Join us tomorrow, June 27th, at 2 PM CST for our Q2 New Features Webinar, hosted by Chris Dolan and Hayley Whitworth. This informative session will cover the latest updates, including new church mobile app features, finance changes, and more. Don’t miss this opportunity to stay informed and enhance your church operations with our latest tools and strategies. Plus, we’ll be giving a special send-off to Chris Dolan as he concludes his time at TouchPoint Software.

Register now to ensure you don’t miss out on these exciting updates!

Hi, friends!

Summit is fast approaching! This year’s event will take place from Tuesday, September 17th through Thursday, September 19th in beautiful Alabama, and it’s shaping up to be our most exciting Summit yet.

This year’s event will be packed with insightful sessions, networking opportunities, and plenty of inspiration. Whether you’re a first-time attendee or a Summit veteran, there will be something for everyone to enjoy and learn from.

But that’s not all! We are excited to share that we have already surpassed last year’s registration numbers and are on the brink of a major milestone! To make it even more exciting, we’re introducing two fun giveaways:

1. We only need four more people to register to hit 200 participants before July 1st! The 200th person who registers will win a stylish pair of Goodr Sunglasses, perfect for enjoying the Alabama sunshine during Summit! So, don’t wait—register now to secure your spot and possibly become our special 200th registrant.

2. Interested in refreshing one of your Check-In kiosks? On July 1st we will do a drawing to give away a 10th Generation iPad! Everyone who is registered before July 1st will be entered to win!

Summit is not just an event; it’s an opportunity to connect with fellow church partners, share best practices, and grow together. We can’t wait to celebrate this achievement with you and make this Summit an unforgettable experience.

Ready to join us? Head over to summit.touchpointsoftware.com to learn more and register today! Remember, only four spots are left to hit our milestone, so hurry for your chance to win those fantastic Goodr Sunglasses and to get your name added to the

We look forward to seeing you in Alabama this September!

Blessings,

In our March New Features Webinar, we discussed the new Translations feature available in TouchPoint. The initial release included the ability to translate English word/phrases and the groundwork to add new languages. We are excited to announce that our recent update enabled Spanish translations!

Users can switch languages in TouchPoint by clicking on the Earth icon in the top right of the menu bar and then selecting English or Spanish from the Available Languages section.

To modify any of the translations, an Admin can navigate to Admin > Advanced > Translations and make any necessary changes.

More languages will be added in the near future. If you have requests for specific languages, please let us know!

In 2022, we introduced several Grade and Promotion updates to better serve our partner churches. Here’s a summary of the key changes and how they can benefit your church:

New Grade Level Dropdown

We’ve added a Grade Level dropdown in Involvement and people records. This feature includes standard grade levels and allows you to add custom levels using Lookup Codes. To enable new levels, simply change the setting named Allow New Grade Levels (Admin > Advanced > Settings > System > Administration) to True. Reports that include Grade have also been updated to reflect this new Grade field.

Automatic Grade Promotion

We introduced a new admin setting called Grade Update Date. This setting automatically promotes each child’s Grade Level annually. The default promotion date is set to July 1st, but you can customize it to match your church’s annual promotion schedule. Note: If you select a date prior to today, the promotion will be skipped for this year.

Legacy Grade Field

Another new admin setting, Hide Grade Legacy, allows you to hide the legacy Grade field once it’s no longer needed. Please note that we will disable the legacy Grade field for all partner churches in July 2024 if it hasn’t been done already.

As you prepare for Vacation Bible School and other summer and fall registrations, please keep the following in mind:

• Check Your Grade Update Date: Ensure this setting aligns with your church’s promotion timeline.
• Consider Registration Timing: When including the Grade question in an Involvement, consider the timing of registration versus when the Grade will be automatically updated. For example, if a registrant states they will be in 11th grade in the fall and the update happens after, they may be promoted twice.
• Adding New Members: When adding new members to your database and then to a Main Fellowship Involvement with a Grade populated on the Settings > General tab, this Grade will be added to their record. However, it won’t affect existing records with a Grade.

For more detailed information, please refer to these help articles:

Grade Field
Grade
Administrative Settings

We’re excited to remind our church partners about an important event this June. Join us for the Q2 New Features Webinar June 27th at 2 PM CST, hosted by Chris Dolan and Hayley Whitworth. This session will cover the latest updates, including new mobile features, finance rollouts, and more.

What to Expect

In this webinar, Chris and Hayley will walk you through the latest updates and enhancements. Whether you’re a seasoned user or new to our system, this session is packed with valuable information to help you make the most of these new features.

Why You Should Attend

• New Features: Learn about the latest mobile updates, finance tools, and other features designed to support and enhance your church’s ministries.
• Comprehensive Overview: Get a detailed look at all the new features and how they can benefit your church operations.
• Stay Informed: Keep up to date with the latest features and updates.
• Enhance Efficiency: Discover new tools and strategies to maximize productivity.

Register Today!

Don’t miss this opportunity to stay informed and connected. Register for our Q2 New Features Webinar on June 27th at 2 PM CST. We look forward to seeing you there!

Special Note

This webinar also marks Chris Dolan’s final webinar with TouchPoint as Head of Product. If you missed this announcement, you can watch the video here. We will give Chris a special send-off as he wraps up his chapter at TouchPoint.

Maintaining efficient operations and deep connections with members is crucial in the dynamic environment of church communities. This is where TouchPoint Software’s Process Builder becomes indispensable. Here’s why Process Builder is a game-changer for churches:

1. Automated Workflows for Seamless Operations

Process Builder enables churches to create automated workflows, ensuring that essential tasks are performed consistently and efficiently. This automation reduces the administrative burden on staff and volunteers, freeing them to focus on more meaningful interactions with the congregation.

2. Consistent Member Follow-Up

With Process Builder, churches can establish a reliable follow-up system for members. Whether it’s welcoming newcomers, following up with absent members, or reaching out to those who haven’t engaged recently, Process Builder ensures no one is overlooked. This consistency strengthens relationships and fosters a sense of belonging among members.

3. Enhanced Engagement Strategies

By integrating with Search Builder, Process Builder can trigger actions based on specific member behaviors or changes in engagement scores. For instance, if a member’s engagement score drops, Process Builder can automatically schedule a call or send a personalized email, encouraging re-engagement. This proactive approach helps maintain high levels of involvement and connection within the church community.

4. Streamlined Communication

Effective communication is vital for any church. Process Builder can automate transmitting important information, such as event invitations, newsletters, and updates. This ensures that all members receive timely and relevant communications, keeping everyone informed and engaged.

5. Personalized Member Care

Process Builder allows churches to provide personalized care to their members. By setting up workflows that cater to individual needs and preferences, churches can offer a more personalized experience. For example, parents of children in Sunday school can receive tailored updates and invitations to family-focused events, enhancing their engagement and satisfaction.

6. Efficiency in Volunteer Management

Managing volunteers can be challenging, but Process Builder simplifies this task by automating the scheduling, communication, and follow-up processes. This ensures that volunteers are well-coordinated, informed, and appreciated, leading to a more effective and motivated volunteer force.

7. Data-Driven Decisions

By automating the tracking and reporting of member engagement and interactions, Process Builder provides valuable insights into the health of the church community. Church leaders can use this data to make informed decisions, identify areas for improvement, and develop targeted strategies to enhance engagement and growth.

Ready to see how Process Builder can transform your church operations and member engagement? Reach out to our consulting team today to learn more. Let’s work together to ensure your church thrives and every member feels valued and connected.

By leveraging Process Builder’s full potential, your church can create a more efficient, engaging, and connected community and make a lasting impact on all its members.

Is your church community ready for the upcoming busy fall season? Keeping your staff and leaders connected and informed is essential. We’re excited to invite our church partners to two exclusive TouchPoint community events this June that will help you foster connection and community within your church.

Roundtable Event: June 20th, 2 PM CST

Join Andrew Triplett and Cody Binder for an exclusive roundtable event designed for staff, lay leaders, and church leadership. This session will focus on how to effectively utilize our church management system to streamline your operations for the fall. With limited seats available, be sure to register soon to secure your spot and connect with fellow church leaders!

New Features Webinar: June 27th, 2 PM CST

Our monthly webinar is back, and this time, we’re diving into the latest updates. Hosted by Chris Dolan and Hayley Whitworth, this session will cover new mobile features, finance rollouts, and more. This webinar is a great opportunity to learn how to make the most of these enhancements and to engage with other churches in our community.

Register Today!

Don’t miss out on these opportunities to strengthen your church community and enhance your management skills. Register now for our TouchPoint community roundtable and webinar to stay connected and ensure your church is ready for the busy season ahead.

We are honored to partner with remarkable leaders who inspire and guide their congregations with unwavering faith. Today, we extend our heartfelt congratulations to Pastor Clint Pressley and Dr. D.J. Horton on their recent elections to significant leadership roles within the Southern Baptist Convention. These prestigious positions are a testament to their dedication, vision, and impact on the community.

Pastor Clint Pressley: Southern Baptist Convention President

Pastor Clint Pressley, Senior Pastor of Hickory Grove Baptist Church in Charlotte, North Carolina, has been elected President of the Southern Baptist Convention (SBC). This role, one of the highest honors within the SBC, signifies his commitment and leadership in guiding one of the largest Protestant denominations in the United States. Pressley’s election, following a second runoff at the SBC annual meeting in Indianapolis, highlights his peers’ trust in his ability to lead.

Under Pastor Pressley’s guidance, Hickory Grove Baptist Church has grown significantly, known for its strong emphasis on biblical teaching and community outreach. His leadership extends beyond his local congregation, impacting broader church policies and direction. As President, Pastor Pressley will play a crucial role in shaping the future of the SBC, addressing contemporary issues, and fostering unity among the diverse congregations within the convention.

Dr. D.J. Horton: 2025 Pastors’ Conference President

Dr. D.J. Horton, Senior Pastor of The Church at The Mill in Spartanburg, South Carolina, has been elected as the 2025 SBC Pastors’ Conference President. This role involves planning and leading the annual Pastors’ Conference, an event that provides spiritual renewal and professional development for pastors across the nation. Dr. Horton’s election follows a competitive runoff and underscores his peers’ respect and admiration for his leadership and vision.

Dr. Horton’s tenure at The Church at The Mill has been marked by remarkable growth and expansion, transforming the congregation from 600 members to over 4,000 across multiple campuses. His commitment to biblical exposition and pastoral care has left a lasting impact on his community. Additionally, his involvement in various leadership roles within the SBC, including the South Carolina Sexual Abuse Task Force and trustee positions at theological seminaries, demonstrates his dedication to the broader mission of the church.

Partnering for God’s Kingdom

At TouchPoint Software, we are immensely proud to support Pastor Clint Pressley, Dr. D.J. Horton, and their respective churches. Their leadership and commitment to spreading God’s word are inspiring, and we are honored to partner with them in extending God’s kingdom. Congratulations once again to these outstanding pastors on their well-deserved achievements.

For more information, visit:

• SBC 2024: Clint Pressley Elected SBC President
• SBC 2024: D.J. Horton Elected 2025 Pastors’ Conference President
• Clint Pressley Elected SBC President in Indianapolis
• D.J. Horton Elected 2025 Pastors’ Conference President

The June release was deployed Monday night, June 10. This includes new features and updates to existing features.

Finance Updates

The biggest update in this release is the completion of Phase 3 of the finance changes that we’ve been talking about for several months. This phase includes the new, improved Transactions Report that combines the current Contributions Search and Transactions Log. This new report will be released into beta initially, so most churches will not see it on their database. After further testing, we plan to make it available to everyone.

The following items will be visible to all churches immediately:

• There are 3 new Account-based roles available. These are similar to the current Fund-based finance roles, but note that these apply only to the new report (mentioned above) that is not available yet. Once this report is made live, you will have the ability to grant more granular access to people based on fund (using current roles) or account code (using the new roles listed below).
  • ManageTransactions – This allows someone to see and manage all “non-contribution” transactions, unless the user also has the AccountManager role, in which case only transactions for those account codes will be visible.
  • ViewTransactions – This is similar to ManageTransactions, but only lets someone view (not manage) all “non-contribution” transactions, unless the user also has the AccountManager role, in which case only transactions for those account codes will be visible. A user with this role cannot add transactions on the Member Dialog in an Involvement.
  • AccountManager – This is used in conjunction with the ManageTransactions and ViewTransactions roles. It is a limiting role which signals that the user has an account-based finance role and limits the account codes that user sees based on the other roles the user has. This works like the FundManager role. If a user has this role, they can only select the visible Account codes based on their other roles in an Involvement.
  • The Account Codes page now has a new dropdown menu to select the appropriate account management role for each account code.
• For churches using TouchPoint Giving, there is a new ACH Reversal Email template that is automatically sent to the donor whenever their ACH payment is reversed, along with the reason. NOTE: The church admin should update this template to add the following church contact information to the template.
  • Contact Name
  • Contact Phone Number
  • Contact Email Address
• Changes made to pledges on the pledge management page are now tracked in the Contribution Change Log.
• The following updates have been made to the Batch Entry to make adding and managing contribution entries as easy as possible.
  • When a new person is added for a scanned check, the check image will now appear on all screens of the process.
  • There is an admin setting that can be enabled to show a person’s campus code when searching to add someone to a contribution.
  • There is a new Post Contribution Pledge Funds admin setting that will allow you to specify the fund ID of funds that you want to see pledges/pledge balances for on a person’s record when searching to associate a person to a contribution.
  • People ID’s less than 5 digits now pull into the People Search.
  • Registration Credits has been updated to work similarly to Soft Credits and the following changes have been made.
    • Error messages will be displayed if the user does not select a registrant or if a registrant is not in the selected Involvement.
    • A green dot will display after the donor’s name if a contribution has a registration credit associated with it. This is similar to the blue dot that displays for Soft Credits. The Registration Credit checkbox will be checked and the section will be expanded if the contribution is opened for editing.
    • When the Registration Credit section is expanded on a contribution that previously had that information entered, the registrant will display.
    • Once a contribution has been saved with a Registration Credit, no changes can be made to the Registration Credit information and no further adjustment transactions can be created if that contribution is saved after editing other information.
    • Users with the FinanceAdmin role can manually delete adjustment transactions, including those created because of a Registration Credit on a contribution.
• Donor Total Summary Report Updates
  • This report will now show consistent results between tabs for units and amount by date.
  • The new menu will display this report based on the same security restrictions that the old menu used.
• Several updates were made to Soft Credits to make them even easier to use.
  • A blue dot has been added to items on a person’s Giving tab if the item is a Soft Credit.
  • Header column sorting has been added to the Soft Credit section on a person’s Giving tab.
  • Two new Search Builder Conditions have been added to specifically find people with Soft Credits.
    • Soft Credit Recipient Number of Days – Enter the numbers of days to look back, Fund ID (or leave blank for all funds) and specify True or False to find any Soft Credit recipients.
    • Soft Credit Recipient Date Range – Enter the date range, Fund ID (or leave blank for all funds) and specify True or False to find any Soft Credit recipients.
  • When a finance user transfers gifts from deceased person to their surviving spouse, any associated soft credits will now move as well.
• Check images will now be available on a person’s giving tab for finance users to quickly reference.
• The following miscellaneous fixes/updates have been made related to the finance area.
  • When completing an ACH reversals all the relevant information is now included.
  • When processing a refund through TouchPoint, it will now go into the correct batch.
  • Voided transactions will now automatically be removed from the pending batch.
  • Voids that are processed on the TouchPoint Giving gateway will now show in the settlement report.
  • On the pledge search page, the number of families field now reflects all filtered results.
  • Credits that are processed on the TouchPoint Giving gateway will now show in correct settlement batch.

The following miscellaneous changes will also be included in the release:

• The Quick Sign-in settings have been adjusted to separate cell and email into two separate options for each church.
• If a donor that is associated with a PushPay gift is re-assigned, then the donor ID is now moved to the new record.
• The expiration on the Get Sub Link on the Volunteer Calendar has been extended from 3 to 7 days.

In addition to the above finance and other miscellaneous changes, several items related to the New Registrations have been addressed. The new registrations are in beta with several churches, and we are working hard to put the new forms through rigorous testing so that they can be made available for all churches as soon as possible.

Here are the updated items:

• The settings tab on involvements using the new forms, has been completely re-designed and reorganized.
• Setting up new questions no longer requires an open pledge fund
• Questions where options have reached their limit will now be grayed out if the limits have been reached upon page load
• We now verify limits for all question on the final checkout screen
• Unchecking “show” will now uncheck “required” on personal questions
• Email template renamed and updated to remove erroneous question marks
• Adding new person not in family shows blank address now
• Better cell phone formatting
• When adding someone to a meeting, the person is now added as attending
• If a new person is added under the age of 18, then they are added as a child
• Processing Fee works with Suggested Fee Question
• Registration Terms has been updated to show terms file name
• Registration now respect checkbox for whether address is required
• A user’s info no longer can be cashed into form
• When registering a child (non-logged-in), duplicates are not created if phone or email matches one of the parents
• Registrations now show in the app based on existing settings