How does Churchteams request members to update their information themselves?

Send an email to request updates to member information

You can send out an email asking the people in the database to update their information by going to Members > More > Member Update Email. You can limit who the email goes to using the various options listed in the middle Filters column. However, it is recommended you update your full database at once. That will keep you from confusing dates and to whom you sent out a request for updated information.

We also recommend that you mark the date you send the update request on a calendar so that you can recall the date easily for when you go to send a subsequent update.

If you are sending the request a second or subsequent time, use Filters > Members > Fixed Attributes and use the "Date last updated range" and select a date range from 01/01/1900 to the day before you sent the first update email. If you do this on an annual or semi-annual basis, just keep those updated dates and the task on a calendar, then send out 3-5 reminders to catch those who don’t respond each time. For example, if you designate January and July as database update months. Then each January, you send out emails on Jan 3, 10, 17, 24 & 31 with date ranges from August 3 to January 2, 9, 16, 23 and 30 respectively. Do the same each July 1, 8, 15, 22 & 29 for February 3 to June 30, July 7, 14, 21 & 28 respectively. That way those who update in response to an email do not get pinged with another email.

You’ll be able to customize the text of each email and it is recommended you reference it in your worship folder, announcements and/or newsletter so that people recognize it when it comes. To see who didn’t update their information, simply select “Member Listing” on the report page and then the appropriate dates. For 100% accuracy of your data, you can use this list to centralize the process and make phone calls.