The Onboarding Widget in Tithely is a powerful tool designed to guide you through the essential steps needed to fully set up and integrate Tithely Giving into your church's operations.
Purpose of the Onboarding Widget
The Onboarding Widget serves as a step-by-step guide to help you finalize your Tithely Giving setup. Its primary goal is to streamline the setup process, reduce any potential confusion, and ensure that your church is fully equipped to begin accepting donations as quickly and efficiently as possible. As an added incentive, if you complete the setup process within 30 days, you’ll receive a Starbucks gift card as a thank-you!
How the Onboarding Widget Assists Your Church
-
Guided Setup Process: The Onboarding Widget provides clear, actionable steps that walk you through each necessary part of the setup process, ensuring nothing is overlooked.
-
Progress Tracking: The widget allows you to easily track your progress, showing which steps have been completed and which are still pending. This keeps the setup process top-of-mind and helps you see how close you are to finishing.
-
Comprehensive Support: The Onboarding Widget ensures that all essential elements, such as fund creation, branding, and embedding the Giving link, are properly set up, so your church can start receiving donations without any delays.
Steps of the Onboarding Widget in Tithely
The Onboarding Widget in Tithely is designed to guide you through six key steps to fully set up your Tithely Giving account. Here’s a breakdown of each step:
-
Book a Call with Our Team
- Schedule a call with Tithely’s sales team to receive personalized assistance and ensure everything is set up correctly.
- Use the provided calendar to choose a date and time that works best for you.
- Once the call is scheduled, this step is marked as complete.
-
Create Funds
- Set up your church’s giving funds (e.g., General Fund, Missions, Building Fund).
- You can enter a list of funds through the provided modal or directly in the Fund Management section.
- At least one fund must be created to complete this step.
-
Set Up Statement Descriptor
- Define how your church’s name will appear on donors’ bank statements.
- Enter a custom statement descriptor that reflects your church’s identity.
- This step is completed once the descriptor is saved.
-
Add a Logo
- Upload your church’s logo to personalize your Tithely Giving forms and receipts.
- Use the Tithely Media tool to upload your logo.
- Once the logo is uploaded, this step is completed.
-
Select Your Church Brand Colors
- Choose your church’s primary and secondary brand colors, which will be used in your Tithely Giving form.
- Even if a color was selected during signup, you will need to finalize both colors here.
- Save the selected colors to complete this step.
-
Add Giving Link to Your Website
- Embed the Tithely Giving link or button on your church’s website to enable online donations.
- Copy the provided link or embed code and add it to your website’s giving page.
- Enter the URL of the page where you added the link or embed code to verify the setup.
- Once verified, this step is completed.
After completing all these steps, you’ll receive a confirmation that your setup is complete. Complete this flow in the first 30-days of signing up and you will receive a special gift from us! Note, the account owner will receive the confirmation and giftcard in the email inbox used to sign up.