Still Using An Older Plan? Check Out These Features…

ChurchTracFeatures

Just recently, we’ve launched some great changes and upgrades to ChurchTrac that are already being enjoyed by thousands of ministries. Though many of those features are available to all, there are many features and upgrades that are not available on our retired plans. Here’s a quick overview of some of those features that our ministries using the retired plans are missing:

1. Archive Individuals: Their records are still intact, but do not count towards your tier limit.

1.1) Put a checkmark by the names you want to archive. Click on the icon for [Bulk Edit Options]

1.2) Select “Archive the Checked Names” then click [Perform This Action…]

1.3) You can view the archived names in alphabetical order under HOME SCREEN-> Settings-> Admin Settings-> Archived Names. You can restore individuals by clicking the [Restore] button associated with that person.

1.4) When you archive a name, the name is removed from the PEOPLE screen, and is no longer accessible for new attendance events, for entering contributions, etc. However, the name and the data associated with that individual remains intact upon Restoration. Names that have been archived do not count toward the total number of names allowed by your plan. Even while archived, you can still generate a year-end Contribution Statement for that individual.

2. Facilities Management: Coordinate usage of rooms/resources in your ministry.

2.1) Under the EVENTS Screen, click on the Locations tab and create new locations.

2.2) Create a new event and select the location.

2.3) If a newer event overlaps for the same location, you will be alerted  about the conflict.

3. Volunteer Management: Assign and receive acknowledgment of workers, or participants, for a particular event.

3.1)  Create a new event, click [Manage Event Participants], then [+Add Names]

3.3) Under [Event Options] you can further customize these options: 

 

3.4) Under [Event Fields], you can create additional response fields if the recipient acknowledges they will be able to attend.    

3.5) Under [Send Invites], you can send out emails inviting them to the event.

3.6) Recipients click on a link in their email and will be taken to a web page to respond.

3.7) If the recipient clicks [Yes], any optional fields that you added will appear before they submit the response.

3.8) Under [Event Report], you can generate a PDF document with your volunteers’ statuses. 

4. Event Registration: Allow online registration for a public event.

4.1) Create a new event, click [Event Options], and select “Event Type” = [Public]. An Event URL (web page address) will be created that you can put on your church’s website. 

4.2) When someone clicks the link, they will be taken to the registration screen.

4.3) They will either log in with an existing email address or sign up to be included in your ChurchTrac database. 

4.4) The registered names will be displayed on the event screen.

4.5) You can generate a PDF report of this list by clicking [Event Report]. 

5. New Dashboard with customizable cards, graphs, and more! 

 

How to upgrade?

Reach out to us at www.churchtrac.com/support and create a support ticket.