Contacts
Contacts
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Activate a Contact
Follow these instructions to reactivate an existing inactive contact. Inactivating contacts should only be done by MP Support. Please submit a ticket to request a contact deactivation. Update Contact Record 1. Click "Contacts" 2. Change the view to "All Records" to show both Active and Inactiv...
Adding a Milestone
*To add a milestone to multiple people at once, scroll to the bottom of this article. 1. On the Contacts Page, Click "Tools" 2. Click "Connection Card" 3. Click the box next to "Search" 4. Search by last name, first name for the person receiving the milestone 5. Select your campus 6. Add th...
Contact Attributes from Form Responses
GOAL: Assign Attributes to Contacts that have submitted Form Response Answers to specific Form Fields through Form Responses. CRITERIA: Contact_Attributes will be created for Contacts who submitted a Form Response when: The Form_Responses Contact is not assigned to the Default, Contact The assi...
Guest Follow Up - Campus Activity Report
Run Campus Activity Report After you have completed entering Connect Cards for all new guests, run a Campus Activity Report. 1. Click "Contacts" 2. Click "Reports" 3. Click "NWCC OLD Campus Activity Report" Tip: You are welcome to view the NEW version if you prefer to use that 4. Enter the ...
Guest Follow Up - Contact Log
Contact Log As follow up contacts are being attempted and successful, those updates should be entered into the Contact Log of the individual’s profile 1. Click "Contact Log" 2. Click "New Log Entry" 3. Record the date of contact 4. Contact Log Type can be: phone call, text, email, in-person ...
Guest Follow Up - Submit a Connect Card
Submit a Connect Card 1. Click "Contacts" 2. Click "Tools" 3. Click "Connection Card" 4. Search for the contact 5. Select your congregation 6. Choose the opportunity the guest wrote on their connect card, such as New to NW, interested in Baptism, Serving in Kids Church, Care & Counseling, e...
Guest Follow Up - View/Complete Tasks
View/Complete Tasks 1. Click "Home" 2. Click My Tasks 3. The filter should default to: Assigned to Me: Incomplete. Under the blue bar you would see any tasks that have been assigned to you that are not yet completed. Click the task you want to complete 4. Click the Record tab to read details...
How to Add a New Family
1. Navigate to https://my.northway.org/mp/0/1/ 2. Click "Contacts" 3. Click "Tools" 4. Click "Add / Edit Family Tool" 5. Type the Last Name into the search bar to see if the family is already in MP 6. If they are not in the dropdown, click "New Family" 7. Set the Campus/Congregation 8. Ent...
Opportunity Contacts
Opportunities tasked to ministry leaders in MP (as found inside the Connect Card tool) 1. Click "Opportunities" 2. Filter by Congregation to view your campus Tip: You can also filter by searching your campus name in the "Congregation Name" column when your MP is in Grid View 3. Look in the "C...
Parent Email Lists
1. Click "Groups" 2. Type "Age" in the "Group Type" column to show only Age and Grade groups 3. Select the grades you want 4. If prompted, click "start a new selection" to make sure no previously selected groups are included. 5. Click "Contacts" 6. Change the view to "Parents of Group Member...
Participant Milestones from Form Responses
GOAL: Assign Milestones to Contacts that have submitted Form Response Answers to specific Form Fields through Form Responses. CRITERIA: Participant_Milestones will be created for Contacts who submitted a Form Response when: The Form_Responses Contact is not assigned to the Default, Contact The ...
Participant Opportunity Reponse from Form Responses
GOAL: Add Responses based on Form Response Answers to specific Form Fields through Form Responses. CRITERIA: Responses will be created for Form Responses when: The Form_Response is not assigned to the Default Contact Assigned to the Form_Response there is a Form_Response_Answer assigned to a F...
Recording Allergies
1. On the Contacts page, find the contact record of the person/child with the allergy 2. Click "Attributes" 3. Click "New Contact Attribute" 4. Add the "Allergies & Special Needs" attribute 5. Add today's date and time 6. Add details of the allergy to the Notes field 7. Click "Save"
Securing High Profile Contact Records
We have some attendees of North Way that have a larger public image and require an additional level of privacy related to their contact information. These individuals can be athletes, politicians, NW leadership, etc. To minimize who has access to their contact info, we can "secure" their record...
Unsubscribe Requests
There are a variety of ways for people to manage their own email subscriptions. Sometimes, people will request it in person or via email and we have to make those changes in MP ourselves. To unsubscribe someone from a publication: Look up their contact using their email and open it View the S...