MissionInsite: Getting Started

Transcription

1 12/14/2015 missioninsite.com/pages/how-to-register/?agency_id=vrb9x How to Register 1. Open Your Browser Navigate to: MissionInsite.com. Mouse over the Client Center button on the home page. Select Registration. On the new Registration Information page click REGISTER. Enter Your Unique AGENCY ACCOUNT ID #: VRB9X 2. Begin the Registration Process a. Select your city and your church. b. Complete boxes creating your unique User Name and Password c. Review terms, check the Accept Terms box and click Register. You will receive an to verify your registration which contains your Activation Code from MissionInsite. Check your Spam/Junk box if the does not appear in your Inbox. d. Complete Registration as instructed in . For more help, click Support on the Contact Us tab or use LIVE CHAT. e. When you verify your you will be logged into your study. For future logins click the Login Tab on the MissionInsite Home Page. f. Do not make multiple attempts at registration. If a problem occurs, please contact us for support. g. Only one user name and password per user. For users with multiple agency relationships, please contact your agency administrator or MissionInsite to add additional agencies to your login. 3. Welcome Screen The Welcome Screen provides a basic introduction to essential tools to gain full value of PeopleView System functions and resources for your congregation. Resources are organized in CoreView, CommunityView and FusionView. Click each button to view these key resources. 4. Introducing CoreView, CommunityView and FusionView. Who are We? CoreView begins with People Plot. People Plot provides insight, organizational identity and reach of your congregation these are your core assets. Who is our Neighbor? CommunityView informs you about your mission field diversity. How do we Engage Our Community? FusionView employs discoveries and learnings from CoreView and CommunityView to assist in development of strategic solutions for mission and ministry. 5. Essential Support Resources (Mouse Over the Help Tab on the Upper Left of the Map Screen) Contains Videos, Documents and How To Information Including Live Chat. Review each tab to discover the wealth of material available to assist you in your use of the PeopleView System. Resources Include: The Mosaic Household Portraits Mosaic USA Group Segment Descriptions by Experian (71 Individual Segments & 19 Groups) Mission Impact Mosaic Application Guide by Bandy (Practical ministry application suggestions for each Mosaic segment: Leadership, Hospitality, Worship, Education, Small Groups, Outreach, Property and Technology, Stewardship/Financial Management and Communication) 6. Quick CommunityView Reports - Select Report Wizard Mouse Over the Tools Tab (Top Left of Web Page) The Report Wizard will assist users in rapid and easy creation & customization, for all geographies, of QuickInsite, ExecutiveInsite, FullInsite, Impressions or Quad Reports. 7. Explore the Map Tools All PeopleView System functions are selected from Map Tools. All reports are based upon geographic shapes. Shapes are created by selecting options in the Shapes tab. Create your first shape and access information with one of the Predefined Reports or Build Report. Build A Report is ideal for accessing data to answer specific questions such as "How many people live within a 20 minute walk of our location?" Note: All Map Tools functions are described in the Basic Site Orientation on the Welcome Screen. 1/1

2 MissionInsite: Getting Started How to Register 1. Go to: 2. Hold your cursor over Client Center (top, right) 3. Click on Registration Agency Account Number: VRB9X 4. Click Register 5. Add Agency Account Number: VRB9X 6. Click Submit 7. Select your city 8. Select your church If your church and/or city is not in the dropdown, contact Jane Horstman in the Mississippi United Methodist Conference s Faith Community Formation Office at jhorstman@mississippi-umc.org,

3 9. Add your contact information and create a username and password. 10. Do NOT check the box (I do not want to receive any correspondence about system enhancements ). Doing so will prevent you from receiving the with the Activation Code. 11. Review terms, check the Accept Terms box and click the Register button to complete your registration. 13. You will receive an to verify your registration which contains your Activation Code from MissionInsite. Check your Spam/Junk folder if the does not appear in your inbox. 14. Complete the registration as instructed in the . When you verify your , you will be logged into your study. 15. For future logins, hold your cursor over the Client Center box (top, right) and select login.

4 Welcome Screen The Welcome Screen provides a basic orientation and suggested uses to important PeopleView System functions and resources. Click each button to view these key resources. Help Tab The place to look for support. Contains videos, documents, how-to and contact information including Live Chat. Review each selection to discover the wealth of material available to assist you. Mouse over the Help Tab (top, left): To help you get started, watch the support videos and download Support Tools.

5 Report Wizard The Report Wizard will assist users in rapid and easy creation & customization, for all geographies, of QuickInsite, ExecutiveInsite, FullInsite, or Impressions Reports. 1. Mouse over the Tools Tab (top left) 2. Click on Report Wizard 3. Select the type of geography you want from the dropdown list.

6 4. Enter the starting address and, if selected radius, the radius distance (in miles, up to 15 miles). 5. Click Next. 6. If the house icon is in the proper location, click Next. 7. If not, click the spot on the map that best represents your starting address, then click Next.

7 Choose the Report type: QuickInsite FullInsite ExecutiveInsite Impressions 8. Click on Get Report a PDF report will be generated (usually only takes a few minutes). Plot Your Congregants The Congregant Plot tool adds the ability to view your congregants on the map. Add your congregants to better understand your reach by visually mapping who your members and visitors are, where they live and where they are clustered. Download Compare Your Congregation to Your Community here. 1. Mouse over the Tools Tab (top left) 2. Select Congregants

8 3. Select Import/Upload 4. Click on Import Congregants Uploading/Importing Congregants: Complete 4 Steps to Upload/Import Congregants Follow the steps, shown below on the illustration, to upload/import congregants Step 1 Download Congregant Plot Template Step 2 Download and Follow Instructions for Uploading Congregants Step 3 Select Your Church from the Drop Down Menu Step 4 Choose Congregant File to Upload (from Your Computer) and Upload File Click Your Left Mouse Button at Arrow Point to Make Selections

9 NOTE: After a successful upload, there will be a 15-minute delay before you will be able to plot new congregants on the MI System. Explore the Map Tools 1. Change the map Background or add Layers. 2. Create a custom geography using Shapes and access information with one of the Predefined Reports or Build Report. Build a Report is ideal for accessing data to answer specific questions such as How many preschool children live within a mile of the church? 3. Download Support Tools ( Questions? Contact Jane Horstman in the Mississippi United Methodist Conference s Faith Community Formation Office at jhorstman@mississippi-umc.org,