1. Call and/or email to ask for help if needed. We want you to succeed. You can email implementation@givecentral.org for help.
  2. Re-watch this video. The link is included below. EOY Giving Webinar
  3. Use our Wiki or GC Guru for help. Everything I am discussing is available via GC Guru by just typing your question into our AI tool.
  4. Use Engagement Cards with SmartQR in your Churches
    • Link to Engagement Card Presentation:
    • Copy and Save Presentation
    • Pull up pew card that you'd like to use
    • Edit text as you'd like for pew card
    • Go to GiveCentral HomeScreen
      • Copy and replace your text number into YOUR PERSONAL ENGAGEMENT CARD
      • Copy and replace your ShortFormQR code into YOUR PERSONAL ENGAGEMENT CARD
      • Go to Events All. Go to your giving event for Christmas. Copy and replace your Christmas QR code into YOUT PERSONAL ENGAGEMENT CARD
    • Print your ENGAGEMENT CARDS
    • Place your ENGAGEMENT CARDS in the church
    • Welcome your visitors and let everyone know about the pew cards.
  5. Send Personalized SmartCommunications via Email
    • SmartGive (This will send personalized communication to anyone in your coummunity who has ever made a gift using GiveCentral)
    • Go to Home Screen and Express set Up. Click on Smart Email for Christmas--This template will be available on December 6th.
    • Select the Template that you would like to use
      • Review, edit, and save a template
    • Click on the "Recurring" button for parishioners who are GiveCentral users but aren't signed up for Christmas. Select "All". Click on Send Email
    • Click on the "Increase Giving" button for parishioners who have given in the past. This allows them to consider increasing their gift. Select "All". Click on Send Email
    • Go to Campaign History 48 hours later. Click resend to unopened for both prior emails.
    • Smart Links (This will send an automated email to everyone in your database with an active email who has never made a gift using GiveCentral)
    • Go to New Communication Portal, then go to Create Custom Links
  • Download a file from your database with Email, First Name, Last Name, and Mobile Phone. You can download a sample of this file on the same page and fill out the coulmns.
  • See sample file -
    https://emailer.givecentral.org/sampleCSV/SampleRegister.csv
  • Once a file is created - save it on your computer
  • Select a PGP
  • Upload the file using the same page
  • Go to create an email campaign,
  • Start the campaign and select contacts
  • Pick a template, edit, save, and select.
  • Prepare email
  • Schedule or Send an Email
  • Go to Campaign History 48 hours later. Click resend to unopened for both prior emails.

BONUS ITEMS

  1. Sharing Thank yous with parishioners
    • Go to Communications - New Communications Portal -
    • On the left, find Manage Template
    • Pick a Thank you Template from the Global Templates, clone, edit, and save it.
    • Go to Send Email
    • Create a New Campaign
    • Select saved Template - your saved template will be located under Saved Templates
    • Select List/Contacts
    • Schedule and Send Email
    • Go to Campaign History 48 hours later. Click resend to unopened for both prior emails.
  2. Feast of the Holy Family
    • Go to Communications - New Communications Portal -
    • On the left, find Manage Template
    • Pick a Thank you Template from the Global Templates, clone, edit, and save it.
    • Go to Send Email
      • Create a New Campaign
    • Select saved template - your saved template will be located under Saved Templates
    • Select List/Contacts
    • Schedule and Send Email
  3. Go to Campaign History 48 hours later. Click resend to unopened for both prior emails.
  5. Follow Up
    • Follow up 3+ times ith your visitors from Christmas
      • Send an email on the first week of the new year
      • Send an email on the third week of the new year
      • Send an email during the first week of February
      • Consider asking someone to make a single call to those who asked to be contacted.
      • For those who asked for a prayer request. Please acknowledge and respond. An acknowledgement completes the communication circle and let's them know you heard them and you care.