Knowledgebase
Plain-language help for church admins
Click-by-click guides for the tasks you do every week — import your directory, turn on giving, publish the bulletin, email the church, and more. No tech background required.
Start here
Most churches set these up first
Each guide walks you through one job with numbered steps, tips, and what to do if something goes wrong.
- How-toAbout 30 minutes
How to get started in ChurchRaise (first 30 minutes)
Sign in, learn the sidebar, enable what you need, and complete three setup tasks most churches do first.
- How-toAbout 15 minutes
How to import your contact list from Excel
Move names, emails, and phone numbers from a spreadsheet into ChurchRaise — step by step, with no tech jargon.
- How-toAbout 20 minutes
How to set up online giving for the first time
Connect a payment processor, turn on your giving page, and share a link your congregation can use this week.
- How-toAbout 20 minutes
How to publish this Sunday's bulletin
Create a digital bulletin, schedule it to go live, and share one link that works every week.
- How-toAbout 10 minutes
How to send an email to your whole church
Write one message, pick who receives it, and send — without copying addresses into Gmail.
- How-toAbout 15 minutes
How to set up your Church Hub link
One shareable page for giving, events, forms, and bulletins — your church's digital front door.
How-to guides
- How-toAbout 10 minutes
How to check in people at a church event
Use the web check-in screen on a laptop or tablet — mark registrants arrived, add walk-in guests, and export a list when done.
- How-toAbout 10 minutes
How to create an event people can register for
Set up a church event with a sign-up link you can share by email, bulletin, or QR code.
- How-toAbout 30 minutes
How to generate year-end giving statements
Create tax-ready PDF statements for every donor, preview them, then email or download — usually done in January for the prior calendar year.
- How-toAbout 30 minutes
How to import historical giving from a spreadsheet
Bring last year's (or many years of) gifts from Planning Center, Breeze, or Excel into ChurchRaise so reports and year-end statements are complete.
- How-toAbout 5 minutes
How to invite a teammate and set their role
Give your pastor, admin, or volunteer leader access without sharing your password.
- How-toAbout 15 minutes
How to plan a Sunday service order
Build a run sheet with songs, prayers, and assignments so your team knows what happens when.
- How-toAbout 10 minutes
How to read bulletin analytics
See who opened your bulletin, what they clicked, and which announcements get attention — so you know what works.
- How-toAbout 15 minutes
How to send a text message to your church
Connect texting once, then send an SMS to a list, tag, or individual — same place as email, under Communications.
Getting started
Dashboard
See live insights, prioritize quickly, customize your view, manage modules, request features.
Modules
Enable and configure product modules, discover new features, manage AI assistants, request Plus features.
Quick Tap
Create short links and QR codes that point to any destination in ChurchRaise (giving, bulletins, events, forms, campaigns, volunteers, or a custom URL). Trac…
Settings
Configure organization settings, manage payment processors, set up custom fields, adjust branding and preferences.
People
Custom Fields
Text, Number, Boolean, Date—when to choose each; filtering impacts.
Engagement & Attendance
Track congregation engagement with a 0-100 score per person, view attendance trends, get pastoral care alerts for disengaging members, record headcount by ev…
Forms
Build forms, publish and share, track responses and export.
Lists
Create lists from filters, use lists across products, import/export people.
People
Manage contacts and households, organize with filters and tags, maintain data health.
Responses
Aggregate submissions, filter and search, export to CSV.
Users
Invite teammates, assign roles, manage access.
Publishing
Giving
Campaigns
Create and manage fundraising campaigns, track progress toward goals, view campaign dashboards with real-time analytics, share campaign pages publicly.
Giving & Analytics
Track donations, manage transactions and batches, view analytics, generate donor statements, set up online giving pages and campaigns.
Memberships
Create membership products, manage member subscriptions, track renewals, publish a public membership sign-up page.
Store
Set up an online store, manage products, process orders, track sales analytics.
Events & groups
Events
Create and manage events, track registrations, publish event pages, view events on a calendar, manage group events.
Facilities
Manage rooms and resources, handle booking requests with approval workflows, view schedules on a day/week grid, set up rental pricing, and publish a public f…
Groups
Create and manage groups (small groups, ministries, committees), assign members and leaders, schedule group events, track attendance.
Polls
Create polls with single or multiple-choice questions, publish them to a public voting page, display live results on a full-screen projection view, and colle…
Services & Worship Planning
Plan worship services with an ordered list of elements (songs, scripture, sermon, etc.), assign team members to roles, manage a song library with optional CC…
Signups
Create capacity-based signup lists for positions, items, or spots. Set open/close windows, add extra questions, publish public signup pages, and track regist…
Volunteers
Manage volunteer teams with categories and positions, build weekly schedules with drag-and-drop assignment, send email notifications and reminders to assigne…