Welcome to your giving platform, and congratulations on finishing your account registration! Don’t stop now...you’re on a roll!

Educating your staff and leadership is a crucial step in successfully launching our giving platform. Many of the best launches are a result of a very strong team effort — and that starts by identifying who needs to join your team! 

Here are a few roles that will need to be filled as you think about launching our giving platform. Take a second to read through the list and identify who on your staff fits the bill. (One person wearing all the hats? We’ll make sure he or she receives all the information!) 

Finance / Administrator 💰

Who needs access to batch reports? This person typically manages the books, accounting, and reporting. He or she will need access to the manager dashboard and will usually work with your giving platform team on a weekly basis. This can be your accountant, CFO, or even a volunteer. 

Worship/Communications Pastor 🎤

Who will conduct a live walk-through of your giving platform? Typically responsible for non-sermon communication (i.e. weekly announcements, MC responsibilities), this person will most likely be involved in the live rollout of your giving platform, as well as subsequent offering reminders

Teaching Pastor 📖

Who will encourage a culture of generosity in your organization? Usually the leader of your organization who communicates on a regular basis. This person will coach the congregation in generosity and will utilize your giving platform as a tool in building a more generous organization.

Media/Communications 🎥

Who will update your printed and digital communication materials? This person typically runs slide decks, makes changes to your website, manages the newsletter etc. He or she will need access to your giving platform engagement materials.
 

Next Steps 📩

  • Invite your teammates to be managers so they can help manage your giving platform account, customize your platform and messaging, grab important links, etc. Use manager permissions to limit or permit a teammate's access to certain areas of the manager dashboard.
  • As a team, prepare for an amazing launch! We highly recommend scheduling a meeting with all the members of your team, taking time to go over how your giving platform works for your givers and for your staff, as well as covering what needs to be worked out prior to your live launch.
  • You can also schedule a call with our Success team! We'd love to get to know you and your organization.
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