New! This upgrade makes tuition and other recurring registration payments easy.

Posted by Boyd Pelley on 7/25/23 9:29 AM
Churches often struggle to provide ways for youth camp, preschool, mission trips, and other event participants to pay over time.  They end up using a spreadsheet or notebook to track payments.  But, the most time intensive part is having to contact people who forget to pay their balance.  
 
At first glance, it seems like there ought to be a way to use recurring donations to help with this.  But registrations require specific payment amounts, donations do not.  So, this isn't a good work around.
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Tags: Registration

Ten innovative ways to maximize the power of workflows in ministry

Posted by Boyd Pelley on 7/18/23 2:30 PM
Technology makes our lives easier.  I'm glad I don't have to use correction tape to fix typos and that I don't have to be attached to a wall to make a phone call. 
 
What word processors are to writing, and cell phones are to talking; workflows are to doing.  I've written a lot about workflows the last few years, but the last couple of weeks I've had two very sharp, pastoral staff ask me for specific examples.  Both of them are in the process of considering a change to Churchteams.
 
Workflows really are kind of a novel feature for most people when they first see them, so, see if these 10 ideas don't get the wheels rolling for your thinking about using workflows to automate tasks. The hyperlinks go to more detailed blog posts on each topic.
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Tags: Automation

How to use Text to support your Spanish Church or Ministry

Posted by Boyd Pelley on 7/11/23 3:00 PM

One of our clients asked us a few months ago if we could add spanish versions of the system keywords used in Text-to-Church.  He knew he could already use spanish keywords for any group, event, or form and just wanted to upgrade that a bit to system keywords.

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Tags: Best Practices

Why Churches Lag Behind with Technology and How You Can Get Ahead

Posted by Boyd Pelley on 6/27/23 2:30 PM

During a recent podcast with EST, we delved into the reasons why churches tend to fall behind when it comes to utilizing technology. As always, spending time with Sam and Josh was a pleasure.

Although the conversation with EST had a life of its own, I like to come prepared. With the assistance of GPT, I compiled four reasons why churches often lag behind in technology adoption.  You might find this a helpful evaluation tool.  It is followed by a single idea to help you get ahead.

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Tags: Church Management Software

3 common problems with new volunteers and effective ways to solve them

Posted by Boyd Pelley on 6/20/23 2:00 PM

There has been a lot of conversation since Covid about the challenges of recruiting volunteers.  I've written a few posts on it, but my favorite one was Seven Steps To Deal With The Stress of Volunteer Management from last July.  It outlines the process for everything from recruiting to caring for volunteers.

This one is much narrower in scope.  In fact, I'd like to zero in on the first month or two after a volunteer is placed by looking at 3 common problems with new volunteers and how to solve them.  Here are the problems followed by a recommended solution:

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Tags: Volunteers

Why the habit of tracking notes is so important to your church

Posted by Boyd Pelley on 6/8/23 4:39 PM

I talk about the use of Notes all the time in these blog posts.  However, a few months ago a long time user / friend pointed out that I had never done a blog post on it directly.  It's time.

Let me give you an idea of how important this topic is.  In my view, getting everyone on your team to use the Notes feature will increase staff use of the software by 200% and make your team as a whole 50% more efficient

Those numbers are based on my experience and gut feeling.  If we were to actually create an experiment to calculate them, those rates of improvement might be low.  Imagine that!    

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Tags: Best Practices, Communication, Notes

What is a phishing scam? And four ways to avoid getting caught.

Posted by Boyd Pelley on 6/6/23 2:30 PM
Someone is sending emails to church members using the pastor's name to solicit funds.  Recipients want to help, but something seems fishy so someone reaches out to the pastor. When he hears about it, he's paniced about being hacked.  He makes a call, and the panic spreads.
 
Like you, we HATE whenever we find out someone is trying to take advantage of relationships within the church.  Everyone feels violated.  There's always an urgency to fix this - and rightly so.
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Tags: Church Management Software

How to develop a wedding follow-up system to disciple young couples

Posted by Boyd Pelley on 5/23/23 2:30 PM
In 2022 according to the popular wedding site, The Knot:  20% of weddings took place in October, 15% in September, and 19% in June-August.  2023 is likely not much different.  That means wedding season is here. 
 
Many pastors do pre-marital counseling to help couples plan for a marriage as well as their wedding.  This is a great way to disciple young men and women as they prepare to do life together.  That discipleship doesn't have to stop on the wedding date.  We've had a few pastors or staff call to ask our suggestions for building a first year of marriage follow-up system.  It's a brilliant idea!   
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Tags: Communication

Five suggestions for Millenial leaders to help older church members adopt technology

Posted by Boyd Pelley on 5/16/23 2:30 PM

Millenials have been surrounded by technology, computers, the Internet, social media, and mobile devices since birth.  They are digital natives and they are starting to lead churches full of members who are not. 

Left unattended, this difference in attachment to technology could bog down the effectiveness of the vision and strategy of younger leaders.  As a company that builds technology for churches; we think, talk, and pray about issues like this.

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Tags: Best Practices

Two attitudes to bridge the generation gap on use of church technology

Posted by Boyd Pelley on 5/9/23 2:30 PM

The oldest millenials turned 40 the last few years.  For as long as I can remember, 35-45 has been the sweet spot for churches looking for new staff, especially a senior pastor. 

Our friends on the EST podcast focus specifically on helping this new generation of leaders serve established churches.  A couple of weeks ago I was on with Sam talking about bridging the technology gap with older members.  Here's that podcast.

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Tags: Church Management Software

How to make your follow up system work using buckets and workflows

Posted by Boyd Pelley on 5/2/23 2:30 PM

I did a workshop recently at  the Disciple Leaders Network conference on the topic of "How to think about and map out an effective assimilation strategy."  The host team asked us to make it a working time so that participants could walk away with some tools on our topics.  I thought I'd share mine here as well. 

I started by introducing our view of assimilation as a network of buckets and workflows.  Buckets are the groups, events, responses, steps, etc. in which we gather people with the same interests.  Workflows help us move them from one bucket (group) to another.  Here's the illustration I used in the workshop.

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Tags: Automation

4 ideas that will improve follow up after big events like Easter

Posted by Boyd Pelley on 4/25/23 2:45 PM

The French writer, poet, and aviation pioneer, Antoine de Saint-Exupery famously said, "A goal without a plan is just a wish."  

Easter was just a couple of weeks ago.  Hopefully, your church saw lots of visitors and twice-a-year attenders. How has your follow-up with these people gone?  Are you working the plan or was your goal for them to return really just a wish?

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Tags: Best Practices, Automation

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