Default Contact Reassignment

It also handles minor registration data. Each record is reviewed and, if possible, matched to an existing contact based on first and last name, and phone number or email address. If it cannot find a match, it creates a new contact, participant, donor, and/or household record. Then, the default record is reassigned to the matched or created record, and all changes are audit logged. You can run this on a schedule or a one-time basis. There's a cost for a one-time installation.

Grief Notifications

Set a daily email to go to the group leaders of the grief care groups. This way, they are reminded to do a three-month, six-month, and 12-month grief follow-up. There's a base cost for this.

Salutation & Mailing Name Customization

Customize your contacts' salutations and mailing names! We'll help you calculate eight different name formats with church-specific rules. These names are then stored on contact records and used in reports, six of which are customizable. There's a cost for this service.

Set Contact Grade from Graduation Year

Creates a new field for grade and populates it based on the graduation year. There's a cost for this.

AskGenius Capital Campaign Export

If you use AskGenius fundraising appeal software, this solution is for you! It can gather donors within your specified parameters and export a file that you can use in AskGenius. There's a cost for one-time installation.

Autobatch Donations

The routine will create Batches for Donations that meet all of the necessary criteria. There is also an option to create Deposit records. There's a cost for this.

Five-year Summary

Easily compare donations by household from the last 5 years. There's a cost for this.

Add Contact Attribute from Form Response Answers

Your MinistryPlatform instance can take action based on answers submitted through form responses. At night, form response answers can create contact attributes based on specific answers to specific form fields. Then, configure form fields to add to meet your church-specific automation needs. There's a cost for this.

Add Milestone from Form Response Answers

Your MinistryPlatform instance can take action based on answers submitted through form responses. At night, form response answers can create participant milestones based on specific answers to specific form fields. Then, configure milestones to add to meet your church-specific automation needs. There's a cost for this.

Add Opportunity Response from Form Response Answers

Your MinistryPlatform instance can take action based on answers submitted through form responses. At night, form response answers can create opportunity responses based on specific answers to specific form fields. Then, configure opportunities to add to meet your church-specific automation needs. There's a cost for this.

Form Response Create Records Package *

* This package combines our Add Contact Attribute from Form Response, Add Milestone from Form Response Answers, and Add Response from Form Response solutions.

Your MinistryPlatform instance can take action based on answers submitted through form responses. At night, form response answers can create participant milestones, contact attributes, and opportunity responses based on specific answers to specific form fields. Then, configure form fields, milestones to add, and opportunities to add to meet your church-specific automation needs. There's a cost for this.

Field Mapping

Automatically update records based on answers submitted through form responses. Set which updates are allowed, and all potential data changes display for approval. This includes over 20 pre-defined field maps!

Any additional data points are available subject to the hourly rate. Once approved, records update in a 15 minute routine - or they can be set to auto-update. There's a cost for this.

Form Response Answer Notification

Keep a form's primary contact in the loop! This solution sends an email to the form's primary contact with the answers provided by a form response. You can set which forms do this. There's a cost for a one-time installation.

Form-based Attendance

Have your participants mark their own attendance using a simple form. There's a cost for this.

Automatic Group Placement

This solution automatically adds people as group participants when they're placed after they inquire about a group. There's a cost for one-time installation.

Autoplace Opportunity Response in Group

This bypasses the step of manually setting the response as "placed". There's a cost for this.

Background Check Maintenance Routine

There's a cost for this.

Autoassign Parish from Geocode

Calculates likely parish attendance location based on address. Requires households to be geocoded. This can also be used to set a neighborhood value on a Household. There's a cost for this.

Household Registration Change Notification

There's a cost for this.

Add Milestone from Event Type

Set up your event type so that a milestone is automatically added to a participant record when that participant attends that events of that type. There's a cost for this.

Milestone Accomplished Notification

Send a Milestone Completion message to Participants receiving Milestones configured with an Accomplished Message value. There's a cost for this.

Pathways Migration

Enhancements to the standard Journey and Milestones Solution related to Automation of record creation and updates, and Notification to Leaders of Participant status. There's a cost for this.

Auto Add to Publication from Milestone

Want to automatically subscribe contacts to a publication once they complete a milestone? This solution creates subscription records for contacts who have received a milestone in the last 30 days, when that milestone is associated with a publication. Create subscriptions for contacts with any household position or only for heads of household. If a contact previously unsubscribed from the publication, they will not be resubscribed or added again. There's a cost for this.

Auto Add to Publication from Form Responses

Automatically subscribe contacts to a publication based on their form responses. There's a cost for a one-time installation.

Auto Add To Publication from Groups

Automatically subscribe contacts to a publication based on their parent group OR group. There's a cost for a one-time installation.

Message Campaigns

Plan and schedule your messages ahead of time! Message campaigns allows you to set your messages without worrying about missing new subscribers. Use for Advent, Lent, or prayer campaigns! There's a cost for this.

Audit Log Search

See what your users are doing without have to search every record! Audit log search puts the audit log in one page where you can sort, search, and filter. There's a cost for this.

Automated Record Security

There's a cost for this.

Donor Snapshot

View a historical log of a donor's direct and soft credit giving by month, including comparison data for prior periods. There's a cost for this.

Participant Snapshot (also known as Engagement Snapshot)

View a historical log of what your participants did individually by month in terms of giving, serving, group life, and more. There's a cost for this.

Snapshot Package *

* This package combines our Donor Snapshot and Participant/Engagement Snapshot solutions.

Our snapshot services add historical data in monthly increments. This way, you can provide analysis, charts, views, reports, and more to church leaders over any reporting period (monthly, quarterly, semi-annual, and annual). We cannot customize the monthly increments at this time. There's a cost for this.

Ministry Answers - Installation Package

Need to analyze trends and gain insights into your ministry's performance over time? The Ministry Answers solution can regularly capture and store important data to help you make informed decisions. There's a cost for this.

User Lockout Enhancement

Enable your Administrators to promptly help your congregants or parishioners when they are unable to access their MinistryPlatform Accounts. This User Lockout Enhancement Ready-Made Solution notifies your MP Administrator when a user is locked out, and allows them to initiate a password change for that user. This solution is designed to be configured specifically to your church's needs. There's a cost for this.