Getting Started with SteepleMate Free: Configuring Your Organization Settings

Getting Started with SteepleMate Free: Configuring Your Organization Settings

Why Updating Your Organization Settings is Important

Updating your organization settings is crucial because it ensures that your church's information is accurate and up-to-date, providing a seamless experience for your congregation. By customizing settings such as guest connection cards, church contact information, self-registration, visibility defaults, and refresh rates, you create a tailored and efficient system that aligns with your church's unique needs. This not only enhances communication and engagement within your church but also streamlines administrative tasks, allowing you to focus more on your ministry.

To access organization settings, select "Administration" from the left navigation, then choose "Organization Settings." 

Guest Connection Cards

First, let's configure the Guest Connection Cards section.


Here, you can save the QR code that directs people to your digital guest connect card and copy the embed code to add it to your existing church website. You can also customize the intro and thank you messages that people will see when they begin and finish the guest connect card. Remember to click the green "Save" button to complete your changes.


What are Digital Guest Connect Cards?

Digital guest connect cards are an online tool used by churches to collect information from visitors and new attendees conveniently. These cards can be accessed via QR codes, links on the church website, or within the church app. They allow guests to fill out their information on their smartphones, tablets, or computers, providing the church with accurate and easily manageable data for follow-up and engagement.


Identification Section

Next, let's address the Identification section within Organization Settings.


In this section, you can update your church name in the Organization Name field, as well as update the physical address, mailing address, and contact information for the church. This information is crucial for people trying to locate, mail, or contact your church.



Self-Registration

If you want to allow your church family to self-register, you’ll need to enable self-registration and add a sign-up key when launching SteepleMate. This unique sign-up key will be given to those you want to have access to the SteepleMate system, allowing them to update their profiles, participate in the prayer network, or create accounts for online giving.



Information Entry and Visibility Defaults

Next, we'll look at the Information Entry and Visibility Defaults section.



Here, you can add the pastor's name in the Default Minister Name field and adjust church directory settings to control visibility. For example, if you want all church members and guests with access to the SteepleMate system to see the church directory, you can change the access level from "Do Not Show" to "Kiosk User and Above." Alternatively, if you prefer only church leaders or group leaders to see the directory, you can set the access level to "Care Center and Above."




Marquee and Kiosk Options

Finally, we'll cover the Marquee and Kiosk Options section in Organization Settings.



If you use the prayer network features or have guests and members accessing the SteepleMate system, you may want to update the refresh rate for prayer requests, victory reports, and prayer logins. You can set the content refresh rate to daily, weekly, or other intervals. Remember to save your changes and contact us if you have any questions or need further assistance.





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