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V2: How to work with Saved Searches
V2: How to work with Saved Searches

The classic saved search is no more. Now CCB has the new advanced saved search.

Updated over a week ago

Your searches are labelled, so you can tell which is which.

New Advanced Search

Rough video

PART I: SETTING UP A NEW API USER

Step 1: Log in to CCBChimp.

Step 2: At the top of the page you will see a banner notification which says: "We have a new application. You can try it by clicking HERE." Click as directed (gold arrow in image above).

You will be redirected to CCBChimp V2.

Step 2: Click the Edit under CHURCH COMMUNITY BUILDER (hot pink box in image above).

Step 3: Click on Edit again.

You will be redirected to the Authorize your CCB Account screen.

Step 4: Basically, you are going to create a new API user and link it to CCBChimp.

4.1 Brown box + #1 in image above

Create a new API User. Enable the 8 permissions shown. If you are not sure how to do this, click here.

4.2 Hot pink box, #2, + arrows in image above

Erase your old username and password. Enter your new API information. Click the yellow Authorize button.

4.3 Gold arrow + #3 in image above

Toggle on the switch. It will turn red.

PART II: Syncing

Step 1: Click on the X (see image above) to close the Authorization screen if needed.

Step 2: Click on Sync (rocket icon, hot pink box in image above).

CCBChimp will pull in your saved searches. You will see the current and new saved searches in this view (see image below).

TO ADD A NEW SYNC PAIR / SAVED SEARCH

Click on the turquoise Add New Sync Pair button (hot pink box and arrow in image above). The Add New Sync Pairs page will open (image below).

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