Your e360 ChMS web address
You chose this when you signed up, and will be something like "www.abcchurch.e360chms.com." You can find it in your welcome email, but if you ever lose it, just ask us.
Your Login Information
e360 ChMS is divided into a few main areas described below. Anytime you need help, or to begin to train yourself and your staff on the system, you can take a look at the Help Topics & Video Tutorials.
- Members are individuals in your organization, and they can be placed into one or many groups. They also can also be put into families with other members.
- Groups are comprised of members, and they are a way to simply organize those members into sections which can then be mass-emailed or put into a 'meeting' to collect attendance.
- Interactions are the contacts and communications your organization has had with a member. Some examples are: email, phone call, house call. You can define your own types of interactions and assign interactions. For instance, after the visitor cards are collected on a Sunday, you can “assign” interactions to staff to follow up with the new visitors. The staff person will receive an email with the action to complete, the person's name, and a summary of what is to take place. The interaction will be marked as outstanding until the assignee marks it as completed and adds a summary of the encounter. On a member's page, a list of all interactions to date is show. This helps approved staff see the type and quantity of contacts you've had with the member - people won't get harassed or forgotten.
- Attendance can be entered manually or easily by the use of RFID cards. For meetings which just require a total number present (like a main church service), those can easily be entered manually as a total headcount.
- Reports are the organization of all the various kinds of data that has been collected.. You can see trends in meetings, individual groups, and individual members. You can also view members who have been absent more than twice for a meeting in a month. Reports are printable with easy to read graphs.
- Utilities offer additional helpful functionality like: manually entering meeting attendance; emailing members by groups, meeting, and number of absences; importing members' personal information from Excel (CSV), and exporting members' personal information from Excel (CSV). Workflows (more below) are also a Utility.
- Search allows you to find and filter all member information (name, address, phone number, etc.) and interaction information (name, date, summary). The search results update in real time as your type so you can see how your input is refining the results.
- Workflows allow you to automate processes so that you can spend more time doing ministry. This tool allows you to set up triggers, and corresponding actions. Workflows also allow you to add multiple triggers and actions so that you can, for example, set a trigger to move a person into a new group, as well as email them.
- Settings:
- You can define the terms your organization uses for: members, groups, and meetings. For example: students, gatherings, and classes.
- Add your organization's logo and name to the application and reports.
- Change how data is graphed: should reports show percentages or absolute values?
- Add options for excused absences. The default included: Out, Out of Town, Sick, Work, and School.
10. Permissions:
- You can give each User access to certain parts of the application. This is accomplished using Roles. Roles are groupings of permissions - allowances to do or view only certain actions of parts of the ChMS.. For instance, it is possible to only let someone view members' data, not edit it, and enter attendance.
- This allows more people to be involved in the managing of the church's information BUT only within the areas assigned to them.
Read posts from the Ekklesia 360 Blog about Church Management here: Church Management Blog Posts
- Check out the Help Topics & Video Tutorials
- Once you’re logged into your e360 ChMS Trial, you can click the “Help” link in the bottom right hand corner of the screen for helpful articles and how-to’s.
- For questions not answered with the tools above, reach out to our support team.