View and edit groups

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Groups are a simple yet powerful way to keep your church, ministries and teams organized; you can even use them to build small groups or keep track of things such as giftings. You can create groups for anything really, they help you organize your church as needed. Search groups are just like regular groups except people are included based on easily selected criteria. Use it to create any report you need and to ensure people don't slip through the cracks.

You can easily send group members email and SMS messages, leave follow up tasks that are emailed to the team or view one of the available reports.

When your church first signed up for UCare, a bunch of groups were added to help you understand what groups you may need. You can change or delete these groups to better suit your church.

Tip: If "Send email" is set to No then group members won't receive email, this can be handy if you want to add people to UCare but ensure they don't accidentally receive your regular email communications.

Tip: You will see groups that you own on your dashboard making it quick to find them.

Tip: Tap on an attendance dot or the column header to go directly to that meeting.

 

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View and add people to the group

Meetings have been added for this group and the recent attendance line next to each person lets you see at a glance how connected each person has been. Names are color coded to make it quick and easy to identify people that may need help. Orange indicates a person hasn't been to the last half of this groups meetings, while red indicates they haven't attended any meetings, and either need to be followed up or possibly removed from the group.

If you check the boxes to the left of people's names, you'll get the following bulk action options:

Add selected people to...: Add the selected people to another group, meeting or process.
Remove from this group: Remove the selected members from this group.
Remove from all groups: Remove the selected people from all groups.
Add a note...: Add a note to all the selected people.
Add or remove date....: Add or remove a date to the selected people.
Add or remove more detail...: Add or remove a more detailed field to the selected people.
Update email...: Reset a failed email address, or subscribe/unsubscribe the selected people from email.
Update gender...: Update the gender of the selected people.
Delete selected people: Delete all the selected people.

Tip: When adding people to a group you can add a person, or you can add all the people from a household, group, meeting or event. And you can find people not just by name but also by phone number, email or barcode. You can use a barcode or RFID reader to search for the person by their barcode.

Tip: Tap edit, then more info, to change how many days of meeting are shown. By default, meetings are displayed for the last 60 days.

Tip: If you need to add a new person and record that they are a group member, simply tap New person and enter their details. If a person with the same details already exists on UCare, then instead of creating an entirely new profile the existing person will simply be added as a group member.

Tip: If a visitors attends 3 of the displayed meetings; they will automatically become a group member.

 View_and_Edit_2.pngVisitors

If a person is checked into a meeting for a group but aren't a group member they will show up on the visitors tab. If they start attending regularly, then tap the plus next to their name to add them as a group member.

If you check the boxes to the left of people's names, you'll get the following bulk action options:

Add selected people to...: Add the selected people to another group, meeting or process.
Add selected people as members: Add the selected visitors to the group.
Remove from all groups: Remove the selected people from all groups.
Add a note...: Add a note to all the selected people.
Add or remove date....: Add or remove a date to the selected people.
Add or remove more detail...: Add or remove a more detailed field to the selected people.
Update email...: Reset a failed email address, or subscribe/unsubscribe the selected people from email.
Update gender...: Update the gender of the selected people.
Delete selected people: Delete all the selected people.

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Leaders

The group leaders are displayed under the leaders tab. This permission is meant for group leaders who need to access information for their group members. Group leaders can only see groups they own and members of those groups. Additional group leaders can also be added by clicking "add people".

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Meetings

Meetings added for a group are displayed on the meetings tab and shows total attendance for each meeting, this can help identify fluctuations.

It is recommended that meetings are recorded for weekend services, kids, youth, young adults and small groups. Other ministries that are important to your church should also have attendance recorded. See the meetings help section for more information.

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Reports

Group reports gives you the ability to create reports for different needs. The current report formats are:

Note: To create a report that finds a certain set of people please look at the search groups help topic.

 

Print

The print tab is where you'll find options to print the group members. You can either print to a PDF or a DYMO LabelWriter if you have one attached to your computer. The following print options are available:

Address labels - Avery Labels - Create address labels PDF for printing on Avery labels
Address labels - DYMO LabelWriter - Print address labels to a DYMO LabelWriter
Name tag labels - Avery Labels - Create name tags PDF for printing on Avery labels
Name tag labels - DYMO LabelWriter - Print name tags to a DYMO LabelWriter
Check in labels - Avery Labels - Create check in name tags and security tickets PDF for printing on Avery labels
Check in labels - DYMO LabelWriter - Print check in name tags and security tickets to a DYMO LabelWriter

The following Avery label sizes are available:

Avery Labels L7159 - 3 x 8
Avery Labels L7160 - 3 x 7
Avery Labels L7169 - 2 x 4
Avery Labels L7173 - 2 x 5
Avery US Labels L5363 - 3 x 8
Avery US Labels L5360 - 3 x 7
Avery US Labels L5163 - 2 x 5

Tip: If you are running an event then you can use Name tag labels - Avery Labels with the Avery 2 x 5 size to create name tags to use inside lanyards. The name tag will include a barcode to make it quick and easy to look up the guest in UCare if they want to make a purchase or re-register. Selecting Print a border around labels will add a border that you can use as crop marks.

 

Side panel

The side panel is displayed on the right hand side of the page, if you are viewing on device with a small screen such as a tablet or phone you can access it by tapping

The side panel includes extra options and tasks. The options include sending everyone in the group an email message or merging the group with another. If you are an admin you will also so Latest activity, tapping this will show the people that have viewed this group and all the changes that have been made.

 

Send SMS message

If you have permission to send SMS messages, then selecting this option will display the following form. By default, messages will be sent from the mobile number that was registered when your UCare account was created. You can change it by changing your access. If a Sender ID has been added under security area settings then that will also be displayed, in this example MyChurch is the Sender ID.

Note: By default the max length of messages is 160 for normal characters or 70 for non-Latin/Unicode characters. But if you would like to send longer messages please contact support as we can increase this for you, although each message can cost extra after enabling this.

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