Instructions for sending screen shots:   handout   (These are great skills to have for more than just Ministry Platform)

Level-One Phone support:  1-800-669-2509

Live chat – available 9 a.m.-6 p.m.:   You can chat with MP support representatives: https://acst.force.com/s/login/. This is great when you need help now.  This requires a different set of login credentials.   Your Ministry Platform user ID and password won’t work.   The user ID is your email and the password is something you would have set up when you accepted the portal invite.    Once you log in, click the Chat with an Expert button.  If additional support is needed they will submit a ticket on your behalf.   If you don’t have login credentials, you’ll have to call support at 1-800-669-2509 and have them assist you with your issue.  (While you’re talking to them, have them help you get login credentials for chat support.)

Logging in and changing your password:     Interactive Video    handout

Tour the Contacts screen:    handout

Finding people:   Please watch this 9-minute video designed to help you find people in MP. 

This video would be appropriate for everyone who uses MP.     interactive video      handout  

Setting up your browser

Age Range or Birthday Range - Creating a view that will allow you to find parishioners by age for Date of Birth:  Using this handout, you can easily create a view that will let you find parishioners by age or date of birth.   handout

Learning Activities #2 - People skills:  Broken down into short interactive training, this series of training will teach you some essential skills     MP Video

Adding a Family:  Whether a person has registered as a new family or you are adding them because they are enrolled in your Religious Education program or some other group, this handout should help you.   Handout 

Households - Splitting individuals out of a household:  Removing someone from a household (Often used in cases of divorce) or combining households (Often used after marriage).     Handout 

• The handout includes information for how to split people in 3 common scenarios.   The videos below are broken into one video per scenario.
• If splitting a household would result in an empty household use the Combine Household tool.
• Below you will also find instructions for setting up a non-Custodial parent.   This happens because divorce is splitting a family and you need to list the child in one parent’s household and yet maintain a connection to the other parent.  It lets us avoid creating a duplicate contact for the child or children.

Households:   Inactivate or REactivate:      Handout

Adding Sacraments:   handout   (MP training:   Interactive Training)

Advancing student grade information:  Handout

Fixing NO MEMBER records:    handout

Combining Duplicates and other data quality issues:      Handout.   What does MP consider a duplicate?  Read the rules.

Sending a simple email to active contacts over 18:     interactive video      Handout

Sending Birthday Greetings:    Handout    Covered in these instructions

• Sending a simple email.  This is a basic skill you can use for many purposes
• Creating a fancy template.  This is an intermediate skill you can use for many purposes
• Scheduling automatic delivery of a birthday greeting daily.
• Printing labels for mailed birthday greetings
• Printing a hardcopy list of parishioners with upcoming birthdays

Sending an email to advertise common parish events:  Sample templates are available for your use in advertising common parish events through email. Sample templates exist for the following events.   If you would like to see additional events, contact Kathy Papalia.     Handout

• Bake Sale
• Feather Party
• Lenten Dinners
• Mass Times - Christmas
• Mass Times - Holy Week
• Pet Blessing
• Spaghetti Dinner

Sending your bulletin:   These instructions will show you how to create a template for delivery of your weekly bulletin.    Video

Checking the status of sent messages:     Handout

Printing letters:  Learn how to use MP to send a letter to selected records.     Handout 

Printing labels:   Handout   Printing labels for parents of group members:   handout

Printing rosters or producting parish directories:   Handout

Sending $250 acknowledgement letter:     handout

Learning Activities #3 - Contribution Skills: Broken down into short interactive training, this series of training will teach you some essential skills     MP Videos

Batches: Posting Payments in a batch - Handouts  Streamlined Instructions     Detailed Instructions   

CSA letters:  Depending on how your parish chooses to send letters, one of these options my suit your needs:

CSA pledge entry:   handout

End of Year Statements: While most often printed after December 31 as "end of year" statements, statements can be produced at any time. Handout

Envelope Numbers
Finance Office Annual Reports:  Determining yearly offering by household:    handout

Printing giving by parishioner:   This report will allow you to print a report showing all giving for a person.   This differs from printing the EOY report because you can choose to print giving for specific funds.   You can run this report for a specific person or multiple.  handout

Submitting CSA Pledges & Payments Each Month:   Handout

Moving Donations after divorce or due to error:  See the instructions under the heading Households - Adding or Removing people which is found in the People section.

Vanco Integraton:   Instructions for working with the Vanco integration     Handout

Working with Funds:     handout

Groups:

Data Management and Data quality

Sneak Peek Demos