Managing Church Information from Home and On-the-Go with Church360° Members

45
Managing Church Information from Home and On-the-Go with Church360° Members

Transcript of Managing Church Information from Home and On-the-Go with Church360° Members

Page 1: Managing Church Information from Home and On-the-Go with Church360° Members

Managing Church Information

from Home and On-the-Go

with Church360° Members

Page 2: Managing Church Information from Home and On-the-Go with Church360° Members

Peter Frank Senior Manager,

Concordia Technology [email protected]

(314) 268-1408(800) 325-2399

Page 3: Managing Church Information from Home and On-the-Go with Church360° Members

1904 World’s Fair

Page 4: Managing Church Information from Home and On-the-Go with Church360° Members

Developing software for churches since

1984

Page 5: Managing Church Information from Home and On-the-Go with Church360° Members

Church Administration division of Concordia Publishing House

Page 6: Managing Church Information from Home and On-the-Go with Church360° Members
Page 7: Managing Church Information from Home and On-the-Go with Church360° Members

Online Church Management Software

Peopl

eOfferin

gAttendan

ce

Page 8: Managing Church Information from Home and On-the-Go with Church360° Members

Online–access anywhere

Free updates, support, and training

Secure hosting and backups

Page 9: Managing Church Information from Home and On-the-Go with Church360° Members

Familiar with church management software

New toChurch360° Members

Extremely busy

Assumptions

Page 10: Managing Church Information from Home and On-the-Go with Church360° Members

What are the goals ofChurch360° Members?

Mobile usesUtilizing volunteers

Presentation Outline

Questions and answers

Page 11: Managing Church Information from Home and On-the-Go with Church360° Members

What are the goals ofChurch360° Members?

Page 12: Managing Church Information from Home and On-the-Go with Church360° Members

Focus on people

Page 13: Managing Church Information from Home and On-the-Go with Church360° Members

Bring data to light

Page 14: Managing Church Information from Home and On-the-Go with Church360° Members

Turn information into insight

Page 15: Managing Church Information from Home and On-the-Go with Church360° Members

Give accesswhere and how

you need it

Page 16: Managing Church Information from Home and On-the-Go with Church360° Members

Provide building blocks, not the

blueprint

Page 17: Managing Church Information from Home and On-the-Go with Church360° Members

Mobile Uses

Page 18: Managing Church Information from Home and On-the-Go with Church360° Members

People View

Page 19: Managing Church Information from Home and On-the-Go with Church360° Members

People View

• Data columns• Search/filter• Smart groups• Export

• Mailing labels• Church directory

• Grouping• Households• Marriages• Givers

Page 20: Managing Church Information from Home and On-the-Go with Church360° Members

Mobile People View

• Core data• Name• Address• Email• Phone

• Search • Smart groups

Page 21: Managing Church Information from Home and On-the-Go with Church360° Members

Profile View

Page 22: Managing Church Information from Home and On-the-Go with Church360° Members

Profile View

• Contact• Family• Life events• Demographic • Tags• Custom fields• Notes

Page 23: Managing Church Information from Home and On-the-Go with Church360° Members

Mobile Profile View

• Same information• Household• Family• Notes

• Quickly call or email• Easily add pastoral

visits and notes

Page 24: Managing Church Information from Home and On-the-Go with Church360° Members

• Sync contacts with mobile device• Utilizes CardDAV

Address book client/server protocol designed to allow users to access and share contact data on a server.

• One-way sync (Church360° Members phone)

• iOS and Windows–Free• Android–Free (limited) or paid apps

Mobile Import

Page 25: Managing Church Information from Home and On-the-Go with Church360° Members

Mobile ImportFields iOS Android WindowsName √ √ √

Preferred Name √ $ √Maiden Name √

Listed/Unlisted Phone Number √ √ √

Listed/Unlisted Email Addresses √ √ √

Listed/Unlisted Household Addresses √ √ √

Birthday (must have Month and

Day)√ √ √

Page 26: Managing Church Information from Home and On-the-Go with Church360° Members

Mobile ImportFields iOS Android Windows

Baptism Date √Confirmation Date √

Wedding Anniversary √Profile Photo √ $ √

Name of Spouse √ $List of Parents √ $List of Wards √ $

List of Guardians √ $Link to Members √ $

Notes √ (not iOS 9) $ √

Page 27: Managing Church Information from Home and On-the-Go with Church360° Members

For more instructions, visit

360Members.com/CardDav

Mobile Import

Page 28: Managing Church Information from Home and On-the-Go with Church360° Members

Grouping

Page 29: Managing Church Information from Home and On-the-Go with Church360° Members

Grouping

• Dynamic groups• Tags

• Track anything

• Custom fields• Data consistency

• Relationships• Historical data• Geographical

Page 30: Managing Church Information from Home and On-the-Go with Church360° Members

Events View

Page 31: Managing Church Information from Home and On-the-Go with Church360° Members

Events View

• Standard events• Worship• Education• Fellowship

• Special events• Anniversaries• Pastoral visits

• View any combination• View by month or week• Export to Word

Page 32: Managing Church Information from Home and On-the-Go with Church360° Members

Mobile Events View

• View all events• View by month or

day• Quickly access

profiles• View all scheduled

visits

Page 33: Managing Church Information from Home and On-the-Go with Church360° Members

Utilizing Volunteers

Page 34: Managing Church Information from Home and On-the-Go with Church360° Members

Roles and Logins

Page 35: Managing Church Information from Home and On-the-Go with Church360° Members

Roles and Logins

• Specific permission roles with finely grained settings

• Give only the access users need

• Apply multiple roles to users

• Applies to mobile

Page 36: Managing Church Information from Home and On-the-Go with Church360° Members

Entering Attendance

Page 37: Managing Church Information from Home and On-the-Go with Church360° Members

Entering Attendance

• Take attendance by headcount, total, or both

• Designed for efficient entry

• Utilize volunteers by giving them access from home

Page 38: Managing Church Information from Home and On-the-Go with Church360° Members

Entering Offerings

Page 39: Managing Church Information from Home and On-the-Go with Church360° Members

Entering Offerings

• Enter offerings quickly and efficiently

• Enter by name, envelope number, or both

• Batch entry designed for multiple volunteers

• Integrates with Vanco payments systems

Page 40: Managing Church Information from Home and On-the-Go with Church360° Members

Reports

Page 41: Managing Church Information from Home and On-the-Go with Church360° Members

Reports• Easily generate reports on

people, attendance, and offerings

• Grant access to volunteers based on permissions

• Export church directories and contribution statements

• Prevent printing reports by sharing electronically

Page 42: Managing Church Information from Home and On-the-Go with Church360° Members

Questions?

Page 43: Managing Church Information from Home and On-the-Go with Church360° Members

Start your free 30-day trial at 360Members.com

Page 44: Managing Church Information from Home and On-the-Go with Church360° Members

Order by February 28, 2017 and we‘ll waive the $199 startup

fee

Page 45: Managing Church Information from Home and On-the-Go with Church360° Members

Peter [email protected]

(314) 268-1408

Software [email protected]

(800) 325-2399