Vision2 Client Success

Kevin Roberts

Tim Roberts

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

Learning Videos

Maximize Outreach and Impact of Ministry Initiatives

3 Keys for Successful Seasonal Outreach

Nobody knows what tomorrow will bring, but now is the time for churches to use all of the tools they have to meet givers where they are.

Nimble Giving Engagement for Tomorrow's Normal

Webinars

Vision2 Webinars

A high-level review of Vision2 functionality and reports

Vision2 Overview Learning Video

Access and work with the Vision2 Support Team

Customer Support & Help

Search Features

Grant staff and key volunteers access to Vison2 role based functionality

Vision2 Portal Users

Vision2 Basics

Individual Profile

Manually enter individuals and tips for maintaining data integrity

Adding Individuals

Update donor name and contact information

Edit An Individual Profile

Identify content and run reports for individuals

Individual Reports

Run and review the report of potential duplicate individuals in Vision2

Duplicate Individual Report

Allow individuals to access giving of all members of the household

Creating a Household

An Organization profile represents a business entity

Organization Profiles

Working With Individuals

What's the difference between a Gift and a Payment?

Gifts and Payments

Manually enter a gift when a donor contacts you directly.

Offline Gift Entry Overview

In this session we take a look at manually scheduling, reviewing and editing recurring donor gifts in the Vision2 admin portal.

Manually Scheduling Recurring Gifts

What to do when a donor gives a single gift with two designations.

Manually Entering a Split Gift

Entering gifts given by financial institutions, IRAs or 
Foundations on behalf of an individual

Conduit Gifts

Record gifts of stock and review donor statements

Gifts of Stock

Gifts

Before Creating Batches Create Your Templates

Creating a Batch Template

Preparing a Scan Batch

Check Scanning

Edit a Batch in Scan2

Editing a Scanned Batch in Vision 2

Edit a Batch in Vision2

Scanning

Vision2

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