OfferingMate
Why Do I See “We Seem to Have a Problem Verifying Your Internet Connection” on the Giving Page?
Overview When someone tries to give online through SteepleMate and sees a message about a problem verifying their internet connection, it usually means their connection is coming through: A VPN (Virtual Private Network) Certain types of public Wi-Fi ...
Managing & Exporting QR Codes for OfferingMate
QR codes are a convenient and efficient way for your donors to access the giving features in SteepleMate. By scanning a QR code, donors can quickly make donations or pledges directly from their smartphones. This guide will explain how to create, ...
Effortless Mobile Donations: Using SteepleMate's Text-to-Give Feature
Embrace the convenience of mobile giving with SteepleMate's Text-to-Give feature! You can initiate giving anytime, anywhere using just your phone. This quick guide will show you how to use specific keywords, emojis, and even split your donations ...
Signing Up for OfferingMate
Welcome to OfferingMate! Submitting your enrollment application is an essential step in setting up online giving for your church. By completing this process, you can start processing donations immediately. It’s important to ensure that all provided ...
How to Set Up Payment Categories for OfferingMate
Streamline the process of recording contributions, track expenses accurately, and ensure that each financial entry is allocated to the correct budget. This classification aids in detailed financial reporting and analysis and simplifies compliance ...
OfferingMate: Settings and Management Handbook
Congratulations on starting your journey with SteepleMate! If you are reading this guide, you might already be set up with us—fantastic work! If you haven't signed up for OfferingMate yet, you can do so here. OfferingMate: Getting Started and the ...
OfferingMate: Getting Started and the Essentials
We are thrilled to assist you on your journey to enhance your giving programs. Getting started with us is straightforward, but having the right information at your fingertips will ensure a smooth and efficient registration process. Below, we detail ...
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 ...