Overall Objective. Go below surface level knowledge and become a dolphin.

Transcription

1 Overall Objective Go below surface level knowledge and become a dolphin.

2 Metaphorically speaking, within the first 3 months of using any enterprise wide software you will become one of 3 types of marine life. Dolphin Smart Knowledgeable Positive Know tricks Makes Noise Sees big ideas (the above, below and beyond) Encourages others Shark Smart & knowledgeable but negative Devours others On the hunt with an agenda Manatee Apathetic Drifter Concerned mainly with yourself Sees software as an Admin thing

3 1 WHERE IN THE DATABASE IS CARMEN SANDIEGO? (And how do we communicate with her?)

4 After the session, attendees will be able to: 1. Find a person (and their information) 2. Edit a person's information 3. Manage a person's family relationships 4. Use "Mass Contact" to /text/voice message an individual

5 Connecting Individuals to Families Head Child 1 Child 2 Spouse Joined by Family Relationships Household Built First

6 Multiple Addresses Residential Mailing Residential & Mailing

7 Address Types Residential Mailing Residential & Mailing Address usage must be constrained by time

8 Multiple Addresses Residential Mailing Residential & Mailing YES NO YES

9 IN ORDER FOR LABELS TO PRINT PROPERLY, RECORDS NEED A MAILING OR RESIDENTIAL/MAILING ADDRESS Mailing Residential & Mailing

10 Example Instructions for promoting children/students to the next grade or check-in group To move everyone in 12th grade to the College group: Click on the 12 th grade group to see the list of members Check the box at the top to select all the members at once Click Gear > Move People, then select the College group If you have groups with multiple grades like Children's Church Elementary and you just need to move just the 6th graders to the Junior High group Click on the group to see the list of members Click on Fields (a dropdown list below the Gear) and make sure birthday and age are selected Then sort by birthday by clicking the heading so the oldest children are at the top Check the box for the first one, then scroll down to the youngest one you are promoting, hold the shift key and check that child's box so all the records in between will be highlighted. Click Gear > Move People, then select the Junior High group

11 INDIVIDUALS QUIZ A member with just Account Access says, I don t see the Acts Class on my profile page. Select all possible reasons. A. His Security Role does not allow access to Groups B. Groups, that are classes, never show on a person s profile C. The database does not list him in the Acts Class Group D. The settings for the Acts Class Group restrict visibility to those with just Account Access.

12 INDIVIDUALS QUIZ A member with just Account Access says, I don t see the Acts Class on my profile page. Select all possible reasons. A. His Security Role does not allow access to Groups B. Groups, that are classes, never show on a person s profile C. He is not in the Acts Class D. The settings for the Acts Class Group restrict visibility to those with just Account Access.

13 INDIVIDUALS QUIZ The children s minister texts you this message I can t see Check-in Notes on profile pages. Are they lost? HELP!. Which reply would you send? A. Call support B. Change the note view to show Check-in Notes instead of Personal Notes C. The system does not show Check-in Notes on profile pages

14 INDIVIDUALS QUIZ The children s minister texts you this message I can t see Check-in Notes on profile pages. Are they lost? HELP!. Which reply would you send? A. Call support B. Change the note view to show Check-in Notes instead of Personal Notes C. The system does not show Check-in Notes on profile pages

15 INDIVIDUALS QUIZ Which of the following are ways to see a list of everyone in your database? A. Navigate to Individuals > List then scroll to the bottom and select view all B. Using Advanced Search, search for first name equal to * C. Navigate to Individuals > Directory.

16 INDIVIDUALS QUIZ Which of the following are ways to see a list of everyone in your database? A. Navigate to Individuals > List then scroll to the bottom and select view all B. Using Advanced Search, search for first name equal to * C. Navigate to Individuals > Directory.

17 INDIVIDUALS QUIZ True or false, when importing Individuals, your import file column headers must match the exact field names in the database?

18 INDIVIDUALS QUIZ True or false, when importing Individuals, your import file column headers must match the exact field names in the database?

19 SELF-ASSESSMENT PODs don t cover all the details, use this list to assess and guide your continued learning Can you? Add an individual and connect them to a family? Utilize a configured field to track information? Set time constrained multiple addresses for an individual? Log an interaction, a personal note and a check-in note for an individual? From the edit screen, add/remove an individual to/from a group? View an individual s attendance for a specific group/timeframe? Set a security role(s) for an individual? Unsubscribe an individual from mass s? Send an to selected individuals that will be logged as an interaction Add a pledge/donation from the Giving Tab gear menu on an individual s record? Print a contribution statement (from an individuals record)? INDIVIDUALS

20 2 To Group or Not Group? (That is the question answered in this training) Groups, Group Properties, Group Finder

21 After the session, attendees will be able to: 1. Create a group 2. Manage group members 3. Use properties and/or views to organize groups

22 You may be thinking small as it relates to groups

23 Think bigger

24

25 GROUPS QUIZ I can add people to a group from all of the following places except: A. An individual s profile. B. An attendance session detail list. C. An advanced search results list D. A list of members of another group E. None of the above, I can add people to groups from all these places.

26 GROUPS QUIZ I can add people to a group from all of the following places except: A. An individual s profile. B. An attendance session detail list. C. An advanced search results list. D. A list of members of another group. E. None of the above, I can add people to groups from all these places.

27 GROUPS QUIZ True or False: Ministry Teams and Classes are NOT tracked using Groups.

28 GROUPS QUIZ True or False: Ministry Teams and Classes are NOT tracked using Groups.

29 GROUPS QUIZ True or False: When using Groups to track age groups by grade (1st, 2nd, etc.), I can masspromote all age groups to the next level with one click.

30 GROUPS QUIZ True or False: When using Groups to track age groups by grade (1st, 2nd, etc.), I can masspromote all age groups to the next level with one click. Promoting Children to the next grade or check-in group Use the Groups tab (for age groups or check-in groups) and the "Move People" feature in the Gear list. Start with the oldest age group - 12th, then 11th, then 10th, etc. For example, to Move everyone in 12th grade to the College group: } Click on the group to see the list of members } Check the box at the top to select all the members at once } Click Gear > Move People, then select the College group If you have groups with multiple grades like Children's Church Elementary and you just need to move the 6th graders to the Junior High group } Click on the group to see the list of members } Click on Fields (a dropdown list below the Gear) and make sure birthday and age are selected } Then sort by birthday by clicking the heading so the oldest children are at the top } Check the box for the first one, then scroll down to the youngest one you are promoting, hold the shift key and check that child's box so all the records in between will be highlighted. Click Gear > Move People, then select the Junior High group

31 SELF-ASSESSMENT PODs don t cover all the details, use this list to assess and guide your continued learning Can you? Create a group with two leaders? Set a group to show in Group Finder? Create a group property? Explain to a novice user how groups are used to track information beyond traditional small groups, classes or other literal gatherings of people? Add people to a group? Search for everyone in a group who are not in another group (I.e. everyone who is in Mike Jones small group but not in the regular attenders group, hint: Use Advanced Search) In one transaction assign the same interaction to everyone in a group? Archive a group? Deactivate a select group of people from a group? GROUPS

32 3 I ll Take the Check Please. Covering: Check-in, Attendance and Background Checks

33 After the session, attendees will be able to: 1. Set-up a check-in station using group properties limits. 2. Create an aggregate. 3. Add a visitor, and/or a new person, from check-in. 4. Update a note for a check-in name tag. 5. Track background check information.

34 S E S S I O N A session is a date of a group meeting. (Small group, class, worship service, etc.)

35 S E S S I O N Attendance is adding individual names or just head count totals to a session.

36 S E S S I O N S E S S I O N Multiple entry options exist to accomplish attendance (adding individual names or head count totals to a session).

37 S E S S I O N S E S S I O N Think of the options like vehicles, delivering individuals to sessions.

38 Manual Data Entry Attendance Taker S E S S I O N Mobile Check-in Check-in

39 Simple or Manual Printed Roster Groups > Print Attendance Roll Add Attendance Attendance > Input (Add new) Select Date Add Visitor Select Anyone in Group Attendance Taker In Browser Attendance > Input > Touch Attendance Taker Select anyone in Group Mobile App Attendance Select Date Add Visitor Select anyone in Group S E S S I O N In Browser *.elexiochms.com/checkin Select myself (must be at church address) Self Check-in Mobile App Check-in Select anyone in My Family Print Name Tags/Receipts Browser Attendance > Check-in (kiosk or assisted ) Add New Add Visitor Select anyone in My Family Print Name Tags/Receipts Check-in ios Check-in App Launch App Add New Add Visitor Select anyone in My Family Print Name Tags/Receipts

40 Automated Background Check Information a. What is it? i. Automated background check are accomplished by an Integration with Protect My Ministry Discounted rates are available: 1. Basic Package: $ Plus Package: $21.95 (+fees) 3. Setup fee of $39 if you don't already have a PMM account. 4. For more information and more package options visit: or (800) b. How do I integrate? i. Create an account with PMM through the link on the help article below ii. Enter your account details into Elexio Community. Click on Settings > Services c. How do I sign up? 1. d. Once I m setup how do I order a background check? i. From an Individual's View tab, click the gear icon and then select the Order Background Check option. Choose your desired options on the following screens. e. To view the status of background checks navigate to Reports > Background Checks.

41 ATTENDANCE QUIZ Which of the following result(s) in the creation of an attendance session in the database? a. Navigating to Attendance > Input then selecting Add Session b. Use of thetouch Attendance Taker c. Recording Attendance in the mobile app d. Someone checking in from the database or ios Check-in App e. Someone using Self-Check-in (via a webbrowser or via the mobile app)

42 ATTENDANCE QUIZ Which of the following result(s) in the creation of an attendance session in the database? a. Navigating to Attendance > Input then selecting Add Session b. Use of the Touch Attendance Taker c. Recording Attendance in the mobile app d. Someone checking-in from the database or ios Check-in App e. Someone using Self-Check-in (via a webbrowser or via the mobile app)

43 ATTENDANCE QUIZ True or False: A unique Check-in Station must be created per computer or ipad running check-in.

44 ATTENDANCE QUIZ True or False: A unique Check-in Station must be created per computer or ipad running check-in.

45 ATTENDANCE QUIZ When I add a Visitor, who is not already in the database, via this screen in check-in, which of the following happens? a. They are added as an Individual in the database. b. Their info remains in a special Visitor area until added to a Group. c. There is no record of them in the database.

46 ATTENDANCE QUIZ When I add a Visitor, who is not already in the database, via this screen in check-in, which of the following happens? a. They are added as an Individual in the database. b. Their info remains in a special Visitor area until added to a Group. c. There is no record of them in the database.

47 SELF-ASSESSMENT PODs don t cover all the details, use this list to assess and guide your continued learning Can you Set a group for individual style attendance? Create an attendance session? Edit a previously created attendance session? Create an aggregate? Configure a check-in station to To display a limited selection of groups? Allow people to create their own full database records? Set a specific group where those new full database records are added? Use the attendance taker on a tablet or smart phone? Using a mobile device, access a browser (Chrome, Safari, etc.) to complete a self check-in transaction? ATTENDANCE

48 4 TO GIVE IS BETTER THAN TO RECEIVE (But we ll show you how to do both) Contribution Entry and Online Donations

49 Electronic Giving Tools Giving Portal Forms App Account Access Giving Portal Forms Mobile App Account Access Make one time or recurring donations Yes Yes Yes No Manage recurring donations Yes Yes No No See full giving history (electronic & traditional) No No Yes Yes Default login format same First.Last same First.Last Custom colors & images Yes Yes No Yes Download contribution statement No No No Yes

50 Giving Portal Forms Mobile App Account Access Make one time or recurring donations Yes Yes Yes No Manage recurring donations Yes Yes No No See full giving history (electronic & traditional) Online Giving Tools No No Yes Yes Default login format same First.Last same First.Last Custom colors & images Yes Yes No Yes Download contribution statement No No No Yes Manage database record, access church calendar, directory, groups No No Yes Yes Giving Portal Forms App Account Access

51 After the session, attendees will be able to: 1. Enter check and cash donations sorted by batch 2. Print a deposit report 3. Analyze total and individual donations 4. Print contribution statements 5. Make an online donation

52 CONTRIBUTIONS QUIZ Which of the following are true when completing this statement: I can download my own statement of all donations given to my church A. From the Giving Portal B. Via Account Access to the database C. From the mobile app

53 CONTRIBUTIONS QUIZ Which of the following are true when completing this statement: I can download my own statement of all donations given to my church A. From the Giving Portal B. Via Account Access to the database C. From the mobile app

54 CONTRIBUTIONS QUIZ True or False: By default, a user s login for database Account Access is the same login for online donations (the Giving Portal).

55 CONTRIBUTIONS QUIZ True or False: By default, a user s login for database Account Access is the same login for online donations (the Giving Portal).

56 CONTRIBUTIONS QUIZ True or False: My login for the mobile app is the same as my login for the database.

57 CONTRIBUTIONS QUIZ True or False: My login for the mobile app is the same as my login for the database.

58 SELF-ASSESSMENT PODs don t cover all the details, use this list to assess and guide your continued learning Can you Create a giving category? Enter a contribution? Mark an entry as cash? Create a batch? Use a previously created batch? Mark all entries in a batch as cash? Import donations from a CSV file? Adjust a contribution statement template? Print a single contribution statement? Print a group of contribution statements? Print a report that shows giving totals by category? GIVING

59 5 Reports, Apps and Widgets, Oh My! Covering: Reports, Attender Mobile App and Dashboard Widgets

60 After the session, attendees will be able to: 1. Access and analyze relevant data 2. Create a Dashboard Widget 3. Download and use the mobile app

61 REPORTS QUIZ Using all the tools available in the system and assume you have an admin level security role, could you locate everyone in your database between ages 20 and 30 who have contributed more than $1000 this year? A. Yes B. No

62 REPORTS QUIZ Using all the tools available in the system and assume you have an admin level security role, could you print a list of everyone in your database between ages 20 and 30 who have contributed more than $1000 this year? A. Yes B. No

63 REPORTS QUIZ True or false, all user configured fields will have a corresponding report that is found in the Report>Membership menu area.

64 REPORTS QUIZ True or false, all user configured fields will have a corresponding report that is found in the Report>Membership menu area.

65 REPORTS QUIZ True or false your security role can affect your ability to perform advanced searches.

66 REPORTS QUIZ True or false your security role can affect your ability to perform advanced searches.

67 SELF-ASSESSMENT PODs don t cover all the details, use this list to assess and guide your continued learning Can you Print a list of people who have birthdays this month? Export a csv file for people baptized in the last 3 years? Generate statements for the current calendar year? Print mailing labels for anyone who gave over $500 so far this year? Print a list of everyone absent from their small group last week? Export everyone s attendance in a select group for the last 6 weeks? View total attendance for an Aggregate on a given date? Record attendance for my group from the mobile app? Mass contact a group from the mobile app? Create a Dashboard widget to show giving over a period of time? REPORTS

68 6 TIME IS ON YOUR SIDE (And so is the Calendar) Covering: Calendar usage and settings

69 After the session, attendees will be able to: 1. Add an event 2. Manage security roles 3. Create a view 4. Manage event approvals

70 An Evolving Calendar Simple Advanced Powerful What X X X When X X X Where X X Approvals X X People X X Rooms X X Room Setups Online Views Properties Vehicles x X X X

71 Calendar Items vs. Attendance Sessions Planning Internal Viewing External Viewing Record Keeping Groups required Connects with check-in

72 THE IMPORTANCE OF CALENDAR VIEWS WEBSITE EMBEDS OR FEEDS CREATED BY FILTERING: CALENDAR VIEWS OURCHURCH.COM ROOMS, BUILDINGS, PEOPLE, VEHILCLES, EQUIPMENT, PROPERTIES USED FOR USER SECURITY RESTRICTIONS

73 CALENDAR QUIZ Which of the following filters could be used to create a Calendar view? A. Property B. Equipment C. Rooms D. Vehicles E. People

74 CALENDAR QUIZ Which of the following filters could be used to create a Calendar view? A. Property B. Equipment C. Rooms D. Vehicles E. People

75 CALENDAR QUIZ True or False: A user s calendar permissions are based on the permissions assigned to their role in Elexio Community.

76 CALENDAR QUIZ True or False: A user s calendar permissions are based on the permissions assigned to their role in Elexio Community.

77 CALENDAR QUIZ True or False: I can only see events for which I have permission to view or edit on the Calendar.

78 CALENDAR QUIZ True or False: I can only see events for which I have permission to view or edit on the Calendar.

79 SELF-ASSESSMENT PODs don t cover all the details, use this list to assess and guide your continued learning Can you Add an event to the calendar? Create a room? Filter the visible calendar? Remove filters from the visible calendar? Create a calendar view? Make a calendar view public? Describe who specifically can see a public calendar view? Locate the website embed code for a calendar view? Grant calendar permissions that are restricted by view? Grant a calendar permission that allows a user to propose events only? Approve a proposed event? Set a user to have authority to approve kitchen requests? CALENDAR

80 7 Interactions Speak Louder than Words Interactions and Workflows

81 After the session, attendees will be able to: 1. Log or assign an interaction. 2. Create a custom interaction type. 3. Create a workflow that assigns an interaction.

82 INTERACTIONS Prayer Requests Follow-up Items Notes by Type INTERACTIONS Private Notes Log

83 INTERACTIONS & WORKFLOWS QUIZ To re-assign to another person an interaction that has been assigned to me A. I change the person to whom the interaction has been assigned. B. I add a new interaction and assign to that person, and mark my interaction as complete.

84 INTERACTIONS & WORKFLOWS QUIZ To re-assign to another person an interaction that has been assigned to me A. I change the person to whom the interaction has been assigned. B. I add a new interaction and assign to that person, and mark my interaction as complete.

85 INTERACTIONS & WORKFLOWS QUIZ True or False: Someone can update an interaction that has been assigned to them without access to login to the database.

86 INTERACTIONS & WORKFLOWS QUIZ True or False: Someone can update an interaction that has been assigned to them without access to login to the database.

87 INTERACTIONS & WORKFLOWS QUIZ The maximum length of time I can select for a Group Membership Duration workflow is: A. 1 Week B. 6 Months C. 51 Weeks D. 3 Years

88 INTERACTIONS & WORKFLOWS QUIZ The maximum length of time I can select for a Group Membership Duration workflow is: A. 1 Week B. 6 Months C. 51 Weeks D. 3 Years

89 SELF-ASSESSMENT PODs don t cover all the details, use this list to assess and guide your continued learning Can you Log an interaction to an individual s record? Assign an interaction to an individual? Complete an assigned interaction (with and without logging in) Create a custom interaction type? Create a workflow that triggers on group duration with an action that assigns an interaction to someone? In one transaction, assign the same interaction to all people in a group? INTERACTIONS/ WORKFLOWS

90 8 Form a Straight Line and Proceed to this Training (If you want to learn about online forms) Online Forms

91 After the session, attendees will be able to: 1. Create a registration form with payment options 2. View and export form results 3. Create form follow-up actions using Workflows

92 FORMS QUIZ True or False: I cannot see form submission results without exporting/downloading them to my computer.

93 FORMS QUIZ True or False: I cannot see form submission results without exporting/downloading them to my computer.

94 FORMS QUIZ Which of the following am I NOT able to do using Workflows as a result of a form submission: A. Add the person from the form data to my database. B. Add the person from the form data to a database group. C. Assign an interaction. D. Send a copy of the form submission to person who completed the form.

95 FORMS QUIZ Which of the following am I NOT able to do using Workflows as a result of a form submission: A. Add the person from the form data to my database. B. Add the person from the form data to a database group. C. Assign an interaction. D. Send a copy of the form submission to person who completed the form.

96 FORMS QUIZ Which of the following is true about enabling a discount code for a form: A. The discount code is applied to the entire form. B. The discount code is applied as part of the setting for each individual payment field.

97 FORMS QUIZ Which of the following is true about enabling a discount code for a form: A. The discount code is applied to the entire form. B. The discount code is applied as part of the setting for each individual payment field.

98 SELF-ASSESSMENT PODs don t cover all the details, use this list to assess and guide your continued learning Can you Set up a simple contact form? Set up conditional formatting for a field on a form? Explain the difference between how checkbox and radio button fields function in a form? Add a payment field to a form? Add multiple payment fields to a form, and explain how they affect the total cost for the form? In one transaction, assign the same interaction to all people in a group? Apply a discount code to a form? Apply a timed discount to a payment field? Set up a donation form? Add a person to the database (using workflows) from a form submission? FORMS