Add a Person Record

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People records let you create, track, and search information about your members. You must be a group admin in order to create or modify people records.

 

An individual’s person record is distinct from their Faithlife account. While a Faithlife account is created and controlled by that individual, the person record is created and managed by an organization. As a group admin, you can link person records to a Faithlife account that is a member of your group. This will add some information from that account to your person record. There are multiple ways to create a person record. Select the method that works best with your workflow.

 

Skip ahead to:

Invite a member to your group

Add an individual

Bulk import people records

Create a digital connection card

Create a family record

Search your people records

 

Invite a member to your group

Faithlife automatically generates a person record for each member or follower of your group. Learn how to invite members to your group.

 

Add an individual

  1. Navigate to your group on Faithlife.com
  2. In your group’s Admin panel, click People.

 

  1. Click Add Person.

  1. Provide a name, and select whether the individual is a child or an adult. If desired, you can add a photo of the individual (this photo may be visible to any member of your group).
  2. Click Create.

  1. The person record will open. You can provide additional information about the individual (Learn more about populating a person recordor click Done. To add another person record, click Add Another. 

 

Bulk import people records

You can import people records from another system using a CSV file.

  1. Export your people records from your old system in CSV file format. Faithlife can interpret CSV files from most record management systems—no special formatting is required.
  2. Navigate to your church group on Faithlife.com.
  3. In your group’s Admin panel, click People.

 

 

  1. Click the menu icon (Kebab_Vertical.svg) beside the Add People button and select Import from CSV.
  2. In the dialog that appears, select your CSV file and click Open. 

 

  1. Person records will be created for each entry in your CSV file. You can then modify individual accounts or perform some bulk actions, such as merging duplicate records, or adding person records to a family.

 

Create a digital connection card

Digital connection cards provide a way to quickly create one or more person records, even with limited information. 

  1. Navigate to your church group on Faithlife.com.
  2. In your group’s Admin panel, click People, then click Add Connection Card.

 

  1. In the text box, type a name and any additional information you want to be associated with that person record (such as age or gender). The system will parse the information you provide and assign it to the relevant fields.

 

Note: To create more than one person record at a time, insert a comma or “and” between the information for each person.

 

  1. Press Enter. Based on your input, one or more person records will be created. If you add more than one person, the system will ask if you’d like to add all new records to a family record.

 

Create a family record

Family records link individual person accounts in a family unit, which has certain types of data associated with it (such as an address, phone number, etc.). Adding people via a family record is the best approach when it’s more important to get the whole family in the system than it is to provide detailed information to a single person record.

You can create a new family record from existing or new person records, or using a combination of existing and new records. 

  1. Navigate to your church group on Faithlife.com.
  2. In your group’s Admin panel, click People, then click Families.

 

  1. Click Add family
  2. Add individuals to the family by clicking + Add Family Members and typing a name in the search box that appears.

 

  1. If a person record for that individual exists, click it to add it to the family record. Otherwise, click Create a new record. Repeat this step for each family member.

  1. After you’ve added individuals to the family record, provide a family name, address, etc. in the boxes below.

 

Learn more about creating Family records.

 

Search your people records

Once you’ve added people records to your church group, you’re ready to search and create lists of your members.

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