home

Realm

RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

Guides and quick answers for churches and denominational offices.

What would you like to know more about?

Show Contents

thumbnailRealm

Promotion

Promote or View Promotion Progress

This is the final step in the promotion process.

Permissions Required

To access this window, a user must have Manage Ministry Areas set to Allow in their list of permissions.

Once you've approved promotions for all classes within a ministry area or group, the Promote Approved Groups button becomes available on the Promote tab. You can also check the promotion process for classes on the Promote tab.
Note: After someone has completed a promotion, you can view details about that promotion in the change log.
  1. In the top-left corner, click your ministry hub then Realm. Then click Groups > Promotions.
  2. On the Setup tab, click + Add Ministry Area or Group.
  3. Select the groups to promote and delete, or leave a check box clear to skip it.
  4. Click Save this Setup to finish at a later time or click Next to start the promotion process.
  5. On the Promote tab, you can see the status of the current groups. When a class promotion(s) is approved, the status circle is green, the Promote Approved Groups button becomes active.
  6. Click Promote Approved Groups.
    Note:

    Things to Remember

    • When you complete the promotion track setup, a new Promote tab displays on the Promotion page. This is where you go to approve class members for promotion.
    • If you don't add participants to the group, it won't show up on the Promote tab. To promote the group, you must have at least one participant added.
thumb_upYes thumb_downNo

Realm

Last updated: February 6, 2024