TouchPoint Training Curriculum
TouchPoint's Training videos will ensure your team will be able to maximize their ministry area using the tools available in TouchPoint. Allowing for efficiency and engagement with those they minister to.
The Basics
| Course | Course Description | Audience |
|---|---|---|
| Encouraging TouchPoint Adoption | A properly configured and fully utilized ChMS is like a well-oiled machine. Incomplete People Records and Involvements can leave us disconnected from our church-goers. Look at methods for motivating all teams to stay plugged in to TouchPoint. | System Admin |
| Admin Menu Basics | This course gives an overview of everything in the Admin Menu, including Involvements, Communications, Tools, Reports and Advanced items. | System Admin |
| TouchPoint Basics & People Records | This course explores the Home Page, two different Navigation Components, and how to access/use Help. This video takes a deep-dive into a People Record and the People Menu. You will also review two different ways to Search for People. | All Staff |
| People Record Basics | This course is designed to explain the role of the NewPeople Manager and equip that person to best do their job as New People Records enter TouchPoint. | System Admin, New People Manager |
| Involvement Basics | This training looks top-to-bottom at an Involvement, Creating an Involvement, and two different ways to Search for Involvements. You will also review Adding a Person In Context. | All Staff |
| Search Builder Basics & Blue Toolbar | This training covers one of TouchPoint’s most unique and robust features. Explore Building Searches in Search Builder, Saving Searches, and Accessing Saved Searches. Additionally, look in-depth at the Blue Toolbar. | All Staff |
| Blue Toolbar Basics |
Features
| Course | Course Description | Audience |
|---|---|---|
| Coursed | Walk through how to set up and use TouchPoint Check-In. Additionally, learn about Adding a Person In Context. | System Admin, Department Heads, Admin Assistants |
| Email & SMS | Take a look at the various places to access the Communication options. Then look at Sending and Tracking Emails as well as Configuring and Sending Text Messages. | All Staff |
| Email Builder | In this course, learn to create an Email Template using the Email Builder. | System Admin, Communications Team |
| Extra Values | Extra Values allow your church to store additional information inside of TouchPoint. This training covers Creating various types of Extra Values and Running Reports on them. | System Admin, Department Heads |
| Online Registrations | This is our basic course regarding Online Registration. This will go over all of the settings that relate to Registrations. Learn to Create an Online Registration (using Join Involvement), Email it to Recipients, and then Register for the Event. | System Admin, Department Heads, Admin Assistants |
| Resources | Resources allow the church to communicate/provide information to the audience they set. In this course, explore creating a variety of different Resources and configure who is able to view them. | System Admin, Department Heads, Admin Assistants |
| Small Group Finder | This course focuses on one particular type of Involvement--the Small Group. Looking at the Small Group Finder itself and creating a Map for the User to locate Small Groups that meet off-campus. | System Admin, Department Heads, Admin Assistants |
| Tasks & Notes | Are you looking for a more efficient way to stay organized with Ministry? In this course, you will learn about Tasks & Notes (Ministry/Outreach Opportunities) and discover how to assign them and take action on those assigned to us. | System Admin, Department Heads, Admin Assistants, Pastoral Care Team |
| Volunteer Scheduler | In this training, you will look at setting up and managing the Volunteer Scheduler. | System Admin, Department Heads, Admin Assistants |
Specialized Areas
| Course | Course Description | Audience |
|---|---|---|
| Recording Attendance | In addition to Check-In, TouchPoint offers over 11 other methods of Recording Attendance. Explore each one and test out several. | System Admin, Department Heads, Admin Assistants |
| Attendance Reports | This course details Reports associated with Recording Attendance. Thoroughly walk through the Check-In Dashboard and the Classroom Dashboard. | System Admin, Department Heads, Admin Assistants |
| Mission Trips | This course explores the ins and outs of Mission Trips--including Management, Registration, Communication, and Funding. The Mission Trip is a special type of Online Registration. | System Admin, Mission Trip Coordinator |
| Congregation Welcome | This course looks at TouchPoint through the eyes of a Congregant. Your Congregation will be ready to setup their own User accounts. | System Admin, Congregation |
| Church Membership Process | Looking at the behind the scenes through the progression of a person’s Church Membership Status, from Just Added to Member. | System Admin, Membership Team |
| Customize & Manage Your Church Membership Process | Enhance the Member Profile with your own church-specific membership process. Unleash the power of properly-configured Extra Values, establish saved searches to track those details, and generate reports that will allow you to stay abreast of this important information. | System Admin, Membership Team |
| Lay Leaders | This training is conducted through the eyes of a Lay Leader. Its purpose is for you to share the recording with your lay leaders. It explores the various features of TouchPoint for Lay Leaders to be more successful/efficient in their Ministry. Looking at the Basics, Reports, Communication, Attendance, among others. | System Admin, Lay Leaders |
| Small Group Tools | Explore useful tools for managing Small Groups--from Sub-Groups to Involvements. Dig into Communication Methods, Reports, and Additional Tools for Both. | System Admin, Department Heads, Admin Assistants |
| Vacation Bible School | This course will help you Prepare for VBS, Navigate through it (with Check-In / Attendance and Volunteer Calendar Management),and help you wrap up from the eventful week. This course reviews the Online Registration settings on each of the Involvements involved in VBS. | System Admin, Department Heads, Admin Assistants |
| Ticketing - Venue Creation | Hosting a concert, conference, graduation, or other big event? TouchPoint Ticketing can help manage that process. In this session, explore the Basics behind a Ticketing type of Registration. | System Admin, Department Heads, Admin Assistants |
| Ticketing - Event Management | After you've got your venue created, you'll need to know how to manage it. | System Admin, Department Heads, Admin Assistants |
Deep Dives
| Course | Course Description | Audience |
|---|---|---|
| Involvements Deep-Dive | Do you want to learn more about one of the building blocks of TouchPoint? This training focuses on Parent-Child Involvements, Sub-Groups, Copying Involvement Settings, the Members Only Page, Directories, and Additional Searching Options related to Involvements. | System Admin, Department Heads, Admin Assistants |
| Online Registration Deep-Dive | In this course, learn about Creating an Online Registration (using User Selects) and Register for the Event. This course also addresses some Frequently Asked Questions relating to Online Registrations. | System Admin, Department Heads, Admin Assistants |
| Search Builder Deep-Dive | Can’t get enough Search Builder? This training covers more complex Searches from within Search Builder. Additionally, this training also explores Creating Status Flags and Configuring Engagement Scores. | System Admin, Department Heads, Admin Assistants |
Finance
| Course | Course Description | Audience |
|---|---|---|
| Contributions Basics | This training covers the Basics of Contributions. Including Defining Terms, Creating and Managing Bundles, and Creating Funds. Learn about Manually Entering Contributions and Adding a Person In Context. | Finance Team |
| Finance Reports | This course goes hand-in-hand with Contributions; it focuses on the Reports associated with Contributions and other Finance-Related items. | Finance Team |
| Online Giving | This session overviews the Online Giving Settings in TouchPoint and within the Online Giving Manager. Testing One-Time and Recurring Giving and demonstrate how to make giving available for your audience. Look at Online Giving Reports and related Search Builder Conditions. | Finance Team |
| Managing Pledges | This training walks through setting up Funds with Pledges. Then taking a look at the various types of Reporting available for reviewing Pledges. | Finance Team |