Week 1
- Visit your dashboard
- Build your Giving Portal with branding, logo, and customizable URL
- Set up Text Giving in your platform
- Determine who needs access to the system! Add Managers, give them permissions, and get your team ready to grow your giving portal!
- Test your giving methods (Give Now form, text giving, etc.) with leadership or staff to see how it flows
- If you have CHMS, integrate it and complete fund mapping
Note: Are you coming from another giving platform? Consider the Recurring Giver Transition Program and click here for more information
Week 2
- Set up your communication plan and gather your tools to have ready for the announcement
- Social media graphics
- Announcement slides
- Print any materials that have information about the new giving platform
- If you have a website, embed your Give Now form
- Draft an email to donors prior to the announcement. Don’t want to type one up? We got you! Click here for the email script.
- If you are wanting to set up Advanced features such as the MinistryOne app, Auto Reports, etc. click here for more information
Week 3
- Talking points – Gather your speaking points before announcing the new platform. Need inspiration? Click here for talking points.
- Make an announcement to donors of the upcoming changes to your giving platform utilizing the gathered communication tools from Week 2
- Send follow-up emails about the new giving platform with the new giving link attached
Week 4
- Log in to your dashboard to look over your transactions and deposits
- Check your Giving portal for sync errors in the integration tile
- Make a plan for next month’s donor communication (Plan for next month on how you communicate the new way of giving)
Month 2
- Monitor ChMS reports
- Follow up with recurring givers
- Look over your billing report
- Monitor Transaction Fees
- Check out your invoice section
- Refresh Social Media posts
Month 3
- Evaluate if there are active donors on the previous platform, provide final notice to active donors directly, and close the old giving platform
- Review your Funds List to determine whether adding new funds or making old funds inactive
- Do you have an upcoming event that requires registration? Consider creating an event form
- Celebrate your first successful online giving quarter with your donors!
- Plan for the future: Make a plan to keep the momentum for one-time and recurring givers by informing them quarterly
Advanced Features
Recurring Giver Transition Program
Seamlessly transition your recurring givers to your new online giving platform with the Recurring Giver Transition tool. Learn more HERE.
- Schedule a discovery call with a Transition Specialist
- Collect Data and send it back to your Transition Specialist
- Schedule Recurring Giver Transition Call with Specialist
- Send Pre-email templates two weeks before Transition Day and again one week before the Transition.
- Complete the Recurring Giver Transition with your Specialist and send the email with the account set-up link
- Resend payment account set-up link until all donors have entered their account info
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