First Steps to Launching Your Giving Platform

Your Ministry’s giving platform account has been approved and you're ready to launch. This article introduces the essential setup steps and features to help your team go live with confidence and clarity.

Follow the Steps to a Successful Giving Launch Below:

Set Up Your Online Giving Link

Activate your primary giving link so your Community can start giving immediately.

Create Fund Designations

Add and organize funds with keywords to make giving options clear and accessible.

Verify Fund Visibility in the Give Now Form

Choose which funds appear to your Community and reorder them as needed.

Enable Administrative Fee Coverage

Let your Community help offset processing fees by enabling this feature.

Embed Your Giving Form on Your Website (Optional)

Use the embed code to integrate your form directly into your Ministry’s site.

Customize Email Templates & Gift Confirmations

Personalize automated messages sent to givers for a more thoughtful experience.

Activate Text Giving

Choose your text-giving number and go live in minutes.

Complete ChMS Integration (If Applicable)

Reconcile gift records with your Church Management Software.

Add Team Members and Manage Permissions

Invite additional administrators to help manage and promote your giving platform.

Launch Your MinistryOne App (Optional)

Activate your mobile app to engage your Community on the go.

Update Website and Communication Materials

Refresh your site, bulletins, and slides to reflect your launch and encourage generosity.

Prepare for Launch

Add locations if needed and plan a live announcement during a Sunday service.

Launch Timeline

Week Focus Area
Week 1 Configure online giving link, create fund designations, customize Give Now Form
Week 2 Enable administrative fee coverage, embed form on website (optional), customize email templates
Week 3 Activate text giving, complete ChMS integration, add team members, have team members test Giving Features
Week 4 Launch MinistryOne app (optional), update communication materials, prepare for live announcement

 

💡 Tip: Aim to launch within your first 30 days to build momentum and encourage generosity.

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