New in 2024: You (staff) now have the option to review any member updates before they are posted to the Person's Profile. To enable this setting, go to Settings > Accessibility from an admin-level login. Check the box to require approval of any member-initiated update. An email will be sent to the email address you enter in the Notification Email field. The email will contain the person's original information and the pending updates, along with a link to approve or deny the update. Please note that the approval requirement is off by default and must be enabled. Otherwise, any individual-initiated updates will be posted to the profile immediately.
Three ways for people to update their information:
1. Text ME or use the Churchteams App to update your information.
Add a notice to your worship screen slides, website, and newsletter asking people to text the word ME to your Text-to-Church number. They will receive a link that allows them to update information for anyone in their Household.
If they have the App, they can click their name in the upper right corner of the App, then Update Profile. On the next screen, click the name of the person to be updated.
2. Send a text asking people to update their information.
Send a text (using Text-to-Church) asking people to text back ME to the number you sent the text. They will receive a link that allows them to update information for anyone in their Household. *They can only text back if you send the text using Text-to-Church. This is helpful to send out before sending contribution statements. Use the filters to send the text to people who donated during the statement period.
3. Send an email with an update link.
Send out an email invite to update their information. To do this, go to People > More > Member Update Email. Use the Filters column on the report page to filter to active people, such as people who donated in the period you are generating contribution statements. Select the Contributions filter bar, then under Total Contribution Amount, enter $1 to $1,000,000,000 and the desired date range to filter to anyone who donated between one cent and one million dollars. Then click Run Report to open the Email screen.
*You must leave the {LINK} in the body of the email. This will be the personalized link to their household information. We recommend you add a line asking them NOT to forward this email to anyone as it contains a link to their personal information.
If you request that people update their information for accuracy in sending out Contribution Statements, it is important to state in your email that it's important for them to verify the family role is correct.
If you plan to run family statements that are NOT filtered to Adults only, use this email to inform them that if another member of their Household contributed during the year (e.g., a Child or college student) and that person has an email address listed, a statement will go to that address.