Administration
Create personal / pastoral notes in ChurchDesk
At ChurchDesk we believe having the right tool for your private notes can have a positive impact on how clergy can exercise their pastoral care. All users can create personal notes on the church's contacts. These notes stay personal. They cannot be shared or handed over to someone else, and can only be seen and managed by the person who created them. On contact: On the 4th tab of the contact "Pastoral Notes", you can see who added a note and when, but you cannot read the note. Click "PopularHow to handle unsubscribes and blocked emails
When you have sent a message via ChurchDesk, you can see statistics on how the message did. If the emails have been delivered, if someone has unsubscribed and if there are some who didn't receive the email due to emails being blocked. Here are the different versions of statusPopularImport your contact data
The ability to store all of your church’s contacts securely in one place has many advantages. Firstly, it allows the entire team to access important information from their computer, tablet and phone. Secondly, ChurchDesk People allows you to collect consent from your contacts, enabling you to keep reaching out to people in and around your church. If you want to import your contacts you have two options: Use a csv or excel file to easily import your contacts by yourself. Forward your csSome readersCreate and manage contacts
Create a contact Besides being able to import multiple contacts at once, you can of course also create and edit a contact individually. Go to "People" and click the “+ New contact” button: You can then fill in details about the contact: (https://storage.crisp.chat/users/helpdesk/website/be3725c5cc2ea800/screenshot-2024-07-19-Some readersCreate new contact fields
You can create your own contact fields in ChurchDesk People. In this article you will learn how to create these fields and how to add the information to your contacts. How to create your own contact fields (Organisation administrator only) To create new fields you navigate to ChurchDesk People and click the "Fields" button in the black sidebar. Tip: If you're editing a contact you can also add a few by clicking "Configure fields" from within the contact's profile. (https://storage.cSome readersHow to resubscribe to the newsletter
In this article we'll outline how to resubscribe a contact that has unsubscribed and wants to receive email again from the church. Remember always to get consent from a contact before resubscribing them. In the message statistics you can see if some one has unsubscribed from all emails or just a specific list. How to resubscribe a contact There are three ways of unsubscribingSome readersCreate and Manage Consent
In ChurchDesk, we've made it easy to manage consent. Essentially, you can quickly create the consent forms you want for your parish. Everything from confirmation consent to consent to promote activities in your church. Create consent form Go to “People” and select “Consent” at the bottom left-hand side. You can now choose to create a consent by clicking “Create statement”:Few readersTags
Within Tags in People you can get an overview of all your tags, manage these and see how many contacts have been assigned to a specific tag. You can also create new tags as well as renaming or deleting existing tags. Remember that renaming or deleting a tag will affect all contacts who have been assigned to that tag. Create: Choose the blue button "Create" in the upper right to add a new tag to People. (https://storage.crisp.chat/users/helpdesk/website/be3725c5cc2ea800/screenshFew readers
Lists & filters
Create, edit and delete lists
In ChurchDesk it is possible to group contacts into various lists. Lists makes it easier for you to communicate in a targeted and tailored way to a group of contacts instead of communicating with everybody in the same way. Some contacts might be interested in children's activities, because they have children, others are interested in senior activities and others again have an interest in concerts. A list is a group of contacts matching the same filters being tags (interests) or other criteriaPopularFilters / Participant lists / Newsletters lists
Here you can read about the three different options you have to sort and keep track of your contacts: Filters / Participant lists / Newsletter lists FILTERS are contacts that match a set of filter criteria. Each time a contact is created that matches the filter, this contact will be associated with the filter and the lists associated with the filter. If you have created a lFew readersNewsletter list: Create a new newsletter list or transfer your existing filters
Do you need to create a newsletter list or just want to transfer existing contact filters to a newsletter list? To create a newsletter list, do the following: Go to “People” and then “Lists” in the black menu on the left. Next, click “Add” and select “Create newsletter list”: You will now first be asked to enter a title for the new newsletter list: (https://storage.crisp.cFew readersCreate, edit and delete a filter
What is a filter and what is it used for? In ChurchDesk it is possible to sort contacts using filters. Filters are a group of contacts that all meet the exact criteria you have set up. Filters are useful when you need to find a specific group of subscribers or someone who all fit the same tag. Create filter In Contacts you can create filters in two ways: From a tag From Contacts Create from a tag You can easily create a filter from one of your tags. Click “Tags” inFew readersUtilize and administer participant lists
The church can have a lot of different participants and lists are used to create and manage the participants. You can also communicate with them and possibly let them switch to another list if needed. If your church has waiting lists for an event, it is also a good idea to create a participant list for this purpose, as it makes it easy to transfer them from waiting list to participant list. On this page you can read about: Create participant lists from form Create participant lisFew readers
Communication
Create and Send a Standard Newsletter
Open the People module and click on " Messages" in the black bar on the left side. You create a new newsletter by clicking on the blue "Create" button at the top right and then selecting "Newsletter": You are now already in the "Design" section of the newsletter. This is the newsletter mask we have provided and which you can now fill with content: (https://storage.crisp.cFew readersSend e-mails and SMS
Go to People and select Messages in the black bar on the left-hand side. There's multiple options within the Messages function. Create: Choose the button "Create". Read more about sending messages further below. Overview: Get an overview of all the messages, which you have sent, scheduled or have in draft. For each message you find summary information, such as title, who have sent the message, at what date and time, as well as key statistics on the messages. Statistics onFew readersChange the Newsletter logo
Change the Newsletter logo Go to the ChurchDesk Settings in the blue menu bar by clicking on your user name On the black menu bare on the left hand side you select "People" Scroll down to "Newsletter logo" Click on "Drop an image or click anywhere to browse" NOTE: The max dimension of the newsletter logo is 610x200 pixel, however we suggest not to use a logo that is higher than 40 pixel because it will take up to much space.Few readersStandard Newsletter: share your newsletter on your website and social media
If you have sent your newsletter and want to share it on your website or social media, this works via a link that you can copy and paste on your website or on social media. To find this link, go to the "People" module and then click on "Messages" in the left black side panel. Then click on the title of your newsletter in the "Sent" overview. Now click on "More" in the top right corner and then select "Share your message": (https://storage.crisp.chat/users/helpdesk/website/be3725c5cc2ea800/sFew readersStandard Newsletter: Change Logo & Colour
Standard Newsletter: Change Logo You can change the logo of your newsletter in the contacts settings. To get there, first click on your name in the blue bar at the top right and then click on "ChurchDesk Settings": Now click on "People" in the black side panel on the left. Scroll down to "Newsletter logo." Upload a logo or remove the currently used logo and replace it withFew readersHow to insert a file in a newsletter
How to insert a file in a newsletter Remember to upload the file to your ChurchDesk file archive first. See instructions here. Go to the newsletter where you want to insert the file and click in the text box area to edit. Select the piece of text you want to link to, e.g. "Protocol from the last parish council meeting" and then click the link icon: (https://storage.crisp.chat/users/helpdesk/website/be3725c5cc2ea800/screenshot-2024-08-01-at-150331yFew readers