Branding¶

Ensure your church’s logos, colors and default background pages are set up in the mobile app settings under Admin > Communication > Mobile App > Settings.

Feed¶

Configure who can post, who can be followed, channels, prayer requests, and other feed items.

1. ❑ Set who can post in app settings Features > People > User Posts. This requires a status flag.

Involvements¶

Enable attendance taking in the app using these settings.

1. ❑ Enable Attendance For Leaders - Set to True to allow Leader Attendance types to take attendance using the app.

   See also

   Leader and Attendance Types

2. ❑ Enable Pre Check-In - Set to True if your church uses pre-checkin.

Directories¶

Enable directories so that the appropriate people can see each other.

1. ❑ Enable 1 Directory.

   Warning

   If you are in conversion, this Involvement will be removed with your next iteration.

2. ❑ Either set up new Involvements for directories and/or enable the directory for existing Involvements.

3. ❑ Ensure that the appropriate Privacy Settings and configured based on the closeness of the relationship between the people in the Involvement.

   See also

   Directories

Profile¶

Additional information about the individual is controlled under the profile settings.

1. ❑ Profile Settings under Features > Profile

2. ❑ Configure whether you want campus and/or alt name (used primarily in multilingual churches) to be displayed when viewing a person’s profile.

   Warning

   Specify in the app settings which roles can download a contact; otherwise, any user with directory access can download all contacts.

Events¶

1. ❑ Configure the “Category in Mobile” in the Lookup Codes.

2. ❑ Set up at least 3 different registrations.

3. ❑ Set up Category in Mobile Admin > Lookup Codes.

4. ❑ Set up Background Image and Color Features > Events > Branding.

   See also

   Events

Prayers¶

Prayer Requests - app settings Features > Prayers > Prayer Feed.

1. ❑ Enable Prayer Feed

2. ❑ Require Approval for Prayer Feed

3. ❑ Number of days to include in feed

4. ❑ Show first name and last initial

5. ❑ Disable Anonymous

6. ❑ Disclaimer text that appears on Prayer Submission Page

   See also

   Prayer Requests

Channels¶

1. ❑ Create 3 Channels.

   Warning

   If you are in conversion, these Involvements will be removed with your next iteration.

2. ❑ Make sure each Channel has as photo.

3. ❑ Set one or more leaders for each Channel.

4. ❑ Add a few posts for each Channel.

   See also

   Channels

Giving¶

Make sure your giving pages are set up properly so that donors can easily give and view their history.

1. ❑ Configure a Giving Form and set it to default.

2. ❑ From the Admin > Communication > Mobile App > Settings page and Branding tab, under Application Listing, set Charity Verification Provider to None.

3. ❑ If you are using TouchPoint’s Giving Pages, make sure you have the correct giving page set as default.

   See also

   Online Giving Setup

4. ❑ If you use campus specific Giving Pages, make sure the defaults are configured properly.

5. ❑ If you are using an outside Giving Page add the URL to that page in the app settings. Leave these settings blank if you are using the TouchPoint giving pages.

6. ❑ If you would like a pledge link to show, configure this in the app settings.

7. ❑ Configure your Giving Impact Cards and associated status flags in Special Content under HTML (Keyword: Mobile Giving).

8. ❑ To allow the application to open giving pages within the app, please refer to the In App Giving Page article.

Media & Resources¶

Set up your sermon library, weekly livestream, and other resources for staff and lay leaders.

1. ❑ Set up 1 media video.

2. ❑ Set up 1 audio file.

3. ❑ Add your sermon library in Media & Resources and organize it using tabs and/or groups for easy filtering. We recommend having at least two tabs visible to all users at a given time.

4. ❑ Make sure your weekly Livestream is set up with the appropriate schedule configured on the resource.

5. ❑ Add any ministry specific resources (I.e., lay leader, volunteer, staff, or church officers) and make sure they have the appropriate restrictions applied.

   See also

   Media & Resources

6. ❑ Determine which Involvement types should show on a person’s Involvement tab in the Lookup Codes.

7. ❑ Edit, Delete and/or Add any Mobile Tips that you want your congregation to see when they first download the app. These are managed in Special Content (Keyword: Mobile Tip).

   See also

   Special Content

8. ❑ Ensure that your church has either PBT or Twilio set up for SMS and that you have one group configured as your Quick Sign-in/OTM group. If using Twilio, configure your Twilio account for Two-Way SMS.

   See also

   Twilio Configuration

   Powerd by Text (PBT) Configuration

Updated Process Checklist and Menu Items for Version 3.8.X