We have added a help article to explain more about how your church can use the new Electronic Only feature for Contribution Statements.
Archive for month: September, 2014
We have added a new option for contribution statements – Electronic Only. This can be checked for donors who prefer to log on and generate their own contribution statements instead of receiving the printed ones mailed out by the church. When statements are generated, those donors can be excluded. You would email them when the last quarter’s contributions have been posted, so they would know when to log on for their statements.
My Data users can edit this themselves on the Giving > Statements tab, which is also where they will generate their own statements. The setting is also located on the Profile > Member tab.
Your church may want to send an email letting donors know of this new option, asking them to create a user account, if they do not have one already, and to set this option if they would like.
Another option would be to send a VoteLink to existing My Data users, asking those who would like to generate their own statements to use the one-click link. The link would enroll them in an organization you have created for this purpose. Then, it is a simple matter for the BVCMS Admin to tag everyone in the organization and use Batch Update to set the Electronic Only flag for everyone at one time.
Some churches may prefer to send every donor a year-end statement and take advantage of excluding those who opt-in for Electronic Only for the first three quarters of the year.
Whatever method you decide to use to poll your donors in order to set this flag and however you choose to use it, this can be a cost-saving feature for your church and a convenience for your donors.
Read more about Contribution Statements
Read more about Electronic Only Option
For online registrations, you can now create a separate Registration Title that will display at the top of the page on the registration form in place of the Organization name.
You will find this new field on the Organization > Registration > Registration tab. It is just located beside the Registration Type. If there is nothing in the field, the Organization name will display as always.
Your church has a camp for your students once or twice a year for which you use an online registration. The Organization, named Student Camp, is reused each year (or season) – dropping everyone and starting the registration again. With this new feature, you can keep the name of the organization the same (Student Camp), and use a Registration Title changing it for each registration to include, for example, the year and location – 2014 Beach Blast or 2015 Colorado Ski Retreat.
Basically, the idea is that the Organization name stays fairly generic, which is useful when finding previous members over a span of years, but the Registration Title allows you be more specific on the online registration form.
We just created a RegretsLink to go hand-in-hand with the RSVPLink. As its name implies, the RegretsLink records a person’s regret that they will not be able to attend a specific meeting.
If you use both an RSVPLink and a RegretsLink in an email, you will be able to see at a glance on the Meeting page, those that have responded regarding an upcoming meeting/event. These links do not create small groups, instead they set a person’s commitment for a specific meeting.
As people begin responding after you send out these links, you will see three types of Commitments on the meeting page:
- Attending – those who plan to attend and clicked the RSVPLink
- Regrets – those who indicated they cannot attend and clicked the RegretsLink
- Uncommitted – those who have not clicked on either link
We have also added some new Convert to Search options that relate specifically to these links. These are found under the gear icon on the Toolbar on the Meeting page.
I love this new option for several reasons. The main reason is that I can use an existing Organization, create future Meetings as needed, and capture the attendance intent of everyone enrolled in that organization. I think the best use case is for groups such as committees that have periodic meetings. You can email them from the Organization before each meeting to see if they plan to attend or not. And you will know exactly who to expect , who cannot come, and who has not responded.
Remember, if you use either of these links, the person who clicks on it will be enrolled in the organization. So, I would probably prefer to use the RegretsLink only for existing members of an Organization.
We also have a way for you to use a Saved Draft and not have to edit the link each time to change the Meeting ID#. You will want to check this out!
Thank you to Englewood Baptist Church in Jackson, TN for sponsoring this new feature!