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
