Faith Teams Documentation

We try to make our application simple. But a little help is always nice. Refer to this page when you need to. And don't forget that you can always message, email or call us.

People Adding People
People Custom Fields
Merge Tool Merging & Deleting duplicate People
Contributions Adding Contributions
Contributions Online Giving
Events Creating Calendar Events
Planner Service & Event Planner Tool
Documents Upload & Share Docs
Check In Taking Attendance
Public Forms Creating Signup & Event forms w/ payment
Inviting Other Users How to invite users from your church
Email Campaign Send emails to targeted group of people
Create Email Template Create a beautiful email template

Sign Up

To sign up, go to www.faithteams.com. Click on the 'Sign Up' button in the menu. Enter Your organization's name, address, phone number and your name, email (which will be used to create your account) and a password. Make sure you have access to the email address that you enter, as you will receive an email with instructions on how to complete sign-up. The first 30 days is free. You will be asked for a credit card before you gain full access to Faith Teams.

People - Add Person

To add a person (church member, visitor, etc.) login to the Faith Teams web portal. Click on the 'People' tab in the menu. Click the green 'Add New Person' button. The 'Basic Info' section will be displayed. The minimum information is first name and last name. Enter all information known and click 'Save'. The 'Contact Info' section will be displayed. Enter in known mailing address, mobile and/or home phone and email information if known and click 'Save'.

People - Setup Family

First, Add a person. Then enter another person who is in the same family. For example, enter James Richards. Next, enter in his wife: Justine Richards. While on Justine's record, click the 'Family Info' section and type the first few letters of her husband (James) into the the field: 'Add Existing Person to Family'. Once James name is displayed in the search, click on his name to make him a family member. The final step is to give them a family role: Head of Household, Spouse, Adult, Child, Unassigned. Do this by clicking the 'select role' link.

People - Add Tag

After you have added a person, you can add a tag. Click on the person's name. Then select the 'Tags' section for that person. Click the 'Add Tag' icon to select an existing tag. If you need to add a new tag, click the 'Add New Tag' button. You can then select the tag to add it to the person.

People - Status

You will likely have more people than actually come to your services. To keep your list of people manageble for Check In, you may set people to 'Active' or 'Inactive' on the Basic Info section for a person. Additionally, Faith Teams will review the attendance records weekly, and set people as inactive if they have not attended over the last 4 events for each of your event types. People are set to 'Show' when they are checked in.

People - Merge Tool

The Merge Tool was added to allow you to merge two records when you have unintentionally added the same person twice, and have had some activity, such as check-in, or added contributions, on each record.

You cannot simply delete a person, as we would not be able to keep accurate information on your attendance, contributions and other records if you were to remove the person they were assigned to. Now you can merge 1 person’s data to another.

  • 1) Click on the person you wish to remove - This is your 'Merge From' person.
  • 2) Click the Merge Tool button.
  • 3) An overlaying screen will show, which displays the 'Merge From' person, and beneath it a list of your people - you may filter your list by typing part of the name of the person you wish to 'Merge To'. Now choose this person you wish to merge to by clicking the 'Merge To' button next to his/her name.
  • 4) Next, you are shown the demographic information for both people. To the left, is the 'Merge From' person's information. To the right, is the 'Merge To' person's information. You can select the 'Copy All' button from either to choose which is correct for the final version. You may also select individual fields, or even enter the information manually.
  • 5) Click the 'Merge Data & Delete Original Person' button.
  • 6) Your original record is now deleted, and the data is now merged to the 'Merge To' person.

Reports - Monday Visitor Report

On Monday morning we send out visitor & absentee reports. The visitor report shows people who have attended any event during the past week for the 1st-4th time. The absentee list is for your Sunday service.

The recipients of this list are on a special team: The team name is 'FAITHTEAMS-ADMIN-TEAM'. The role to put your recipeints in is 'FAITHTEAMS-ADMIN-VISITOR-NOTIFICATIONS'. Anybody you add to this role will receive the emails on Monday morning.

  • * The report will tell you how many visitors you have had in the past week to all of your events. For example: You had 6 visitor(s) this past week
  • * The report will tell you now many unnamed attendees you had in your Sunday Service. For example: 2 unnamed attendees.. This number represents the head-count of the 'Unnamed Visitor' in the web & mobile app check-in.
  • * The report will list out each of the guests (1st - 4th time visit) with their name, address, contact and any tags.
  • * The report will also list out any individuals which are missing, but are in an active status. Our logic looks over the past 4 dates of each event type, and if the person has not come back then they are marked as 'Inactive'. This is a way to make sure you are tracking only the people who are recent attendees. You can always set someone to 'Active' or 'Inactive' from the People, 'Basic Info' section.

Events - Create Event Template

Before you can add an event, you must create an Event Template. An event Template defines an event: a title, info, location, time and the day of the week it falls on and even a color code to give visual cues on your calendar.

To create the event template, go to the Calendar by clicking on the Events > Calendar tab. Next, click on the 'Add Event or Event Template' button. Then click 'Event Template' to create the template. Enter the details, and click 'Save'. You can now create events from this template.

Events - Create Event

To create the event , go to the Calendar by clicking on the Events > Calendar tab. Next, click on the 'Add Event or Event Template' button. Then click 'Event' to create the event. A list of Event Templates will be shown. Select the one you want to pattern your event after by clicking on it. You may then modify its details if wanted, or accept the information from the template. By default, it matches your template, and even choses the next date on the calendar that it should fall. Finally, click 'Save' to save your event. It now displays on your calendar.

Events - Update Event Template

To update a template, click on the event (on the calendar). You will be given several options asking 'What would you like to do?': select 'Template' to update the template the event was based off of. Next, you may update any aspect of the template you wish: the day of week, the time, color, title, etc. Note: This will not update any events that were created from this template. Click 'Save' to store the change.

Events - Update Event

To update an event, click on the event (on the calendar). You will be given several options asking 'What would you like to do?': select 'Edit Event' to update the event. Next, you may update any aspect of the event you wish: the day of week, the time, title, etc. Click 'Save' to store the change.

Events - Delete Event

To delete an event, click on the event (on the calendar). You will be given several options asking 'What would you like to do?': select 'Delete Event' to update the event. You will be given a confirmation asking 'Are you sure?' Click to 'Delete' button to confirm.

Events - Connect to Google Calendar

Faith Teams can connect to your Google calendar. To connect, go to the Calendar by clicking on the Events > Calendar tab. Next, click on the 'Google Calendar' icon near the top. You will be redirected to a Google site requesting permission for Faith Teams to have access to your Google calendar. Sign in to Google, and grant permissions as desired. Once you grant the permission, you will be redirected back to Faith Teams. Login, navigate back to the Faith Teams calendar, and click the Google calendar icon once again to perform your initial synchronization. The first time may take a bit. It will download all events from your default Google calendar. After you have connected your Google calendar, any new events created in Faith Teams will show automatically on your Google Calendar. Also, any events created on Google will be on your Faith Teams calendar. You may also modify events from both platforms, and they will be in sync.

Teams - Create Team

Go to the 'Teams' tab. Click the 'Add New Team' button and you will see a new team has been added to the top of the list on the right. Double click on the default name ([new team]) and enter the team name you would like to use. Examples are 'Worship Team', 'Leadership Team', 'Media Team', etc. Several are added by default, so check to see what you have already. Next, you need to a create team role, and then add leaders and team members.

Teams - Create Team Role

Go to the 'Teams' tab. Make sure you have created a team. Click the green '+' button on the team you want to add a new role for. The purpose of the team role is to allow different types of team members to be on a team. For example, on a worship team you may have singers and musicians. Appropriate roles may be guitarist, drummer, soprano, etc. You will then add team members to the roles.

Teams - Add Leaders to Team

Go to the 'Teams' tab. Make sure you have created a team, and team roles. Every team can have 1 role which is the 'Leader' role. This is important because all notifications for team members accepting or declining a schedule request will be sent to the leaders who are in this role. For example, a worship team has a role 'Worship Leader' and several other roles for the band. When the band members are requested to be scheduled, they will receive a text/email for the event. Once they accept or decline, the 'Worship Leader' role will be notified. You may have 1 or more people in the leader role.

To add someone to the role, simply click the person icon on the role name. You can then type the first few letters of a person or tag to filter on people, and click on the person's name to add him to this role. To remove him, just click the 'x' next to his name.

Teams - Add Team Members

To add someone to the role, simply click the person icon on the role name. You can then type the first few letters of a person or tag to filter on people, and click on the person's name to add him to this role. To remove him, just click the 'x' next to his name.

Contributions - Funds

A Fund represents the various purposes that people give to your organization. For example: Offering, Missions, Tithes, Building, etc.

To create a Fund:

  • 1) Login, click on 'Contributions' tab, and 'Edit Funds'
  • 2) Click the 'Add New Fund' button
  • 3) Click on the row that was created in the 'Fund Name' column. The placeholder text appears as [enter fund name]. Type the name of the fund and and click the blue 'checkbox' button. Do the same for the description. You can use the description field to provide additional information for the fund if you wish.
  • 4) Add as many funds as you need. When you create a contribution, you will assign it to one or more of these funds. When someone gives online they will give to one of these funds.
  • 5) If a fund is no longer active, you may set it to Status: 'Hide'. You will no longer be able to assign new contributions to this fund once it is set to this status.

Contributions - Create Batch

A batch is a way to manage your contributions. A good anaology is your 'Sunday morning Offering' is a batch. Before you can add an individual contribution, you must create a batch.

* The only people who can create a batch are users who have 'Editor' role for the 'Contributions' actions. These are set by your churches Admin's on the 'Users and Access' page.

To create a batch:

  • 1) Login, click on 'Contributions' tab, and 'Contribution Entry'
  • 2) Click the 'Create New Batch' button
  • 3) Your event calendar will be displayed. Select the event that you would like to connect the batch to.
  • 3) The batch details will prepopulate with the information from your event. Accept the defaults, or change as desired and click the 'Create New Batch' button.

Contributions - Edit Batch

* The only people who can edit a batch are users who have 'Editor' role for the 'Contributions' actions. These are set by your churches Admin's on the 'Users and Access' page.

To edit a batch:

  • 1) Login, click on 'Contributions' tab, and 'Contribution Entry'
  • 2) Find the batch you wish to edit, and click the 'Edit' button

Contributions - Add Contribution

To add an individual contribution, please create a new batch or edit an existing batch

  • 1) Begin typing the name of the contributor in the text field labeled: 'Enter a Name' on the top right of the screen. Once you see the desired name, select it by clicking on it.
  • 2) Enter the dollar and cents amount of the total contribution . Using the tab key is the fastest way to enter data.
  • 3) Enter the type (Cash, Check or other types may be applicable)
  • 4) If entering a check, enter the check number
  • 5) A line item will be added automatically below. Enter the amount and fund the line item is for. It will default to the entire contribution amount, but you can split the contribution into several line items. If your line item is less than the total contribution, a new line item will appear carrying the balance for you. Repeat until you have assigned the entire contribution to all funds given.
  • 6) Once you are finished, click the 'Save Contribution' button. If the amounts do not add up, you will receive an error. Otherwise the contribution has been saved.

Contributions - Edit Contribution

  • 1) Edit a contribution by editing an existing batch and clicking an existing contribution
  • 2) Modify the information to be changed and click 'Save Contribution'. The data is versioned, and an audit trail of all changes is kept on file.

Contributions - Online Contribution

Many churches use online giving. Our system allows you to connect to certain online giving platforms so that all contributions given online will show up automatically within Faith Teams, and get assigned to the correct person.

* As of Feb 2017, Tithe.ly has connected with us.

  • 1) Follow the instructions below to connect Faith Teams to the giving platform.
  • 2) When someone gives to your church, Faith Teams will send an email to all of the people in your organization who have 'Contributions' access on the 'Users and Access' screen. The email will tell you who gave, how much, and any fees.
  • 3) When Faith Teams receives notifcation that your church has received an online contribution we look for an open batch for the current week. If none is found, a new batch is created and the contribution is added.
  • 4) Next, we attempt to match the contribution to one of your People. The first and last name must match. If more than 1 match is found, or no exact match is found then it will be added to the batch under 'Anonymous Donation'. There will also be a warning icon to alert you that you need to assign it to somebody.
  • 5) To assign it to the correct person, simply edit the contribution and select the correct person to be assigned. The information for the online contribution is shown at the bottom of the contribution page. There is also an 'Add This Person' button that will prepopulate the information we received so you can quickly add the person to your People. In the future, it will be assigned directly

Tools - Public Forms

A public form is an online web or mobile accessible form that you can create from within Faith Teams. You can use it for:

  • 1) A guest signup form for visitors at your church
  • 2) A signup form for an event
  • 3) Event registration which requires payment
  • 4) Accepting online donations
  • 5) Whatever else you can think of!

Create Form


- To create a form navigate to ‘Tools’ > ‘Public Forms’
- Click on ‘Create New Form’
- Choose what type of template you would like to start out with
  •   Signup Form allows you to collect information with no payments
  • * Event form with Payment allows you to take payment
  • * Donation Form allows you to accept donations

* You must sign up for Stripe by going to Admin > Your Organization’s Profile and click on the “Signup with Stripe” button.

Edit Form


Click on the banner to enter a name. Click the enter key, or the blue button to accept.
Name and email address are required for all forms. Other fields can be dragged from the list on the left:

  • Address will add fields for Street, City, State and Zip Code to your form
  • Text will add a free-form text field to your form
  • Dropdown will add a dropdown field to your form. You can specify the values
  • Date will add a date field with a datepicker to your form
  • Checkbox will add a checkbox field to your form
  • Long Text will add a textarea for taking in larger amounts of information such as a few sentences.
  • Phone will add a field for accepting phone numbers
  • Payment will add fields for accepting payment
  • Contribution will add fields for accepting a contribution. These are different than payments, as they will be entered as a contribution within Faith Teams. These are donations with no goods or services provided
  • Info/Editor Is for you to add some information to the form such as event details or other information. It will not accept any user input from the end user. It is for you to publish information TO the user.

  • Change the field name  To change the name of your field (i.e. 'Dropdown' to 'Please select an item to bring') click on the field name and enter your new value.

    Required Fields  To make a field required, click the 'required' checkbox. Name and Email are always required. If you add Payment or Contribution fields, they will be required by default.


Payment Field


The payment field requires additional configuration. Click the 'Payment' title to configure.

Click the checkbox 'Click for Fixed Amount' if the payment is a fixed amount. For example, a registration fee of $25. If left unchecked, the person will enter whatever value they wish to pay.

Type in the amount for 'Fixed Amounts', for example '5' for $5 or 37.50 for $37.50. Amounts are in USD.

Choose 'Stripe' as the Payment System. If you have not signed up and linked Stripe to your Faith Teams account, do so from 'Admin' tab, 'Your Organization's Profile'. There is a button near the bottom 'Connect to Stripe'.

Set the text that the user will see on the submit button. By default it is set to 'Pay Now'.

Contribution Field


The contribution field requires additional configuration. Click the 'Contribution' title to configure.

Click the checkbox 'Click for Fixed Amount' if the payment is a fixed amount. For example, a contribution of $25. If left unchecked, the person will enter whatever value they wish to pay.

Type in the amount for 'Fixed Amounts', for example '5' for $5 or 37.50 for $37.50. Amounts are in USD.

Choose 'Stripe' as the Payment System. If you have not signed up and linked Stripe to your Faith Teams account, do so from 'Admin' tab, 'Your Organization's Profile'. There is a button near the bottom 'Connect to Stripe'.

Click the checkbox 'Assign to Fund' if you wish to assign the contribution to a particular fund. If left unchecked, the user will see a list of your funds to choose from. The contribution will be made to this fund within the Contributions section of Faith Teams.

Set the text that the user will see on the submit button.

Header Image

Click the header section to upload an image, or drag one from your files to drop it in. It is recommended that you have a minimum width of 800 pixels and no more than about 250 pixels high or the form will appear too far down the page.

Settings


SMS Code Word

If your church has signed up for its own dedicated SMS/Phone number, you can set a 'Code Word' for your form. If users type the code word to your SMS number, they will receive an instant reply back with a link to the form. For example, you could display your dedicated SMS number during announcments at church with the code word 'GUEST'. Your guests could receiving a text message with a link to a guest form. They could fill out the form, get added to your Faith Teams People and receive a welcome email within just a few moments.

* Dedicated SMS numbers are not included in the standard Faith Teams subscription. We must purchase and pay for these numbers monthly. Contact us for pricing.

SMS Reply Text

This is the text that will be sent when somebody texts the code word. Following this text will be the link. Keep the text short: no more than 120 characters.

Color Scheme

Choose the color scheme which best matches your taste and branding

Email Confirmation Type

Choose whether to send an email confirmation to the form registrant. None, Basic Email and Email Template are the options. The Basic Email is created below this field when chosen, and will send a basic email. The Email Template lets you choose any of the templates which you have already created. Do this when your image and branding are important and you want to make an impression.

Email Subject

The subject that will show in the email that the registrant receives

Managing your Public Forms


Preview

Back on the original Public Forms page, you may preview any form by clicking the 'Preview' link on the corresponding row

Get Code

To share a form on your website or share the link on social media, email, etc. click the 'Get Code' link on the corresponding row

Registrants

To view your registrants, click on the number in the 'Registrants' column. The last signup date will also be displayed.

Archive

To archive a form, click the 'trash can' icon. To re-activate it, click the checkbox titled 'Show Archived' and click the 'lightning' icon. Public Forms cannot be deleted completely.

Admin - Online giving with Tithely

We have partnered with Tithely for online giving. Follow the steps below to connect your Faith Teams account and Tithely accounts to work together. The integration will simplify your record keeping by making sure all of your contributions, including those made through Tithely, are recorded in Faith Teams.

  • 1) You can create a Tithely account and Organization directly from within Faith Teams from the 'Admin' tab > 'Your Organization's Profile'. Click on 'Online Giving'.
  • 2) Enter the requested information to create your Tithely account. This account is unique to you. You may also use this account to login to their website or mobile app directly.
  • 3) Next, enter the requested information to create your Organization record. This represents the details for your organization, church or ministry. It includes the banking, routing information that you would like you funds deposited into, as well as your organizations tax id, and your information. This information is used for doing basic identify verification. Here is a document which describes how Tithely uses this information.
  • 4) Once your Tithely account and Organization have been created, you must create funds within Faith Teams to assign contributions. Please follow the instructions here to create your funds.



  • As of May 2017 there is still 1 more step to fully integrate the 2 platforms. In order for the 2 systems to communicate with one another, you must copy 3 pieces of information from Faith Teams into Tithely: 1) Your Faith Teams Organization ID; 2) A Faith Teams Key; and 3) A Faith Teams Secret.

    • * Within Faith Teams, click on 'Admin' tab > 'Your Organization's Profile' and click on 'Profile'.
    • * Near the bottom of the page is your Faith Teams Organization ID. Copy this id, and then login to the Tithely site and click on 'Integrations'.
    • * Make sure you are editing the correct organization you just created (it is possible for your account to be linked to more than 1), and then select 'Faith Teams' from the 'Select a 3rd Party API' dropdown.
    • * Next, paste the Faith Teams Organization ID that you copied into the field titled: 'Faith Teams Organization ID'.
    • * You must now generate a key & secret in Faith Teams, and save these within Tithely to grant access to them to connect to your Faith Teams account. Back in Faith Teams, on the same page ('Admin' tab > 'Your Organization's Profile' and click on 'Profile') click the 'Get API Key' button.
    • * Select 'Tithely' from the 'Select 3rd Party Platform' and then click the 'Create API Key/Secret' button.
    • * Copy the Key into the Tithely field titled: 'Faith Teams Username' and copy the Secret into the Tithely field titled: 'Faith Teams Password'.
    • * Click 'Save', and the accounts are now connected. When somebody gives online through Tithely, the information will now flow into Faith Teams, and you will receive alerts that your church or organization has received an online contribution.

Admin - Integration Key

Faith Teams can connect to other platforms as well. To connect with your Faith Teams key, go to the 'Admin' Tab and click on 'Your Organization's Profile'. Near the bottom is your organization's key. Copy this key and follow the instructions on the platform that you are connecting to your Faith Teams account.



Tithe.ly is a great parter who is connected with us. They offer mobile/online giving, and text to give. Sign up with them, and copy this key. Login to your Tithe.ly console, go to 'Integrations' select 'Faith Teams' from the '3rd party API' list. Paste your Faith Teams key, save and you're all set!