Haley S.
Articles
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Follow Up with New Attenders
Summary: This guide explains how to automatically create a follow-up task when someone attends an event for the first time. Whether it’s a Sunday service or a Small Group, this automation ensures n...
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Follow Up with New Givers
Summary: This guide explains how to automatically create a follow-up task when someone donates to your organization for the first time. This ensures you never miss an opportunity to thank a new don...
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Follow Up Progression
Summary: This guide explains how to use Follow Up Progressions to automatically link tasks together. When one follow-up task is marked "complete," the system instantly assigns the next step in the ...
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Sending Out Birthday Emails
Summary: This guide explains how to set up automated "Happy Birthday" emails. This feature allows you to design a customized message that is automatically sent to your members on their special day,...
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Using Smart Tags
Summary: This guide explains how to use Smart Tags to automatically assign or unassign people to tags based on specific profile criteria. This "set it and forget it" tool ensures your groups remain...
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Discover Where You Can Use Tithely Giving: Supported Countries Overview
Tithely is committed to making giving accessible worldwide, and this article outlines the countries where you can utilize our secure and convenient giving platform. Whether you're a church, nonprof...
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Automations Overview
Summary: This guide explains how to use Automations to streamline your workflow with "set it and forget it" tasks. Automations handle background processes like tagging, emails, and follow-ups, all...
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How to Access Your Free Financial Peace University (FPU) Memberships
Summary: This guide explains the new partnership between Tithely and Ramsey Solutions, which grants Tithely All Access customers five free memberships to Financial Peace University (a $650 value). ...
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How to Use Multi-Fund Giving
Summary: This guide explains the Multi-Fund Giving feature, which allows donors to contribute to multiple funds in a single transaction. It covers how donors use the feature, how these gifts appear...
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How to Merge Duplicate People Profiles
Summary: This guide explains how to merge two duplicate people profiles into one. This is essential for consolidating giving history from different sources (e.g., online giving vs. checks) to ensur...