Using the Find People Feature

Using the Find People Feature


What is Find People?

Use the power of the Mission Suite to find potential volunteers, your next leaders, or even those who have not been spiritually active.

The cornerstone of evangelization is to help transform people to serve God and evangelize others. To do this, you must first identify who is in the events hosted by your parish and what their experiences are. The Mission Suite created a powerful search and extract tool called Find People to provide exactly the data you need to succeed in becoming a missional church. Each data block can be opened to select specific attributes that you want the search engine to locate. For a quick look at how Find People will help you target the specific individuals you want to reach - for possible volunteer roles, people with leadership potential, or people you haven't interacted with in awhile - getting to the right people is easy! The interface is designed to help you select an existing search, modify an existing search, or create a new search. Below is an example of an existing search, titled Potential First-Time Encounter Volunteers. and the search criteria it contains.

1.  Select the desired search, in this case, Potential First-Time Encounter Volunteers.
2. Click the arrow on any section to display the available search quota. For existing searches, the selected criteria are checked in a blue box.
3. The Selection Summary at right will display selected items and those you add if you are creating or customizing a search.
4. Select See Results at any time and adjust the criteria to get exactly the information you need. 


5. Once you have the resulting records that fit your criteria, you have several options. You can select any or all individuals (5a), email (5b), or text (5c). Just like that, you've started a conversation with a specific group defined by you!


Getting Started - creating a new search

1. Login to the Mission Suite. Select the Inform icon.
2 The first item on the left navigation bar is Find People. On this page, you will see all default searches we have created. Once you create new searches, they will display in this list, too.
3. Select: + New Search at right.


4. Name your new search (4a) and click the save icon (4b).  A Save lightbox will open (4c), giving you the option to allow your new report to be Public, or visible to everyone in your organization with a login i.d., or Private, visible only to you.



5. As you select specific criteria to populate your search (5a), they will appear in the Selection Summary (5b), at right. As mentioned before, a green checkbox will display next to any section name in which you have chosen criteria. When are done selecting criteria, click SEE RESULTS (5c).


6. The records that fit the criteria you have selected will be displayed. You can select any or all records (6a), email (6b), or text (6c) them. Just like that, you've created a new line of communication with a group of people selected by you! This is a great way to make sure people don't "fall through the cracks" and stay on the evangelization path.


Save time with default searches

We’ve already created some searches based on common queries. These include:

1. Attended an Experience but is not currently involved
2. Potential First-time Encounter Volunteers
3. Potential Young Adult Leaders
4. Ready for next step (previously involved and not currently involved)

As you create and save searches, they will appear below, either as Public (visible to all users in your organization) or Private (visible only to you).