MortarStone Resources

Welcome to MortarStone! We hope the insights you learn from your analytics will help you further engage and disciple your givers.

Below are the training videos we discussed in your onboarding meeting, along with downloadable PDF giving resources.

Getting Started Videos: 

1. Onboarding Overview

2. Users & Permissions

3. Allocation of Funds

4. Campaign Setup

5. Tags

Foundational Information:

1. Band Settings

2. Filter Box

Charts and Graphs:

1. Band Movement Chart

Searches, Lists & Triggers:

1. First Time Givers

2. Second Time Givers

3. Third Time Givers

4. Lapsed Givers

5. Lapsed Givers that Have Re-Engaged

Financial Crisis Reports:

1. Giving Type

2. Percentage Change

Additional Videos:

1. Email Overview

2. Billing

3. Custom Dashboards

4. Zero Giving Filter

Downloadable PDF Templates & Resources

If you have questions, or need further assistance, please email us – we’d love to help you out!