Launching SteepleMate
How to Add and Use Tags in SteepleMate
Tags in SteepleMate help you organize records, quickly find the right people or families, and create reports based on shared labels. You can apply tags to an individual person or to an entire family, then use Tag Search to locate and export those ...
Using a Different Online Giving Provider with Your SteepleMate Website
This article explains what you can and can’t change on your site, and how to share a third-party giving link with your church family. Do I Have to Use SteepleMate for Online Giving? No. You are not required to use SteepleMate online giving. Some ...
How to Set Up Call Forwarding in SteepleMate
Call forwarding is a great way for churches to stay responsive without being tied to a specific location or device. Whether you’re a pastor, admin, or volunteer, forwarding calls lets you receive church-related calls on your personal phone — while ...
I accidentally deleted someone's profile. What can I recover?
Can a deleted profile be recovered? Unfortunately, due to compliance requirements, once a profile has been expunged in SteepleMate, it cannot be recovered. This action is permanent and irreversible. Is any data retained after deletion? While the ...
How Can a Church Admin Manage the Options Displayed on the Web Kiosk Page?
The Web Kiosk page is designed to provide church members with an interactive hub featuring options like Sign In for Fasting, Sign In for Prayer, Submit a Testimony, and more. While church admins cannot directly hide specific options such as fasting ...
Why can’t people update their profile information like email address, address, and telephone number?
Church members may notice they can only modify their name and specific dates, such as birthdays, baptism dates, and anniversaries. They can also adjust visibility in the church directory, opt into notifications, update their access credentials ...
How to Add Photos to Individual and Family Profiles in SteepleMate
Photos in SteepleMate enhance the Photo Directory, Photo Gallery, and features like Child and Event Check-In. Upload images for individuals or families with the following steps: Tips for Best Results Device Compatibility: When using a phone or ...
Launching SteepleMate to Your Church
Before You Start Ensure your system is fully configured for member registration. Refer to the Help Guide for Configuring Registrations and Sign-Ups before proceeding. Launch Overview Churches can launch SteepleMate in various ways, depending on your ...
Data Import Guide: Row-Per-Person Format
We’re thrilled to have you on board. This guide will walk you through the process of importing your church member information. Follow these steps carefully, and you’ll be set up in no time. Important Notes: Family ID: Each family must have a unique ...
Importing Data into SteepleMate
Our team can import your members and finances for free! Let us handle the heavy lifting and get your data into SteepleMate without the hassle. Just send us the exported file from your previous system, or connect with your account manager for ...
SteepleMate Launch Roadmap: Piecing Together Your Church's Success
Welcome to SteepleMate! We recognize the immense potential SteepleMate holds for your church, but we also understand the challenges that come with navigating unfamiliar territory. That’s why we’re here to support you every step of the way. Our goal ...
Recent Articles
How to Use the Family Communications Report in SteepleMate
The Family Communications report helps your church review communication activity for specific groups in the system. This is useful when you want to see communication history for ministries or group-based follow-up, such as children’s ministry, Bible ...
How to Use the Communicator Report in SteepleMate
The Communicator Report in SteepleMate helps your church review communication activity over a selected period of time. This report shows recorded communication touchpoints and helps you understand how your team has been connecting with people through ...
How to Track Communications in SteepleMate
SteepleMate allows your church to record communication activity on a person’s profile so your team can keep track of follow-up and care efforts. This is useful for documenting guest outreach, member care, meetings, phone calls, texts, emails, and ...
How to Manage Tasks in SteepleMate
Tasks in SteepleMate help your team keep up with follow-up, office responsibilities, and ministry workflows. You can create tasks for yourself or assign them to other people in the system, set due dates, track progress, and review assigned work from ...
How to Add and Use Tags in SteepleMate
Tags in SteepleMate help you organize records, quickly find the right people or families, and create reports based on shared labels. You can apply tags to an individual person or to an entire family, then use Tag Search to locate and export those ...