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We hope that
you enjoy reading our newsletter each month as we keep you "in the
know" regarding our platforms and services. The August edition
includes some tips that we hope help you grow your ministry and
minister to your congregation.
In
this month's newsletter we'll cover:
- Promoting
Classes or Groups
- Using
Accounts Payable Invoice Import Features
- Online
Giving that Keeps it Simple and Safe for Your Donors
- Webinar
Resources
We are here
to serve you as you serve in your ministry. Have a blessed day and
enjoy the newsletter!
Steve
Pruitt
Steve.pruitt@shelbyinc.com
General
Manager, Shelby Systems
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Promoting Classes or Groups
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Promotions in
ShelbyNext Membership is an intuitive process once you understand where
to go and the basic logic.
Essentially,
you are MOVING (not copying or adding) records from one Group to a
different Group. To start, find the Group the records are coming from
and check the names you want to move. Next, click the 3-dot (More) icon
and choose “Move to Group” from the dropdown menu. Choose the
destination group and bingo, all those records have moved from the old
to the new group.
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Key
thing to remember!! ALWAYS
PROMOTE FROM THE TOP GROUP DOWNWARD. (Emptying out each group before
adding the new group members. Hint: Move 12th grade before promoting
the 11th grade.)
You can learn
more by reading our help article and get best practices from our Shelby
Trainers by watching our recent webinar recording on Promotions and
Groups.
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Using Accounts Payable Invoice Import Features
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For users
that need a way to import a list of AP transactions without having to
manually enter each one, the new Transaction Import feature is just
what you’re looking for.
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Online Giving that Keeps it
Simple and Safe for Your Donors
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Having a
state-of-the-art online giving solution is great. Unless nobody’s using
it. Your donors are missing out on tools that make giving easier and
more secure than ever! Whether your church staff needs coaching on how
to use your giving platform to its fullest potential, or you need
actionable advice on how to encourage your donors to take advantage of
your giving tools on a consistent basis, we have all the resources you
need in one convenient location. See how you can make giving a better
experience for everyone today!
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Webinar Recordings
- A Quick
Look at Best Practices for Groups and Promotions (July 28th).
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Upcoming Webinars
Advance
Your Knowledge: Purpose Driven Forms – Part 1 (Getting Ready for Fall) (August 11th)
We will look
at using some of the powerful tools in the Form Management System to
create Forms needed for lining up volunteers, setting up classes, or
allowing members to send in information for a new pledge.
Join consultants Mark Crain and Staci Sampson as they unlock some of
the ways you can collect and import information from members as you
involve them in the ministry of the church.
You don’t want to miss it! Register now and reserve your spot.
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Stay
Connected With Your Congregation Via A Mobile App (August 25th)
Your church
leaders and attenders should be able to connect, engage, and
communicate in one convenient location. That’s why ShelbyNext includes
a free mobile app, and if your ShelbyNext church management is
integrated with giving, you get 2 apps – one for church leaders
and one for church members.
Join us for a
webinar on August 25 at 12 pm CT to see how Shelby’s mobile apps can help:
- Your
church attenders - Give.
Watch media. Register for events. Increase church engagement. This
powerful church app was built by people who really understand the
Church.
- Empower
church leaders, anywhere -
access to accomplish daily tasks with ease, such as looking up
attenders contact information, inputting attendance, sending mass
emails and text messages, managing groups, and more. As a result,
it’s never been easier to connect with your congregation!
Secure your spot for this FREE webinar now!
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Shelby Systems, 7345 Goodlett Farms Pkwy, Cordova, TN
38016
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