To access Administrator Settings, you must be logged in to ChurchTrac using an Administrator user account. Administrator Settings will be visible on the Settings Screen.
The Admin Settings screen is where you will configure your account-wide settings, such as your regional settings, email settings, messaging settings, etc. Any changes made in Administrator Settings will impact all user accounts.
This screen has several sections, including Your Church Info, Account Preferences, Regional Settings, and so on. Click on one of these links to view the settings related to that topic.
In most cases, the options are self-explanatory. Some settings also have built-in help icons that you can click on to get additional information about that setting.
The church or ministry name along with the phone number and address (if included) will appear on all ChurchTrac reports. Since the church name was created as part of your account set up, you will need to contact support to make any changes to this information.
This section allows you to set defaults for various screens and features throughout the application. For example, you can set the default Member Status that is used, and whether or not you want to show individual and family pictures on the People screen.
This section allows you to specify which fields will be available from the Add Name dialog window. You can choose from several built-in fields, as well as the individual and family user-defined fields you create.
Here you can choose your paper size and default font, but this screen is used mostly for customizing the look of your contribution statements. The Name/Address Horizontal Offset controls the positioning of the Name and Address, which is useful when using windowed envelopes for contribution statements.
Adjust the horizontal position to match the envelopes of your choosing. The statement header and footer will be printed on each contribution statement. The number of characters for each of these fields is limited to 512. We recommend that you keep these messages as short as possible. If you wish to include more text or a detailed thank you with your statements, you should consider attaching a cover letter.
There are several different ways to send email through your ChurchTrac account.
Email deliverability will be an issue if you do not use a service like SendGrid (providers will typically send an email straight to spam or not deliver it at all if it is sent to multiple recipients over their threshold). SendGrid charges a reasonable monthly rate for bulk email.
You also have the option of having ChurchTrac generate a list of email addresses that you can copy and paste into another application. Keep in mind that you may experience deliverability issues if you have multiple recipients and you're not using a service such as SendGrid or those listed above.
You should only use the SMTP sending option if you are using your own paid domain name for sending (like yourchurchname.org). Using GSuite would accomplish this method, but understand that there will likely be deliverability issues when using this method with a large number of recipients (more than 20, for example).
To send a voice or text message from ChurchTrac, you purchase messaging credits which allow you to send a message to people in your database. Each voice message recipient uses 1 credit from your available balance, and each text message recipient uses a half credit from your available balance. Take a look at our pricing page to see current prices for messaging features.
For text messaging, you have the option to purchase a dedicated phone number. This allows you to send messages to your recipients from a number that is not shared with other churches or ministries. If you don't use a dedicated number, you can still send text messages, but you'll be using a phone number that is shared between multiple churches. Regardless of which method, each recipient will still use a half credit from your available messaging credit balance.
ChurchTrac's default is set for the U.S. standard format for dates and phone numbers. However, there is an option to choose a different date format as well as a different Phone Number Format to allow for international phone numbers.
This section allows you to choose which user-defined fields, Tags, and graphs appear in your Dashboard on the Home screen. This can be useful, for example, in tracking the number of new members or baptisms in the last x number of weeks, or since a certain date. You can also show the total number of entries relating to certain user-defined fields or notes.