Mobile App Setup

Below you will find all the settings and features you will use to build and customize your app.

Mobile Admin Settings

Coming soon…

Media & Resources

Setting up Media & Resources
Media & Resources are added to the database and then are populated in the app for specific users determined by the creator of those resources. For more information on this process refer to the Media & Resources article.
Specifics on how media & resources work within the mobile app

Media & Resources are found in the app in these two locations:

  1. The hamburger menu in the upper right corner
  2. The footer of the app on the Media icon

How is content organized?

  • In the above article you’ll see how to organize content into Tabs and Groups, this translates into sections and groups in the mobile app.

What types of media are supported?

  • Livestream - Livestream resources can be set as either one time or recurring and will show only during a specified window. You simply enter the livestream link and details and we take it from there.
  • Audio - Enter a URL to a hosted audio file (I.e. mp3) or optionally you can add a speaker and date.
  • Video - Enter a URL to a hosted video file (mp4 or m3u8), Vimeo or YouTube Link or optionally you can add a speaker, date and link to the giving page of your choice.
  • Weblinks - Include any weblinks
  • Files - Upload one or more PDFs, Photos, or Documents.
  • Freeform - This resource can be used to embed any HTML content of your choosing. Note: Make sure your content is mobile responsive so that it displays properly in the app.

Who has access to what resources?

  • The creator of the media & resources - They determine which users will see each piece of media & resource.
  • Options include - Visible To Everyone (default) or combination of a person’s Involvement(s), Involvement Type(s), Member Type(s), Status Flag(s) and/or Campus.

Events

Overview
The mobile app has 4 ways to set up registrations, depending on the needs of the event, that enable a quick and easy registration process for users. Since the user is known by the app, it still remembers the login and process and saves several steps for the person registering.
The Four Registration Types

For registrations requiring payment and/or additional questions besides just knowing who is planning to attend you have two options:

  1. Individual Registration - This links out to a registration form where the user is already logged in and can simply enter the final details necessary, make a payment (if needed) and register.
  2. Family Registration - This links to a family version where the person can then select one or more people in their family and then fill out the necessary information. Note: Family registration does not work with all registration types.

For registrations requiring payment and/or additional questions besides just knowing who is planning to attend you have two options:

  1. Individual RSVP - This simply allows the user to RSVP with a simple click of a button. No additional information is gathered besides who is registering.
  2. Family RSVP - This allows a user to select who from their family is planning to attend and do so with the simple click of a button.
Settings specific to Involvement Registrations
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  • Show In Mobile - Show registration in app.
  • Location - This determines which users see which events. Users will only see events that match the campus on their record and events that are set to not specified.
  • Show Registrants In Mobile - This determines whether the list of registrants will be visible to other users who might also be interested in registering.
  • Description - This setting allows you to add a description and include any other necessary event details.
  • Start Date - This determines when the event will be listed in the mobile app.
  • End Date - This determines when the date after which the event will no longer show in the mobile app.
  • Category - Events can be organized by category for ease of finding/sorting. An admin user can customize these categories and set the sort order in the lookup codes.
  • Registration Type - This allows you to set which type from the list above.
  • Button Text - You can customize the link text per registration/RSVP to tailor the call to action.
  • Photo - Here you can set the photo that shows in the app for the event.
Managing/Viewing all Events/Registrations in One Place
There will be a new tab on the Involvement Search Page that will allow a user to view and manage all registrations in one place. (stay tuned)
Customizing the label/name “Events”
If you’d like to change the name of this label you can find instructions on how to do so here in the translations page.

Giving Impact Cards

Overview
Giving Impact Cards are the first thing a user sees when a person clicks on the giving link in the footer and are intended to inspire people to deeper levels of generosity. Cards can be completely customized by each church, and you set which people see which cards based on what you know about them.
Examples to how you might set up Impact Cards
  • Missions - If a person has been on a mission trip, expressed interest in missions, or made a gift to missions in the past you might consider showing them a Missions impact card that visualizes the impact of your mission’s programs (i.e. stories of changed lives, impressive stats, etc.).
  • Children’s Ministry - If a person has children or serves in the children’s ministry you might consider showing them a Children’s Ministry impact card that visualizes the impact of the children’s ministry.
  • Other example of Impact cards to consider:
  1. Year-to-date giving updates
  2. End of year giving appeal
  3. Special giving Initiatives - Campaigns, disaster relief, etc
  4. Ministry Specific Updates
  5. Top Donor Impact
  6. How a first-time gift makes a difference
  • This feature is only limited by your imagination
Where and how to set up impact cards?
  • Impact cards are managed in Special Content and can be set up by anyone with the Admin and/or one of the Special Content roles.
  • Simply Navigate to the HTML section and set the keyword to “Mobile Giving”
  • This will display two new settings:
  1. Mobile Rank - If a person has more than one impact card to display on their giving page this determines the order of the cards.
  2. Status Flag - People that meet the criteria for this flag will see the specified card. Note: Make sure you leave the status flag blank on at least one card so that each person using the app will have a default card.
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  • Any new HTML file you create needs to have the keyword set to Mobile Giving
  • Customize the card using HTML and add photos, text, and graphics to make it appealing and interesting. Make sure you test the card to ensure the content is mobile responsive and easy to view on the mobile device.
Templates
  • Available templates you can use coming soon

Questions

Overview
Questions in the mobile app is a very flexible feature that can allow you to collect all kinds of data and when paired with the process builder it can automate all kinds of processes for your church. Questions can be pushed to everyone or sent to a specific group of users based on your needs. The asking of new or additional questions can even be automated using the process builder.
Example Use Cases:
  • Update Information - Ask a question that helps complete a person’s profile. Don’t have fields like gender, marital status, or something else important? Ask just the users that are missing that information and then use the process builder (coming soon to all churches) to automatically update the field.
  • Take a Poll - What to find out what members of your church think about an upcoming change like a service time preference or what weekend works best for next year’s church-wide retreat. Take a quick poll to find out what people think. The best part is that you will know who voted which way so if you want to send a follow up question that is easy to do.
  • Interest Questions - Ask a question to allow someone to express interest and they use their response to add them to a process for them to get connected. For example, you can search for all people that aren’t connected in a small group and ask only these people a question to try and get them better connected.
  • The uses of this feature are only limited by your imagination and creativity.
Setup
  • Where and how to configure questions:
  1. Questions are set up in the mobile admin settings under Administration > Setup > Mobile App > Questions.
  2. You can create as many questions as you’d like.
  • Editing a question:
  1. It is fine to edit questions as long as either the meaning of the question and available responses generally mean the same thing or if the question has not been asked and answered yet.
  2. Warning: If you edit a question that has already been asked and answered it could alter the saved data associated with the question in such a way that it might no longer be accurate.
  • Deleting or archiving a question:
  1. After you no longer have uses for a question, we recommend that you archive it so that you don’t lose any data (I.e., answers) associated with the question.
  2. If there is no important data associated with a question, then it is possible to delete it. Note: Deleting a question will result in the loss of any associated user answers.
  • Sending a question:
  1. A question can either be automated via the process builder (read more in the process builder documentation or sent via the blue toolbar throughout the system.)
  2. You can read more about sending a question via the blue toolbar in the messages and notification section of the documentation.
  • Viewing Question Answers:
  1. Who answered which questions with specific responses can be found using the Search Builder.
  2. More details to come…

Messages & Push Notifications

Messages & Push Notifications
  • Messages can be pushed to a person in the mobile app using the Blue Toolbar. If a user has notifications enabled for your church’s app and General notifications set to on in their settings, then they will also get a push notification.
  • A message can have text and a button (which can be customized) to direct a user to some “call to action”.
  • Here are the current “calls to action” that are available:
    1. Registration
    2. Resource
    3. Web Link
How are messages sent?
  • Messages are either sent from the Blue Toolbar or automated through the process builder
  • When sending from the Blue Toolbar you’ll see who (from your selected list of recipients) has either:
    1. Logged into the mobile app - These people will get the message
    2. Logged in and has push notifications enabled - These people will get the message and a push notification
    3. Not a mobile user - These people will not get a message or push notification
  • From here you can add a title, message and select from one of the calls to action.
Who can send messages?
  • Currently, any user with the AppAdmin role is able to send messages from the Blue Toolbar.
History on a person’s communications tab
  • More details to come…

Directories

Customizable Directory Overview
  • Sadly, we are past the days when we used to be able to print a directory with all attendee’s contact information for everyone to see. Data sharing and privacy concerns make sharing contact information a real challenge.
  • The good news is that the way we’ve set up Directories/People Search in the mobile app allows you to set very granular permissions based on relationships that exist within the church. A congregant can then manage their specific privacy preference and override (share more or less) based on their comfort levels.
Examples

You can now uses directories based on how people are involved and make decisions about what should be shared based on how intimate the group is.

  • All Regular Attendees - This is likely your largest group and might allow people in this group to see other people’s names and photos only.
  • Members - This is a more committed group and could allow additional information to be shared like basic contact information.
  • Sunday School Class - These people are more likely to know everyone in the group and you might allow more information to be visible like family member names.
  • Small Group - This is likely your most intimate and connected group and it might be appropriate to let fellow members see all the available fields about each other.
  • NOTE: You can set as many or as few groups as you’d like. If someone is in more than one group with another person, the group that allows more data to be visible will define what is visible between the two individuals.
How to set up
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  • Directories are enabled on a per involvement basis using the setting seen above.
  • Available Fields - each directory can set which fields are visible by default (a user can override)
  1. Photo
  2. Address
  3. Phone (cell)
  4. Email
  5. Age
  6. YearDay/Month
  7. Family Members
  8. Related Families
  • Report to see which involvements have directories enabled coming soon
Managing Privacy settings for a person
  • A person can set specific privacy settings per involvement or set a default that applies to any directories they are on.

  • In Mobile

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  • On Web

    1. Per Involvement Settings are managed in the system dialogue box for each involvement previoiusly mentioned in the “How to Setup” section
    2. The default can be controlled on the person’s profile under the tab Personal > Privacy Settings
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Chat

How to enable Chat in the Mobile App:
You must contact TouchPoint Support to enable the chat feature in your mobile app. Chat relies on a third-party SDK tool for quick and efficient message delivery. We have simplified this process so that you don’t have to open another account with another service provider. There are modest additional charges for this tool which are based on usage.
Chat Options

There are two options for how to use Chat within your custom mobile app. These options can be configured in the Mobile App Admin settings for your church.

  1. User Chat - This allows a user to start a chat with one or more people that they can see (either through a directory or other means throughout the app based on the settings for your church).
  2. Involvement Chat - This is enabled at the involvement level and allows a giant group chat between all members of a specific involvement.
  • As new members are added they will have access to the chat and as people are dropped from the involvement they are removed from the chat (their history will remain).
  • There is a max limit of 100 people for an involvement chat.
  • This is a great feature for small groups to be able to communicate with the whole group.

If either Individual Chat is enabled and/or a person is in an involvement where chat is enabled, then the chat icon will appear in the upper right corner of the mobile app beside the hamburger menu. There will also be a Chat option on the main menu.

Chat Notifications
  • Viewing Messages:

    1. If a person has a new unread chat message, then a red dot will appear in the upper corner of the chat icon indicating that there is an unread message.
    2. Chat threads are sorted by the most recent chat which means that threads with the most current chats will appear at the top.
    3. Any thread with unread messages will show with a different background color from chat threads that have been read.
  • Notifications:

    If a person has notifications enabled and chat notifications are enabled in the user’s settings, they will receive push notifications each time a new chat is received.

Viewing a full chat history
For security purposes, a user with the AppAdmin role will see a new tab on a person’s communications tab called Chat that will allow them to see a person’s full chat history.

Ministries To Follow

Overview
Ministries to Follow allows a mobile app user to customize the content that shows up in their feed based on what they follow. This creates a dynamic and personalized feed on what the user is interested in versus the traditional method of sharing all communications with everyone. This tool can be paired with the process builder (read more below) to “pre-build” interests for a user based on their involvements or what you know about them.
Examples

Your church can completely configure this feature and set which ministries are available to users. Here are some examples of ministries you might want to setup.

  • General Church Updates
  • Campus or Location Specific Ministries
  • Children’s Ministry
    1. Nursery
    2. Pre-school
    3. Elementary
  • Youth Group - One for Parents, One for Adults
  • Demographic or Interest Based
    1. Men’s Ministry
    2. Women’s Ministry
    3. Singles Ministry
    4. College & Early Career
    5. Senior’s Ministry
    6. Faith & Work
    7. Sports Ministries
  • Leadership Ministries
  • Demographic or Interest Based
    1. Small Group Leaders
    2. Elders
    3. Deacons
  • When first setting this feature up we recommend that you begin on the smaller side and only create ministries that have active leaders who will post interesting and relevant content that will engage the intended audience and keep them coming back for more. You are only limited by imagination as to what you want to set up.
Pair with Process Builder

Set up a saved search and use the process builder to automatically add anyone that meets the set criteria to the involvement.

  • An example would be to add all men over the age of 21 automatically to the Men’s Ministry involvement
  • If there isn’t a clear search condition that matches a particular ministry consider automatically adding anyone that has participated in that ministry on an ongoing basis.
  • Automating who initially follows a ministry can ensure that when someone logs into the app for the first time they have relevant content immediately. It can also prevent people from falling through the cracks that aren’t as good at managing their interest or preferences.
  • NOTE: If you plan to use the above recommendation to automatically add people to involvements based on what you know about them or their activity, it is important that you build into the search to not add people that are already previous members of the involvement. This will prevent you from re-adding someone that decides to unfollow a ministry at some point in the future.
Configuration

We recommend creating either a new Program/Division and/or Involvement Type to organize all the “Ministry to Follow” involvements before you start creating them. This will help you stay organized and see all available options in quick view.

Settings:

  • Per Involvement
    1. Enable Ministry to Follow - Turns on the involvement as a “Ministry to Follow”
    2. Allow Following - This is checked by default when a involvement is enabled as a “Ministry to Follow” and allows you to turn off an involvement from showing in the feed as “recommended” and a user from following it on their own. This is a great option for a ministry like “Small Group Leaders” or “Members” that have additional requirements to join and where you want to populate who can follow or not.
    3. Photo - Upload a photo here to personalize and brand the ministry
  • Mobile Admin Settings
    1. Leaders visible - This determines whether the leader’s photos and names are displayed on the ministry’s page in the mobile app
    2. Follows visible - This determines whether the followers of a ministry’s photos and names are displayed on the ministry’s page in the mobile app

How campus impacts “Ministries to follow” - A user will only see “Ministries to Follow” that match the campus of the signed in user and those that don’t have a campus. If you’d like a ministry to show up across multiple campuses then leave the campus setting as not specified.

Who can post on behalf of a ministry? - Anyone you set as a leader member type in the Involvement will be able to post on behalf of the ministry in the app. You can set as many or as few leaders as you’d like. Based on the setting above, remember that leaders of the ministry might be visible to anyone who follows the ministry.

How? - After navigating to the ministry’s name, a leader can click on the three dots in the upper righthand corner to “Post”