Explaining – TouchPoint Software

Admin Feature, Best practices, Explaining

TouchPoint Support – What about My Data Users?

Most of you know that when you need to ask a question of our TouchPoint Support Team, you click ?Help in the top right corner of your TouchPoint database. At that point, you have the option to search our Help Documentation prior to submitting a request in case you can find the answer there.

But what about My Data users?

When they click the question mark icon they do not have an option to search the documentation. However, they can submit a Support Request. Unlike all other support requests, these go to the Admin for that user’s database. It uses the email address in the AdminMail setting.

Because those go to the Admin Mail for the church, that means that the person with that email address is also the one to answer those questions.

Why do we handle these requests like that?

It is because the vast majority of the My Data requests relate to issues that someone at the church must handle for that person. The requests are usually things like “how can I add someone to my family?” or “I’m supposed to a church member, but it shows I’m not a member”. So, obviously, these are questions that we cannot take care of for that individual.

So, if you are a system admin for your church and you receive these types of emails, please be sure to answer them. TouchPoint Support is not going to do that. However, if you need help answering the question, by all means, let us know by submitting your own support request. Then we will be happy to answer!

New Support System

2017-04-27_18-17-19

If you have submitted a Support Request in the few weeks you will have noticed that our replies have a different look. That’s because we were testing a different support software. Well, after trying it for a few weeks we decided to go with yet a different product. That means that you will see an even different look. Same service; slightly different look.

Why?
We value our clients and really try hard to provide outstanding service. That’s why we are doing this – so we can keep providing excellent support as we grow our family of churches. As TouchPoint grows, our support system needed to grow as well.

As always, let us know when you need something – and please use the Help? icon in your database when sending requests of any kind.

Thank you for your patience as we go through these changes.

April 27, 2017/0 Comments/by Steele Billings

Explaining, Online Registration

Self-Support for Mission Trips

2017-02-28_10-25-24 In recent weeks, we noticed several mission trip participants making payments toward their trips by using Support Links instead of their paylink or the make payment link on their people record. This can cause some confusion and cause payments to get recorded incorrectly. We decided to do something about that. We added 2 new prompts and now prevent someone from making these mistakes.

1) If a Goer (a participant in a mission trip) attempts to make a self-support payment using a Support Link that is configured with his people ID # on the end of it, he will receive a prompt saying “You cannot self-support from this page.”

2) If a Goer tries to use a generic Support Link (such as one posted on your website) that allows someone to select a Goer from the list, he will not see his name in the list. He will also see a prompt reminding him to either use a paylink or the make payment link from his people record in order to make a self-support payment.

We do pay attention to how people use the features in TouchPoint. This is a case in point. Once we realized that there could be confusion, we took steps to prevent that from happening.

When Is Empty not Empty? When it Is the Empty Template!

WordToTheWise We call it the Empty Template, but it has a very important use and should be in every TouchPoint database. It presents your senders a template option that does not have anything already added such as a logo or a footer. It is also a blank slate for you to copy when creating new templates.

Every database starts out with several templates, one of which is named Empty Template, which, as previously stated, is sort of empty. It contains some code and the words “Click here to edit content” in the body of the email. These words disappear the moment the person follows that instruction and clicks in the body of the email. The are there just to show the user where to click.

We have noticed that quite a few of our churches no longer have an Empty Template in their databases. That is because someone has deleted it, not realizing that it needs to remain in your database. So, we have created simple step-by-step instructions (along with the necessary code) for you to add this back into your database. Remember, only a user with Admin or Design role can create, edit, and delete templates.

If you do not add this template back into your database, the system will automatically present what is named Blank Template as an option for your users when they are sending an email. While you may hope that they will select a nice template, they might just select that Blank Template. That pseudo-template does not have all the features of the Empty Template, so you really should go ahead and put this Empty Template back into your database to avoid any issues.

Click here for simple instructions and the code.

Click here to read more about creating email templates.

Click here to read about using email templates.

February 27, 2017/0 Comments/by Steele Billings

email, Explaining

TouchPoint Emails – Where are they?

2017-02-03_08-58-36 Spam! It isn’t just for dinner. It might just be the answer to these questions.

“Why am I no longer receiving emails from the church?” “Why am I receiving email notifications that an email was not deliverable?”

It could be that the recipient filed a Spam Report (most of the time without even realizing he’s done so). You will want to keep reading to find out more about this if you are not familiar with how to handle these situations.

TouchPoint Support – What about My Data Users?

New Support System

Self-Support for Mission Trips

When Is Empty not Empty? When it Is the Empty Template!

TouchPoint Emails – Where are they?

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