Top 11 Reasons to Upgrade to Servant Keeper 8.0
Access Online Office From Anywhere with Only an Internet Connection and Servant PC Cloud
Servant Keeper users can now use Online Office anywhere they have an internet connection to:
- Look up and edit basic family and individual contact information and notes
- Add new records.
- Manage the Online Directory settings.
- Manage member access.
Online Directory Member Portal Enhancements with Servant PC Cloud
Giving History Graph
Members can now view their giving history on an easy-to-read graph, and select to view history by date.
Giving Detail Tab
Members can now view a detailed list of their giving history that shows the date, amount, account the funds went to, the payment type, check number if applicable, as well as whether or not it was a taxable donation.
Members can now see accounts that each of their family members are pledging to with additional pledge giving information including: pledge account name, amount pledged, received, and remaining, frequency, duration, and number of payments.
Simple Event Management and Online Event Registration
Eventbrite is a leading event management application that allows you to create, promote, and host live events with a user friendly online tool.
With the new Eventbrite integration, after you create your event, you can then track registrations, past attendance, and do follow-up within Servant Keeper. Plus, you can manually sign up (or unattend) an attendee to an event from within their Servant Keeper profile.
Manage Email Campaigns
Mail Chimp is a free email marketing solution that can help your church or ministry to send professional looking emails, create email campaigns and see reports of who is opening and clicking on the links in your emails so you know who is engaging and who needs more follow-up.
Through Servant Keeper’s MailChimp integration, you can now add and delete someone from your Mail Chimp email campaigns from within their Servant Keeper profile. Easily add visitors to a Visitor email campaign, or a group to a series of emails promoting an upcoming retreat. Mail Chimp campaigns are tracked as touch points inside individual profiles.
Track More Information Inside Your Individual Profiles
Track More Relationships
The relatives tab has the following new options: Mentor/Mentee, Sponsor/Sponsee, Partner/Partner, Disciple/Disciplee. Choose to expand or collapse all relatives for easy viewing, as well as print the list via a new print button.
Communion Tracking and Date Last Attended
If you’re tracking communion by person, you can now view the number of times and when a person has taken communion from the attendance tab. Plus you can view a member’s last attended date to see who may need you to reach out to them.
Track Statement Preference
Update who would like to receive email statements via the email statement check box in any members’ profile.
Track Different Last Names in a Family
If last names of head of household and spouse are different, Servant Keeper will automatically display the correct last name information in the directory name and mailing name.
Track More of the Data You Want
You can now rename all check boxes in individual profiles. And define four new number fields in the main profile.
Easy Small Groups Attendance and Communication
Use the small group field in individual profiles to view and take small group attendance. This box links with attendance tracking, so attending someone to a small group will automatically add that group to their list. Set up a group in Groups Keeper and they can automatically be added to receive any communication (email campaigns, text alerts) related to the small group they are attending.
Verify that Ministry is Happening with Touch Point Tracking
Servant Keeper is designed to help you ensure that ministry is happening and that nobody is falling through the cracks. Now you can see a full picture of how your ministry is interacting with each individual member. Through the Touch Point tab, you can see:
- Appointments from the scheduled appointment tool that are marked complete.
- SK Writer letters and or Email Writer emails sent.
- Events registered for through Eventbrite.
- Email campaigns sent to an individual through Mail Chimp.
- Background checks done though the Servant Keeper integrated background check.
Edit, Build, and Share Reports with Other Churches
Edit Report Templates to Meet Your Needs
Need to customize one of the available Servant Keeper reports? No problem. The new built-in report editor allows you to copy existing Servant Keeper reports and edit them to meet your needs.
Create Your Own Reports
There is a new custom category in Report Manager that you can use to create new reports for Servant Keeper based on available datasets.
Browse, Share, Download and Rate Reports From the Servant Keeper Community
As a Servant Keeper user, you’re part of a growing community of tens of thousands of ministries. Leverage the experience and resources of others in ministry with Servant Keeper shared reports. You can now browse others’ reports, download them, and rate them to help others find the best reports. Have a report that has helped your ministry? Pass it along by sharing it with the Servant Keeper community for others to use.
New Report Templates
Version 8 added 25 new membership reports to the already available Servant Keeper reports including:
- Baptism and Confirmation — Now you can print baptism and confirmation reports.
- Eventbrite Report — This report gives you info on event attendance by date and event, venue list, and more for your Eventbrite events
- Important Events by Individual — Pull this report based on a specific date range.
- Relatives — Allows users to print reports based on information entered in the relatives tab.
- New User Accounts — Print reports based on Servant Keeper User information.
Improved Background Check Management
Background Check Date
If you’re using Servant Keeper’s integrated background check service, individual profiles will now display the background check date. This will help you to keep your background checks current, and your children’s ministry safe.
Eliminate Data Entry
The integrated background check service has been upgraded to make the process of submitting background checks even easier. Now information is pulled from an individual’s profile so you can start a background check after entering less information.
Powerful Groups Search and Faster Group Communication
Find any Person or Information
Groups Keeper has a new search tool that lets you search after running a group. Run a group, then search within it on almost any field selected to display in that group. Pull your new visitors for the past year and search for anyone in a specific zip code to see where new attendees are coming from. Display your past year’s women’s retreat group and search for anyone who has skills in event promotion to help you get the word out about attending this year.
From your search results you can quickly merge your people into an email or letter, print your list, schedule an appointment, update their pictures and more. For example, you could pull your youth group, search for anyone who hasn’t been in attendance for a few weeks, then merge them into an email from the youth pastor dropping them a friendly hello.
Improved Password Management
Protect Your Ministry’s Data
Version 8 has additional built-in security features to protect your ministry’s data with ease, and give you peace of mind.
- Built in password requirements based on security best practices.
- A live password ranking tool that lets you know if your password is weak or strong.
- The ability to view your password characters as you type them in. This prevents failed logins.
- Users can reset forgotten passwords. The Reset Password button will email them a temporary password.