that they can use by going to Manage.churchbase.com

This will allow them only to view the people in their group, add people to the group, email, and text group members. They will not be allowed access to any other items within the ChurchBase account.

For more details about sending emails and SMS, see here: 

How to Create a List

Step 1: In your Dashboard, select the Community module in the dropdown menu.

Step 2: Select People and then Lists in the side menu.

Step 3: Select Add List

Step 4: Create a List Title. Select Save

Step 5: Select your List's name. Select Add Member to List.
Here you can also see all of the members in your list and Remove members, if necessary. 

Step 7: After your list is created and members have been added, you can contact them by emailing and sending an SMS text message to everyone in your list. 

For more details about sending emails and SMS, see here: 

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