Find your way round the admin

The three tabs on the left, the headings that fold under them, and the icon menu.

Work through what is waiting on you

Home is one list of everything a person has to act on, oldest wait first.

The bell, and what Home shows without asking

What is new since you last looked, and what is running on its own.

Search and filter any list

The search box, Filter and the ☰ at the top of every list in the admin.

Find a contact

Search every contact by name, email or phone, filter by when they arrived, or use a segment.

Read and update one person's record

What the contact screen tells you, and the few things you change on it.

Send somebody their data, or erase them

For when a person asks what you hold about them, or asks you to delete it. Administrators only.

Add people to your contacts

Typing one in, importing a list, and why most contacts arrive without you.

Build a segment

For "bought book one but not book two" - and for deciding who a campaign emails.

Remember to follow up with somebody

A promise to call somebody back, with a date, that turns up on Home when it is late.

Keep a church or organization on file

An organization, the person to contact there, its sites, and the contacts who belong to it.

Add a field of your own to every contact

Home church, ministry role, anything you want to keep about a person that the record does not.

What happens when somebody fills in a form

Where a submission lands, and how to pass it to the person who should answer it.

Send a campaign email

From a new campaign to the moment the mail actually goes out.

Build the email itself

The email designer: blocks, layouts, the settings panel, and the two views.

Choose who gets an email

Subscriber groups, tags, segments - which one to reach for, and how to leave people out.

Start, stop, reopen or delete a campaign

What the buttons across the top of a campaign do, and which ones cannot be taken back.

Build the campaign's popup

The box a visitor sees on your website, and the four things it can ask them to do.

See what was actually sent

The read-only history of every campaign email that went out, with how it did.

Resend an email that did not go

Receipts, confirmations and other automatic emails that failed, and how to send one again.

Put a newsletter on the Newsletters page

Which emails the site's Newsletters page lists, and how to add or take one off.

Tag contacts from what they buy or register for

Tags are how campaigns pick who gets what. A rule keeps them up to date for you.

Get your contacts out as a spreadsheet

The two People reports, and the one that can also send an email.

Give a member of staff a login

Admin Users: who can sign in to the admin, as what, and which screens an Employee may open.

Read the logs when something went wrong

Where the admin and the site write down an error, for whoever supports the site.

Read what your ministry is billed

Your plan, your invoices month by month, and what a $0.00 total actually means.

Write the newsletter in Word and bring it into an email

Import a .docx and it becomes the email, with your letterhead round it.

Keep a set of letterheads your campaign emails can be sent on

Draw the top and bottom of an email once, then choose it on any campaign email.