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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 March 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: 

• 7 Group Types Every Church Should Use
• Re-Engaging Your Guests After They Leave
• Getting to Know Purchasing Management
• ShelbyNext Giving – Grow Your Ministry Today
• Education Corner 

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 

7 Groups Types Every Church Should Use

Groups are the fundamental tool for segmenting individuals in ShelbyNext. They are collections of individuals who have something in common, like their relationship to the church, their participation in a service cohort, and so forth. Groups are vital to an organized database, serving as sources for creating reports and taking attendance, to name just two.

So, what are the most useful categories of Groups to set up in your database? Here are a few recommendations based on years of best-practice experience by our Success Coaches, including some examples of good naming conventions to help organize your Groups list.

LEARN MORE

Re-Engaging Your Guests After They Leave

Easter is one of the most popular times for your members to invite friends and family to your services. What does that experience look like on their first visit? How is the church connecting with those guests once they have left the building and how are you setting your members up to invite those friends again? 

LEARN MORE

Getting to Know Purchasing Management

Purchasing Management is one of those rare applications that can be used just to keep track of purchases or used to: 

• Keep track of future planned purchases 
• Request permission to purchase something 
• Track approval stages
• Create an Accounts Payable invoice posted directly in AP 
• And much, much more!

Read more about how Purchasing Management can help your team stay on top of purchases more easily.

LEARN MORE

ShelbyNext Giving – Grow Your Ministry Today

A Total Integrated Application for Contributions, Events, School Tuition, Accounts Receivable, Remittance and More

ShelbyNext Giving provides the tools needed to make online giving convenient for your regular attendees and guests.

With ShelbyNext Giving, you will get:

• Competitive rates – Put money back into your ministries and stop paying high fees.
• Online Giving - For your church website, create embeddable forms for each fund or event. From the backend, you can control what methods of payment you accept (credit or debit cards, ACH, etc.). Donors can set up recurring donations or simply make one-time gifts.
• Text Giving - Inspire and enable spontaneous generosity by allowing donations from any text enabled device. Share your 10-digit number and receive contributions in seconds. Text giving is included with each pricing plan.
• In-Depth Reporting - Pull charitable giving reports for your church to see trends, including who is donating, how much, where, and when.
• Free Mobile App – Powerful and customizable church app that not only allows for donations but also includes event registration, live streaming, push notifications, sermon video/audio and more.
• Valuable Resources - Take advantage of partner resources, including customizable forms, that can help you plan effective giving campaigns around special events, holidays, and more.  

For more information or to see a demonstration of our Giving app and software, call (800) 877-0222 or email salesreps@shelbyinc.com.

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Education Corner

Upcoming Webinars

Advance Your Knowledge Webinar:

Database Clean-Up for ShelbyNext Membership

Keeping your database clean is key to making sound data-driven decisions in ministry. We all make mistakes and correcting them in your database may be easier than you think! In this webinar we will review common errors and how to correct them. Some of the topics we will review are:  

• Person added to the wrong group   
• Gift recorded to the wrong person or wrong fund  
• Adjustments due to a death in the family  
• Update Group name or properties appropriately  
• Attendance posted to the wrong date

REGISTER NOW

Workshops

Shelby Virtual Training Workshops

The Virtual Training Workshops are designed for new ChMS or ShelbyFinancials customers, users who need a refresher course, and/or existing customers who change staff positions. These two workshops are three hours daily over four days on two subsequent weeks (Non-Financials and then Financials)

Each workshop:

• Offered online as an interactive lecture style Zoom sessions
• Limited to 15 attendees
• Includes a detailed step by step workbook (available as a PDF download)
• Online quizzes to evaluate your learning and engagement

Each workshop day will run from 12:30 pm – 3:30 pm (Central Time)

REGISTER NOW

Webinar Recordings

Spring Forms – A 3-Part Series

Do you have your Digital Forms ready for Easter?  

Whether you are preparing for visitors, selling lilies, recruiting volunteers or raising special offerings, you probably have a reason to create a new form this season.  Watch our short solution specific webinars to get a head start on preparing for Easter in your ministry. 

WATCH REPLAYS

How to Increase Engagement in the Easter Season 

WATCH REPLAY

Shelby Systems, 7345 Goodlett Farms Parkway, Cordova, TN