Advice and answers from the Vision2 Client Success Team
Learning Videos
This collection of Learning Videos provides narrated step-by-step instruction on completing key tasks.
Getting Started
Overview documents for setting up Vision2
User Management
Manage users
Security
Common Vision2 security questions
Data Management
people and organization management
Campaigns and Giving Goals
Help artices related to creating/managing campagns and giving goals/pledges
Text To Give
manage the Vision2 text to give service
Check and Envelope Scanning
using the Vision2 check scanning service to process and deposit checks electronically
Online Giving Setup
Setting up statements, designation content, promotion lists, ask ladders, email and web acknowledgements, widget landing pages
Accounting
Vision2 accounting functionality
Online Gift Management
scheduled/recurring giving, editing payments, outstanding commitments
Offline Giving Setup
setting up campuses, services, offline general sources, and batch templates
Offline Gift Management
Donor Notifications
triggered email communications and statements
Mission Trips
working with mission trips
Slack Integration for Notifications
Using Slack for staff notifications
Integrations
Online Giving Instructions for Donors
How-to articles for donors using online giving
Vision2 Customer Bulletins
Pricing
fee and processing FAQs