Attach the LC Content MGT and Set up PDF and the Ministry Connection Setup for customers PDF (Do we need to attach these if we are directing them to the web? And if we do attach should we mention the attachments in the email?)
SUBJECT LINE: Welcome to Logos Ministry Connect!
We are looking forward to getting you and your organization setup with the Logos Ministry Connection Program. To get started just follow the steps below:
- Complete the Ministry Connect Client information form by clicking on this link http://logoscms.com/connect+form. The information from this form will be used to create your Ministry Connect Site. If you need any help filling out this form please do not hesitate to call or email.
- Setup your Online Giving Merchant Account. Halo Merchant Services (HaloPays), our third party vendor, provides all of our customers with their BluePay merchant accounts. Please click on this link http://logoscms.com/Onlinegivingapplication and complete the application. If you have any questions you may contact Halo at 877-769-4256; they will help you with the paper work and answer any questions you may have about your merchant account.
(You may also receive an email about PCI Compliance with Control Scan. PLEASE DISREGARD THIS EMAIL. HaloPays provides this service at a lower cost for you. )
- Review our Ministry Connection Set-up guides and Online Giving Marketing Kit at com/client-portal/ministry-connection. You will be prompted for a username and password; the numeric portion of your customer number may be used for both. Note: If you are a hosted customer you will not need to download Microsoft XML Soap or the Sync Utility as noted on the ministry-connection set-up steps listed on this site.
If you have any questions on the above steps please do not hesitate to contact me.
Once we receive your completed Logos Connect form from Step #1 we will proceed with the setup of your Ministry Connect Site and schedule your training class. Please note the Online Giving portion will be fully functional after we receive confirmation from Halo that your BluePay Merchant account has been set-up.
I will give you a call in a few days to see how the process is proceeding. I am looking forward to working with you soon.