Save Church Staff Time with MinistryPlatform

04-02-2018
ThinkMinistry

Did you know there are several ways to automate things in MinistryPlatform? Here’s a list of things that help you save time along with links to our Knowledge Base articles about these automation options:

Processes

Create a process record when you want a change in your database to trigger an email, assign a task, get someone’s approval, or make another change elsewhere in the database. MinistryPlatform comes with built-in processes you can modify. Your Administrators can create new processes with and without our help.

Views & Item Notifications

Any view (saved query) can be scheduled inside of an Item Notification. An Item Notification can deliver information in multiple ways:

  1. It can send the list of records in a selection or a view to you so you can be made aware of records that need your attention.
  2. It can send the list of records in a selection or a view to a User Group so they can be made aware of records that need their attention.
  3. It can send each person associated with each row in that selection or view their very own template message so they can be made aware of something important in their involvement in your church.
  4. You can also watch an Item! Let's say you want to know immediately if someone updates the Senior Pastor's record. Set that up as a notification!
"With our old ChMS system, it could take days to get the data we needed from a report.
With MinistryPlatform, I can pull the same data in about five minutes."
– Jason Johnston, Database Manager at Bent Tree Bible Fellowship

Routines

MinistryPlatform comes with many routines that perform complex data operations to help you manage your database.

You can also request a quote from Professional Services to design custom routines that are unique to your church.

One of the most popular custom routines is Segmentation and Movement, another is the Engagement Snapshot.

Notifications

Item Notifications are great for many scenarios, but some things we need people to know about are so important that we've already built them into MinistryPlatform and all you have to do is turn them on!

These built-in notifications will ensure that timely information is sent in a digest rather than as many separate emails.

We can also build custom notifications for your church.

"We saved our Administrative Assistant anywhere from four to six hours per week with the flexibility-
the ability to customize MinistryPlatform."
– Jason Powell, IT Director at Granger Community Church

Subscriptions

Your MinistryPlatform implementation runs on Microsoft SQL Server. This means reports can be delivered as an email or as an attachment to an email. Some reports work better as subscriptions and this option is not available to Shared Cloud.

Your IT person would have to help with this option initially, but it is quite powerful. Learn how to create subscriptions.

Data Driven Subscriptions

This is just an amped up version of Subscriptions. If you have a large, variable number of people who need slightly different versions of a report delivered to their inbox on a schedule, this is a tool you might consider. It is only available to churches running Enterprise version of SQL Server and is not available to Shared Cloud Edition. Learn more about Data Driven Subscriptions.


Some of our churches are blessed with technical staff. If your church is not, then remember that you can learn what tools are in the toolbox and our Professional Services Team can help you apply the right tool to your automation goal.