C3 Leaders is rolling out a new CRM system called Planning Center to replace Neon. This CRM system is focused around forums. The benefits to you as forum chairs will include the following:
• Easily sending out group emails to members of your forum
• Setting up forum meetings and receiving RSVP’s from members
• Tracking attendance and involvement of forum members
• Distributing resources to forum members
The following list includes the step by step instructions to easily access this new CRM through the C3 app. There is also an included set of instructions for accessing this on a browser as well but we recommend using the C3 app as it will be a simpler experience on a phone than accessing it through your browser. If you want to use your browser please skip to page three. If you have any issues with this process please reach out to Devon at dskaufel@c3leaders.com.
Planning Center through the C3 App
1. Download the App
You may already have the C3 App downloaded on your phone. If not go into either the App Store or the Google play store depending on your phone and search C3 Leaders.
2. Groups Tab
Once you have the app open it. Inside the C3 App there is a row of tabs along the bottom as shown on the image to the right. Click on the groups tab along the bottom.
3. Logging In
a. There will then be a button with a face on it in the top right of the page. Click that arrow next to it and it will access the page on the right.
b. This gives you the option to login using an email address or phone number. (We have imported the existing information we already have from Neon). Use the phone number or email address that you have used on a C3 form on this sign-in page. A code will then be either texted or emailed to you depending on which source you used to sign-in. If you are unaware which email address or phone number you have used previously with C3 you can use any account and it will ask you to fill out your name. Please contact Devon Skaufel at dskaufel@c3leaders.com if this is the case. He will then merge your new account with your existing account that already exists.
4. Manage Group
You are already set up as the leader of your Forum in Planning Center so you will see your group listed at the top under my groups. From there you can click manage group. On this next page you can see those in listed in your forum.
5. Using groups
The drop-down menu at the top will allow you to go between Members, Events, Resources, and Settings.
Members– This section will allow you to easily view all the members and attenders of your Forum. You can easily send out group emails from there and add or take out members of your Forum.
Events– This tab on the left allows you to set up meeting events for your forum. From here you can send out RSVP emails to your fellow forum members.
Resources– In this tab you can post materials for your forum to see including videos, PDFs, or audio.
Settings– In this section you can edit the visible features of your group. This includes showing where your forum meets and on what days and other settings.
Planning Center through an internet browser
1. C3 Leaders Website
To access Planning Center go to C3leaders.com. At the bottom of the page there will be a link that is Planning Center Member Portal.
2. Login
c. Click login at the bottom of the page that opens up after clicking on the portal link.
d. This gives you the option to login using an email address or phone number. (We have imported the existing information we already have from Neon). Use the phone number or email address that you have used on a C3 form can be entered now on this sign-in page. A code will then be either texted or emailed to you depending on which source you used to sign-in. If you are unaware which email address or phone number you have used previously with C3 you can use any account and it will ask you to fill out your name. Please contact Devon Skaufel at dskaufel@c3leaders.com if this is the case. He will then merge your new account with your existing account that already exists.
3. Opening Group
a. Click groups on the page that opens after you login.
b. You are already set up as the leader of your Forum in Planning Center so you will see your group listed at the top under my groups. From there you can click manage group. On this next page you can see those in listed in your forum.
c. Once in your group page you can click on manage group.
4. Managing Group
Once in your group management page there will be multiple sections on the left side. In the following order.
Members– This section will allow you to easily view all the members of your forum. You can easily send out group emails from there and add or remove members of your forum.
Events– This tab allows you to set up meeting events for your forum. From here you can send out RSVP emails to your fellow forum members.
Resources– In this tab you can post materials for your forum to see including videos, PDFs, or Audio.
Settings– In this section you can edit the visible features of your group. This includes showing where your forum meets and on what days and other settings.