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

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

BMT: Create a Memorized Donation

Learn how to create a memorized donation in the Batch Manager Tool.

1 min 48 sec

BMT: Create a Pledge Batch

Learn how to create a pledge batch in the Batch Manager Tool.

1 min 35 sec

Check-In Suite: Overview

A brief overview of how to log in to the Check-In Suite and its home page.

2 min 6 sec

CSS: Customize Your Widgets

Learn how to customize your widgets using our downloadable CSS file.

2 min 32 sec

Donations and Pledges Import Tool

Learn how to import donations and pledges into the Platform.

3 min 55 sec

Donor Statements: Add Your Logo

Learn to add a logo to your donor statements.

1 min 1 sec

Donor Statements: Run a Donor Statement

Learn to run a donor statement to preview changes made to the accounting company record.

44 sec

Donor Statements: Statement Footers

Add statement footers and update the address that displays on your statement footers.

1 min 23 sec

Donor Statements: Statement Headers

Learn to add a new statement header and add programs to statement headers.

1 min 24 sec

Donor Statements: The Donor Record

Manage several settings for donor statements in the donor record.

1 min 51 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

Foundational Widgets: The Language & Locale Widget

Learn how to preview and add the Language & Locale widget to your website.

1 min 55 sec

Foundational Widgets: The User Login Widget

Learn how to preview and add the User Login widget to your website.

1 min 20 sec

Groups: Assign Participants to Group Roles

Assign a group role to your group participants.

1 min 37 sec

Groups: Create a New Group

Create a new group to better organize your members.

56 sec

Groups: Create a New Group Role

Add a new group role you can use to assign to members in a group.

51 sec

Guest Follow Up

Follow up with guests with the New Message tool or several reports.

3 min 38 sec

Products & Options

Create a product for an event, add options to the option group, and associate the event with the product.

2 min 13 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

Searching: Advanced Techniques

Learn to search MinistryPlatform with advanced wildcards.

4 min 13 sec

Searching: The Basics

Learn to search MinistryPlatform with text, commas, and basic wildcards.

2 min 58 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