Lifegroups Toolbox User Manual
Contents
1. 3 Enter your text message up to 160 characters in length including text in the From box 4 Click on the button to send your text message Taking Attendance after Your Lifegroup Meets After your Lifegroup meets you should take and report attendance Taking attendance only takes a few minutes and is a vital part of how we measure the growth and impact of Lifegroups at River Valley Church and in our community To take attendance use the following steps 1 Login to the Lifegroup Leader Toolbox and click on the appropriate Lifegroup name Take Attendance 2 Click on the button A screen similar to the following will be displayed Back To List Email Group QO Text Group Take Attendance l View Attendance DEANN S TEST GROUP Attendance Dates 3 31 2015 12 00 AM 12 26 2014 12 00 AM 12 19 2014 12 00 AM 12 17 2014 12 00 AM Add New Date 3 Click on the Add New Date button A screen similar to the following will be displayed Enter Attendance Meeting Date M a HEAD COUNT Total Attendees 0 ATTENDEES Deann Sandford a Don Champion A Anna Cousins A Jim Garvey Al Clark Strasburg A Lindsay Willis Al Submit Attendance 4 Enter your meeting date For your convenience a calendar is provided by clicking on the button 5 Enter the total attendees including guests in the Total Attendees box Click on the check box next to the name of each member who attended and click on the Sub2. active connected members of your Lifegroup are shown To see inactive members if there are any deselect the checkbox next to Active Only Within the My Group Members List you can view details of each individual member of your Lifegroup by simply clicking on the Lifegroup members name blurred for privacy within this manual If you click on their email address you can send an email from your email program to that individual The speech bubble next to the phone number indicates that you can also text this individual Editing Member Contact Information To edit basic contact information to enable or disable texting for amember of your Lifegroup or change preferred notification method click on the s Edit button The following screen will be displayed EDIT MEMBER INFO Don Champion Address MN Texting Allowed Status Member Notify By Both Pr Save Enter the correct information and click on FF Add a Member to Your Lifegroup When you have an individual you would like to add to your Lifegroup you can submit a New Member Request to Lifegroups To create a New Member Request use the following steps 1 Login to the Lifegroup Leader Toolbox and click on the appropriate Lifegroup name 2 Click on the Show Members button 3 Click onthe button The following screen will be displayed ADD MEMBER REQUEST Cancel Submit Request 4 Enter the First Name Last Name email phone number zi
3. arg Subject Attachments Merge Fields hice The following merge fields are available to be used in the subject and message areas of your email These fields will be replaced wath the actual values for sach individual that receives your email Firsthlame NickNamei HLastNamett Wessege Oo A oO leo Oe ee A Bi ESF TF Zu ib ty Te Loci oi A Design HTML 2 amp Preview SET emal NOTE By default every Lifegroup member is included in the email To take an individual off the list click on the red x next to their name 1 Inthe Subject line type your email subject 2 Inthe email body type your message NOTE if you would like the email to be personalized for each recipient you can use the fields FirstName NickName and LastName The person s information will be used in place of the fields 3 If you have any attachments to add click on the Attachments button The following screen will be displayed Choose a file to attach Choose File No file chosen Current file attachments Remove Click on the Choose File button b Find the file on your computer and click on the Open Button c Click on the Attach button If you have more than one file to attach repeat steps a c d Click on Close 4 Click on the button to send your e mail Send a Text Message to Your Lifegroup To send a one way text message from your computer or cell phone use the following steps 1 Login to
4. the Lifegroup Leader Toolbox and click on the appropriate Lifegroup name 2 Clickonthe n button A screen similar to the following will be displayed 4 Back To List Use this form to send an SMS to the individual s that you have selected NOTE Only 5 of the 6 individual s you ve selected have a valid SMS enabled device Those that don t have a valid SMS enabled device will NOT receive your communication To 3 Champion Don Cousins Anna gg Garvey James gg Sandford Deann This recipient does not have a valid SMS enabled device Strasburg Clark Willis Lindsay From Deann Sandford From Number Merge Fields hide The following merge fields are available to be used in the subject and message areas of your SMS These fields will be replaced with the actual values for each individual that receives your SMS FirstName NickName LastName Message SMS text messages may only be 1460 characters in length Note This includes any text entered into the From text box Send SMS Note If the individual does not have a valid SMS enabled device you will see the following f j Mar i ir ir I if ln f au next to their name This recipient does not have a valid SMS enabled dewicel These individuals will not receive your text message If you know that they can receive text messages you can edit their information to enable texting See page 4 Editing Member Contact Information to see steps to enable texting
5. two primary Lifegroup environments a Core Groups a group that meets up to 12 weeks around a specific predetermined topic This group is focused on building a core value in your life Our core groups are Alpha Financial Peace God Never Knew and Freedom Groups These groups are either held at the campus level or require special training to be a leader of b Community Groups a group of individuals who meet regularly to pursue Spiritual growth healthy relationships and community service For Core groups use the appropriate Core group name For Community Groups use a name that best describes the purpose and topic of your group Enter a detailed description of your group In the Description area This will help those looking for a Lifegroup to join to see exactly what your group is all about For Core groups you will be provided with the description to use so we have consistency across the church Enter the maximum number of people who can join your group in the Max Members area O no limit Choose a campus from the Campus drop down list Choose a category from the Category drop down list This is not displayed on the Lifegroup Locator but used internally to categorize lifegroups Choose a type from the Type drop down list This is displayed on the Lifegroup Locator so choose the type that best fits your lifegroup Choose a meeting day from the Meeting Day drop down list Enter a start time in the Start Time area
6. O _ifegroups Toolbox User Manual The Lifegroup Toolbox is a tool that was developed with you in mind It is accessible from your computer or your mobile device You can save the Lifegroup Toolbox sign in page as a bookmark for easy accessibility wherever you are This tool helps you fulfill all of the following Lifegroup Leader responsibilities CREATE your group profile INVITE RESPOND and COMMUNICATE with lifegroup participants Identify a potential APPRENTICE Look for opportunities to CARE for others DEVELOP yourself oe ee D River Valley Church wants to equip you for Success as you lead your groups Thank you for taking the time to review this manual to learn more about the Lifegroup Leader Toolbox and how to use it to facilitate being a Lifegroup Leader It is designed to give you a detailed explanation and instruction on how to perform various tasks in the Lifegroup Leader Toolbox If you have any questions about the content of this manual please contact the Connections Team at lifegroups rivervalley org Table of Contents LOGGING In ANG VIEWING Your Lifegroups seiciiceianccosintsnactininasctuninacdiienienassaniabessxedepasiuedevaisentauaieanaseatdceiwacataninnett 3 Working WIN lh COOL caniswstaenunisennenssixieaatansdnmchaunqumhiccoah ian EN ia e Eiaa aranean aaa EA iaeei 4 Viewing your Lifegroup Members c csseeccccccseeeceeccaeeeeeeecceeeeeeeesaeausceeesauaeeeeeesseaeceessseaeceesssaaseseeseageeeess 4 Editing Membe
7. Please note that we do not allow groups to meet during our weekend services Enter an end time in the End Time area Choose a childcare option from the Childcare drop down list Enter a start date in the Start Date area Whatever you enter will be displayed on the Lifegroup Locator Choose the location that your group will meet from the following options a Person this option will place the meeting location as your home address If you are meeting at another person s home but you are the leader of the group that person will have to join your group and then you can edit the group information and select that person for this option b Campus This is reserved for groups such as Alpha or NEXT which usually meet at the campus Other groups meet at homes or other places in the community c Other If you are meeting at another public location in the community for example a coffee shop this allows you to enter a business name and address into the boxes that will appear when choosing this option This will also allow the location to be displayed on the map on the Lifegroup Locator so your group can easily be found If you would like a map to be displayed on the Lifegroup Locator keep the Show Map check box checked 16 Keep the Active check box checked 17 Click on the button to save your Lifegroup It will be shown in your toolbox in yellow meaning it is awaiting approval You will be notified about the status of your lifegr
8. assword To login to the Toolbox use the following steps 1 Go to https my rivervalley org 2 Enter your personal User Name and Password and click on the Sign In button 3 InMy Portal click on Lifegroup Leader Toolbox A screen similar to the one below will be displayed with all of the Lifegroups you are the designated leader or coach of MY RIVER VALLEY gt MY PORTAL gt LIFEGROUP LEADER TOOLBOX My Lifegroups 4 Active Only Hello Deann Logout Groups in yellow are pending RVC approval MY PORTAL Update M y Information Guy s Test Group Youth Leader My Membership Labor Pool Statement Labor Pool Statement family Deann s Test Group Lifegroups Leader Serving Application Update Membership Application Er Tan My Lifeteams Toolbox Deann s Test Group Copy Lifegroups Leader ees a Vy Global teams Lifegroup Leader Toolbox Sisterhood AV Evenings Deann Sandford Table 19 Sisterhood Leader Lifegroup Locator test Lifegroups Leader Add Group Tell us what you think of this tool JE Leave Feedback If you do not see any groups you most likely are a new Lifegroup Leader and have not yet been the leader of a group To create a new group see page Lifegroups that have not yet been approved will be shown in yellow The number in the circle indicates how many individuals are members of the Lifegroup The Category of lifegroup you chose when creating the group will be shown in parenthesis See page for more in
9. formation about Categories Working with a Lifegroup The Lifegroup Leader Toolbox provides you with easy to use tools to see who is amember of your Lifegroup request to add a new Lifegroup member change basic demographics of your Lifegroup members email your Lifegroup members text your Lifegroup members and take attendance after each time your Lifegroup meets To see the tools available to use click on the Lifegroup name The following bar will be displayed under the Lifegroup name A Show Members E Email Members Text Members Take Attendance ala View Attendance Edit Group Copy Group Viewing your Lifegroup Members To see a list of the members of your Lifegroup click on the button A screen similar to the one below will be displayed with all of the members of your Lifegroup Show Members MY RIVER VALLEY gt MY PORTAL gt LIFEGROUP LEADER TOOLBOX My Group Members Active Only Hello Deann Logout 4 Back To List DS Email Group O Text Grou p Take Attendance ll View Attendance Member MY PORTAL Don Champion Update My Information My Membership Anna Cousins Member Labor Pool Statement Labor Pool Statement family Serving Application Update Jim G arvey Member Membership Application My Lifeteams Toolbox My Global Teams a Leader 2 TA Deann Sandford Lifegroup Leader Toolbox Lifegroup Locator Member Clark Strasburg L Member Lindsay Willis Add Member By default only
10. mit Attendance button 7 Your newly added attendance date will be displayed and a screen similar to the following will be displayed when your attendance has been submitted DEANN S TEST GROUP Attendance Dates 4 24 2015 12 00 AM ge New attendance date 4 10 2015 12 00 AM 3 20 2015 12 00 AM 3 6 2015 12 00 AM 2 20 2015 12 00 AM 2 6 2015 12 00 AM 12 26 2014 12 00 AM 12 19 2014 12 00 AM 12 17 2014 12 00 AM Add New Date Attendance has been submitted successfully Viewing Attendance History Attendance history is available to see the overall health of your lifegroup To view attendance history use the following steps 1 Login to the Lifeteams Toolbox and click on the appropriate group name alt View Attendance 2 Click on the button A screen similar to the following will be displayed Back To List X Email Group O Text Group Take Attendance ala View Attendance 3 6 15 3 20 15 4 10 15 4 24 15 5 8 15 Name 12 00 AM 12 00 AM 12 00 AM 12 00 AM 12 00 AM Rate Deann s Test Group 5 6 6 6 5 6 6 6 6 6 28 30 93 3 Hide Details 3 6 15 3 20 15 4 10 15 4 24 15 5 8 15 Name 12 00 AM 12 00 AM 12 00 AM 12 00 AM 12 00 AM Rate Champion Don P P P P 4 5 80 0 Cousins Anna E 5 P P 5 5 100 0 Garvey Jim P P P P P 5 5 100 0 Sandford Deann P P P P P 515 100 0 Strasburg Clark P P P P P 515 100 0 Willis Lindsay P P P P 4 5 80 0 Show Details lf you do not see the names of your group members click
11. on the button If you need to edit the attendance for a particular meeting you can click on the date of the meeting and edit the attendance Creating a New Lifegroup When you are starting a new lifegroup you will need to create an online profile for the group We ask that you create an online profile for each group you lead This profile e Allows leaders and members to connect beyond their normal circle of friends or networks e Connects group members to a church Even people who do not attend River Valley are welcome to be part of our Lifegroups e tis an easy communication tool for you to use to communicate with group members Helps us measure the impact Lifegroups are making in our church and community To create a new lifegroup use the following steps 1 Login to the Lifegroup Leader toolbox 2 Click on the Create New Group Add Group button The following screen will be displayed Group Name Bescription Important If you click outside of this Create New Group area prior to Saving your group all of your work will be lost and you will have to start over Max Members 0 no limit 0 Group Category Type GlebalTalk Meeting Day NEXT Classes Start Time End Time Childcare Not Applicable Start Date Location Person Campus Sandford Deann A Show Map ball Acta 11 12 13 14 15 Enter the Group Name in the Group Name area At River Valley Church we have
12. oup within 72 hours Editing Group Information If any information regarding your group changes you should edit it so what is displayed on the Lifegroup Locator is accurate To edit your group use the following steps 1 Login to the Lifeteams Toolbox and click on the appropriate group name 2 Click onthe button The group information will open 3 Make the necessary changes and click on the Save Group buiton
13. p code and any comments 5 Click on Submit Request The person will be added to your group within one business day Inactivating a Member of Your Lifegroup When a person is no longer attending your Lifegroup you can inactivate them so they no longer show up as an active connected member of your team To inactivate a member of your team use the following steps 1 Login to the Lifeteams Toolbox and click on the appropriate team name Click on the Show Members button to show the members of the team Click on the name of the person you wish to inactivate Click on the Ft button Under Status click on the dropdown arrow and select Inactive mPa R wD Click on Save Sending an e mail to your Lifegroup The Lifegroup Leader Toolbox provides an easy to use email program to communicate with your Lifegroup Use this to send out meeting reminders or updates and prayer requests from your Lifegroup To send an e mail to your Lifegroup use the following steps 1 Login to the Lifegroup Leader Toolbox and click on the appropriate Lifegroup name 2 Click onthe button A screen similar to the following will be displayed Ai Back To List Use this form te send an email to the 6 individual s that you have selected Ta M Champion Don Jf Cousins Anna 3g Garvey James E Sandford Deann M Strasburg Clark Willis Lindsay From Deann Sandtard From Email deann sancford nvervalley arg Reply To Email deann sancford nvervalley
14. r Contact Information ccccccccccccceeeeeeeeecaeeeeeeeesaeeeeeeeesaeeseeeeeseeaeeeesseeaeeeeeesaaseeeeesssegeeeesenas 5 Add a Nembe 16 1 OIE NSIS OG OUD ee ee een 6 Inactivating a Member of Your Lifegrou p ccccccsseeecceeeececceseecceeseeecsaueeeceeuseeeseaseeessageesssageeeessuseessseseeeess 6 Sending an e mail to your Lifegroup ceeccccecceeeceeeceeeeeeeeeeaeeeeeeeeeseeeeeeeeeeeaeeeeeseeaseeeessaesecesessaaeeeeeesseseeees 7 Send a Text Message to Your Lifegroup ccceeeccccceeeeeceecceeeseeeecesaeeeeesesaaseeeesseaaeeeeesseaseeeesssaaeeeeesssaaeeeess 9 Taking Attendance after Your Lifegroup Meets 24uu004244000nennnnnnnnnnnnnennnn nennen nnennnnnnnnnnnnnnnnnn nennen 10 Viewing Attendance FllstolV aan ee ee ee ee nee 11 Creating a New Lifegroup ccccccsssssccecceeseceeeceeeeceeecaeaseceeeseeaseeecesseaseceeseaeaseceessueaeeeessuaaeeeeessuageeeeessaaaes 12 Editing Group Information nee ana een 14 Logging In and Viewing Your Lifegroups The first step to using the Lifegroup Leader Toolbox is to login Only approved Lifegroup leaders have access to the toolbox It uses your unique user id and password This is the same user id and password that you would use to login to the church website to register for events manage your online giving join Lifeteams or view your Global Teams information If you do not remember your login information there are links for forgotten login ID and or p
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