The City Admin User Manual V2.0 Web

ADMINISTRATIVE USER
MANUAL 2.0.1
Contents
HOME PAGE 1.01 \\Statistics 2.48 Giving Report

Pledge Report
3.30
3.31
Demographics 2.49
ADMIN MENU 2.01 Map 2.50
Introduction 2.02

Engagement
Adoption
2.51
2.52
PROCESSES 4.01
Participation 2.53
\\Processes 4.02
\\Site Settings 2.03
Group Composition 2.54
Terminology 2.03
Assimilation 2.55 \\Processes Builder 4.03
Features 2.04
Pledge 2.57 Basics 4.04
Skills 2.06
Help Center 2.58 Tasks 4.05
Group Tags 2.07
Creating a Task 4.06
Group Health 2.08
\\Design Tool 2.59 Promotions 4.07
Assessing Group Health 2.10
Upload Logo 2.59 Admins 4.09
Theme Colors 2.61 Groups 4.10
\\Associations 2.11
Theme Images 2.62
Legacy Styling 2.62 \\Question Sets 4.12
\\Users 2.12 Creating a Question Set 4.13
Find a User 2.12 Making Questions 4.14
Invite New Users 2.12 FINANCIAL Question Types 4.16

New Offline User
User Account
2.12
2.13
TOOLS 3.01
\\Settings 3.03 \\Process Construction 4.18
Profile Information 2.14
Skills 2.15
\\Online Giving 3.05 \\Oversight & Reporting 4.19
Roles 2.16
Family 2.17 Google Checkout™
Attendance 2.18 Guidelines 3.05 PRIVILEGES 5.01
Google Checkout™ Setup 3.06
Notes 2.19 \\Privileges 5.02
Offline Users 2.20 Activating Online Giving 3.07
Edit 2.22 Preparing The City to
Roles 2.23 Receive Online Donations 3.08 APPENDICES A.01
Family 2.24 Online Giving: the \\Appendix A A.02
Invite 2.25 User’s Experience 3.10 Kiosk Setup A.02
Reviewing Online At the Kiosk A.03
\\Groups 2.26 Transactions 3.11
Finding a Group 2.26
Creating a New Group 2.28 \\Funds 3.12
Basic Settings 2.29 Making a New Fund 3.13
Advanced Settings 2.30
View Participants 2.31 \\Batches 3.14
Participant Reports 2.33 Making a New Batch 3.14
Add Participants 2.34 Creating a New Donation 3.15
Group Statistics 2.35 Managing a Batch 3.17
Editing a Group 2.36
\\Donors 3.19
\\Groups\\Types 2.37 Donotion Reports 3.19
Service Groups 2.39 Transfer Donotions 3.20
Neighborhood Groups 2.40
\\Pledges 3.21
\\Groups\\Types Making a New Pledge from
the User Profile 3.22
\\Connect Groups 2.41
The User’s Perspective 2.42
The Agent’s Perspective 2.43 \\Reports 3.23
Assigned to Me 2.43 Batch Report 3.24
Other Participants 2.45 Donor Statement 3.26
Invitations 2.46 Donor Statement
© 2010 Zondervan. All rights reserved.
Agents 2.47 Configuration 3.28 rev. 6/16/10
Donation Report 3.29
HOME PAGE
The home page is your starting point every time you log in to The City. From here
it’s easy to access your administrative tools.
1 To access the ADMINISTRATION MENU, head up to your photo in the upper right-hand corner
of your screen and click on the ADMIN label beneath your name.
Note: If you haven’t read The City’s General User Guide yet, we recommend a quick read-through
to familiarize yourself with the many features available to general users of The City.
Tip Because the ADMIN link is beneath your STATUS BAR, you can
access the ADMIN PANEL from anywhere on The City.
[1.01] Home
ADMIN MENU
Introduction: The Admin Menu
The admin section gives you control of all settings for your church’s City
account, lets you manage associations, users, and groups, and gives you
instant access to statistics and reports.
In the following pages, we’ll go USERS: find, add, edit, and

into the details of the specific tools deactivate individual users and their
in this panel, but here are quick profiles
descriptions of each item:
GROUPS: this is where you create,
SITE SETTINGS: this is where you edit, and delete groups
manage settings for terminology,
features, skills, and group tags in STATISTICS: get instant data on your
your City congregation, small groups, and
regional impact
ASSOCIATIONS: request and accept
links for content sharing with other DESIGN: use a host of editiing tools
organizations (e.g. other churches) to personalize the look and feel of
using The City your City instance.
[2.02] Admin
Site Settings
site settings lets you customize the terminology, features, skills,
group tags and group health settings for your City account.
Terminology
> Change the names of the various types of City groups and the term
“member” to match the terms used at your church.
Note: For further information on what each type of group is for, please refer to
page 2.37.
Admin\\Site Settings [2.03]

Site Settings (continued)
Features Hidden Features
Church Name > Hide some of the tools and
At any time, you can reset features offered by The City. You
the global name of your City can choose to turn off the following
instance. This name appears in tools:
all email communications, in the -the MARKETPLACE
power bar for those who have -the GLOBAL STORIES section of
accounts on multiple Cities, in the the STORY CENTER
ASSOCIATIONS tool, and when your -the public FIND A GROUP map
users send Help Center tickets to the page (this will still be available to
City staff on Builders. This is different connect agents)
than the name attached to your
Church Group, though, and it has no Sharing Options
bearing on your City’s web address. > Define the geographic radius in
If ever you change the official name which users and groups can share
of your church, be sure to reflect content without specifying the
that change here. groups to share with.
Organizational Model Kiosk Mode Options

> Define the organizational model > DISABLE ALL CONNECT
of your church as SINGLE CAMPUS, OPTIONS removes the HELP ME
MULTI-CAMPUS STRICT (users may GET CONNECTED! box and all the
only join one campus), or MULTI- options associated with it on the
CAMPUS LOOSE (users may join Kiosk.
more than one campus). Note: These
multi-campus options will not appear > Choose JUST REMOVE CONNECT
if you have only one active campus TAGS to disable the connect options
group. without removing the HELP ME GET
CONNECTED! checkbox.
Time Zone
Set the official time zone of your > ENABLE ALL CONNECT OPTIONS
church. does precisely that.
The Plaza > ALLOW ONLINE SIGNUPS enables

> PLAZA DISABLED is the default new users to access the kiosk mode
setting. from anywhere, without needing the
password.
> PLAZA SHARING ENABLED
WITHOUT LISTING allows all users > You can add a KIOSK HELP EMAIL
to post unlisted content to the Plaza. address for people having difficulty
with signup.
> PLAZA SHARING AND LISTING
ENABLED allows approved user > You can add a KIOSK HELP EMAIL
types to post both listed and address for people to contact if they
unlisted content. have difficulty with signup.
> If you choose PLAZA SHARING Be sure to click UPDATE when you’re
AND LISTING ENABLED, you done.
also have a secondary control to
determine WHO CAN LIST ON THE
PLAZA (ANYONE, MEMBERS only,
STAFF only, or only GROUP ADMIN
users).
[2.04] Admin\\Site Settings


Skills
> One by one, edit the list of SKILLS that your users may choose from when indicating skills they
posess in their profile.

Group Tags
> Edit the list of descriptors that groups can use to label who they are, what they’re about, and
when they meet. These make seeking a group so much easier for new or uninvolved users.

Group Health
Health Assessment Administration
This tool is custom-built for your small groups, group leaders, and small group pastors, enabling
them to quickly view and assess the health of the groups and people in the church. This all starts
here in the SITE SETTINGS tools, where you can customize the assignment fields available to your
group leaders.
Click + ADD AN ASSESSMENT CATEGORY to create each overarching category of health that
your church would like to chart. In the panel that appears, name the category and, if it requires
further explanation, add a DESCRIPTION of what that category heading means. Then click ADD
CATEGORY.
Beside a category heading, click + ADD DIMENSION to create a particular trait within that
category that you’d like an assessment for. Leader responses to each dimension are all added
together to gauge the group’s health in the category as a whole. Then the category assessments
are collected to establish an overall assessment of a group.
You can click the category or dimension title to make any necessary changes as you refine your
health-assessment system.


Assessing Group Health
To help you gain a firmer understanding of just what this tool does, let’s take a quick look at what
it affects on the user’s end.
Once you have an established list of health-assessment categories and dimensions, these will
automatically be made available to the leader of every Community Group for the purpose of
reflecting the spiritual health of the group. The overall health of the group appears for the leader
to see in the group’s information panel (click the icon to view this). Clicking the ASSESS
NOW link beside the color-coded health bubble directs the leader to the ASSESS GROUP HEALTH
page, where he can rate the health level of the group with the colored bubbles associated with
each of the categories and dimensions your administrators have created. A leader can even add
NOTES to further describe what’s happening in the group in each area.
Each group’s assessment is then passed on to its Leader Group, so that overseers can keep
abreast of how each group in their charge is doing.

Associations
The associations feature enables communication from one City account
to another. You can enable sharing of Discussions, Events, Prayers, and
Needs with a church across town or a missions organization on the other
side of the world.
Request an Association
When you click ASSOCIATIONS, you’ll land on the REQUEST ASSOCIATION tool.
To request an association with another organization on The City, type the organization’s
ACCOUNT NAME, then select the organization when it appears. You can INCLUDE A NOTE if you
like, then click CREATE.
Once you’ve done that, your request will appear in the PENDING portion of the receiving
organization’s ASSOCIATIONS section, where they will have to approve the association before any
sharing can be done. Likewise, if another organization proposes a sharing association with you, it
will appear for your approval or denial in your PENDING section.
Finally, when you’ve established sharing relationships with other organizations, their names will
appear in the secondary navigation list (below the PENDING section). Clicking any of these
organizations will display all content that has been shared between your two organizations.
Note: Actually sharing content with these organizations is not done here, but rather at the point
of creating or editing the content itself. You can read more about sharing in The City General User
Manual.
Admin\\Associations [2.11]
Users
The users tools are your means of finding, managing, and editing the
profiles and roles of the people in your City community.
Find a User
When you select USERS, you’ll begin with the FIND A USER field. Just type in the name of the
person you want to find and The City will give you a list of names it considers a close match. Click
on the correct user’s name and you’ll be directed to their account.
Invite New Users

If you chose to ALLOW ONLINE SIGNUP in your City’s SITE SETTINGS, a list of your church’s
campuses will appear beneath the FIND A USER search field. You can copy these links and send
them to people who would like to join your City as participants of the various campuses. It makes
the signup process just one step easier.
Note: if your Kiosk is not set to ALLOW ONLINE SIGNUP, you will not see these links on the
USERS page.
New Offline User

Click + NEW OFFLINE USER to create a new offline profile for someone in your church who is not
currently an active City user. Simply enter as much information as you have for them in the fields
provided and click CREATE. If you have it, adding their email address is particularly helpful.
[2.12] Admin\\Users
User Account
The user account lets you edit users’ account details. These are primarily
the private elements of a user’s presence on The City.
Use this panel to change the EMAIL address or USERNAME associated with a user’s profile. As
well, this is where you’ll change a user’s listed GENDER or birthday (should such a need ever
arise), or label people as STAFF and HEAD OF HOUSEHOLD.
Click SAVE CHANGES to confirm any changes you make.
Note: Gender is the one thing users cannot change on their own. This is to protect the
confidentiality of gender-specific content. If a user’s gender is listed incorrectly, only a User Admin
can change it.
On the front side of The City, a user’s birth year is never shown, and birthdays are only visible to a
user’s listed City Friends. That only happens when they receive a reminder in their News Feeds on
that day.
Admin\\Users [2.13]
Profile Information
profile information is all the public user info shown to other users in The
City. If necessary, a User Administrator can edit this information.
This panel allows you to change almost anything in a user’s profile. The most obvious aspects are
the ability to change a user’s name, preferred name, primary campus, biographical information,
phone number, and address, but there’s much more here than simply that.
You can also add an official church TITLE, like Pastor, Deacon, or Bishop. To keep users from
potentially abusing these titles of responsibility, the User Administrator is the only person with
access to the TITLE field; users do not have this option when they edit their own profiles. As well,
you can change a user’s profile picture; issue the status of member by clicking MEMBERIZE; or
DEACTIVATE a user, which will restrict the user from accessing this City account.
When you’ve set everything right in a user’s profile, be sure to finish by clicking SAVE CHANGES.
[2.14] Admin\\Users
Skills
Use the skills panel to edit or add to the list of gifts and talents associated
with a user’s profile.
A very simple panel to use, SKILLS has only one function: updating a user’s list of skills and
abilities. Check the boxes of the appropriate skills for this user and click the SAVE CHANGES
button.
In most cases, users will do this for themselves, but every now and then the User Administrator
may have to step in to help someone having trouble with it.
Admin\\Users [2.15]
Roles
User Administrators can view and change user roles in any of a user’s groups,
all from one convenient place.
The ROLES tool lets you see all the groups that an individual is involved in and edit that
involvement.
Use the drop-down menu to choose the role this user has in a given group. Then click CHANGE to
confirm any new role you’ve assigned.
At the bottomm of this group list, you’ll see any groups that have marked the user as “inactive”.
You can choose to reactivate the user by selecting another role from the drop-down menu or you
can click REMOVE FROM GROUP to delete the user from the group entirely.
[2.16] Admin\\Users
Family
Help keep your users’ family information up to speed with the family tool,
allowing you to see the families within your church and edit them when
necessary.
The ability of an administrator to edit families is essential to serving your community. As the User
Administrator, there are a few things you can do here to help ensure that your users’ listed families
are always up-to-date.
First, as you can see, this page has a complete list of other online and offline users who are part of
this user’s family. From here you can click the names of online users to go view their user data or
click the red X beside any of the names to take them out of the family. And when you need to add
someone to the family, just click + ADD A FAMILY MEMBER.
When adding someone as a user’s family member, there are two ways to go. You can add
someone who already has a City profile (this includes both online and existing offline users) by
selecting IN THE CITY, typing their name in the provided field, selecting them from the drop-down
list of users, and choosing their family role. Or you can create a new offline user by choosing NOT
IN THE CITY, entering their first and last names, giving them a birthday and gender, and selecting
their family role.
Admin\\Users [2.17]
Attendance
Keeping abreast of how often someone is engaged in the real-life activities of
your church can be a good indicator of relational health, and that’s what the
attendance tool is for.
Every Past Event on The City provides a tool that allows group leaders to check off who actually
came to that event. Certainly helpful information for group leaders who use it, this data also
attaches to every user’s profile on the Administrative end of The City. The list of Event attendance
breaks down into individual groups that the user is a part of, and you can click the number of
attendances on the right to see exactly what Events were attended.
Whether you’re using this data to get an idea of how connected a user is or how successful a
particular group’s Events are, this is handy information to have.
[2.18] Admin\\Users
Notes
Whatever the topic, keeping record of important information associated with
a particular user is often an administrative need, and the User Administrator
can handle that one too.
The NOTES tool allows you to do Admin privileges plus one of the
three things: additional administrative role(s) you
select will have the ability to view
1. At the top of the panel are all this note.
the current notes that you have
the ability to view, based on your When you’re done creating a note,
particular administrative privileges. click SAVE, and your note will be
You can see the note itself, who attached to this user’s profile.
wrote it, and when it was added.
These notes only appear on the
2. In the middle of the panel is the administrative side of The City, so no
NOTE field. As you would expect, ordinary user will ever see them, and
this is where you can write up a new notes are never visible to the user
note regarding this user. they are attached to, even if that user
has User Administrator privileges.
3. Just below the NOTE field is
a list of administrative roles with Finally, a note can be deleted by the
checkboxes beside them. Select the administrator who entered it (just
appropriate box(es) to limit which click the trashcan icon beside it in
types of users can view the note the note list), but they cannot be
you’ve written. Only people with edited. To clarify or expand upon a
User previously posted note, just create
another note.
Admin\\Users [2.19]
Offline Users
Certain facets of The City are designed to interact not only with City users,
but also people who haven’t yet created profiles. For these folks, The City
creates special offline user profiles.
An offline user is anyone you need to have record of even though they don’t have an active user
profile that they can log in with. There are primarily three ways that offline users are added to your
City:
1. When users list family members on their profiles, they have the option to list people who are not
in The City. Spouses and children listed this way become offline users.
2. When your financial team adds a donation from a donor who is not an active City user, the
donor information they enter becomes an offline user.
3. If your church uses the Children’s Ministry module, parents and children who sign in without
City accounts automatically have offline user profiles created to enable continued, easy check-in.
As a User Administrator, you have the ability to add and edit these offline profiles to help keep
your church’s City data up to speed.
Finding an Offline User

From the FIND A USER page, offline users are as easy to search for as online users. Just type the
name of the offline user you need to find in the provided search field and select the right person
from the drop-down list that appears.
Creating an Offline User

In the event that you need to create a brand new offline user profile, just click + NEW OFFLINE
USER and fill in as many of the fields as you can. Because this user won’t be able to interact with
The City, the only required information to create an offline profile is FIRST NAME and LAST NAME,
but the more information you can enter, the better.
[2.20]Admin\\Users
Offline Users (continued)
Admin\\Users [2.21]
Edit
Offline users, from an administrative angle, are treated similarly to online
users. When you’ve selected an offline user, the first thing you’re offered is the
ability to edit that user’s profile.
In the event that you need to add or change any of the basic information associated with an
offline user, this is where you can do that. Name, email, birthday, contact info, and more are all
controlled from this pane.
Of all the information attached to an offline user—aside from first and last name—EMAIL may
be the most beneficial. Having it enables you to use the INVITE tool to send this offline user an
invitation to turn this offline profile into an active City account and go deeper into the community
of your church. And aside from the invitation, if this user ever decides to create an online City
profile with this email address, The City will recognize it as being the same and automatically
merge the offline and online users.
When you’re all done updating whatever part of the profile you need, simply click UPDATE
OFFLINE USER to save it all. And if for any reason this user is no longer needed in your database,
you can also DELETE THIS USER with the big red button in the upper right of the page.
Note: If there are any financial transactions associated with this offline user, the Delete This User
button will not appear. To keep your financial data accurate, you must transfer those donations to
an online user before the deletion option will become available for this user.
[2.22] Admin\\Users
Roles
Just like any other City user, offline users can have roles in the various
groups in your City.
This page is specifically designed to let you view and manage what groups an offline user is listed
as being a part of. To add the user to a group, click + ADD OFFLINE ROLES, type the name of the
group you want in the field provided and choose it from the drop-down menu, then click CREATE
OFFLINE ROLES (you can add the user to multiple groups by separating each group name with
commas). For each group currently listed, you can CHANGE the user’s role between PARTICIPANT
and INACTIVE or DELETE the user from that group record entirely.
This tool is particularly important for churches utilizing the Children’s Ministry module, as offline
parents will be automatically listed in the groups associated with their children’s classrooms. This
enables correspondence between the children’s ministry leader and parents regardless of their
involvement with The City.
Note: Offline users are never visible on the user-facing side of The City, so no one but User and
Group Administrators will ever know what groups offline users are associated with.
Admin\\Users[2.23]
Family
Whether married to an online user or parenting four kids in the Children’s
Ministry, many of your offline users are going to be part of a family.
This page is identical in appearance and function to its counterpart for online users. On it, you’ll
see a list of all other online and offline users in this user’s family. Click the names of any online user
to visit their profile on the user-facing side of The City, or click the red X to remove that person
from the family.
To add another family member, just click + ADD A FAMILY MEMBER, choose whether the person
you’re looking for is IN THE CITY or NOT IN THE CITY, and provide the information requested for
whichever choice you make. Whether adding someone new or removing a current family member,
remember to click SAVE CHANGES to finalize what you’ve done.
[2.24] Admin\\Users
Invite
Use the invite tool to help offline users make the transition into full-fledged
online community participants.
One of the core goals of The City is to enhance community by getting people actively engaged in
each other’s lives throughout the week, and that’s difficult for a user who can’t access The City. If
you have an offline user’s email address included in their profile, though, the INVITE feature gives
you the ability to send the person a customized invitation to join the City as an online user.
Just select the campus you want to invite the person to, write a CUSTOM MESSAGE, and click
INVITE. It’s that simple.
Note: If the user does not have an email address in their profile, this option will not be available.
Admin\\Users [2.25]
Groups
groups are a vital part of your City experience. The various features of the
groups tool allow you to create, edit, and arrange all the groups within your
City account.
Finding a Group
On this page, there are two ways to access and alter any group in your community.
The GROUP TREE lets you see all the groups in your City account and how they’re connected.
To access it, simply click SWITCH TO TREE VIEW.
If you don’t know exactly where to find the group you’re looking for, go to the SEARCH FOR bar,
where you can search existing groups by name and type:
1. Type in any keywords you’re looking for.
2. Refine a search by clicking the checkboxes of only those sorts of groups you’re looking for.
3. Click SEARCH.
4. The search will return a list of all groups matching your criteria. Click on the group name when
you find the one you’re looking for.
[2.26]Admin\\Groups
Groups (continued)
Admin\\Groups[2.27]
Creating a New Group
Now we’ll walk through how to create a new group. This is an important skill
to learn because groups are central to how The City functions and why it
exists.
The steps to making a new group in The City are pretty simple.
1. From the GROUPS panel, click + CREATE NEW GROUP.
2. Name the new group.
3. Choose the appropriate GROUP TYPE (we’ll expand on this in coming pages).
4. Select the PARENT GROUP you’d like this group to appear under on the group tree. (This has
more to do with organization than function).
5. Search for and select the GROUP LEADER.
6. Click CREATE NEW.
And with that, you have a new group. Now it’s time to configure its settings and information.
[2.28] Admin\\Groups
Basic Settings
basic settings picks up where group creation leaves off. Use the fields in
this panel to further refine and describe a group.
Once you’ve created a new group, you’ll be directed to its BASIC SETTINGS.
The BASIC SETTINGS tool gives you the ability to edit the information you entered about this
group at its initial creation. You can also change the group’s IDEAL SIZE (if that’s applicable).
Under DESCRIPTION you can describe the group to group participants and to those viewing from
the outside.
And finally, use the fields under the ADDRESSES heading to input the location of this group. If
the group has no defined meeting location, feel free to leave this blank. On the other hand, if the
group has more than one location, just click + ADD AN ADDRESS to include another (you can do
this as many times as necessary).
When you’re finished with the BASIC SETTINGS, click the UPDATE button and move on to
ADVANCED SETTINGS for even more options.
Tip
Depending on the group, IDEAL SIZE can mean either
desired maximum size (often for community groups that
can only handle so many) or desired minimum (for service
groups, which require a certain number of volunteers).
Admin\\Groups [2.29]
Advanced Settings
This feature-set allows you even further ability to refine the specifics of a City
group and its functionality.
The ADVANCED SETTINGS tool includes space to include or remove various group features,
change the amount of storage space this group is allowed to use on The City’s server (100
megabytes is standard), and specify the time zone this group is in (if it varies from the church).
Most of the ADVANCED SETTINGS check-boxes are self-explanatory, but a couple of them might
profit from some further explanation.
> Clicking ENCRYPT THIS GROUP’S CONTENT adds a layer of SSL encryption. A good idea for
groups with particularly sensitive information, this setting should be used sparingly because it
drastically slows loading times. As well, groups with this feature activated are unable to share
content with other groups and individuals.
> Selecting THIS GROUP QUALIFIES AS A COMMUNITY GROUP makes a group show up in the
reporting tools as though it’s a community group.
> You can also select TAGS that will enable users to find the group by searching for specific
criteria.
When you’ve set all these as you’d like, click UPDATE to confirm your changes.
View Participants
People are the heart of every group on The City. Use the view participants
tool to keep your lists of group participants and their roles up-to-date.
In the VIEW PARTICIPANTS section, you’ll find a complete list of all the participants in this group
divided into the two classes of city users: ONLINE PARTICIPANTS and OFFLINE PARTICIPANTS.
Beside each user is a field displaying their current role in the group. When it’s time to change a
role, simply choose a different one from the drop-down menu and click CHANGE. Online users
have the full list of potential group roles because they are active participants in the group;
whereas, offline users can only be PARTICIPANTS or INACTIVE, because they are basically just
record-keeping placeholders representing people not currently using The City or its groups.
All roles reflect different levels of administrative power. LEADER and MANAGER grant a user
administrative power within the City group, VOLUNTEER allows a user to see all LEADER-ONLY
posts without having administrative power, and PARTICIPANT allows no administrative access at
all.
Another important role is INACTIVE. If you assign someone this role, that person will be unable
to access the group, though they technically still appear on the roster. To remove an Inactive
user from the group entirely, just click REMOVE FROM GROUP, which is an option exclusive to
INACTIVE users.
Note: Offline users do not appear in the group’s list of participants on the user-facing side of The
City; they are associated with the group for administrative purposes only.
View Participants (continued)
Participant Reports
Use the participant reports tool to create a complete spreadsheet of a
group’s users’ information.
On the View Participants page, there is a table at the bottom of the page showing reports that
have been recently requested and put in queue by administrators. To run a report of your own,
simply click EXPORT PARTICIPANT DATA TO CSV to get a report on this group’s online users, or
choose EXPORT OFFLINE USERS to get a list of offline-user data. Once the report has been run, a
link to the CSV file appears in the cell on the far right of the table.
Either open the file in your web browser or right-click it, save it to your computer, and open it
with a spreadsheet program. You’ll instantly have access to all pertinent City data and contact
information for all the users in that group. City ID number, user name, email, phone number, street
address, and membership status are all there.
From this spreadsheet, you can easily perform a mail merge and send postal mail to the whole
group. Or go down the list and call members of the group without having to search for each user
profile individually. With access to this kind of useful information, there are many possibilities for
making administrative life much simpler.
Add Participants
As you’re getting a group up and going, it can be helpful to invite people to
the group from the administrative side of things. The add participants
feature allows you to do precisely that.
The process of inviting people to join a group with this tool is as simple or comprehensive as you
need it to be. If all you want to do is invite a new user, you can do that by either entering an exist-
ing user’s name or a non-City-user’s email in the USER NAME OR EMAIL field and clicking SEND
INVITE.
To go a step further and invite someone while adding some profile data at the same time, start
by clicking + ADD INVITATION Options. The options here allow you to automatically make this
person a church member when they accept the invitation, give an official date of membership
to those who’ve been with you for a while, and attach additional administrator-only information
to this person’s profile with the three EXTERNAL ID fields. The first of these fields can only be
used for data unique to this user, like a user number from another data-management tool. The
other two EXTERNAL ID fields can be used for any user information that would be helpful to your
administrators, like baptism date, marriage date, or anything else. Whatever you enter will be auto-
matically attached to the user’s administrative data once the invitation is accepted.
At the bottom of the page, you can use the VIEW PENDING INVITATIONS link to see who has
already been invited to this group.
Group Statistics
Select group statistics to get an instant statistical overview of the group
and its participants.
Editing a Group
Once you understand how to both create groups and search for them, you’re
more than prepared to edit an existing group, because it works just like creating
a new one does.
Start by selecting GROUPS and use either the group tree or the SEARCH FOR field to find the
group you’re looking for.
When you select a group from the tree or the list of groups that appears below the search field,
you’ll be taken to the five group-editing tools we’ve just explored: BASIC SETTINGS, ADVANCED
SETTINGS, VIEW PARTICIPANTS, and GROUP STATISTICS. From there, you have the ability to
edit anything about the group in the same way you initially created it all.
Group Types
The City offers group types that you can choose from when creating or editing
a group. Each group type is designed to facilitate a different kind of real-world
relationship, so it’s important to know what the differences are.
When creating or editing a group, the ele different types of groups can be viewed under the TYPE
drop-down menu in the Info section of the BASIC SETTINGS tool.
These twelve types fall into different categories of groups that have different abilities. Here are the
categories, the groups that they represent, and what special features each one entails.
CAMPUS: A Campus has a few special features attached to it. First, if you only have one of these
groups, it functionally replaces your church-level group, which will become hidden until you
have more than one Campus. Second, Campuses have the MULTI-CAMPUS STRICT setting that,
when activated, doesn’t allow users to be in more than one Campus at the same time. And finally,
there are certain other groups that must be directly beneath a Campus in order to have certain
functions enabled. A CONNECT GROUP is only recognized by the Sign-up Kiosk when parented
by the Campus, and a CHECK-IN group will only connect to the Children’s Ministry Kiosk when the
same is true. Campuses are a vital piece of functional City life.
COMMUNITY GROUP: These groups are special because they will be the home of much of your
church’s ground-level community. Their special functionality includes allowing the leader to see
group participants’ phone numbers through the MANAGE PARTICIPANTS tool and providing
the GROUP HEALTH ASSESMENT tool for the leader (as long as that feature is activated by the
Account Administrator). This group-type is specifically designed for your church’s small groups.
LEADERS GROUP: Leader groups are groups of community-group leaders. The most important
feature of this type of group is the way it collects GROUP HEALTH ASSESSMENT data from all of
its child groups. Whatever the COMMUNITY GROUPS beneath it enter as their health assessment
is visible both individually and in a collective report for the Leaders Group leader to see.
SERVICE GROUP: Setting a group as a service group allows its NEEDS to be displayed on the
FIND A SERVICE GROUP list. (We’ll explain this further on the next page.)
RECOVERY: These groups are designed for your ministries that help people through particularly
difficult cases of sin or suffering and therefore are made almost undiscoverable in order to keep
the identities of those people safe. Nowhere on The City is there a way to search for these groups
by type. Likewise, these groups do not appear on a user’s profile and are unsearchable on the
user-side of The City, even by name. In the admin panel, you must know the name of a Recovery
Group in order to find it.
NEIGHBORHOOD: Designed as a means of getting people connected to their local community,

Neighborhood Groups automatically enroll nearby new users who have their addresses set to
PUBLIC or PROXIMITY. These groups recognize anyone living within a 10-mile radius of their
designated center point, but a user will only be invited to the group with the nearest center point
to their location.
CONNECT GROUP: Connect groups are a very special kind of group designed to welcome new
users into your church’s community in a simple but highly relational way. Because they have to
address needs that no other group does, there are many custom functions built into them that
we’ll look at in more detail in coming pages.
Admin\\Groups\\Types [2.37]
Group Types (continued)
CHECK-IN: This type of group is custom-designed for the Children’s Ministry module of The City. It
represents your church’s children’s ministry and has the ability to replicate its EVENTS into every
group that it parents. It’s this feature that enables it to interact with the Children’s Check-in Kiosk
and provide a complete list of service times and classroom assignments for parents to sign their
kids into.
STANDARD GROUPS: STAFF groups, BANDS, NETWORKS, and OTHER groups all fall under this
category. They exist primarily for reporting purposes and no options or features that haven’t
already been discussed—except that being in a band automatically makes you cool.
Tip
Remember that group names may be customized to fit the
terminology used in your church. Therefore, the specific
names in this list may be different than the default group
names shown here. Ask your Account Administrator if you
have related questions.
Service Groups
The service group has a special feature that allows its needs to
be broadcast to the whole church, helping you quickly meet crucial
ministry needs.
When creating a need within a service group, input its title and description and choose SERVING
OPPORTUNITY in the OPTIONS menu.
Once it’s created, this need will be posted both on your group page and on the FIND A SERVICE
GROUP list in the GROWTH menu.
Now, people looking for a service opportunity will be able to volunteer for your need and join your
service team with ease.
Admin\\Groups\\Types [2.39]
Neighborhood Groups
neighborhood groups create a middle ground between the church-level
group and the community group. By automatically placing users into the
neighborhood group closest to them, The City helps remove many of the
barriers that often keep people from really connecting to the community of
your church.
The basic principle behind the NEIGHBORHOOD GROUP is that it puts new users in touch with
other church participants in their geographic area. Whenever a user adds or updates an ADDRESS
on their profile, they will automatically be assigned to the NEIGHBORHOOD GROUP nearest their
address.
> If the user sets the PRIVACY SETTING of their address to PRIVATE, The City will invite them to
join the nearest NEIGHBORHOOD GROUP, and they will have the choice of either accepting or
declining the invitation.
> For addresses set to PUBLIC or PROXIMITY, The City will automatically make them a participant
in the nearest neighborhood group, skipping the invitation process.
Whenever a new participant joins a NEIGHBORHOOD GROUP, an announcement is made to the

group leaders and participants, making it easier to extend a warm welcome. What’s more, all of
the group’s participants are able to initiate content and interact with any content posted by oth-
ers. This helps give newcomers to your church a richer experience from the start, and provides all
sorts of new opportunities for grassroots community interaction.
Note: Be sure to add an address to every Neighborhood Group and set its privacy to PUBLIC. This
crucial element serves as the center point of the group’s 10-mile auto-enrollment radius.
[2.40] Admin\\Groups\\Types
Connect Groups
The connect group is another very specialized group-type designed
to connect newcomers into the community in a relational, rather than
automated way.
One of the features that makes the CONNECT GROUP so different from the other TYPES is that
the new user and the connect agent experience two completely different faces of the same group
page.
New-User View Volunteer View
Tip
Generally, users will join a connect
group by way of The City’s kiosk mode.
If you’re not familiar with this tool, take
a look at Appendindix A of this manual
for further information.
Admin\\Groups\\Types\\Connect [2.41]
Connect Group: The User’s Perspective
Once in a Connect Group, newcomers are helped through the connection
process by a real person. As mentioned, though, the experience is completely
different for the user than it is for the agent.
After signing up at the Kiosk, and clicking the HELP ME GET CONNECTED! button,, a new user will
automatically be placed in a Connect Group. From there, a connect agent will help the new user
find the right community group.
As far as the new user is concerned, a connect group only has one use: communicating with a
connect agent, and it looks like the agent is the only one in the group. This group then, as far as
the newcomer can tell, is used exclusively for finding a community that’s a good fit for them.
[2.42] Admin\\Groups\\Types\\Connect
Connect Group: The Agent’s Perspective
From an administrative perspective, Connect Groups work like a two-way

mirror. A newcomer only gets to see himself and his agent, while the agents
see a full list of all the new users in the connection process.
From the connect agent’s point of view, there is a wealth of information in this group, all of which
is broken into four different tabs.
Assigned to Me
Every visit to the Connect Group starts with your list of assigned participants, because that’s
where the majority of the work lies. In most cases, this list will be short enough to sort through by
sight, but if the list is a little on the long side, the SEARCH bar comes in handy to get you to the
person you want immediately.
Once you’re looking at the right person, you have the ability to change a variety of options as
necessary. Under the SETTINGS CHANGE menu, the connect agent can choose to change the
user’s primary agent or group role, or even move them to a more appropriate connect group.
Of course, the meat of an agent’s work lies under the NOTES & CONVERSATION toggle. Click that
link, then choose between NOTES and CONVERSATION to either see and respond to your current
conversation with the participant or take a look at the notes that you, the user, and maybe other
agents have made about this person’s group preferences and history in the connect group.
When you’ve got a good handle on what the person is looking for in a small group or service
opportunity, the FIND A SERVICE GROUP and FIND A SMALL GROUP links will help find the
right group. These links take you to the SERVICE OPPORTUNITIES and NEIGHBORHOOD MAP
pages (respectively) so that you can get this new user connected to the community quickly and
effectively.
As the user passes through the stages of connection, you can change their STATUS to reflect that,
which will, in turn, change the user-status graph at the top of the page, keeping you ever up to
speed with the progress of your participants. Then, after a user finds a group and you’ve followed
up with them, it’s a good idea to move the person out of the connect group by clicking DISABLE
under SETTINGS CHANGE. This frees up group space for the next new person!
(continued)
(continued)
Other Participants
This tab is particularly helpful to the leader of your connect group, because it allows you to view
everyone in the connect group who is not assigned to you.
Working just the same as the ASSIGNED TO ME tab, this section displays a sweeping overview of
the connect stages people are at in the graph at the top of the page. This is the perfect starting
point to help the leader keep an eye on how well the whole team is doing at funneling newcomers
into the community of the church.
(continued)
Invitations
To help the connect team keep new people from falling through the cracks, this tab provides a list
of everyone who’s been invited to join this Connect Group and has not yet responded. Whether
they were invited by an agent (which can be done from the ASSIGNED TO ME or AGENTS tab) or
signed up for The City through a Kiosk, any information they provided is kept here so that you can
take steps to follow up with people.
Click the name (or email, when no name is available) to reveal their email and phone number, as
well as a space to write a message that will automatically be sent to the person’s email address.
(continued)
Agents
Another page particularly helpful to the group leader, this one displays all the people on your
team of connect agents. If you’re listed as the group LEADER or MANAGER, you have the ability
from this page to change the roles of each member of the team by selecting it from the drop-
down beside someone’s picture and clicking CHANGE. You can also remove agents from active
duty whenever you need by unchecking the box labeled ALLOW NEW PARTICIPANTS TO BE
ASSIGNED TO THIS AGENT. This leaves them free to continue with the people they’re already
serving without taking on new people.
As an added bonus to team leaders, clicking the See ALL ASSIGNED PARTICIPANTS button
beside an agent takes you to that agent’s list of assigned participants. With this you can get a
better idea of how each of your team members is doing at helping people find their way into
community.
Note: Volunteers have access to all of the agent tools in a Connect Group but do not have
permission to change user roles.
Introduction: Statistics
The statistics section provides a wide spectrum of information on the
users in your church community.
Here are the basics of what this panel provides:
DEMOGRAPHICS: basic statistics of who makes up your community
MAP: a means of viewing where all your people and groups are, geographically
ENGAGEMENT: graphs the rise of City participation and membership over time
ADOPTION OF THE CITY: a video showing a geographical representation of your church’s

adoption of The City over time
PARTICIPATION: a mile-high overview of all the other reports
GROUP COMPOSITION: what kinds of groups make up your City landscape, and how many of
them there are
ASSIMILATION: charts the progress of users being helped into the community through your
church’s connect groups
PLEDGE: how many people have pledged financial support
[2.48] Admin\\Statistics
Demographics
The demographics report gives you a quick understanding of the kinds of
people connected to your community and their various stages in life.
With a quick scan of this page, it’s easy to see the various populations represented at your church.
The most up-to-date numbers of men, women, marrieds, singles, divorcees, widows/widowers,
etc. are all instantly at your fingertips, so you can regularly take a pulse of who exactly your
community is and therefore what they need.
This report starts with a full-church view and can then be focused down to a particular campus.
Just click the name of a different campus, and the DEMOGRAPHICS report will refresh to
represent that community.
Finally, you’ll notice there’s a section titled LAST 50 USERS at the bottom of the DEMOGRAPHICS
tool. This displays the last 50 people who have joined your City account.
Tip Clicking any of the (SHOW/HIDE) tags will enlarge a given

frame and show you the names of the users who fall under
that particular classification.
Admin\\Statistics [2.49]
Map
The map is the perfect reporting tool to give you an inspiring view of your
church’s geographic reach. Use it to be more strategic both in leading your
church community and reaching your city.
Where are your campuses located? Where do your communities meet? Where do your people
actually live? These and so many other questions are best answered with a map.
This map, powered by Google, shows you exactly where your church lives and has community
throughout your region. Wherever you find a little blue-shirted man, someone in your
congregation resides there. A house on the map represents the location of a group, and a colored
beacon denotes an assortment of people and groups so close together the map can’t tell them
apart.
Note: The map feature is currently only available to churches with 1000 users or less. With too
many users, this feature slows the site drastically. If you’re a large church, you can use the adoption
tool to a similar end.
Engagement
The engagement tool is simple, but in its simplicity you get a clear view of
how well your people are doing at becoming more and more an active part of
the life of your church.
With this easy-to-read chart, you can clearly see two primary things:
1. You can chart the growth of your church’s total number of City users over time.
2. You can see any growth in the number of those users who become official church members.
If your church also keeps attendance records, you can couple that with this statistical data
to quickly gain an understanding of how visitation turns into City engagement turns into
membership. Whether it confirms the strength of what you’re already doing to get people
engaged or encourages new courses of action, this is great high-level information to have.
Adoption
This tool is a very unique way to see the growth of your City account over
time. By exporting your users’ locations and signup dates to Google™ Earth,
you’re able to watch a video map that charts your growth over time from the
sign-on date of your first City user to today.
The process is simple. Choose between the ADMIN VERSION, which shows each user’s name as
they appear on the map, and the PUBLIC VERSION, which removes personal information. Click the
appropriate button, and your report will be sent to the queue.
When the report is finished, you have the option of either clicking VIEW to see the video play
within The City or choosing to download and play it from Google™ Earth on your computer (which
will give you added playback options).
Use the tools in the upper right-hand corner to reorient the Earth and zoom in on your particular
region. Then hit the play button in the upper left of the screen and watch your church’s story
unfold.
As the time slider moves along, you’ll see every one of your City users pop up on the map in the
sequence in which they signed up.
Participation
The participation report gives you a quick, all-inclusive diagnostic of your
community and levels of participation in the church. It takes core data from
other reports and puts it all in one location.
How many people do you have in The City? How many of those are members? These are just two
of the basic questions answered on this one page.
When you’re interested in learning about a specific campus, just click its name under the CHOOSE
A CAMPUS heading. At the campus level, the report provides even more information about the
people and their involvement in the church.
You can also get further information by clicking either SHOW BY CAMPUS or SHOW NAMES.
Group Composition
The group composition report shows you the groups that make up your
church.
For general information about all groups, the GROUP DISTRIBUTION panel tells you how many of
each kind of group you currently have active on The City.
If you need more specific information, however, simply PICK A GROUP TYPE to view information
for only a specific kind of group. If, for instance, you click on COMMUNITY GROUP, The City will
take you to a new panel that displays all you need to know about community groups.
If you’d like to get even more specific from there, choose a campus from those listed above the
report. You’ll be provided with a panel detailing the same community-group information, but only
for the campus you selected.
Assimilation
The assimilation report tracks user progress through your connect groups,
and helps you make sure newcomers don’t fall through the cracks.
Think of this report as a flowchart of each visitor’s progress toward community involvement.
When a newcomer looking for community joins The City at one of your Kiosks and first enters a
welcome group, they fall into the NEW category.
Once a team member makes contact with him, the newcomer is moved into the INITIAL
CONTACT slot.
The agent will then suggest a community group for the newcomer to attend, at which point he
moves into the SUGGESTED category.
If that first recommendation doesn’t pan out, the user can request an additional group suggestion
and is placed in the ADDITIONAL category.
When a recommendation succeeds and this newcomer finds a group that he wants to be a part of,
he’s moved into FOUND GROUP.
And finally, after all is well and the welcome team member has followed up to ensure satisfaction,
the newcomer is moved from FOUND GROUP to FOLLOWED UP and then moved off the
Assimilation Report entirely, because he has successfully been connected to the community.
Though they can be renamed within a Connect Group, there are six default steps in the connection
process: NEW, INITIAL CONTACT, SUGGESTED, ADDITIONAL, FOUND GROUP, and
FOLLOWED UP.
Tip
This report is campus-specific. If you need to view the
assimilation numbers of another campus, simply click
CONNECT at the top of the page and select the campus
you want to view from the list provided.
Assimilation (continued)
Pledge
The pledge report gives you instant access to financial pledge information,
showing you exactly who’s pledged support, and how much was pledged.
This page provides a brief view of how many members and non-members have pledged financial
support, and how much each group has pledged. This report starts out at an all-church level, but
clicking one of the campuses under the CHOOSE A CAMPUS heading will further specify your
report.
If you click (SHOW/HIDE) beside the dollar amount in any of those categories, it unveils an
itemized list of individual donors and what each has pledged to contribute.
Help Center
This tool is in many ways the control box for your church’s City-support team.
The main page here gives you all the tools you need to keep tabs on the quantity and quality of
help that your Support Administrators are providing to the congregation. The most visible of those
is the bar graph at the bottom, showing the number of new help tickets that each of your Support
Administrators has received this week.
To get more granular in your understanding of the activity in your Help Center, you can view
complete lists of all your NEW TICKETS, RESOLVED TICKETS, and UNRESOLVED TICKETS of the
last 7 days by simply clicking (SHOW/HIDE) beside one of those categories. As well, you can see
which tickets each of your Support Administrators are working on by clicking their names. You
can even click the title of any of those individual tickets to view the actual conversation going on
between the user and your support administrator; then jump into the conversation or reassign the
question to another administrator to help lighten someone’s load.
Design Tool
While the interface of The City exudes a quiet beauty of its own, we know that
you may want to customize your instance of The City to reflect the unique
personality of your church. Select design from the admin menu to access the
tools we’ve created to help you.
Logos & Background

This is where you can upload design files that will be used to customize your City experience.
> Logo for Main Site and Admin

This is your church logo that appears in the upper-left corner of every screen within The City. It
will also be the default logo for your login page unless you upload an alternate file. This must be a
.PNG file.
For OPTIMAL results, your logo should be less than 152 pixels wide. If you just can’t live with a
logo under 152 pixels wide, though, we will support wider files by allowing the logo box to span
the content area. The maximum allowable height of your logo is 72 pixels.
If you want to upload a custom logo treatment, you can do that, but your file must be exactly 192
pixels wide.
Just click CHOOSE FILE to upload your file, then click CREATE.
> Logo for Login, Kiosk, and New User Pages

If you’d like to choose an alternate logo to display on your City’s login page, you can upload one
here. Make sure it’s a .PNG file.
> Logo for Email, Mobile

and the Plaza
The logo you upload here will be used on emails sent from your City, as well as on pages of The
City mobile experience and your Plaza pages.
> Background
To customize the background image that floats behind your City’s content area, upload a small,
seamless background tile image here. This should be in .JPG format, and the size of the file should
be under 40k.
> Background for Plaza

To give everything a more unified feel, you can also change the background on your City’s Plaza.
The same rules used for the main background apply here as well.
[2.59] Admin\\Design
Design Tool (continued)
Theme Colors shows the titles of pages (and
> Body navigational breadcrumbs) within
These controls are for content in the the site. Enter hex codes for TEXT
main content area (like the News COLOR, LINK COLOR, and LINK
Feed). HOVER COLOR. Click SAVE for each.
You can set the BACKGROUND > Misc

COLOR that shows behind the text Enter a hex code to define the
body of items. Just type in the hex THUMBNAIL BORDER COLOR that
code for your desired color, then will be applied to the borders of
click SAVE. image thumbnails throughout the
site. Click SAVE.
Type the name of the BODY FONTS
that you’d like to use in the main > Kiosk
content areas and click SAVE. For the Kiosk page, enter hex codes
for the CONTAINER COLOR (this
> Links is for the area containing the Kiosk
Customize the color of LINKS content), the PAGE BACKGROUND
throughout the site by entering a hex COLOR that floats behind the
color code for the TEXT COLOR and container, and the TEXT COLOR.
HOVER COLOR, then click SAVE. Click SAVE after each.
> Center Stage > Login Page

“Center stage” refers to the area at Enter hex codes for the CONTAINER
the top of the main content area COLOR, BACKGROUND COLOR, and
on every page in The City. You can TEXT COLOR to be applied to the
set the BACKGROUND COLOR for login page. And, once more, click
all pages outside of groups, and a SAVE after each hex code is entered.
GROUP BACKGROUND COLOR for
the center stage area within groups. > The Plaza
After entering your hex codes, be Use this section to edit the hex
sure to click SAVE. codes for the CONTAINER COLOR,
BACKGROUND COLOR, and TEXT
> Headers COLOR to further personalize your
These controls apply to the header Plaza. Click SAVE when you’ve
text in the “center stage” area that chosen the right color.
Admin\\Design [2.61]
Theme Images
This tool allows you to customize the background images applied to many of The City’s content
areas. Each of these images should be understood as a pattern, and should therefore be small and
designed to repeat. The FOOTER BACKGROUND is an exception and can be as large as you like.
Legacy Styling
This tool will display any legacy styling elements that were previously applied to your City.
FINANCIAL TOOLS
The financial tools are The City’s bridge between community and finance.
This is where you can manage all your pledges, donations, and batch reports.
These are the donor management tools and what you can do with them:
1. SETTINGS: permit users to make donations and create their own donation reports
from their profiles
2. DONATIONS: Review all donations made y all donors in all batches.
3. FUNDS: create and edit specific funds for people to contribute to
4. BATCHES: create and manage batches of contributions
5. DONORS: display and manage contributions from individual donors
6. PLEDGES: review the amounts your users have pledged to each fund
7. REPORTS: collect and export your data into PDF- and CSV-formatted reports
8. ONLINE GIVING: View your church’s online donation history.
[3.02] Financial
Settings
The settings tab is the first on the list. Use it to give your City users the
ability to make online donations and view their pledging and giving history
from the comfort of their own profile.
Donors Statements
If your financial team sees fit, you can use the DONORS STATEMENTS tool to allow your City users
to create pledging and giving reports for themselves. All you have to do is check the box labeled
ALLOW USERS TO GENERATE THEIR OWN DONOR STATEMENTS and click UPDATE.
Just below the user-generated donor statement option is one to allow your members to enter
their regular monthly pledge. On the first of every month these pledge numbers submitted by
members are added to your financial data.
Once you’ve activated either of these tools, your users will see a tab titled MY GIVING in their
GIVING page (within the GROWTH menu). Clicking that will take them to a page allowing them to
run a report of their giving for an allotted year or make a new monthly pledge.
Financial\\Settings [3.03]
Settings (continued)
Online Giving
Just below the DONOR STATEMENTS tool, you’ll see the second SETTINGS utility: ONLINE
GIVING. When activated, this tool gives your users the ability to make online donations to your
church via Google Checkout™.
However, if you’ve never enabled this feature for your City before, there are a few steps to go
through before it can be activated. The next few pages will walk you through the process of
setting up this feature.
Note: If none of these features are activated for your users, the GIVING section will not appear in
the GROWTH menu on the user's side of The City.
[3.04] Financial\\Settings
Google Checkout™ Guidelines
Integration with Google Checkout™ allows you to enable online giving
through The City. Please note that Google requires that your organization be
an IRS-certified 501(c)3 organization Please follow these guidelines closely
when setting up your Google Checkout Non-Profit Merchant Account (details
on the following page).
You can use Google Checkout to collect donations if you:
+ Are based in the United States

+ Represent a valid 501(c)3 tax-exempt organization
+ Clearly display your organization’s tax-exempt status on your website
+ Complete the verification process
You may not use Google Checkout to collect donations if your organization is designated 501(c)1,
501(c)2, or 501(c)14.
Verification
Before you can accept donations through Google Checkout, you must:
1. Sign up as a Google Checkout merchant. When you sign up:

+ Use your 501(c)3 tax-exempt organizations address
+ Make sure your EIN matches your non-profit organization’s Tax ID number.
2. After you sign up, select Non-Profit (IRS certified 501c3) as your Primary Product Type on the
Settings page, then click Save profile.
3. Complete the bank verification process to begin receiving payouts for your donations.
IMPORTANT: Your account may be suspended if you are acepting donations via Google Checkout,
but you do not represent a valid 501(c)3 tax-exempt organization.
[3.05] Financial\\Online Giving

Google Checkout™ Setup
Before you can begin accepting online donations through The City you must
first create a Google Non-Profit Merchant Account.
To set up your Google Non-Profit Merchant Account, visit CHECKOUT.GOOGLE.COM/SELL, click

SIGN UP NOW, then follow the steps below.
1. Either enter the name and password for an existent Google account, or create or new one.
2. Enter the requested account information:

+ PRIVATE CONTACT INFORMATION: Provide contact information for the person responsible for
your Google Non-Profit Merchant Account.
+ PUBLIC CONTACT INFORMATION: Your donors will see this information about your
organization.
_ BUSINESS NAME: Enter the name of your church/organization.
_ CUSTOMER SUPPORT EMAIL: Enter the email address where donor inquiries about online
donations should be directed.
_ PUBLIC BUSINESS WEBSITE: Enter your church’s website URL.
_ PRIMARY PRODUCT TYPE: Make sure you select NON-PROFIT (IRS certified 501c3).
_ BUSINESS ADDRESS: Choose which address you want to display.
_ CREDIT CARD STATEMENT NAME: This is the name that will appear on your donors’ credit card
statements, so make sure it’s a recognizable name.
+ FINANCIAL INFORMATION: Provide the appropriate information.
+ TERMS OF SERVICE: Read the terms of service and click the box next to I AGREE TO THE
TERMS OF SERVICE.
3. Click COMPLETE SIGNUP.
4. Link to your organization’s bank account.

+ Click SPECIFY A BANK ACCOUNT to link your merchant account to the proper bank account.
If you do not see the SPECIFY A BANK ACCOUNT option, click SETTINGS then FINANCIAL, and
click the SETUP AN ACCOUNT button in the BANK INFORMATION section.
5. Enter your API CALLBACK URL.

+ Click on the SETTINGS tab, then click INTEGRATION.
+ In the API CALLBACK URL field, enter your callback URL (e.g., https://yoursubdomain.onthecity.
org/give/notify).
+ Click ADVANCED SETTINGS and select REQUIRE NOTIFICATION ACKNOWLEDGMENTS TO
SPECIFY THE SERIAL NUMBER OF THE NOTIFICATION.
+ Click SAVE.
+ In the settings tab, click INTEGRATION and look for ACCOUNT INFORMATION. There, you’ll find
your GOOGLE MERCHANT ID and GOOGLE MERCHANT KEY. Record this information and save it
for configuration of your online giving settings on The City.

Activating Online Giving
Once you’ve set up your Google Non-Profit Merchant Account, you’re ready to
activate online giving in The City using the online giving tool.
1. Check the ACTIVATE ONLINE GIVING box.
2. Enter your GOOGLE MERCHANT ID.
3. Enter your GOOGLE MERCHANT KEY.
4. Enter HEADER text (which will appear at the top of the ONLINE GIVING page) and FOOTER
text (which will appear at the bottom of the same page).
5. Create a THANK YOU message to appear when the donor finishes the online transaction.
6. Finally, click UPDATE.
To ensure that everything entered on this page and on your GOOGLE NON-PROFIT MERCHANT
ACCOUNT is working properly, click the ONLINE GIVING tab in the FINANCIAL menu (more on
this tool later) and choose to TEST CONNECTION. if everything is working as it should, you’ll
receive the message CONNECTION TEST SUCCESSFUL. If not, simply retrace your steps and
make sure that all your settings under the SETTINGS tab and everything you entered in your
MERCHANT ACCOUNT are correct. This is a vital precautionary step to take before letting your
users contribute online.
Financial\\Online Giving [3.07]

Preparing The City to Receive
Online Donations
You’re set up on Checkout™, and your online giving is activated. Now you
just need to get your other financial tools ready to take in the donations
made online.
The first step here is to enable your funds to receive online giving. To do that, simply access your
FUNDS list. For every fund, follow these steps:
1. Click EDIT.
2. Check the box labeled ACCEPT ONLINE DONATIONS.
3. Click SAVE.
Next, create a custom batch to receive online donations into.
1. Access the BATCHES tab and click + CREATE NEW BATCH.
2. Enter a BATCH NAME.
3. Leave the BATCH STATE as PENDING.
4. Check the CURRENT ONLINE BATCH? box.
5. Click CREATE.
Whenever you’re ready to post this batch, just do so and then return here to create a new online
giving batch to receive your donations. (Remember that only one batch can receive online
donations at a time, so you must have one, and only one, set this way at all times.)

Preparing The City to Receive
Online Donations (continued)

Online Giving: the User’s Experience
Both to help you understand what your users experience and to see how
the backend of online giving really works, it’s important for you, as an
administrator, to practice making a real online donation. Here’s how:
1. Visit your profile page and click the new GIVE ONLINE link.
2. On the new screen that appears, select the right CAMPUS and FUND that you want to
contribute to.
3. Enter the AMOUNT of your contribution.
4. If you’d like, add a COMMENT about your donation.
5. Click GIVE.
6. Next, you’ll be taken to a Google Checkout™ page. Use your current Google account (or make a
new one), provide your billing information, and follow a couple steps to finish the transaction.

Reviewing Online Transactions
Once an online donation has been made, it will be visible in your financial
tools, just like any other contribution that one of your City users makes to
the church. You can see contributions in donations, funds, batches,
reports, and online giving. But that last tool is of special importance.
To ensure that your City data is always up to speed with the donations made to your Google
Merchant Account, The City uses 3 methods to retrieve and reconcile donations processed by
Google Checkout.
1. CALLBACK: Google Checkout notifies The City when a transaction has been processed.
2. AUTOMATIC: The City automatically checks Google Checkout for unreconciled donations once
per day, helping to ensure that no processed transactions have been missed.
3. MANUAL: You can also retrieve processed donations manually for any specific date. To manually
retrieve donations, just enter a RECONCILE DATE and click RETRIEVE.
With these three methods of reconciliation available, you never have to worry about discrepancies
between your church’s actual online giving and the reports that reach your City FINANCIAL
system.

Funds
This tool enables you to create and manage each fund that people will be
able to contribute to.
There are two primary classifications of funds: ACTIVE and INACTIVE. When you first come to the
FUNDS page, you see the list of active funds (those for which you are still collecting donations). If
you click the INACTIVE tab, you’ll see all the funds that you are no longer taking donations for.
Each fund listing under either tab offers you some basic information about that fund: fund name,
whether or not donations to this fund are tax- deductible, the campus or church this fund belongs
to, and pledging information. If you wish to change anything about a fund, just click EDIT, which
will open the panel where the fund was first made.
Financial\\Funds [3.12]
Making a New Fund
Say it’s time to buy a new air conditioner for your church. Creating a new
fund with the funds tool streamlines pledging and donating for users and
ensures simple and accurate record-keeping for administrators.
On the FUND page, click + CREATE

NEW FUND. 7. If this is your church’s General
Fund, be sure to choose GENERAL
From here, making a new fund is as from the PLEDGE TYPE drop-down
intuitive as it looks. menu so that your donors’ general
pledges will automatically be
1. Give your fund a name (e.g. “New allocated to this fund.
Air Conditioner”). This is the name
that administrators see. 8. Setting the PLEDGE STATE to
active tells the reporting system
2. Create the public fund name that to include this fund when it runs a
your donors will see when they pledge report.
pledge support to this fund.
9. If this fund is part of a drive with
3. Tell the system which campus it’s a designated end date, fill that in
for. so that The City can automatically
deactivate the fund when you reach
4. Set your fund as ACTIVE. When the end.
your fundraising is complete, you can
come back and make it inactive. 10. Finally, click the SAVE button,
and your new fund will appear on
5. Is this tax-deductible for donors? your active fund list back on the fund
Tell them so by checking the box. menu.
Tip
6. Check ACCEPT ONLINE
DONATIONS if you want to make Clicking EDIT beside any fund will take
you back to the same page where you
this fund appear on the list of
created it.
funds that users can make online
contributions to.
[3.13] Financial\\Funds
Making a New Batch
Now let’s explore batches, the entry point of all donations that are managed
on The City.
When you select BATCHESC from the FINANCIAL menu, you’ll see a display of all current
batches.
To create a batch, start by clicking +CREATE NEW BATCH.
1. Give your new batch a name: something that tells you when and where it was collected.
2. Enter a date for the batch.
3. Leave the BATCH STATE as pending for now.
4. If this batch is designed to receive online donations, check the CURRENT ONLINE BATCH? box.
(Remember, you can only have one active online batch at a time.)
5. Click the CREATE button, and you’ve got a new batch.
Note: After you change a BATCH state from PENDING to POSTED, you won’t be able to make any
changes to its donations. This will become an important option later, but you can leave it as it is
for now.
[3.14] Financial\\Batches
Creating a New Donation
Since batches can sometimes contain hundreds of individual
donations, The City makes it easy for you to log new donations.
Once you’ve made a new batch, it will now appear in the PENDING batch list, but it still doesn’t
have any donations in it. To fix that, click on the batch name. Then click + NEW DONATION to
add a contribution to this batch, and do the following:
1. Fill in the donor’s name.
2. Enter the amount of the gift.
3. Choose the payment (INSTRUMENT) type and enter a check or credit card identifier (e.g.
check number).
4. Add any appropriate notes regarding the donation.
5. Select the FUND the donation is designated for.
6. Choose the batch to file this under (if it differs from the batch you’re in).
7. Leave the state of the donation at CONFIRMED (unless you’re returning to void a previous
donation).
8. Enter the date (if it differs from the date of the batch).
9. And finally, click CREATE.
With each new donation that you add to a batch, you’ll be able to see the batch’s growth in the
MOST RECENT DONATIONS IN THIS BATCH panel at the bottom of the page.
Creating a New Donation (continued)
Managing a Batch
Once donations are entered into a batch, The City allows you to view, sort,
and edit your data, as well.
From the BATCHES list, click the name of one of the batches to view all of its donations. When
viewing a specific batch, there are numerous ways to look at the data.
> Reorder the list by clicking the FUND, DATE, AMOUNT, or FROM headings
> View all contributions to a fund by clicking on its name in the fund column
> Click the amount of a donation to see that donation by itself
> EDIT or DELETE a donation listing that’s incorrect
When your batch has all the donations entered, and the bank has cleared all the checks, it’s time
to move that batch from the PENDING tab to POSTED.
1. Go back to the BATCHES list by clicking BATCHES.
2. Click EDIT beside the batch that needs to be moved.
3. Change the BATCH STATE to posted and click SAVE.
Financial\\Batches [3.17]
Managing a Batch (continued)
Financial\\Batches [3.18]
Donors
The donors tool-set tackles all issues regarding individual donors and their
donations. Use it to view and manage contributions from City users and
non-users alike.
Donotion Reports
This tool has two purposes: (1) searching for donations made by a single user within a given time-
span, and (2) moving donation records from an offline user profile to an online one. To view a
donation report:
1. Enter the name of a user and click GO.
2. Using the DONATION REPORT tool, type in START and END dates.
3. Click SEARCH DONATIONS to see a full list of every donation made by that user within the
defined date range.
[3.19] Financial\\Donors
Donors (continued)
Transfer Donotions
Use the TRANSFER DONATIONS tool to transfer the donor history of an offline user into a new
City user account. It provides two fields: OFFLINE DONOR and CITY DONOR.
If a person has been donating to your church prior to joining The City, you’ll have to transfer the
user’s offline account to their new City account. Since you’ve already selected the desired online
user on the previous screen, just search for the right OFFLINE DONOR and click TRANSFER
FUNDS. The user’s offline account records will instantly be rolled into their new online account.
To verify that the transfer was successful, use the DONATION REPORT tool.
Financial\\Donors [3.20]
Pledges
The pledges section allows you to view and manage the financial pledges
your donors have made.
To see a report of a user’s pledges, follow these steps:
1. Input the name of the user whose pledges you’d like to see.
2. Enter the range of dates you want to see results for.
3. Click GET PLEDGES.
A list of pledges made by that user in that time frame will appear at the bottom.
[3.21] Financial\\Pledges
Making a New Pledge from the
User Profile
Users can quickly and easily update their giving pledges on their own, giving
you more accurate financial forecasts.
Each user has a customized GIVING section under the GROWTH menu in the letfhand navigation
panel. This enables online giving and financial record-keeping. Of particular importance, users
can update their monthly pledges under the MY GIVING tab by simply entering an amount and
clicking UPDATE. (Keep in mind that this pledge, unlike the administrator-made one, is recurrent.)
Note: It’s very important that married couples have their profiles linked together through the
FAMILY field on their profile pages. If they don’t, their pledges will register individually, resulting in
duplicate pledges and subsequent reporting problems for administrators.
Tip For one-time pledges, use the PLEDGE tool in the admin panel.
User-made pledges are always recurrent.”
Financial\\Pledges [3.22]
Reports
The reports section caps off all your work in the financial menu. Use it to
produce a wide variety of reports summing up pledging and giving trends.
From here, you can run and print the following kinds of reports.
BATCH REPORT: reviews donations received in your batches
DONOR STATEMENTS: details pledges and donations on a per-user basis
DONATION REPORT: shows everything donated at a certain location in a particular window of

time
GIVING REPORT: displays amounts pledged and given by members and non-members
PLEDGE REPORT: shows what people have pledged compared to what they’ve given
Aside from the various reports offered, the REPORTS section also gives you access to a complete
REPORT QUEUE. Below each reporting tool, there is an independent queue for the report, but the
REPORT QUEUE also compiles all queued reports so that you can see everything in process in one
convenient place.
Tip
To save you valuable time, running reports is an automated,
offsite process, that runs any reports in queue every 5 minutes.
That means they run at 3:45, 3:50, 3:55 and so on, not 5 minutes
after they’re each entered.
[3.23] Financial\\Reports
Batch Report
The batch report, as you might expect, sorts donations based on the
batches they are received in or by the dates they were received on. You can
use this to assess the differences in giving between services and locations.
There are two ways to create this report: BY DATES or BY BATCHES. The difference between
the two is that a report by date covers all the batches collected that day, and a report by batch
includes every time a recurring batch has been collected (e.g. every 9:30am church service in the
month of October).
If you choose to run a report by DATES, you also have to tell the system what dates you want to
cover.
If you opt to run the report BY BATCHES, you have to check the box for the appropriate batch
from a list of options.
The beauty of these financial reporting tools is that The City runs them all automatically, and
instead of leaving you to figure out when they finish, it sends you an email alert when the process
is complete. In this case, that email will link you back to the BATCH REPORT, where, in the queue,
you can click a link to the file and see the PDF or CSV.
Batch Report (continued)
Financial\\Reports [3.25]
Donor Statement
The donor statement tells donors what they pledged to give, what they
actually gave, and when they gave it, and can be used as support for tax-
return filing.
To create a DONOR STATEMENT, you just need to tell The City what you want in your statement:
1. SINGLE DONOR or MULTIPLE DONORS
2. Which USER or DONOR GROUP you’re looking for
3. What range of dates you’re interested in
4. Whether you want to see donations to the church as a whole, or to a specific campus
5. Donations to all funds or to a particular fund
Finally, click EXPORT TO PDF to create a print-ready copy. Or, click RUN REPORT to see the
report on-screen. (A DONOR STATEMENT for MULTIPLE DONORS can only be seen on-screen).
Donor Statement (continued)
Donor Statement Configuration
You may have noticed a link titled configure report at the top of the
donor statements page. Use this to create custom messages to help
explain to your donors what the statement is for.
Clicking the CONFIGURE REPORT link provides a space to create a uniform HEADER, PRECEDING
TEXT, FOLLOWING TEXT, and FOOTER for the report. That way, when an average user receives
his DONOR STATEMENT, you can use a message before and after the report to tell him what he’s
looking at and why it’s important.
To use this tool, simply click the CONFIGURE REPORT tag above the report that you want to add
text to, type in the text that you want report recipients to see, and click SUBMIT. The next time
you create and print a report, it will come with that text.
Donation Report
The donation report holds the answers to any questions regarding
the amount of money your donors have contributed to your organization.
Depending on what you need to know, you can arrange the data in a variety
of ways.
As with all the reports, the steps to making a DONATION REPORT are simple:
1. Enter an amount if you’re interested in seeing only donations that exceed a certain amount.
2. Choose whether you want to see a report of individual donations made by your users or total
sums those users have contributed in the designated time frame.
3. Input start and end dates for your report.
4. If applicable, choose the campus you want the report to draw information from.
5. Check the appropriate box to target only donations to a certain fund.
6. Choose whether you want your report in a PDF or CSV format.
7. Click RUN REPORT.
8. Then click REFRESH below the report queue, to see your new report added to the list.
When you’re done, you’ll have a complete list of the money people have actually contributed to
your church.
Giving Report
The giving report provides an overview of the giving and pledging trends
of your church, classified by the type of donor (church member or non-
member).
To run a GIVING REPORT, follow these steps:
1. Decide whether you want to see only total amounts or donations, pledges, and totals together.
2. Input a START and end date for the report.
3. If applicable, define what CAMPUS you want information for.
4. If you only want to see giving for a specific fund, check the appropriate box.
5. Choose between PDF or CSV outputs.
6. Click the RUN REPORT button.
Your report will now move into the report queue, and an email will be sent to you when it’s
complete. When you get that email, return to this page’s queue and click the link to your report.
The file will then appear in whichever format (PDF or CSV) you requested.
Pledge Report
The pledge report allows you to compare the pledges made by your
members with the dollars they’ve actually contributed, helping you chart and
measure the financial and spiritual health of your church.
1. Choose either to see ALL your members or just those who are GIVING LESS THAN PLEDGED.
(Note that a report for the latter also includes members who haven’t made a pledge at all.)
2. Enter a START date and END date.
3. If applicable, select the CAMPUS you want a report for.
4. Choose PDF or CSV as your output file-type.
5. Click RUN REPORT.
As with all the other reports, you can click REFRESH at the bottom to see the status of your
report in the report queue. When it’s finished, you’ll receive an email alert that will lead you back
to this screen, where you can click a link to see your report in the format you requested.
PROCESSES
Processes
The processes toolset is an excellent way to streamline some of the more
difficult and time-consuming administrative church activities. This tool
makes it possible to create and compile a series of questions, tasks, and
activities for users to complete.
To begin to understand what this set of tools does and how it can be utilized, here are the three
individual aspects at your disposal.
> PROCESS BUILDER: Both the beginning and end of every process’ formation, this is where you
create new processes and piece together the parts that make them up.
> QUESTION SETS: You will use this tool to create the most fundamental building blocks of every
process: its tasks.
> OVERSIGHT & REPORTING: This is where you can keep an eye on user progress through your
processes.
[4.02] Processes
Process Builder
This is where every process begins and where each one remains housed
after it’s created.
The main page of this tool is the starting place for doing anything with the overarching scheme
of a process. As you can see, there is a complete list of all the processes you’ve created: providing
the title and and a brief description of each. From this list, you can do one of three things.
1. Click + CREATE NEW PROCESS to begin a process from scratch.
2. Scroll down your list of existing processes (if you already have some) and change the features
of one of them by clicking EDIT.
3. Erase an unwanted process entirely, by simply clicking DESTROY.
Processes\\Process Builder [4.03]

Basics
Whether you choose to + create new process or edit an existing one, you
will find yourself at the first tool in the process-building arsenal: basics.
Just as it sounds, BASICS is where you’ll find or enter all the most essential information about this
particular process. It’s TITLE, a very brief DESCRIPTION for administrative eyes only, and a START
TEMPLATE to be read by a user beginning the process.
[4.04] Processes\\Process Builder

Tasks
If basics offers the sweeping overview of a process, tasks provides the
detailed analysis of each of the process’ working parts. The tasks tool is
really where you’ll be doing most of your process-making work.
Think of a a task as being any one of the steps that a user must go through to finish this process.
First things first, if you have nothing in your process yet, clicking (NEW) will get you started. For
any existing process that already has tasks in it, you’ll see a breakdown of those tasks and their
placement in the process. From this page, you can view and edit each of the individual tasks in
your process by clicking its title, change their order with the MOVE UP and MOVE DOWN links, or
DELETE a task.

Creating a Task
When you either create a new task or click to edit an existing one from the TASKS list, there are at
least a few fields you need to fill out to tell the system what you want it to do. For starters, enter a
TITLE for this particular step in the process and some TASK BODY content to tell users what this
task is designed for.
At this point, it’s important to recognize the difference between a phase and a task. Both are
created with the TASKS tool (and technically both are tasks), but phases are sections of the
process: the buckets that individual tasks fall into. Ordinary tasks, however, are the individual steps
that a user must perform in order to complete a phase, and ultimately the entire process.
With that in mind, you have to choose what PHASE the task you’re creating should fall under in
the process. Choosing DEFAULT from the drop-down menu will turn this task into a phase and
require nothing further from you before you can complete the creation of the task -- because
you’re really just making an empty bucket. Choosing to put this task into another phase, on the
other hand, brings up more fields to fill out to nail down exactly what will be required of the user
going through the process.
First you can assign this task to be part of a greater PARENT TASK and define what TYPE of task
this will be (i.e., what you expect the user to do). If you already have a QUESTION SET in place—
we’ll explain the idea of question sets later—you can choose to include it in this task (note that if
you do not have a question set ready to use, you will not be able to save this task). Finally, decide
if you want an administrator to do something in order for this step of the process to be completed.
If so, a new panel will open, allowing you to define REASONS for an administrator to either
approve the completion of the task or escalate the decision to someone higher up the food chain.
Finally, when your task is as you’d like it, click UPDATE to save it as an active step in this process. It
will now appear on the main TASKS page.

Promotions
Since a process doesn’t do your church any good if no one knows about it, the
promotions tool helps you inform your users that it’s there.
There are four panels on this page. The first three enable you to create dynamic advertisements
for people at every stage in a process, reminding them of the work they have to do to complete it.
+ The NOT STARTED PROMOTION TEMPLATE creates an ad that displays for everyone who has
not yet begun the process in question
+ The IN-PROCESS PROMOTION TEMPLATE defines a promotion

that will show up for people who have started the process but not yet finished it
+ The COMPLETE PROMOTION TEMPLATE makes a message visible only when the process has
been finished.
Use the GROUPS THAT SHOW THESE PROMOTIONS panel to determine exactly what groups
you want these advertisements to appear in. You can add as many groups as you’d like, but the
promotions will not appear in any group that you don’t specify.
When you’re done with these settings, click UPDATE.

Promotions (continued)

Admins
The sole purpose of this feature is determining who is responsible for this
process and the people in it.
Depending on how you construct a given process, administrative involvement may or may not be
necessary to its completion. If an administrator is needed to play an active role in the process, this
is the person who will take care of that. If a user can get all the way through a process without
another person’s involvement, the administrator is still the one who will be contacted should a
problem arise.
To add an administrator, simply click + ADD AN ADMINISTRATOR, specify the largest group
whose participants this administrator is responsible for serving, enter the right name and select it
from the drop-down list, and click UPDATE.

Groups
Sometimes it may prove helpful to create a group specifically designed for the
people walking through a processso that it is as beneficial as possible. The
groups tool lets you do just that.
To make a group for users in a process, you first have to request such a group from your
Group Administrator. Once you have a group made and lined up, just click + ADD A GROUP
ASSOCIATION, specify which mid-process users you want to put in this group, enter the group
you want them placed in, and click UPDATE.
Now, whenever users start this process, they will be automatically added to this group as well.

Groups (continued)

Question Sets
Within a process are its phases, within a phase are some tasks, and within
each task is at least one question set. Each set is a collection of different types
of questions that users going through the process must answer in order to
progress.
On the root QUESTION SETS page, you can see a list of all the question sets you currently have
active. Every time you create a question set, it will remain in this list so that you can simply plug it
into any process that you wish.
For each of them, you can choose to (EDIT) the title and description, (DESTROY) the set entirely,
or (COPY) it. To change individual questions within the set, just click on the title of the question
set. And if you need to create a brand new set from scratch, simply click + CREATE A NEW
QUESTION SET.
[4.12] Processes\\Question Sets

Creating a Question Set
The easiest way to learn the ropes of the question set is to simply create one for yourself. Here’s
how it work.
1. From the QUESTION SETS root page, click + CREATE A NEW QUESTION SET.
2. Enter a TITLE for your new set.
3. Add a DESCRIPTION and a SECOND DESCRIPTION to tell people what this question set is
about. (It’s OK to just copy and paste the first DESCRIPTION into the second field as well.)
4. Click CREATE.
Processes\\Question Sets [4.13]

Making Questions
Once you’ve got a new question set formed, it’s time to fill it with questions.
After giving a description to your new question set, you’ll be taken to the list of questions inside.
Of course, if you have no questions yet, you’ll have to click (NEW) to get one started.
If you do already have questions in the set that you’re viewing, you can use this window to edit
the questions by clicking the question names, rearrange their order with the MOVE UP and MOVE
DOWN commands, DELETE them, or add possible answers to multiple-choice questions by
clicking CHOICES.
Remember that this is just the framework that will be housing your individual questions.

Making Questions (continued)
1. Give the question a TITLE and use the checkbox to specify whether or
not it’s OPTIONAL.
2. Provide a DESCRIPTION of this question for users. (This will appear

just below the question’s name when users come to it in the process.)
3. Determine what TYPE OF QUESTION this should be. (On the next
page, we’ll look at what each TYPE is designed for.)
4. If you’ve chosen to make a LIVE question, fill in the remaining

fields as necessary to tell the system what profile data you’d like it to
automatically harvest. (These fields will not appear if another question
type is selected).
5. Finally click CREATE.

Question Types
When creating or editing a question, one of the most essential pieces of
information is the type of question you’d like to create. This determines
everything about the way the question behaves, how the user answers it, and
what kind of information you receive from it.
To help you make the right question-type selection, here are the differences between them.
SHORT: This type of question affords users a small field in which to type a short answer.
MULTIPLE: Use this type to create a drop-down menu of multiple-choice answers to choose from
in response to the question.
DATE: Use this question type to submit a date.
CHECKBOX: This creates a checkbox beside the TITLE of the question that the user (or an
administrator) can use to verify information, accept an agreement, etc.
PHONE: This gives space to record a phone number.
LONG: This serves the same purpose as the SHORT type of question, except that the larger format
facilitates longer answers.
LIVE: Instead of requiring an answer from the user, this kind of question can be programmed to
automatically retrieve a given piece of existing information from the user’s profile.
CONFIRM: Use this question type to embed YES and NO buttons in the process so that the user
can confirm a piece of information.
GROUP SELECT: This question creates a drop-down menu allowing the user to select one of the
groups that they’re a part of as their answer.
Each type of question has its place. Knowing what those are is an important piece of creating and
maintaining useful processes.

Question Types (continued)

Process Construction
After looking at each individual component, it helps to step back and review
how they fit together to create a successful process.
Things to remember about process creation:
+ A process is broken into phases, which serve as major sections of the content. Phases house
tasks for the user to accomplish; and each task is composed of at least one question set for the
user to work through. Within each question set is an unlimited number of questions to answer.
That is the overarching process structure you have to understand.
+ You will not be able to finish creating a task without selecting a question set to include in it.
Therefore, you need to have at least a space-holding question set before you set out to construct
a process.
+ On a very practical note, consider starting a new process from the top down. Create the process
first, then its phases and tasks in the order you need them, and finish it all off by making the
question sets that fit each section the best. (This method will require the place-holding question
set mentioned above).
[4.18] Processes\\Process Construction

Oversight & Reporting
Once a process is up and running, there’s only one thing left for you to do:
keep up with the users going through it. Under oversight & reporting, the
two tools at your disposal are reports and people.
Reports
When you first arrive at the OVERSIGHT & REPORTING page, you have to select the process
you want to see data for. Once you’ve chosen, you’ll land on the REPORTS page. Simply choose
a CAMPUS and see how many people are have started or finished this particular process. At the
bottom of the page, you can even see how many people are at each stage in the process.
Processes\\Oversight & Reporting [4.19]

Oversight & Reporting (continued)
To see more specific information about the individuals in the midst of the
process, click on the people tool.
This breakdown of the process information lays out the names of every person working through
the tasks and phases. For further information, click the icon beside any name to see an overview
of the user’s progress, click a name to visit that user’s profile, or click the link under the TASK
column to read through the responses to the most recent question set the person worked on. You
can even EXPORT this data to a CSV file for viewing offline.
Together, the PEOPLE and REPORTS tools round out the PROCESSES menu nicely, enabling you
and your administrative staff to keep aware of your users’ progress through their processes and
understand how you might improve the process.
[4.20] Processes\\Oversight & Reporting

PRIVILEGES
Privileges
The privileges section gives you the ability to assign and manage the
administrative authority of admin users in your City account.
Assigning and managing administrative roles is an important responsibility, and The City makes it
incredibly easy to get the job done.
To add a new administrative user:
1. Select the user group to add a new administrative user to: ACCOUNT ADMINS, USER ADMINS,
GROUP ADMINS, REPORTING USERS, FINANCIAL USERS, PROCESS USERS, DESIGNERS, or
SUPPORT ADMIN users.
2. Click the link to add a new admin user (e.g. + ADD ACCOUNT ADMIN).
3. Type the NAME of the person you want to enable as an administerative user and choose the
appropriate user from the results list.
4. Click CREATE.
Repeat this process as many times as necessary.
To remove a user’s administrative rights:
1. Select the admin group from which you want to remove an administrative user.
2. Find the person’s name in the list of users and click REMOVE.
Tip
Some administrative roles, like FINANCIAL ADMIN and GROUP
ADMIN have sub-roles that you have to choose from as well. Be
aware of these as you assign administrative responsibilities, to
ensure authority is distributed wisely.
[5.02] Privileges
Privileges (continued)
Privileges [5.03]
APPENDICES
Kiosk Setup
The City’s kiosk mode is the first tool a newcomer uses in the process of
joining The City, getting into a connect group, and becoming a tighter part of
the community. But it has to be activated by an administrator before anyone
can use it.
The first step toward getting your Kiosk up and running is loading your Kiosk URL (yourchurch.
onthecity.org/kiosk). When the page loads, so will a window asking for a username and password
to access the kiosk.
Your City Kiosk already has a default username and password assigned. We recommend that you
change the password as soon as possible. (Ask your account administrator with help on this).
The next page you’ll see asks you to select the campus for which you want to open the Kiosk.
Choose a CAMPUS from the drop-down menu and click FINISH KIOSK SIGNIN. (Remember
that a connect group must be a child group of a campus and will only be connected to that one
campus.)
Finally, you’ll arrive at the KIOSK MODE, and now your Kiosk is ready to help newcomers begin the
process of connection at your church.
Tip
If you’ve chosen to allow online signups, no password or
username is required to access the Kiosk. Anyone who navigates
to your Kiosk URL will be able to create a profile on your City
account.
[A.02] Appendix A\\Kiosk Setup

At the Kiosk
The City’s kiosk mode helps connect newcomers quickly and easily.
When a newcomer approaches the Kiosk, he’s greeted with a slight variation on the normal City
login screen that, instead of having LOGIN and PASSWORD fields, asks only for an EMAIL address.
For some further help from the get-go, the new user can check the HELP ME GET CONNECTED!
box to see some more options and specify what kind of group he’s looking for. These available
options are the same group tags your groups assign to themselves when they’re created.
Once the newcomer clicks the INVITE ME TO THE CITY button at the bottom of the page, he’ll
receive an email. That email links him to a page where he can create his new City profile.
Note: To be automatically placed in a Connect Group, a new user must check the HELP ME GET
CONNECTED! box when signing up at the kiosk.
Tip You can change the options available at the kiosk with the SITE
SETTINGS tools (refer to p. 2.5 for more information).
Appendix A\\Kiosk Setup [A.03]

At the Kiosk (continued)
Once a new user responds to their email invitation to The City, it’s time to create a basic user
profile. After filling in some personal data and clicking CREATE MY ACCOUNT, this person
officially becomes a City user.
[A.04] Appendix A\\Kiosk Setup

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ADMINISTRATIVE USER

HOME PAGE 1.01 \\Statistics 2.48 Giving Report

In the following pages, we’ll go USERS: find, add, edit, and

Admin\\Site Settings [2.03]

Organizational Model Kiosk Mode Options

The Plaza > ALLOW ONLINE SIGNUPS enables

[2.04] Admin\\Site Settings

Admin\\Site Settings [2.05]

[2.06] Admin\\Site Settings

Admin\\Site Settings [2.07]

[2.08] Admin\\Site Settings

Admin\\Site Settings [2.09]

[2.10] Admin\\Site Settings

Invite New Users

New Offline User

Click SAVE CHANGES to confirm any changes you make.

Finding an Offline User

Creating an Offline User

1. Type in any keywords you’re looking for.

1. From the GROUPS panel, click + CREATE NEW GROUP.

2. Name the new group.

5. Search for and select the GROUP LEADER.

6. Click CREATE NEW.

NEIGHBORHOOD: Designed as a means of getting people connected to their local community,

Whenever a new participant joins a NEIGHBORHOOD GROUP, an announcement is made to the

New-User View Volunteer View

From an administrative perspective, Connect Groups work like a two-way

Here are the basics of what this panel provides:

DEMOGRAPHICS: basic statistics of who makes up your community

ADOPTION OF THE CITY: a video showing a geographical representation of your church’s

PARTICIPATION: a mile-high overview of all the other reports

PLEDGE: how many people have pledged financial support

Tip Clicking any of the (SHOW/HIDE) tags will enlarge a given

Logos & Background

> Logo for Main Site and Admin

> Logo for Login, Kiosk, and New User Pages

> Logo for Email, Mobile

> Background for Plaza

You can set the BACKGROUND > Misc

> Center Stage > Login Page

2. DONATIONS: Review all donations made y all donors in all batches.

3. FUNDS: create and edit specific funds for people to contribute to

4. BATCHES: create and manage batches of contributions

5. DONORS: display and manage contributions from individual donors

8. ONLINE GIVING: View your church’s online donation history.

+ Are based in the United States

1. Sign up as a Google Checkout merchant. When you sign up:

[3.05] Financial\\Online Giving

To set up your Google Non-Profit Merchant Account, visit CHECKOUT.GOOGLE.COM/SELL, click

2. Enter the requested account information:

3. Click COMPLETE SIGNUP.

4. Link to your organization’s bank account.

5. Enter your API CALLBACK URL.

[3.06] Financial\\Online Giving

1. Check the ACTIVATE ONLINE GIVING box.

2. Enter your GOOGLE MERCHANT ID.

3. Enter your GOOGLE MERCHANT KEY.

6. Finally, click UPDATE.

Financial\\Online Giving [3.07]

2. Check the box labeled ACCEPT ONLINE DONATIONS.

Next, create a custom batch to receive online donations into.

1. Access the BATCHES tab and click + CREATE NEW BATCH.

2. Enter a BATCH NAME.