Evangelism, Discipleship & Assimilation

Posted by Boyd Pelley on 8/14/18 8:04 AM

For our purposes assimilation is the process of intentionally helping first time guests become fully engaged members of your local church.  This is the first of eight blog posts on how church management software, specifically Churchteams, can help you manage this process.  Not just once, not just occassionally, but every time over the long haul.

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Tags: Assimilation

XP Guest Blog: Training Staff To Use Churchteams

Posted by Reid Hopkins on 8/7/18 7:10 AM

Hi. My name is Reid Hopkins, and I am the Executive Pastor at The Brook in Madison, Alabama. 

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Tags: Ministry & Technology, Meet The Software

Connecting: Your Tangled Fishing Line

Posted by Boyd Pelley on 7/31/18 9:12 AM

In the past several weeks I’ve been working with an Executive Admin of a large church to reorganize their data structure for effective assimilation.  You could tell by the different fragments of data that several different approaches to assimilation had been implemented through the years. Usually this happens when different church staff use different fields to track the same information.  Or sometimes there are different perceptions of what the assimilation process actually is.

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Tags: Best Practices, Assimilation

Best Practices: How to Track & Use Spiritual Gifts For Team-Building

Posted by Boyd Pelley on 7/24/18 10:04 AM
From the beginning of the Churchteams vision, there was a component I called Giftfinder that I dreamed of building into the software.  We built Groupfinder to help people connect with small groups. And Growthfinder as a spiritual growth assessment designed to help pastors, staff and group leaders measure and track spiritual growth.  Here's a Best Practices Blog post on using Growthfinder. 
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Tags: Ministry & Technology, Leadership, Volunteers, Best Practices

Best Practice: The Problem of Allocating Online Giving Deposits

Posted by Boyd Pelley on 7/17/18 9:36 AM

(Please forward to your financial admin).

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Tags: Online Giving, Registration

New Releases: Upgrades for Mail Merge for Email and More

Posted by Boyd Pelley on 7/10/18 10:28 AM

We are upgrading things in the software all the time.  Most of the upgrades are subtle and obvious.  Others are much more significant.  Here is a list of upgrades since March followed by an explanation and illustration in the same order. 

  1. Communication - Mail Merge For Email
  2. Registration - Confirmation Emails Exclude Group Info
  3. Volunteer Scheduling - Optional Description For Each Assignment.
  4. Reports - Recurring Online Giving
  5. Contribution Statements - Address To Include Non-Donating Adults
  6. Fundraising - Pay button changed to Give
  7. Membership - Custom Attribute Values
  8. Member Profile - Rotate Photo

 

1.  Communication - Mail Merge For Email.  With a recent improvement to an older feature you can now send personalized emails to any group of people you choose.  The Email Request For Updated Information option under Communication reports is unique because it creates an individualized email for every user that it is sent to.  We recently added a feature that automatically puts the person's first name and a comma at the top of the email. There is now a Custom Message that highlights this and gives you other options for locating the first name.

By default, the person's unique link to update their information is at the bottom of the email.  Underneath the email message box, there are now instructions on how to put the "update your information" link somewhere else in the email.

By choosing the report "Email request for updated information" you can use the combination of these two upgrades to send out a personalized email to anyone and have the advantage of an option for them to update their information at the bottom of the email whether that is the point of the email or not.

 

2.  Registration - Confirmation Emails Exclue Group Info.  Our registration response emails (within a group click Registration then Settings) were originally designed to connect people to small groups and thus included the circled information on the bottom of the email sent to the registrant:

This is helpful for people joining groups, but too much information and unnecessary when people register for many events or other purposes.  So, we added the following on the Registration Settings page.  

 

 

 

Simply uncheck the box for those registrations that you don't want all that additional information included in the confirmation email.

 

3.  Volunteer Scheduling - Optional Description For Each Assignment.   Example: You need a worship team to play for a men's event.  With this addition, you can go to the worship team group click the Volunteer button and when you schedule team for a Friday night add the description "Men's Retreat".  

You'll explain it in your cover email, but this description is used in several places including the text message invitation.  Here's what it looks like in both the text and email invitation.

Another common use of this is for scheduling a security team for different events.

 

4.  Reports - Recurring Online Giving.  Want to do a report of future projected income based on recurring gifts?  Go to Reports / Financial / Recurring Giving.  You have two options for this report.

1. Create a list of the currently active recurring gifts along with a 365 day projected income based on these.

2. Create a projection of recurring giving based upon a date range you enter.


We are not able to go back in time to capture the level of information we would need for past recurring giving, so both of these reports will be limited to current date and then going into the future.

 

5.  Contribution Statements - Address To Include Non-Donating Adults.  Often donations from a family are tracked in the name of just one adult for example husband.  We added options to include names of other adults in the family and even an option to add a title like Mr. & Mrs. on the address line.  Under Settings / Contributions / Other Options, you'll find these options.  Note: the Custom Name/Address 1 Field to the left of the arrow will still over-ride these new options.

 

6.  Fundraising - Pay button changed to Give.  When a registration is set up for raising funds, the system changes the pay button to Give to better reflect the interaction. This records the amount as both a registration and a donation immediately posted to the donor's giving record.

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Tags: New Release

Best Practice: Use Check-in To Enter Connection Cards - New Release!

Posted by Boyd Pelley on 7/3/18 9:47 AM

Just as Sunday comes every week, so does Monday and with it the responsibility to compile and act on every response people submitted the day before. This can be tedious work, but we've automated a lot of it for you.  Here's how to set up this automation.

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Tags: New Release, Membership, Registration

Link Builder

Posted by Boyd Pelley on 6/26/18 9:50 AM

In my last blog I showed you how to use a single registration to place people into a group related to each response.  It is a new feature called Automated Group Registration.  

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Tags: Registration, Best Practices

Automated Group Registration (Based on Form Responses) - New Release!

Posted by Boyd Pelley on 6/19/18 6:30 AM
Problem:  When someone registers for something, the system simply puts them into that group (event, class, etc.).  In many cases responses people choose require manually transferring or copying them to another group for additional follow-up.
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Tags: New Release, Small Groups, Membership, Registration

User Gathering Best Practices: How to Use Growthfinder for Values & Curriculum

Posted by Jennifer Fischhaber on 6/12/18 4:49 PM

Our pastoral staff does a fantastic job of presenting the core values of our church each year in a sermon series.  Worship.  Connect.  Serve.  Invest.  We have them posted on our website.  We have signage for the foyer.  We even go into deep detail during the membership class.  However, we found that when it came to actually putting these core values into practice, some folks were at a loss as to where to start.

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Tags: Small Groups, Leadership, Best Practices

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