Flocknote Training

Our dream is for everyone to be more connected to God and His Church. So we make friendly software that helps church leaders better communicate, build relationships, and raise the money they need to create active, thriving communities.

Follow these steps to fully utilize and learn the capabilities of your Flocknote network!

Better Communicate

Better communication lays the foundation of your Flocknote network. Let’s get started by getting a general overview of your Flocknote network:

Now that you have a basic overview, let’s take a peek at these help guides for the next steps of creating groups, adding members, and promoting your Flocknote network for members to join. 

• Create and delete groups
  • Smart Groups
  • Filter and Bulk Action Tool
• Add Members
  • Import Members
  • Formatting your spreadsheet for importing members
  • Setting up Text-to-Join
  • Downloadable flyers and launch cards

Now that you have your members in your network, it’s time to communicate! Take a peek at the basics of sending out emails and texts.

Want to get creative with your emails and texts? Learn more about the Email Note Composer and SuperTexting!

• Email Note Composer
  • Templates and headers
• Text Message Note Composer
  • SuperTexting

Psst - explore these nifty features designed to keep you engaged with your community and easily reachable when it matters most.

• Contact Us
• Prayer Requests

Build Relationships

Our all-in-one software solution, Flocknote Complete, allows you to take the next step from your foundation of basic communication to start building relationships with your members.

Get to know your members more by adding custom profile fields to collect unique information from each member, build households, add proxy contacts for minors, and more!

• Custom Profile Fields
• Working with Households
• Proxy Contacts

Allow members to easily sign up their entire household to your Church with Family and Visitor Registration.

Take a closer look at all your households and their relationship with your Church by diving into the Household Database and Insights page. 

• Working with your Household Database
• Insights Page

Build stronger relationships by staying in the loop—track attendance, sacrament prep, and more with our powerful Reports feature.

Track giving for your members to easily send out donor summaries, manage campaigns, track multiple funds, and more!

Raise the money you need

Raising funds is easier than ever with Flocknote’s Online & Mobile Giving features! You can enable Online & Mobile Giving at any time for no monthly cost! You simply pay the industry standard transaction fees (2.9% + .30c per CC transaction and 1.1% + .30c per ACH transaction)

Take a peek at these features available to you so you can raise the money you need!

Want to get started? Here are some handy guides to help you with that process so you can have everything ready to go.

• Stax Account Verification Steps
• Financial Controller for Online Giving

You’ll also unlock the one-stop shop for your members, the Manage My Giving page

Plus, check out these features that are included, making giving at your Church super easy!

• Member Resource: How to give and set up a recurring donation
• Text-to-Give
• Reply-to-Give
• Smart Button for Fundraising
• Add on Gifts (Cover the fees)

Active and Thriving Communities

Now that you're equipped to fully utilize all of the features available for you in Flocknote, you are on your way to building active, thriving communities. Even better, our entire team here at Flocknote is ready to support you to make sure you are set for success.

If you have any questions about these features or how to best use Flocknote for your goals, don't hesitate to reach out to us at help@flocknote.com or schedule a call by going to flocknote.com/call