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MinistryPlatform Video Library

Learn how to do certain tasks in MinistryPlatform.

We're working on growing our collection of short, task-focused videos. Right now, we have two broad categories:
  • Get Started - Covers steps you'll want to take before using certain features.
  • Get Going - Provides steps on how to use a certain feature.

As we add more videos, we'll expand these categories and add new ones that pique your interest!

Get Started

Set Default User Preferences

Learn how to set global default preferences for all users to start from.

1 min 13 sec

Set Up Alternate Emails for Personnel

Learn how to add different types of work emails for your staff's different roles.

1 min 30 sec

Set Up an Annual Appeal Campaign

Learn how to set up an annual fundraising campaign for multiple parishes or campuses when you're using a centralized model.

1 min 33 sec

Set Up Domain Authentication

Learn how to authenticate your email domains in SendGrid for improved deliverability from MinistryPlatform.

6 min 19 sec

Get Going

Adjust a Pledge

Learn how to update a pledge when a donor is unable to fulfill their commitment.

1 min 35 sec

AI in the Template Editor Tool

Learn how to use the AI components to take your templates to the next level.

1 min 48 sec

Donations and Pledges Import Tool

Learn how to import donations and pledges into the Platform.

3 min 55 sec

Enter Deposits into Realm Accounting

Learn how to use the Create Deposit Tool to push your deposits from MinistryPlatform to Realm Accounting.

1 min 35 sec

Promotion Routine: Promote by Age

Use the Promotion Routine to automatically move group participants to a new group when they reach a certain age.

1 min 57 sec

Promotion Routine: Promote by Date

Use the Promotion Routine to automatically move group participants to a new group on a specific date.

2 min

Realm Accounting & MinistryPlatform Integration Overview

A high level overview on Realm Accounting's integration capabilities with MinistryPlatform.

1 min 16 sec

Unsubscribe Snippets

Learn how to insert Unsubscribe links in your emails and change the link text.

1 min 20 sec

Working with Data: Add People to a Group

Learn how add people to a Group.

1 min 48 sec

Working with Data: Manage Data with Page Views

Learn how to use page views to keep your data clean and updated.

1 min 33 sec

Working with Data: Selections

Learn how use selections to perform actions in MinistryPlatform.

1 min 27 sec

Working with Data: The Assign Button

Learn how to mass assign information to all the people you select at once.

1 min 8 sec

Want More Videos?

Our team is always considering new video topics that will be helpful to you, and we create videos as we have time. Let us know what you'd like to see next! Use the form at the bottom of this page to tell us which topics and tasks we should cover.

When new videos are available, we'll announce it via the relevant release notes. You can also bookmark this Help Center page and check back for more later!

Note: Looking for in-depth training videos? Check out the MinistrySmart Academy for webinars, boot camps, and more!