Communications
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 Send Emails in SteepleMate
This guide will walk you through using the email features in SteepleMate, including sending messages to individuals and groups. Composing a New Email Navigate to the Email Composer From the left navigation menu, select Communicate > Send Messages. ...
How to Send a Message to a Group in SteepleMate
Sending messages to a group rather than just an individual is a more efficient way to communicate. It ensures that relevant information is relayed to multiple people simultaneously, saving time and effort. This guide will walk you through the steps ...
How to View the History of Sent Communications in SteepleMate
Tracking the history of sent communications in SteepleMate is essential for effective communication management, ensuring accountability, and keeping documentation organized. Follow these simple steps to access the full history of your sent messages. ...
How to Send a Text or Chat Message in SteepleMate (Admins and Group Leaders)
SteepleMate's messaging feature enables church admins and group leaders to send individualized mass messages to selected groups or individuals. Although sent to multiple recipients, each message is received as a one-to-one conversation, ensuring ...
Email Messaging Features Setup Guide
The Email Messaging Features section allows you to integrate your existing email account so that emails can be sent directly from SteepleMate on your behalf. Steps to Enable Email Messaging: From the administration menu, select Organization Settings. ...
Setting Up Your Church Voicemail in SteepleMate
Important: Before setting up your voicemail, make sure you have completed the setup for your free 1-800 number. If you haven’t done this yet, please refer to the Church Number Setup Guide to complete this step first. Steps to Set Up Your Voicemail: ...
Communication: Setting Up Text Messaging
SteepleMate's offers a complimentary toll-free number for various communication needs like sending and receiving text messages, system notifications, call forwarding, and more. Claim Your Free Texting Number From the Administration menu, select ...
Pre-Screening and Managing Prayer Requests
Quick Overview of the Prayer Network SteepleMate’s Prayer Network is designed to help churches engage their communities in prayer through SteepleMate Web Kiosks (Browser-Based), On-Site Kiosks and the Mobile App. The Prayer Network enables church ...
How to Print Mailing Labels in SteepleMate
1. In SteepleMate, go to the Communicate menu and select Mailing Lists. 2. Set Mailing List Options Choose who to include: Church Family, Contact, Guest, Organization, Other, or Vendor. Only the categories you check will be included in the mailing ...
Reviewing Text Message Responses
1. Click Communicate on main menu. 2. Click Receive Messages on drop down menu. 3. Any responses to text messages can be viewed/deleted from this inbox. Note: Any intra-office messages will be sent to your Home inbox, this only shows incoming text ...
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 ...