Communication
Can you hear me now?
Edit/Cancel an Email/SMS scheduled to send in MP
Sometimes we need to either edit or cancel an email/SMS that we scheduled to send from MP. 1. Cancel ( see below ) the message scheduled to send.2. Edit the message in our Drafts.3. Re-select the recipients4. SendNOTE 1: MP captures the email/phone numbers when the message is scheduled to s...
Event Confirmation Email
Looking to have a confirmation email go out to your event registrants?Follow these steps: 1. Click "Communications"2. Click "Templates"3. Click "Tools"4. Click "Template Editor"5. Name your template Pro Tip: (add the year if this is for an event)6. Enter your subject line7. Drag and drop the im...
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 profile1. Click "Contact Log"2. Click "New Log Entry"3. Record the date of contact4. Contact Log Type can be: phone call, text, email, in-person meeting, ...
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 contact5. Select your congregation6. Choose the opportunity the guest wrote on their connect card, such as New to NW, interested in Baptism, Serving in Kids Church, Care & Counseling, etc7. The No...
Guest Follow Up - View/Complete Tasks
View/Complete Tasks 1. Click "Home"2. Click My Tasks3. 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 complete4. Click the Record tab to read details about th...
How to Check/Update Email List Subscriptions
If someone has reached out to you saying that they not getting emails from the church, use the following steps to troubleshoot!1. Click "Contacts"2. Search for the contact you're looking for3. Click "Subscriptions"4. If you see "NO", that means that they are NOT unsubscribed (aka they ARE subscri...
Managing Subscriptions - Student Ministry
Below are the instructions on how to:A. Add new subscribers to your email list B. Send an email to your subscribers. More advanced instructions can be found here. Add a New Subscriber 1. Click "Communications"2. Click "Publications"3. Click your publication/subscription list4. Click "Subscriber...
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 "Contac...
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 Memb...
Testing Custom Forms
When building a custom form, you can test how your form looks/behaves by using the URL formula below to open up a test version of your form https://my.northway.org/widgets/get_form.aspx?ID=[form GUID] *Do Not Include the [ ] in your URL* The form GUID can be found on the general tab of your ...
Using Kids/Student Ministry Templates
1. Go to "Communications" 2. Click "Publications" 3. Find your publication list 4. Click "Actions" 5. Click "Message" 6. Click "Insert" 7. Click "Templates" 8. Click "Contact Fields Templates" 9. Find your Student Ministry Email Template for your campus 10. Type your message Tip:You ma...