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

Premiums and Fulfillment

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

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