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.
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.
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.
Those of us who deal with database maintenance at all share the headache of discovering and merging duplicates. The best practice for keeping a clean database in our church software is to schedule a monthly event or task to run merge reports for members and families. We've added and detailed several options for both types of merge reports under the Members button then click Merge. This is your foundational task for maintaining your database.
Tags: Best Practices
How well are your emails really being received? We've been on a learning curve in this area the past few years. As many of you know we released significant upgrades to our email system back in 2016. Here's the blog post - New Release: Built-in Email Marketing. It contains the details. But since it came up at our User's Gathering a couple of weeks ago, here are a few best practices that some of our clients are using to increase the impact of their email communication.
Tags: Best Practices