Recurring Gift Notice – New Options

New ImageWe recently made a change to how these notices are generated in order to give you more choices regarding the look and available content for this email. Previously, this notice was basically intended to let the donor know that his recurring gift had processed that morning and it displayed only the total amount of the gift that was processed.

Now, with this new change you can make this email look like the confirmation the donor receives after setting up or managing his recurring giving. By that, I mean that you can include replacement codes so the donor see the exact breakdown of his donation by fund.

These types of email notices are stored in Special Content > HTML Content on your database, and this specific notice is named RecurringGiftNotice. If your database already has this notice in Special Content, you can just edit it. Otherwise, you will create a new file.

Thank you to Redeemer Presbyterian in New York for sponsoring this project.

Read more…to see how to easily create or modify this notice.

Facebook Ads and your Online Registrations

Most churches nowadays have a Facebook page. Here is a great tip for making the most of Facebook when you have a special event coming up!

You can purchase a Facebook ad for a special event that has a registration and embed a pixel (that you get from Facebook) in your TouchPoint Online Registration. This lets you track how many people click on your ad, and even better, how many people actually go further and register for the event through that Facebook ad.

Our church just did this for our VBS registration. We reached several thousand people in our area with that ad, and we saw 78 people register via the ad. Those cost us only about 83 cents per person. That’s a fairly small price to pay when you consider that these could be people that otherwise might not have known about our VBS – which is where most children come to know Jesus.

I’m not trying to persuade you to use Facebook. I’m just saying that if you use it, you might want to take advantage of this TouchPoint feature (called a Confirmation Tracking Code) that pairs with Facebook.

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The Party’s Over…

2017-06-13_09-22-33Whew! There is nothing like ‘VBS tired’. Whether you have 30, 300, or 3,000 in your Vacation Bible School, workers get tired…really tired. It is a bone-aching tired. However, it comes with a huge plus – knowledge that you had a chance to have a positive impact in the life of a child. Makes it all worth it, doesn’t it?

What’s next? VBS has come and gone. Now what? We have a few suggestions for you.

  1. Followup – Check out this updated blog post with ideas for finding those you need to reach out to, and links to help articles to help you accomplish that. This is your best opportunity of the year to reach unchurched families. Don’t let it pass you by.
  2. Express Gratitude – You have quite a few people to thank – parents for bringing their children (you might do that with ‘front-porch visits’ – see the blog post mentioned above), workers for their commitment to make that week happen, housekeeping staff for cleaning up after you all week, office staff for whatever support they gave you throughout the week. Be sure to thank them with an email, or cookies in the break room…something that lets them know their participation did not go unnoticed.
  3. Clean up your data – Admin users, run the Duplicate Finder to get any duplicate records merged so you can minister effectively to the right people. Staff, once you’ve finished with the VBS orgs, drop everyone and make those orgs Inactive (your Admin can do that from the Org > Search page, just let him know when to do that for you). Remember – you can always find those that attended VBS by using Search Builder. See the blog post mentioned above. Children do not need to stay enrolled in VBS all year!
  4. Rest – You probably don’t have long to do this, as some other event or program is probably just around the corner. But do take some time to get refreshed and energized so you do not get burnt out doing God’s work at your church. Read a new book; go to the zoo; have an old-fashioned picnic in the park with your spouse, your children or grandchildren…or just catch up on some sleep. Take care of yourself (and don’t neglect your own spiritual growth) so you can minister effectively to others.

Read more…in this updated blog post about effective VBS followup.

Best Practices-Managing User Accounts

Every church has a certain amount of turnover, whether it is staff members, seasonal interns, or even lay leaders. So, the questions become these:

  1. What do you do as the System Admin when someone leaves their position?
  2. What should you do as a staff user before a new user account can be created for your new hire? 

We get questions about this (and more) from time to time, so we created a help article to offer some advice in this regard. We have a sample email you might want to use as a guide to create an email draft. Then you can send that additional email to new staff members (apart from the New User Welcome).  You can give them basic information a staff member needs to know about TouchPoint, links to some help articles that pertain specifically to their jobs, and what ever you think they need to know.

The article outlines the information a staff member needs to provide to the Admin user when 1) you need a new user account created, or 2) when one of your staff members is leaving.

Read more

PS  Speaking of new staff members…we are working toward creating a series of lessons for potential clients to receive when they get a TouchPoint trial database. We plan to make these lessons suitable for, and available to, your new staff members as well. Be patient, but be watching. It’s a work in progress.

 

Directories – New and Improved

DirectoryAssistanceWe all know that Directory Assistance has changed dramatically through the years. Well, some of our directories (on the blue Toolbar) have changed, too. We did this in order to make these function better, look better, and, by rewriting them in Word, to give us the ability down the road (maybe later this summer) to create recipes for all of these. When we have recipes churches will be able to customize the directories.

Let’s talk about what is available on the blue Toolbar under Directories:

  • Compact Directory – This is the only one of the three that does not contain pictures, and it is the only one that has not yet been rewritten. Stay tuned for that.
  • Picture Directory – This directory uses the individual photos and will print 24 per page. Along with the names, it includes the person’s email address, birthdate (month/day), spouse’s name. and names of children in the family.
  • Family Picture Directory – This uses the family photos and can be run from anywhere you see the toolbar. However, it works best if you run it from Search Builder, where you can add the Condition Is Head of Household. This prints 12 per page and includes the names of the family members and the home phone number.

Thank you to First Evangelical Church, Memphis, TN, for sponsoring the Family Picture Directory!

Stay tuned! We have another directory coming shortly.

Read more…about other options on the blue Toolbar.

New Options for Editing “Campus”

The default requirement for editing the Campus selection on someone’s people record is for the user to have Access and Edit roles. However, we have just added a new user role with an accompanying Setting and another new Setting – all of which relate to which users can edit the Campus on a person’s record.

If you add this new role named EditCampus to your database and the Setting EnforceEditCampusRole = true, only a user with the role EditCampus can edit a person’s Campus.

If you add the Setting MyDataCanEditCampus = true a MyData user (and any other user) can edit his own Campus.

So, you have some options:

  • If you like the user roles as they are currently, do not do anything.
  • If you want users (My Data included) to be able to change the Campus on their own records, add the Setting MyDataCanEditCampus = true.
  • If you do not want all users with Edit role to be able to change the Campus on other people’s records, then add the user role EditCampus to your database and assign it to those few users that you want to be able perform this function. Then add the Setting EnforceEditCampusRole = true.
  • If you want people to edit their own Campus settings and you want to limit which staff can edit someone else’s Campus settings, then add both the new Role and both Settings.

Thank you to Redeemer Presbyterian Church in New York City for sponsoring these projects.

Read more…about User Roles

Read more—about Settings

 

New Role for Finance Data Entry

New ImageThanks to our friends at Rutgers Community Christian Church in New Jersey who sponsored this project, we now have a new user role available. It is named FinanceDataEntry and in order to use it, your System Admin must add it to your database in the Lookup Codes.

PURPOSE:
The reason for creating this role is to allow for a someone to perform the duties of creating bundles and posting individual contributions, but without having other Finance permissions. This user cannot view bundles that are closed and he cannot view an individual’s contributions other than those he is currently posting.

This is a great way for you to have a separation of duties in the finance office without giving extra staff members or volunteers access to sensitive financial information. Thank you again RCCC!

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