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 Help Topics / Settings & Automations

Settings & Automations

ChurchTrac User Accounts
Managing ChurchTrac user accounts for your staff and leadership
Using Automations [New Feature]
Automatically send automatic birthday messages, reports, & more
Automation Recipes
Ideas and inspiration for your next church automation
Task Automations [Advanced]
Need to link automations together? Use Task Automations
Using Projects and Tasks
A simple to use project management tool built into ChurchTrac
Uploading Your Church Logo
Where to upload or update your church's logo in ChurchTrac
Dashboard Setup
Customize the dashboard to display information you want to see
Email Options and Settings
Configuration options and settings for sending mass email
Using ChurchTrac Mail
Finally! Church email that's ready to go out of the box
MailChimp Integration
Transfer your church email list to your Mailchimp account
Amazon SES Integration
Need to send over 10k emails a month? Consider this integration
Twilio SMS Messaging Integration
Purchase your own SMS number and connect it to ChurchTrac
File Storage
A cloud drive to store your church's files and docs
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