First and foremost, it's important to note the following when creating Journeys/Milestones:
- Milestones should not be Congregation-specific. Milestones should generally be thought of as important accomplishments that apply to anyone participating at the church regardless of Congregation. When you assign a Milestone to a Participant you can indicate the Program and Event were participating in when they accomplished the Milestone. The Congregation where the Milestone occurred is inferred from the Program or Event.
- Milestones may be Ministry-specific. This may be helpful if one Ministry is responsible for assigning the Milestone and following-up with those who accomplish it. It is often the case that an entire Journey is managed by a single Ministry.
Creating a Journey
Go to Church Structure > Journeys.
Click New and complete the fields:
Click Save.
Creating a Milestone
- Initially, you have two options for where to create a new Milestone; either:
- Go to Milestones > click New.
- Go to Church Structure > Journeys > open desired Journey > click New on the Milestones sub-page.
- Complete the Milestone fields:
- Milestone Title.
- Description.
- Journey: the Journey this Milestone falls within.
- Next Milestone: the next Milestone that someone who accomplishes this Milestone is invited to accomplish.
- Follow Up Notes
- Add to Event Metrics: depreciated field.
- Letter Body/Letter From: add a paragraph for the letter that may be sent to someone if they accomplish this Milestone. This text appears in the Selected Milestone Letter report available on the Milestones Assigned page.
- Sort Order: the order this Milestone should appear in relation to other Milestones in this Journey. Reports take this sort order into account.
- Discontinued: if Yes, this Milestone is no longer one that can be assigned.
- On Connection Card: if Yes, this Milestone appears on the Connection Card Tool.
- Click Save.
