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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

Best Practices to Stop Duplicates & Merge

Posted by Boyd Pelley on 5/29/18 2:12 PM

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. 

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Tags: Membership, Best Practices

User's Gathering Best Practices: Use Registration Completion Options for Event Registrations

Posted by Boyd Pelley on 5/22/18 10:40 AM
Thank you to Bruce Droogsma from Wayzata Free Church in Plymouth, MN for coming to the User's Gathering and writitng this blog summary for his group.  
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Tags: Best Practices

User Gathering Best Practices: Target Email Marketing

Posted by Boyd Pelley on 5/8/18 9:52 AM

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.

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Tags: Best Practices

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