Organization Settings
How to Customize Date Fields in SteepleMate
SteepleMate now allows you to customize up to six date fields in member profiles. This feature gives your church flexibility in tracking key milestones such as baptism dates, first visits, membership anniversaries, and more. These fields can also be ...
Setup a 1-800 Number for Mass Texting and Call Forwarding
SteepleMate provides churches with a dedicated 1-800 number to support mass texting and call forwarding services. Below are answers to commonly asked questions to help you understand the setup process and how it works. Choosing a Number for the ...
How to Enable the Church Directory in SteepleMate
The Church Directory is an optional feature in SteepleMate that must be enabled by Administrators or Super Users. This article guides you through enabling it and setting up visibility preferences. Note: Only users with Administrator or SuperUser ...
Launching SteepleMate with Registration Key Configurations
SteepleMate makes it easy for your church family to get connected, whether you’re importing your directory or enabling self-registration. This guide walks you through configuring the registration key and preparing your system for a smooth launch. ...
Enable Text Messaging and Call Forwarding in SteepleMate
SteepleMate’s Communication section provides robust tools to manage text messaging, call forwarding, and mass notifications for your church. These features help streamline communication, ensuring that you can easily reach your community through SMS ...
Marquee and Kiosk Options in SteepleMate
The Marquee and Kiosk Options section in SteepleMate allows you to customize the content, visibility, and functionality of your church’s marquee or web kiosk. Whether you want to display prayer requests, victory reports, or enable giving through ...
Information Entry and Group Access Settings in SteepleMate
SteepleMate's Information Entry and Visibility Defaults section gives you complete control over who can view and manage your church's directory, set default information, and customize group leader access. You can also adjust the look and feel of the ...
Organization Identification Settings in SteepleMate
SteepleMate allows you to easily manage your church’s core identity details, including your organization's name, contact information, and user sign-up settings. These settings ensure that your community has accurate, up-to-date information and a ...
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 ...