What's New (February 25th) 6521

What's New (February 25th)

Published
Please check out the latest exciting features in Blackbaud Church Management

Check-in
Improvements to class management and check-in -- To better reflect recent and upcoming features for class management and check-in, updated labels now appear in several areas of Events:
  • From the Events menu, you now select Classes instead of Check-in.

  • Check-in classes is now Classes.

  • Stations is now Check-in stations.

  • Check-in rosters is now Rosters.

Enable self check-in -- To conveniently track class attendance for older children and adults, you can now add self check-in kiosks and set which classes will use them. With self check-in, an individual enters their name or phone number on the search screen and then selects which classes to check in to. Because self check-in is not intended to manage security, no labels print after check-in. You can view attendance taken for self check-in classes from EventsClasses, under Attendance.

  • Set up a self check-in station — From EventsClasses, under Check-in stations, select Add station. Select Kiosk as the station type and then select Self check-in in the Check-in type field. For more information, see Check-in Stations.

  • Set self check-in for a class — Open an event occurrence. Under Classes, add or edit the class, select Enable station check-in and then choose Self check-in as the check-in type. For more information, see Classes for Events.

Note: During self check-in, if an individual is unable to find themselves in the search results, a staff member or volunteer may need to add them to a class. For an adult, we recommend that you open the event occurrence and, under Classes, find the class they want to attend. From the class’s list of rosters, open a roster and add the adult to it. For an older child, you can open their chaperone’s record from a staffed station and then select Edit information from the child's menu to update their class registrations.

Set check-in for classes -- You can now choose whether to use check-in for a class. For example, you may disable check-in for adult classes that always use printed rosters. When you enable check-in for a class, you also choose whether to use child or self check-in stations. Previously, child check-in was always enabled for all classes.

To set check-in for a class, open an event occurrence from Events. Under Classes, add or edit a class and select Enable station check-in. In the Check-in type field, choose which type of stations to use. For example, only classes enabled for child check-in appear in class lists on child check-in stations.

Note: All existing check-in classes are automatically enabled for child check-in by default.

Tip: To turn off check-in for a class, clear the Enable station check-in option.

For more information, see Classes for Events.

Small groups
Add profile pictures to small group records -- To help congregants easily identify small groups, admins can now add profile pictures, such as logos or icons, to small group records. The images appear for admins on small group records, and for congregants on the search page.

From ConstituentsSmall groups, select the name of a small group. At the top of the record, select the small group’s initials and then browse to and select the image or upload it from your phone or tablet’s camera, pictures, or cloud storage account.

Note: In a future release, leaders will also have the option to add profile images from the small group leader page.

Search in attendance lists for small groups -- To help admins quickly find individuals when they take attendance for small groups, such as from printed lists, they can now search for participant names. Previously, they could only scroll through attendance lists.

From ConstituentsSmall groups, select the name of a small group. Under Meetings, select Take attendance from the menu for the meeting to update and search for the participant’s name.


small_group_search.png

Note: In a future release, leaders will also have the option to search attendance lists from the small group leader page.

Volunteers
To help manage volunteers who give time to your church and your church's events, you can now assign positions and teams to a volunteer when you create their volunteer record. From Volunteers, select Add volunteer. Search for an existing record or select to add a new constituent as a volunteer.

  • To assign the volunteer a position, such as "Sunday school teacher" or "Usher," select Add position.

  • To assign the volunteer to a team, such as for communication and scheduling purposes, select Add team.

For more information, see Volunteers List.

Email signup form
You can now access the Email signup form designer to edit your form. You can:
  • Customize labels and placeholder text on the form using your own content. For example, change the submit button text to Sign up!.

  • Rearrange components on the form, such as moving the email component above Name.

  • Add multiple headers to introduce sections on the form. For example, add a header to the top of the form with We would love for you to join us! .

  • Configure consent options to enable congregants and site visitors to opt in and out of the email categories you choose.

To make changes to the form, from ToolsEmail signup form, select Edit form. For more information see, Email Signup Form Designer.

Donation forms
To accurately represent the data that appears for overall donation form performance, and to match the text for the same data on individual forms, updated labels appear for the tracking metrics under ToolsDonation form designer. For example, to better represent the number of donations submitted through the checkout process, Actions is now Donations for Conversion rate.

Performance of all donation forms

Also, additional information is available when you view details for individual forms, such as Donation type under Recent donations. To view a specific form's cumulative performance, from ToolsDonation form designer, select the donation form. For more information, see Donation Form Details.

A donation form's recent donations

Leave a Comment

2 Comments
Hi DeAnna VandenHam‍ ! Sorry for the confusion over this feature. We had to temporarily disable it to fix some performance issues we found. Good news though! We're turning it back on for some customers next week and will be available to all churches once we're sure there are no remaining issues.  
The webview update mentions "unapproved gifts" but I'm not seeing that information here.

Share: