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Process for updating status?

Last post 10-25-2009, 5:26 PM by jaineb. 11 replies.
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     03-24-2009, 1:54 PM 14019

    Process for updating status?

    Hello! I am wondering if anyone out there has a process already in place for updating new visitors to attendees (once they actually get involved in the church), and archiving people who are no longer attending. Our criteria is pretty straight forward - either they (or their children) have attended any activity x amount of times in x months (x tbd still); or they have given x times in x months, or they are volunteering for a ministry.

    Unfortunately, although i know what i want to do and the criteria for doing it, i can not seem to find a good way to do it through the F1 reports. I've talked to F1 about it and have gotten several different reports to use  but it doesn't seem like there is a good way to implement it without having to look at each separate record (ie someone may be giving who isn't attending anything, but there is no way to cross reference that easily across the different reports i've been given to use). 

     Help??  :) we are running about 1500 people a weekend now, and i would like to actually have an accurate representation of who is actually attending vs. just visiting vs. hasn't been here in 2 years. :) Obviously it won't be perfect (because there are some people who just manage to stay below the radar no matter what!) but any improvement to our current 'hit or miss' process would be much appreciated! Thanks!

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     03-24-2009, 5:29 PM 14022 in reply to 14019

    Re: Process for updating status?

    Rachel

     For that exact reason we actually chose from day one NOT to use the status of Visitor. We felt like it would require too much tracking/maintenance in regards to when they get moved to Attendee.

    I am the Database Manager at our Church and we have two Campuses with a total of 4 Weekend services "not including Young Adults" that takes place during the week. Basically what we do is that anyone who gives or fills out any form during our weekend service is automatically entered as an Attendee. In addition to that I created an Attribute called "Information Source" that identifies where the person's information came from. So we have individual attributes like Accounting, Connection Card-Tacoma or Bellevue this is a multi-purpose form but its also the same form we use for First Time Visitors, then we have Connection Card-Youth and so on. We only enter this Info Source attribute when someone is getting entered brand new into the system. This allows us to see where their info originated from. Then via attributes we track their first two visit dates, and obviously we can only document the 2nd visit if they actually fill out another visitor card and mark they are returning.

    For our church which run's on average 3,000+ each weekend we leave a person's status at Attendee until one of two things happends. First if they complete our Membership Class and at that point we change their status to Member and record the date they completed Class as their new Status Date. Second if they request to be removed from our database  we change them to inactive attendee.

    We also have a Misc status, we assign this to people who fill out a form during weekend services and they have an Out of State Address. This allows us to target them differently in terms of thier visit to our church.

    Your right, there is only so much you can do to accurately reflect by status who is an actual attendee in your church. There are allot of people that will fly under the radar, meaning they could come faithfully every week or even a couple of times a month but never fill anything out and either not give or maybe they give cash.

    So, yes, by doing this we have people in the database as Attendees who its possible have not been here in quite some time. However, we do 5 major conferences each year in addition to a Scrooge Production during the holidays and the list goes on and on. So, the way we look at it is, even if the person is not attending, we can still send them info on special events going on at church.  We just felt it would be an impossible task to try and track whether or not every attendee or even Member for that matter is actually attending. We can obviously monitor it to some degree by giving and through their volunteering and attendance to special events so this really comes down to those that fly under the radar, there really isn't anything you can do.

    One last thing we do is in the event that we get mail returned to us then we flag their address as mail returned. Then what we do is a couple of times a year we run a report based on that status and the date it was issued and if its been in the system that way for more then 6 months then we change their status to inactive. You can pretty much figure that if they have moved and have not filled anything out at the church with updated info within 6 months then more then likely they are no longer attending.

    The only thing I can suggest is that if you are really wanting an accurate count for who is physically attending your church would be to run a report "might take more then one" that would identify people who have no record of activity in terms of giving, attendance, or simply filling out forms. I you have email or address on those people maybe once or twice a year email/mail them some sort of card asking them if they are still actively attending your church.

    Sorry so long, hope some of this helps you. Let me know if you have any further questions.


    Kim Ludwick
    Database Manager
    Champions Centre
    "One Church, Two Locations"
    Tacoma/Bellevue, WA

     03-24-2009, 6:22 PM 14029 in reply to 14019

    Re: Process for updating status?

    We use P8520. It allows us to ask by status if anyone in the household gave, attended, or had a participant/staff assignment in the past 365 days.  The filters can be changed. We stick with the principal that if one person is attending in a household then all are attending.
    Dan

     03-24-2009, 7:48 PM 14030 in reply to 14029

    • ddoell is not online. Last active: 11-20-2009, 10:59 PM ddoell
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    • Joined on 11-01-2007
    • Cornerstone Fellowship, Livermore, CA
    • Posts 184

    Re: Process for updating status?

    Hey Dan,

    P8520 is that a custom report for your church? We don't have access to it.

    Debbie, Cornerstone

     

     


    Debbie Doell
    Fellowship One Coordinator
    Cornerstone Fellowship 348 North Canyons Parkway Livermore, CA 94551
    www.cornerstoneweb.org

     03-25-2009, 5:18 PM 14039 in reply to 14022

    Re: Process for updating status?

    Hi Kim - thanks for the input; that is definitely something to consider (and something i hadn't even considered yet...)!

    Dan - i would like to get ahold of that report too and couldn't find it in the report manager - is it a specialized one that your church requested?

    Thanks!

    Rachel Spangler
    FCF Church, Frederick, MD

     

     03-25-2009, 11:22 PM 14044 in reply to 14039

    Re: Process for updating status?

    I would be interested in the report also. I think what I will do is submit a support ticket and ask F1 about that number.
    Kim Ludwick
    Database Manager
    Champions Centre
    "One Church, Two Locations"
    Tacoma/Bellevue, WA

     03-26-2009, 6:03 PM 14047 in reply to 14039

    Re: Process for updating status?

    Yes. P8520 was a custom report for Bayside. If you request for your church I believe they will release it.
    Dan

     03-31-2009, 3:45 PM 14073 in reply to 14029

    Re: Process for updating status?

    Hey Dan - i requested access to this report via Fellowship One support; they emailed me back and said that i needed to contact Bayside directly and request that you release the report to be used by other churches. 

    SO...i'm officially requesting that... :) I'm not sure exactly HOW you are supposed to do that...Guess i will email them back and ask them and let you know! Thanks a bunch,

     Rachel Spangler, FCF Church.

     03-31-2009, 6:23 PM 14078 in reply to 14073

    Re: Process for updating status?

    Sent the permission today via a support ticket.
    Dan

     04-01-2009, 1:41 PM 14082 in reply to 14078

    Re: Process for updating status?

    Thanks, this is a great report.  Another report that I found useful is P1065E.  It includes those who have made any contributions in the specified period, participated in any activity or have had a communication value changed in the given date range.  It is in a grid format and has an 'x' in the fields they have 'completed'.  This makes it easy to see who hasn't had any activity. 

     04-02-2009, 9:56 AM 14089 in reply to 14029

    Re: Process for updating status?

    F1 now has P8520 available to all churches
    Dan

     10-25-2009, 5:26 PM 15613 in reply to 14089

    Re: Process for updating status?

    I cannot access this report - do you know if it is still available to all churches?

     

    Thanks!

    Jaine

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