Learning Videos

This collection of Learning Videos provides narrated step-by-step instruction on completing key tasks.

Tim Roberts avatarKevin Roberts avatar
2 authors26 articles

Getting Started

Overview documents for setting up Vision2

Tim Roberts avatar
1 author4 articles

User Management

Manage users

Tim Roberts avatar
1 author3 articles

Security

Common Vision2 security questions

Tim Roberts avatar
1 author2 articles

Data Management

people and organization management

Tim Roberts avatar
1 author12 articles

Campaigns and Giving Goals

Help artices related to creating/managing campagns and giving goals/pledges

Tim Roberts avatar
1 author6 articles

Text To Give

manage the Vision2 text to give service

Tim Roberts avatar
1 author8 articles

Check and Envelope Scanning

using the Vision2 check scanning service to process and deposit checks electronically

Tim Roberts avatar
1 author11 articles

Online Giving Setup

Setting up statements, designation content, promotion lists, ask ladders, email and web acknowledgements, widget landing pages

Tim Roberts avatar
1 author26 articles

Accounting

Vision2 accounting functionality

Tim Roberts avatar
1 author7 articles

Online Gift Management

scheduled/recurring giving, editing payments, outstanding commitments

Tim Roberts avatar
1 author17 articles

Offline Giving Setup

setting up campuses, services, offline general sources, and batch templates

Tim Roberts avatar
1 author4 articles

Offline Gift Management

Tim Roberts avatar
1 author7 articles

Donor Notifications

triggered email communications and statements

Tim Roberts avatar
1 author12 articles

Mission Trips

working with mission trips

Tim Roberts avatar
1 author16 articles

Premiums and Fulfillment

instructions to utilize the quid pro quo gift/catalog item feature

Tim Roberts avatar
1 author16 articles

Slack Integration for Notifications

Using Slack for staff notifications

Tim Roberts avatar
1 author3 articles

Integrations

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1 author11 articles

Online Giving Instructions for Donors

How-to articles for donors using online giving

Tim Roberts avatar
1 author1 article

Vision2 Customer Bulletins

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1 author2 articles

Pricing

fee and processing FAQs

Tim Roberts avatar
1 author8 articles