Send an email
Sending emails in People lets you keep track of who you've emailed and use email templates to speed up the process.
Send an email
Select the People page from the top navigation.
Search or scroll to find the person you'd like to email.
Select their name.
On their profile, select their email address in the Contact Information section.
(Optional) In the popup, add people to the email by selecting Add in the To: field and typing their name.
(Optional) Select the dropdown in the From: field and choose which email address to send this from if you have multiple on your profile or access to your organization's custom email senders.
(Optional) Select the Template dropdown and choose a template to apply to the email. The template will override any text you've written in the email's body.
Add a subject in the Subject text box.
Compose your email in the editor, using the formatting tools at the top as needed.
The {{ }} placeholder dropdown lets you insert dynamic text, such as the recipient's full name, the sender's first name, etc.
Add images using the 🖼️ image icon in the toolbar, or drag and drop the image file right into the editor. Refer to the image sizing guide for file size restrictions.
Select Send email.
Tip
If you're not ready to send the email, select Cancel, which will save your draft. The next time you choose this person's email address, select the Restore previous email button to reopen your draft.
Add an attachment
You can add attachments to emails sent through a list. You cannot add attachments to an email sent from a profile. You can use Mailchimp or cloud-hosted files to send attachments outside of lists.
Mailchimp
If your organization administrator has enabled the Mailchimp integration in People, you can send an email to a list from Mailchimp, which allows you to add an attachment or image.
Cloud-hosted files
Use a service like Dropbox or Google Drive to host a file, then add the link to that file in the email.
Undelivered emails
View a list of the emails sent to a person through Planning Center, including those that are undelivered, from the Communication tab on their profile.
Search for a person's name using the 🔎 search icon in the top right.
Select their profile from the results.
Select the Communication tab on their profile.
Open an email highlighted in red to see if it failed or was dropped.
If someone mentions they didn't receive an email, or you see that an email failed to be delivered to them, check in Planning Center People to make sure their email address isn't blocked.
If they still do not receive emails after unblocking their email address, contact support for additional troubleshooting by selecting the question mark (?) in the toolbar in Planning Center.