Portal - From the Trenches

MinistryPlatform is flexible, and there are several different ways to approach a topic. Here are examples of how some churches in our community handle Portal-related topics. Adapt MinistryPlatform's functionality and these ideas to fit your ministry context.

PCI Compliance

PCI Compliance is one of the things that every church encounters when they collect payments or donations online. Your church is responsible to determine how and to what level your church is required to comply with PCI requirements based on your infrastructure, payment merchant and interpretation of PCI regulations. Here are some resources some churches have found helpful in the PCI Compliance process.
Privacy Notice
It is often recommended and/or mandated to have a Privacy Notice on your website. Here are a few samples from some of our churches.
Launching your Portal to the Congregation
Now that you've made the switch to MinistryPlatform, you may be wondering how to launch the portal to your congregation. Here are some examples of how to get them excited and on board.
  • Make an announcement using your digital communication channels, i.e. email newsletter, website, etc., and include direct links to the portal log-in page.
    • The key message could be something like, "Our new database software gives you access to update your own information and preferences and integrates event and group sign-ups."
  • Hold portal instruction sessions
    • Invite folks to stop by after the service and create their account while an expert stands by to help. You can also have cards available with the URL and blank spaces for them to write their user account and password.
Adding an Image to Email Templates

One of our churches provided these helpful steps for one way to add an image to a Portal Email Template:

  1. Upload your image to google drive.
  2. Share your image from the public sharing option (Anyone on the internet with this link can view).
  3. Copy your sharing link. Your sharing link should look something like this: https://drive.google.com/file/d/1kGiodyyy7-68mc2iXIsoG7zggKf4qYI/view?usp=sharing
  4. Copy the ID from your link (above the ID is: 1kGiodyyy7-68mc2iXIsoG7zggKf4qYI 
  5. In this link, replace the ID information with your ID: https://drive.google.com/thumbnail?id=<ID>
  6. You should now have a link that looks like this: https://drive.google.com/thumbnail?id=1kGiodyyy7-68mc2iXIsoG7zggKf4qYI
  7. Add the image to the Template. You need to have the Portal Admin security role to do this:
    1. Go to Email Templates and click on the name of the template, then Edit.
    2. In the toolbar, choose <> (source code)
    3. Between <head> and </head> insert the following code
    4. <img src="YOUR LINK FROM STEP 6 HERE"></img>

Last Modified: 10/20/2020

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