Touchpoint Software Documentation | Videos

Videos

Videos
Each section below is a playlist on our YouTube channel. You can click the embedded video to begin viewing all videos in that playlist, or click any individual link to view that video. Most of these videos are very short…just a couple of minutes.

Overviews and Training Videos

Overviews

This playlist has videos giving brief overviews of various aspects of TouchPoint.

Click video below to being playlist.

Note: In Nov. 2017, TouchPoint began rolling out a newer version of the mobile app. The mobile app overview is showing the original version which is also still available.

Training

These videos are part of our Training playlist and cover a variety of basics.

Click video below to begin the playlist.

Category Videos

This section has video playlists by category. Click links below to access each category.

Contributions - Basics

These videos walk through the various processes related to Finance and Contributions.

Click video below to begin the playlist.

See also

Finance

Contributions - Online Giving

These videos show how a donor would make a one-time gift or set up / manage recurring giving using TouchPoint.

Click video below to begin the playlist.

See also

Online Giving

Membership Process

These videos walk you through recording church membership decisions and other processes. When using the Automated Membership Process, you always begin by recording a person’s “Decision”.

Click video below to begin the playlist.

Online Registrations

This playlist is all about creating online registrations and sending links for people to register easily. We even have videos for making manual changes when necessary.

Click video below to being the playlist.

People - Managing Duplicates

These demonstrate how to use the Admin Duplicate Finder, and how to process merging duplicates.

Click video below to begin the playlist.

Search Builder

These videos demonstrate how to build several types of searches, showing how to add a ‘group’ so that you can find people matching any of a list of conditions, as well as matching all of another list of conditions.

Click video below to begin the playlist.

See also

Search Builder

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