This collection of Learning Videos provides narrated step-by-step instruction on completing key tasks.
Overview documents for setting up Vision2
Manage users
Common Vision2 security questions
people and organization management
Help artices related to creating/managing campagns and giving goals/pledges
manage the Vision2 text to give service
using the Vision2 check scanning service to process and deposit checks electronically
Setting up statements, designation content, promotion lists, ask ladders, email and web acknowledgements, widget landing pages
Vision2 accounting functionality
scheduled/recurring giving, editing payments, outstanding commitments
setting up campuses, services, offline general sources, and batch templates
triggered email communications and statements
working with mission trips
instructions to utilize the quid pro quo gift/catalog item feature
Using Slack for staff notifications
How-to articles for donors using online giving
fee and processing FAQs