Elvanto Guidelines

People Flows and Groups in Elvanto help streamline follow-ups, group assignments, and volunteer management. As a Connect Coordinator, your role is to oversee these processes, ensuring every new person is welcomed, connected, and supported effectively.

If you have any questions or need help, please reach out to your Campus Pastor!

Key Takeaways

• People Flows automate follow-ups and approvals for Connect Groups.

• You can edit flow steps and step admins to fit your campus needs.

• New people should be added to flows to ensure follow-up calls and group connections happen.

• Your connect leaders will receive an email & text notification when someone is assigned to them in a People Flow.

• Pools (e.g., Welcome Lunch, Baptism) don’t have due dates—they hold people until the next event.

• Connect leader lists need to be kept up-to-date to ensure the right people are assigned to follow-ups.

Accessing People Flows

1. Log in to Elvanto at one of the below:

• Centrepointperth.elvanto.com.au

• Or use the Elvanto app.

1. Navigate to the Admin Area (top left) → People → Flows.

2. Set the following filters to only see relevant flows:

   1. “Active”

   2. Your campus

3. You will see each of your campus flows, such as:

   1. New People Flow – First-time visitor follow-up.

   2. New Christians Flow – For people who recently made a decision for Christ.

   3. Connect and Events – A pool flow that includes:

      1. Connect approvals

      2. Welcome to Centrepoint

      3. Baptisms

      4. Alpha

Editing People Flows

Editing Flow Admins (adding/removing connect coordinators and pastors)

1. Navigate to People > Flows.

2. Select the relevant flow.

3. Click Edit (top-right).

4. Under Admins, add/remove administrators.

5. Click Save.

Editing Step Admins (connect coordinators & leaders)

1. Open the desired People Flow.

2. Click Edit next to a step.

3. Go to Step Administrators (right side).

4. Add/remove admins as needed.

5. Click Save.

6. To apply changes across all steps:

   1. Click Edit next to another step within that people flow.

   2. Click Copy Admins, select the step you want to copy from

   3. Tick Override Existing.

   4. Click Save.

Reassigning People in a People Flow

1. Open the People Flow Step.

2. Click the person you want to reassign.

3. Click Re-assign person (under ‘Assigned To’).

4. Select the new admin.

5. Click Save.

Approving People for Connect Groups

1. Go to People > Flows > [Campus]_ Connect and Events.

2. Select the Approve Connect Group step.

3. Click the person waiting for approval.

4. Review any notes about connects. 

5. Click Complete Step and select the connect you would like them to join

6. Select Complete Person.

The person will be automatically added to the group.

Managing Groups

Adding People to Groups

Option 1: From a Person’s Profile

1. Go to People.

2. Search for the person.

3. Under Groups, click Add.

4. Select the appropriate Connect Group.

5. Click Save.

Option 2: From the Group Itself

1. Navigate to Groups.

2. Open the relevant Connect Group.

3. Click Add People.

4. Search and select individuals.

5. Click Add People.

Removing People from Groups

Option 1: From a Person’s Profile

1. Open their Profile.

2. Under Groups, click the Delete button next to the group.

3. Confirm the removal.

Option 2: From the Group Page

1. Open the Group.

2. Check the box next to the person’s name.

3. Click Mass Manage.

4. Select Remove from Group.

5. Click Perform Mass Manage.

Keeping Connect Leader Lists Updated

In the Connect Leaders Group

Your campus has a list of connect leaders within the category ‘CITYWIDE Connect Leaders’.
Ensure it stays up-to-date so leaders are properly assigned to People Flows.

1. Navigate to the relevant group’ [Campus] Connect Group Leaders’.

2. Remove inactive leaders.

3. Add new leaders as necessary.

In the People Flow Steps

1. Compare CITYWIDE Connect Leaders with Step Admins in People Flows.

2. Remove inactive leaders.

3. Add new leaders as necessary.

4. To apply changes across all steps:

   1. Click Edit next to another step within that people flow.

   2. Click Copy Admins, select the step you want to copy from

   3. Tick Override Existing.

   4. Click Save.

In the ‘Approve Connect Group’ Step

1. Go to People > Flows > [Campus]_ Connect and Events.

2. Select edit next to the Approve Connect Group step.

3. Add or remove connects from the list of available Connect Groups.

   1. Ensure it is not automated (it should be ‘Optional (unchecked by default).

4. Click Save.