MortarStone Resources

Training videos and resources to get you started with MortarStone! 

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Videos

Getting Started With MortarStone

Onboarding Overview
Users & Permissions
Allocation of Funds
How to Use Campaigns
Tags
Band Settings
Filter Box

Searches, Lists, and Triggers

First Time Givers
Second Time Givers
Third Time Givers
Lapsed Givers
Re-Engaged Lapsed Givers

Financial Reports

Percentage Change
Band Movement Chart
Giving by Type

Additional Videos

Budget Management
Email Overview
Billing
Custom Dashboards
Zero Giving Filter

Downloadable Resources

Givers Communications

First Time Givers
2nd & 3rd Time Givers
Core Givers
Volunteers
Top Givers

Lapsed Giver Resources

Lapsed Giver Worksheets
Lapsed Giver Script
Continue Giving Letter
Lapsed Giver Workflow and Communication

ChMS Integration

Planning Center API Integration

How-To-Guides

Fund Allocation
How to Create and Manage Tags
View and Edit Bands
How to Use the Filter Box

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