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List triggers run an automation based on changes to a Planning Center list. They’re the most common way to build welcome series, onboarding flows, and follow-ups. There are two list triggers:
  • When a person is added to a list — enrolls someone the moment they join the list
  • When a person is removed from a list — enrolls someone when they leave the list

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Setting It Up

  1. Choose When a person is added to a list or When a person is removed from a list as your trigger.
  2. Select the Planning Center list to monitor.
  3. Select the email category the automation’s emails will be sent under.
Once the automation is active, Flowforth watches that list and enrolls people automatically as they’re added or removed.
People are only enrolled when they meet the trigger while the automation is active. Anyone who joined or left the list before you turned it on is not added retroactively.

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Auto-Refreshing Lists and the Start Offset

Planning Center lists that auto-refresh do so at 2:00 AM. If your first step sends an email right away, people could receive it in the middle of the night. For list triggers, the builder asks “Is this list automatically refreshed?” and lets you set an Offset start by value in hours. Setting an offset delays the start of the automation for each newly enrolled person by that many hours.
  • We recommend an offset of at least 6 hours so an automation that would otherwise begin at 2:00 AM starts at a friendlier 8:00 AM instead.
  • Alternatively (or in addition), you can begin your automation with a Wait step before the first email.
Not sure whether your list auto-refreshes? You can check and manage a list’s refresh schedule from its list details page.