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

Maggie Vice avatar
1 author4 articles

User Management

Manage users

Maggie Vice avatarTim Roberts avatar
2 authors3 articles


Common Vision2 security questions

Maggie Vice avatar
1 author2 articles

Data Management

people and organization management

Maggie Vice avatarCarl Tierney avatarTim Roberts avatar
3 authors12 articles

Campaigns and Giving Goals

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

Maggie Vice avatar
1 author6 articles

Text To Give

manage the Vision2 text to give service

Maggie Vice avatar
1 author8 articles

Check and Envelope Scanning

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

Maggie Vice avatar
1 author11 articles

Online Giving Setup

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

Maggie Vice avatar
1 author26 articles


Vision2 accounting functionality

Maggie Vice avatarCarl Tierney avatar
2 authors7 articles

Online Gift Management

scheduled/recurring giving, editing payments, outstanding commitments

Maggie Vice avatarTim Roberts avatarCarl Tierney avatar
3 authors17 articles

Offline Giving Setup

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

Maggie Vice avatar
1 author4 articles

Offline Gift Management

Maggie Vice avatar
1 author7 articles

Donor Notifications

triggered email communications and statements

Maggie Vice avatar
1 author12 articles

Mission Trips

working with mission trips

Maggie Vice avatarTim Roberts avatar
2 authors16 articles

Premiums and Fulfillment

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

Maggie Vice avatar
1 author16 articles

Slack Integration for Notifications

Using Slack for staff notifications

Maggie Vice avatar
1 author3 articles


Maggie Vice avatarCarl Tierney avatarK
4 authors11 articles

Online Giving Instructions for Donors

How-to articles for donors using online giving

Maggie Vice avatar
1 author1 article

Vision2 Customer Bulletins

Maggie Vice avatar
1 author2 articles


fee and processing FAQs

Maggie Vice avatar
1 author8 articles