.. done Videos ====== .. glossary:: 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. .. raw:: html .. hlist:: :columns: 2 * `People Records Overview `_ * `Organizations Overview `_ * `Online Registration Overview `_ * `Communication Options Overview `_ * `Check-In Overview `_ * `Mobile App Overview `_ Note: In Nov. 2017, TouchPoint began rolling out a newer version of the mobile app.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. .. raw:: html .. hlist:: :columns: 2 * `Create an Organization `_ * `Record Attendance `_ * `Create New User `_ * `Add new Record `_ * `Searching: Best Practices when Adding Guests, Members, etc. `_ * `Send Email `_ * `Lay Leaders 101 `_ * `Lay Leaders 201 `_ * `Lay Leaders 301 `_ * `Mailed Envelope Sets `_ Category Videos --------------- This section has video playlists by category. Click links below to access each category. - :ref:`Contributions - Basics ` - :ref:`Contributions - Online Giving ` - :ref:`Membership Process ` - :ref:`Online Registrations ` - :ref:`Organizations and Promotion ` - :ref:`People - Manage Duplicates ` - :ref:`Search Builder ` .. _ContributionsBasicsVid: Contributions - Basics ~~~~~~~~~~~~~~~~~~~~~~ These videos walk through the various processes related to Finance and Contributions. Click video below to begin the playlist. .. raw:: html .. hlist:: :columns: 2 * `Contribution Entry Overview `_ * `Split Contributions (into multiple funds) `_ * `Creating Online Giving Confirmation Emails `_ * `Import Scanned Check File `_ * `One Page Giving `_ .. seealso:: :doc:`../Finance/index` .. _ContributionsOnlineGivingVid: 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. .. raw:: html .. hlist:: :columns: 2 * `One Page Giving `_ * `One Time Giving Logging In `_ * `Giving - find Record, Create Account `_ * `Recurring giving - Not Logged In `_ * `Recurring Giving with User Account `_ .. seealso:: :doc:`../Finance/OnlineGiving` .. _MembershipProcessVid: 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. .. raw:: html .. hlist:: :columns: 2 * `Record Profession of Faith for Membership `_ * `Record Profession of Faith NOT for Membership `_ * `Record Letter Decision and New Member Class Attended `_ * `Record Statement Decision `_ * `Record Scheduled Baptism `_ * `Record Completed Baptism `_ * `Record New Member Class Attended `_ * `Track Letter Status `_ * `Record Statement Requiring Baptism `_ * `Find and Record New Member Class Attendees `_ .. seealso:: :doc:`../People/MembershipProcess` .. _OnlineRegistrationsVid: 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. .. raw:: html .. hlist:: :columns: 2 * `Create your First Basic Online Registration `_ * `Test Basic Registrations `_ * `Create a Basic Registration, Continued `_ * `Copy Registration Link to Post on your Website `_ * `Create a User Selects Type of Online Registration `_ * `Compute Org By Birthday Online Registration `_ * `Send a Vote Link `_ * `Demonstration of Online Registration with Multiple People `_ * `Add Manual Transactions and Adjustments `_ * `Add Mission Trip Support and Adjust Fee `_ * `Mission Trip Registration Video `_ This is older, but the process is still the same. .. seealso:: :doc:`../OnlineRegistration/index` .. _OrganizationsAndPromotionVid: Organizations and Promotion ~~~~~~~~~~~~~~~~~~~~~~~~~~~ These videos demonstrate various processes used to manage Organizations and setup Promotion. Click video below to begin playlist. .. raw:: html .. hlist:: :columns: 2 * `Use a Tag to Add/Drop Members `_ * `Drop Members with 0 Attendance `_ * `Craete a New Division `_ * `Add Manual Transactions and Adjustments `_ * `Promotion Using 'Manage Org Members' `_ * `Promotion Setup Using 'Annual Promotion' `_ * `Manage Promotion: Keep in Same Class `_ * `Manage Promotion: Use Date of Birth `_ * `Manage Promotion: Random Mix by Gender and Attendance `_ .. seealso:: - :doc:`../Organizations/index` - :doc:`../Organizations/Promotion/AnnualPromotion` .. _PeopleManageDuplicatesVid: 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. .. raw:: html .. hlist:: :columns: 1 * `Admin Duplicate Find `_ * `Manage Duplicates Merge Part 1 `_ * `Manage Duplicates Merge Part 2 `_ .. seealso:: :doc:`../People/Duplicates` .. _SearchBuilderVid: 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. .. raw:: html .. hlist:: :columns: 2 * `Getting Started with Search Builder `_ * `Adding Conditions `_ * `Saving Searches `_ * `Members who Joined during a Date Range `_ * `Convert to Search `_ * `Newsletter Search for Adult Church Members `_ * `Newsletter Search-Expanded `_ * `Multiple Groups in a Single Search `_ * `Searching for Teachers in Several Divisions `_ * `Finding Prospects that Attended VBS `_ .. seealso:: :doc:`../SearchBuilder/index`