How to Create "New from GroupVitals" People Sub Status in F1
Adding an F1 sub status to your status groups in your F1 account will make it easy for you to reference all new people who enter into your F1 database from GroupVitals. Here's how to setup the sub status in F1:
- In F1, go to “admin” in the main menu and select “status” under the People Setup sub-menu.
- Choose which F1 "Status Name" you'd like to add a "sub status" of "New from GroupVitals" or any phrase you'd like to use to indicate that the person came from GroupVitals. You can add this sub status to more than one Status Name. Right now, we will only sync statuses where the F1 Status Group and F1 Status Name match. E.g, Status Group = Attendee and Status Name = Attendee.
- Member - Member
- Attendee - Attendee
- Inactive - Inactive
- Once you choose the Status Name(s) you'd like new people from GroupVitals to have (Attendee or Member), you'll need to add the sub status "New from GroupVitals" under a status group for that Status Name. The name of the F1 Sub Status Group is irrelevant. We are just looking for the sub status you add under each Status Group.
- If you don't have an existing Sub Status Group or Sub Status under the Status Name, click the "Add sub status" link to the left of the Status Name you'd like to add the GroupVitals sub status to. Then, in the form box above, type in the name of the sub status group (whatever you want) and then the name of the sub status (such as New from GroupVitals) and hit the add new sub status button.
5. You'll then want to log into GroupVitals, go the Add-Ons area and click the Settings button for FellowshipOne. You'll then be able to select the F1 Status Name and the Sub Status for that Status Name for each entry point someone can have within GroupVitals. You're welcome to select the same Sub Status for each one or create a unique Sub Status for each one.