PSG Success - Program Enrollment: How to fill out Giving Success Plan form

How to fill out Giving Success Plan form

To start the Giving Success Program you will need to download and fill out this form as outlined in the following steps.

  1. Review the sample email template provided by us and determine if you want to approve the current template or if you would like to edit and submit your own.
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  2. Set up personalized voice message.
    • Determine who is going to be recording your parish's voice message (we recommend pastor or another parish leader).
    • Have your pastor decide on a voice message script. They are welcome to use our template verbatim or for reference.
    • Have your pastor set up a time at their convenience to record their voice message via this link and following the instructions after selecting "Voice Message Recording".
  3. Determine which parishioners you want to notify via ParishCast.
    • We recommend notifying all active, registered parishioners. however, if there is a different criterion that you want for parishioners receiving the notification, specify it in the space provided.
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  4. Choose your schedule for subsequent ParishCast communications to be sent.
    • Choose the day of the week and time for the voice message.
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    • Choose the day of the week for email.
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  5. Save the form upon completion.
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  6. Email form back to your success coach at givingsuccess@parishsoft.com.
    • Be sure to include your revised ParishCast email template should you decide to make any changes to the sample format.
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Comments

2 comments
  • I can not figure out your system......how do I plan my weekly giving.....

  • Thank you for asking, Steven. This article has been written to help your church administrator fill out a Giving Success form. To learn how to set up a recurring gift, you may benefit from reading the following article which is directed specifically to the donor: https://support.parishsoft.com/hc/en-us/articles/115002594651; We also suggest contacting your church administrator if you have further questions.

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