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.
- 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.
- 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".
- 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.
- 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.
- Choose your schedule for subsequent ParishCast communications to be sent.
- Choose the day of the week and time for the voice message.
- Choose the day of the week for email.
- Choose the day of the week and time for the voice message.
- Save the form upon completion.
- 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.
- Be sure to include your revised ParishCast email template should you decide to make any changes to the sample format.
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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