TRAINING VIDEOS

Below are training videos that will help you build, develop, and grow your generosity ministry. 

PROPOSAL

Accepting a Proposal

Integrations & Data Upload

Planning Center Online

Data Upload

SETTINGS

Users & Permissions

Updating Your Password

How to Scope Funds

Data Integrity

Tags & Triggers

Setting Up Tags

First-Time Giver Trigger

Lapsed Giver Trigger

2nd & 3rd Time Giver

Funds, Locations & Campaigns

Funds & Locations

Filtering by Fund

Campuses

Campaigns

Understanding Reports

Summaries Report

Band Flow Chart

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