Configuration

• Review and update your accounting company. Common updates might include:
  • Statement cutoff date
  • Logo
  • Pledge campaign
• Review and update your programs. Be sure to check:
  • Statement headers
    Tip: The Stewardship Info views display what you need to know at a glance.

Data Clean Up

• Combine any remaining duplicate contacts using the Combine Contacts Tool.
• Review the applicable fix views to correct potential data issues.
• Create your own custom views to find additional potential data issues, like people set up to receive online statements who don't have an email address.
• Use Mass Assignmass assign feature to quickly clean up things like donor statement types or statement methods.
• Use the Trim Selection Tool to trim selections for missing addresses, emails, and more.
• Use the Transfer Selection Tool to remove one selection of donors from another, like those who gave less than $100 from donor's set to receive paper statements.

Paperless Statements & Electronic Communication Tips

• Send emails using Message Templates in the New Message Tool. Direct your donors to the My Contribution Statement Widget with these common communications:
  • Information Update Request - Is your email and/or address up to date?
  • Online Statement Sign Up - Encourage paper statement donors to sign up for online statements!
  • Online Statements Available - Thanks for your faithful support!

• Send a text message using the New Message Tool. You can even schedule the text to send on a specific day and time! Fun communications might be:
  • Sign up for online statements! Get your statement sooner and save the church money.
  • Online statements links sent today! Check your inbox.
  • Paper statements mailed today! Check your mailbox next week.