Video Demonstration¶

This training video covers both Promotion methods and how to prepare for Promotion.

Create Promotion Structure¶

Step 1

Go to Admin > Advanced > Promotion.

Click the + Add Promotion button. This will create a promotion group at the top of the list. All the fields will say empty.

Tip

If you prefer, you can continue clicking + Add Promotion before you proceed to Step 2, until you have created as many promotion levels/groups as you will need. Then follow the instructions below to add the details.

From the dropdown menu, select the Program for which you want to setup promotion - Example: Bible Fellowship or Life Groups.

By selecting the Program, you are filtering which Divisions will display in the From Division and To Division dropdowns.

Most churches promote only their Sunday School classes, but you can promote Children’s Choir or other groups. Set up separate Promotion Types for them.

Step 2

Enter the necessary information as follows for each promotion level/group, and click the blue check mark to save changes.

Click inside the Sort field and enter either 1 or an A to indicate the sort order.

You can use numbers (1,2,3,etc.) or letters (A,B,C,etc.).

If you have multiple Campuses that will all use Annual Promotion, you will need a separate setup for each Campus. In order to distinguish the different Promotion Setups, you will want to include the name of the Campus (or a code) as part of the Sort name.

Example: Main-A; Main-B; etc. and North-A; North-B; etc.

Click inside the Description and describe the group you are promoting. Example: 1st Grade to 2nd Grade

Click inside the From Division and select the current Division for the first age group.

Click inside the To Division and select the Division for the classes into which you are promoting those classes

Step 3

Click the + Add Promotion button again.

Proceed as you did in Step 2.

Repeat until you have a promotion level/group for all age groups.

Step 4

Proceed to Admin > Involvements > Promotion to manage the students. See below article for instructions on this step.

This step can be done by those with the Admin or ManageOrgMembers role.

See also

Promotion Management

For examples of possible scenarios, see the examples below as well as a sample Promotion Setup page. Your setup will depend on how you have your Involvements arranged in Divisions.

Example 1: Using 3 Divisions

All 5th through 12th grade Involvements are in the Next Generation Division. All 1st through 4th grade Involvements are in the Elementary Division. All Bed Babies through Kindergarten Involvements are in the Preschool Division.

Example 2: Using 1 Division

All Involvements from Bed Babies through 12th grade are in the All Students Division.

Example 3: Using 1 Division per Age Level

Each age level has its own Division.

This sample Promotion Setup page lists each promotion for the selected Program, with its sort order, description, From Division, and To Division.

When done with Promotion Setup, refer to the Annual Promotion article for the next step or proceed to Promotion Prep.

Corrected role formatting and button labels, removed first-person wording, replaced the sample Promotion Setup page screenshot, and replaced the Excel example screenshots with tables; replaced the “coming soon” video placeholder with the Annual Promotion training video.