Involvements

Promotion Setup¶

Be sure to review the steps for Annual Promotion before proceeding with Promotion Setup.

Video Demonstration¶

Link coming soon.

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. You just need to 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

Note

Some churches will have a Preschool Division that includes Birth - 5 yr olds while others may have a Division for each age group, such as Bed Babies; 1 Yr Olds; etc. Just remember that if both age groups are in the same Division, select that same Division for the From and the To Division.

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.

Note

Each time you click +Add Promotion, a new line will be added above the previous line. You will refresh your browser page when you are finished to get them sorted in the correct order.

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 user role.