How to customise the appearance of your ChurchSuite account

In this article

Introduction
Customising your account profile
Renaming and re-ordering modules

Introduction

Your ChurchSuite Profile is where your core account-related settings are maintained. These settings control aspects of the user experience of your module users, and also the branding and visual appearance of public-facing and member-facing forms and pages, and branded emails, giving a personalised look and feel to your content and communications to match that of your organisation's familiar styling and branding.

You can also maximise data protection and privacy law compliance by adding your organisation's Data Protection message (also known as your Privacy Notice), which is then surfaced on all public-facing and member-facing ChurchSuite forms that people submit personal details through as they engage with your events and activities. For example, those submitting personal details during visitor check-in, event sign-up, small group sign-up, custom forms that you might share, newcomer Details forms, and Donate.

Your profile is also where your ChurchSuite account contact details are maintained; the designated individuals that we might need to communicate with from time to time about matters about your ChurchSuite account, billing or data protection.

Customising your account profile

Working within the Administrator area, click into the Profile section. From this page you can view the current settings for your account profile, clicking Edit to make changes to the settings within a section. Let's look at each section in turn.

The Details section is pre-populated with the organisation Name you specified when you originally signed up for your ChurchSuite trial. Based on the trial signup details provided your account was preset with your account Timezone, Currency and Language, which can change if you wish. Start week on controls the first day of the week when using date pickers, and when the calendar in ChurchSuite, My ChurchSuite or Embed

The next section is Data Protection. Here you can optionally add your organisation's data protection statement, sometimes known as your Privacy Notice. Give your statement a suitable Title e.g. Privacy Notice, and add some optional Help text that is surfaced with the "I accept ..." consent confirmation checkbox that people will see on all ChurchSuite forms that collect personal information. The help text typically clarifies what ticking "I accept..." means; for example, you might say something like, "You must read and understand our privacy policy, which explains how we use personal data and your rights about your personal data". Finally, copy and paste your data protection statement (i.e. your Privacy Notice) into the Statement field. Once pasted you'll be able to further style your Statement text using the HTML editor tools available, including options to add embed external links and images if you wish.

Having added your Data Protection information, your data protection Statement will be made available on all public-facing and member-facing ChurchSuite forms through which people submit personal details; including My ChurchSuite, visitor child check-in, event sign-up pages, small group sign-up pages, customer-facing booking pages, Donate, custom forms, and the newcomer Details forms.

Here's an example from an event page where the sign-up form includes an I accept checkbox, a link to your data protection statement (which when clicked, opens to view in a pop-up), and the Help message that you added clarifying what ticking the checkbox means. For data protection and best compliance, sign-ups are unable to click Proceed until they tick the checkbox.

Continuing down the Profile page, the Email section determines the Branded Email Font and Branded Email Footer text used when module Users choose to send Branded email messages through ChurchSuite; or they can choose to send using a Plain, unbranded template. The email footer typically includes your organisation's contact details - perhaps your address or website link, and company/charity number. The emblem shown in the example below is derived from the account emblem (see next section). In this section you can also set the default Email Template used when composing emails; however, users can override this default and select a different template if they wish. Enable or disable Open Tracking - disabling tracking prevents an open-tracking "pixel" from being added to outbound ChurchSuite emails, which is used to determine 'email open' responses from recipient email providers that support open rate tracking. Open Tracking data records the date and time of an 'email open' only - all other tracking data, such as the recipient user agent and IP address are discarded and are not maintained in your ChurchSuite account.

Can I use my custom email font?

You can only choose from the fixed list of email-safe fonts provided. Email safe fonts are those which are installed on all devices, browsers and common email applications, ensuring that your sent messages can always be rendered on all recipient devices and applications. While you may have a licence to use a particular font for your organisation's branding and website, those receiving your emails will not likely have that font installed on their devices, meaning that your messages will not display as you intend. Additionally, your licence to use a certain font may prevent you from distributing that font to others. Using an 'email safe' font ensures that your branded messages can always be read without issue on the recipient's device, and without requiring them to first download and install your 'custom font' on all their devices.

Moving on, the Styles and Images sections enable you to personalise the visual appearance of your ChurchSuite member-facing and public-facing forms and pages by specifying your brand Colour and uploading a suitably-prepared image of your organisation's Logo and Emblem. Changes made in this section affect all areas of the ChurchSuite ecosystem, including Embed, Connect, Donate, My ChurchSuite and My Consent; and also branded email templates.

To customise the Colour of your banner heading, replace the default hexadecimal colour code with that of the colour that you wish to use. To find the correct hexadecimal code for your brand colour, we recommend using a tool such as Adobe Kuler.

To add or change a Logo and Emblem, hover over the respective logo or image placeholder box to surface the Add or Remove action icons. In the Add image pop-up either drag and drop your image file onto the drop-zone, or click + to browse and select the file to upload. Note the expected file format and image proportions - avoid images being stretched or clipped by ensuring your image files are prepared to precisely match these specifications. Your Logo will be displayed at the top of branded pages and branded emails. In the absence of a logo, your organisation's Name will be used. The Emblem is displayed in the footer of branded emails sent through ChurchSuite.

Finally, your account Profile settings are in sections for Contacts and Billing. This is required information and is pre-populated with the details provided when you first signed up to use ChurchSuite. Click Edit to keep these details up to date.

As you make changes to your account Profile, a Changes log is maintained, located at the bottom of the page.

Renaming and re-ordering modules

You can optionally change ChurchSuite's default module names, perhaps to better suit the terminology that is already familiar to your users. For example, if in your context you call your small groups "life groups", "cell groups" or "life communities", this can easily be changed.

To change a module's Name, navigate into that module's Settings by clicking on the cogwheels icon in the top right-hand corner of the module. On the Module Options tab click to Edit and change the module Name. The module name change is immediate.

You can also change the display order of the ChurchSuite modules in the module bar. Head to the Modules section of the Administrator area and click any of the up/down icons in the Order column to open the Order pop-up and re-order as appropriate. Changes made are applied immediately, and will apply to all users.

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