R E F E R E N C E G U I D E S TntMPD Reference Guides
Contents
1. pe Account to Different Contact CCC Account of 9S94163 Don t get lost As soon as you set up an appointment with a contact make a map to their house using MapQuest or Google Maps Copy that map to a Word document and save it in a special folder just for maps Tip Keep that folder in the same place as your TntMPD file On the Word document put their name and address and any verbal directions they may have given you Even tually you ll have a big set of maps that you can access easily on future appointments Modify gift amounts On the MPD tab in the Gifts box you can right click to edit add or delete a gift If you want to edit a gift you can also just double click on it First gift or pledge change If a financial partner changes their pledge amount un check the Pledge box on the MPD tab TntMPD will then alert you with a thank you task when the first gift arrives Send a spe cial thank you Pledge m 100 00 monthly 16 a TntMPD Reference Guides very important information such as best time to call prayer concerns etc Then when you click on that contact you will always see that information in the Notes window at the top of your screen Lookups 1 Lookup list Have a unique lookup where you need to hand pick the contacts Use other lookups to get the group as narrow as you can then use Lookup By List to check the ones you want You might use this when you want to2. REF Reference Guides designed to neip new users get up to speed g ickiy and neip experienced users make the most of TntMPD TntWare is all about giving missionaries more time to reach people with the life changing message of God s love and forgiveness in Jesus Christ TntWare is directed by missionaries who personally understand the adminis trative challenges facing other missionaries Staying organized is essential to any ministry but without the right tools administrative tasks can take needed time away from ministry TntWare seeks to reduce the time it takes missionaries to stay organized and to maintain good relationships with those who partner with them through prayer and finances TntWare provides its software to REN CE GUID S TntMPD Reference Guides 1 Introduction to TntMPD 2 2 Managing Contact Info 4 3 Managing Tasks amp History 6 4 The MPD Tab 8 5 Importing Contacts 10 6 Using Lookups 12 7 Using Appeals 14 8 Using Mail Merge 15 9 Top TntMPD Tips 16 others free of charge all user helps and documentation are available for free download For many missionaries even a small charge could pose to be a barrier Therefore TntWare is funded completely by concerned friends who have partnered with us through their prayer and financial support We equip thousands of missionaries from all around the world serving in over 40 mission agencie
3. Overview Control center for TntMPD lookups 3 Add to the current group Lookups allow you to narrow 1 Replace the current group Examines contacts NOT in the current down your list of contacts into Creates a new group based on the group those who meet the chosen usable groups They help you results of this Lookup criteria will be added to the group identify contacts who meet cer 2 Lookup within the current group 4 Take away from the current group tain criteria you choose Creates a new group from the current Removes those contacts from the There are 3 primary types of group based on your lookup criteria displayed group if they meet the criteria lookups Good for successive lookups you selected 1 By Field Queries your database and re Ozoli i o Mole 0 om ole em Mole lt i om a MyM Ke 0 EA M mi J em ele iola turns all contacts who meet the a xi single criteria chosen Examples x Home State MN Pledge gt O Contact Lookup General f Replace the current group By Field etc Many of the lookups On the By List Lookup within the current group on Lookup menu are pre written Custom C Add to the current group Cancel By Field lookups eer Take away From the current group MPD 2 By List i Call For Appts Whatever group of contacts you Financial one C Ababa Aladdin and Jasmine Princ are looking at when you select ic OkHer C Bear Baloo and Balind
4. and you record a task of some kind such as sending a letter TntMPD will prompt you to MPD Phase Flow Chart amp Task Process MPO Phase x Cancel S amp S no This contact has indicated a willingness to be asked again change their phase at right gt lf you assign a pledge amount to a contact TntMPD will automatically change their phase to PARTNER Financial because that is the only phase allowed if a contact has a pledge amount When would I move a committed partner back above the decision line The only time you would likely move a person back above the decision line is if they choose to leave your team temporarily For example a regular donor in forms you they need to stop giving for a while due to job concerns but wants you to call back in a year Keep sending your newsletter but change their phase to Ask in Future Another perhaps better option would be to change their phase to PARTNER Pray and create a Call task for that future date CheckMPDPhaseForm x would you like to change the MPO Phase For this contact Call For Decisio ni Ask in Future Ty 3 tE Tr T T gi Pa I i E bh zi bh m y sz Never Ask You do not plan on asking this person for support This is what you would check for a deceased person Analysis View Not Interested This contact has indicated they do not want to be asked TntMPD Ref
5. Since TntMPD is designed to help you build relationships with your ministry partners it goes the extra mile to offer features that enhance relationship building TntMPD allows three greetings for different places on your mailings The format you use for your greetings may vary depending on where you are from cultural guidelines the age of your ministry partner and how familiar your relationship is with them BL Address MPD re Tasks ie History Motes Personal N Photos Ufer Telephone Home S21 231 1234 Edit Business 321 408 5159 J Mobile 321 977 6566 Mew Contact Edit Contact Home Mr and Mrs George Jetson Skypad Apartments 2001 Space Dock Wy 1301 Cape Station FL 33701 Internet gietson spacemail cam Business TntMPD is a powerful tool for relationship building Let that power work for you In addition to having a multiple line address you can also customize the entire Address Block by clicking Addr Block If you do this you will need to use Greeting Greeting George and Jane Full Mame Mr and Mrs George Jetson Short Name George and Jane Jefeon TntMPD makes it easy to track lots of information a MER Ra Paa AAN Arnat TEE Talg more than you ll ever need If I Organization for your envelopes qne you are just starting out as a Spouse Wife missionary you can have a
6. E es upper Letter f f O Pooh winnie d thank you For SPECIAL gift of 2501 00 Than p g D 3p MMM J Coank vo DER CTL LT k DOO with a gift W To Do T i ve all pending 2 IgE x pee d thank you For ESTRA gift of 500 00 an OUS Tasks 17 When you a task TntMPD asks if you want to log a history event You may not always want to log an event Log History E z Saved Descriptions cal O For George and Jane Jetson Chonce ene aa Result Done When l 22005 6 33 52 AM Mow Chit chat Description challenge For summer outreach pledged 500 Select Follow up cal m a Initial Conbact a Seeking referrals k Cancel Special Ask Follow up Nokes Types of Results Done Attempted Received save history Descrip tions for commonly repeated tasks IF you are doing routine tasks such as making an initial contact with a large group of referrals you can save descriptions and just select ther From a list by clicking the Select button Add Modify Delete pee Appeal 2005 05 Summer Ask b Setup Appeals Cancel Export tasks to Excel to print them and take with you Gift Automation TntMPD automatically creates tasks based on a contact s giving activity compared to their Pledge You enable or disable Gift Automation in the Tools Options
7. see MPD Tab Reference Guide Task View see Task amp History Reference Guide History Tab Analysis View h TntMPD Toontown Contacts i Ioj x Edit wiew Contact Group Lookup Tools Help zlo E H CancelChanges X HP g Mr and Mrs George Jetson 100 00 thl Vi ew S ta tu sS A i Skypad Apartments ee 2001 Space Dock Wy 1301 s x p 4 Ave 103 mo in forma tion abo ut 3 _ AE ae cay oe ee No Org Account this con tact Notes A 07 241 Went to Utah and California and visited all the National Parks Actually met Yogi Bear Wile a Dalmation Popop and Ferdia Fi Address A Tasks ee History Notes E Personal N Photos User Deer Bambi and Feline g Devil Cruella Devil Tazmanian b PARTNER Financial Region Space Deceased Analysis Duck Daffy and Daphney l l j l F Ouck Donald and Daisy Li Referred by Fred Flintstone W Direct Deposit i Dwarf Dopey l s i Re Pedestrian chiet ri 100 00 monthly Likely bo Give Unassigned r W Magazine Flintstone Fred and Wilma 7 Send Newsletter Individual Group 5 ae z Flving Elephant Dumbo Amount ppeal 100 00 soog eoo 100 00 rog A 100 00 ERT vets fe 4 J 100 00 SOF j i 100 00 40y ot Nim 200 00 100 009 200 pan 100 00 1003 p 2004 100 00 pe d view of He ai Jun Jul Aug Sep Oct Noy Dec Jan Feb Mar Apr May Jun 4100 00 contact group n 100 00 And my God will meet all your needs according
8. Create a mail merge favorite for individual appointments then print the contact s address phone and directions before going on the appointment Publisher To merge with Publisher export your contacts to a text file General Advice 1 6 Navigation When working with a list use SHIFT CLICK and CTRL CLICK to respectively select blocks or multiple individual items in a list This works in all Windows programs Consistency Have a set time in your schedule each week to send thank yous www tntware com tntmpd Check out the TntMPD website such as FAQs and the user guide Exploding TntWMPD Married You may feel more comfortable using TntMPD than your spouse Find her or his strengths and work with them for example if your spouse likes to write thank yous export your thank you tasks to Excel then print the list and the addresses for your spouse Copy your TntMPD file to a flash drive or CD every time you spend significant work time on it Your TntMPD file contains irreplaceable information protect it Backup often Read Funding Your Ministry by Scott Morton available from Dawson Media This is an excellent book for improving your skills in the tasks of MPD Then use TntMPD to help you do those tasks effi ciently and effectively Work alongside someone else for account ability and encouragement If you have found TntMPD helpful con sider making a financial gift to support the development of
9. Daffy and Daphne Motes Home Fred and Wilma Flintstone 341 RockiRoad Buck Donald and Daisy Pebble Beach FL 37564 E First Pedestrian Church me Flintstone Fred and Wilma mi Flying Elephant Dumba Fudd Elmer i ei SD PF Hunan Eric and Ariel Mermaid Jetson George and Jane Jungle Tarzan and Jane Kent Clark and Lois Business Knox Calvin and Susie LePue Pepe Lightyear Buzz l Lion Simba and Wala Martian Marvin l Mouse Mickey and Minnie Pan Peter and vWendy l Phillip and Sleeping Beauty Pig Porky Pook winnie Everyone Other Mi ete meme ee Groups Contacts are sorted in Groups with Everyone as the default You can use Lookups to create a group of any kind such as regular partners newsletter recipients people to contact etc number Task Tab To access key TntWPD When this tab is highlighted that indicates you have a pending task for this contact Fi Addrass veo S h rot A O of contacts in your database bottom number and in the displayed group top equal when the group is Everyone 1 TntMPD features that help a missionary manage their relationships 3 Record relationship activity A Create Tasks letters calls thank yous to build relationship A Auto create tasks based on contact s giving activity gift automation A View History of completed tasks 4 Analyze Giving A Helpful charts View 1
10. Import Contacts Reference Guide A You can import contacts from Outlook A You can manually enter contacts 4 Assign MPD information to your contacts A Each contact in your database needs at a minimum an MPD Phase If they are a financial partner regular donor then you need to enter their pledge amount and frequency 5 Enter gifts A You can download gifts from your organization enter them on a chart using Tools Manual Gift Input or enter them individually for each contact 6 Use the Tasks amp History and other features A This is where TntMPD really shines Use the various features of TntMPD to build stronger relationships with your ministry partners TntMPD Reference Guides a 3 The Address tab is where the primary personal data is stored You can edit some information by clicking the Edit Contact or by double clicking inside the name address box at the top of the screen Other data can be edited by clicking inside any yel low box such as Telephone then clicking the Edit button that appears to the right Overview One of the most critical as pects of building relation ships is knowing about the other person The more you Know about the person and the more they know about you the stronger your rela tionship The strength of a relationship is a key compo nent for a donor choosing to remain committed to your ministry Greetings
11. TntWare by visiting www tntware com ministry 9
12. To cancel TntMPD Reference Guides a 15 Top TntMPD Tips 10 Use the Notes section to keep short but Tips and Advice for using TntMPD to help you raise your funds Some tips are technical tips for using the software other tips are advice for being more effective personally Managing Contacts 1 T Account List argad 63 Find a contact quickly On the Contact View just click anywhere in your list of contacts and start typing the last name TntMPD will automatically take you to that contact Send an email newsletter Use one of the User fields as a place for an email code Time zone issues Use one of the User fields for time zone so you don t call some one at an inopportune time Sync your TntMPD database with Out look The Category box on the User Tab synchronizes with Outlook Categories Marrying a missionary Use TntSync to combine two TntMPD databases This will combine all contacts giving and history into one database However it will not combine history for any contact who al ready support both of you TntMPD would create two contacts with separate history Have a donor with two separate ac counts For example they give from both a personal account and a business ac count You can merge those accounts in the Contacts View Org Info box by right clicking on their account Campus Crusade for Christ Info CCC Name Lh emee Crane
13. box on the Gift Automation tab Gift Automation works whether you enter the gifts manually or they are downloaded from your organization Gift type When TntMPD creates this task Gift is received from a financial partner PARTNER Financial who RECONTINUING gives a gift equal to their pledge after missing the number of months you select default 2 SPECIAL Gift of any amount Is received from a non financial partner Gift is received from a financial partner who is current on their pledge EXTRA General Gift Automation Regions International M Enable gift automation in response to new gifts e Thank delinguent contact For RECOMTINUING f months of delinquency required E Thank contact for giving MORE than their pledged amount M Thank contact who pledges to give on a LARGE TIME FRAME semi annual most Frequent time frame J Thank contact for SPECIAL gift J Thank contact for FIRST gift J Mark contact as RECEIVED when FIRST gift is received Cancel and gives a gift greater than their normal pledge A gift of the same or lower amount will simply be viewed as all or part of the next scheduled gift If a financial partner s pledge is infrequent you may want to send a special thank you each time they give You can define how frequent on the Gift Automation tab LARGE TIME FRAME Note Gift Automation is driven by When a co
14. contact Make a De cision Whether that decision is Yes to become a partner of some kind regular financial partner periodic special part ner or prayer partner or No not become a partner seek to have each person or couple make a decision The MPD Phase has an unwrit ten decision line that sepa rates those contacts who have made a decision from those who have yet to Why Because the Contacts and Referral Pool below on the Analysis View counts only those con tacts whose phase is above the decision line Contacts amp Referral Pool 3 on hand today 0 gained this week a 2 more than 1 month old Pledge Amount lf a contacts MPD Phase indi cates they are a regular finan cial giver PARTNER Financial then TntMPD com pares their giving to their pledge commitment and offers assorted features Gift Auto mation auto tasks Late Donor Report the colored status dot on the Contact View and Sup port Progress box on the MPD Phase FAQs Do I really need to use the MPD Phase Can I just make all of my contacts the same MPD Phase It matters The MPD Phase in combination with the Pledge amount and frequency are the cornerstone of the lookups and analysis tools I m just starting out witha bunch of names or I have just received several referrals What phase do I use for them By default new contacts are assigned n a as their MPD Phase You should change
15. i in Verault Greetings First George 00 ane Get to know you sheet for ma p nmr a x your new partners Greeting George and Jane Last Jetson M Same Last Name Full Mame r and Mrs George Jetson Suffix Short Mame George and Jane Jetson Organization Check here if this contact is ii EEE reetings a church or business eo Se ee Addr Block meer iM Deliverable Address Skypad Apartments 2001 Space Dock Wy 1501 City Cape Station State FL New Mr and Mrs George Jetson Skypad Apartments 2001 Space Dock Wy 1501 Cape Station FL 33 01 Home 321 277 3020 gt d Ss a ees i George and Jane Jetson Greeting Lingle George and Aunt Jane Full Mame r and Mrs George Jetson Short Name The Jetsons NOTE Some greetings are customized Restore Defaults Cancel ox Six ways to add new contacts to your database Each of these methods has pros and cons For more information see the Adding New Contacts section in Chapter 3 of Exploding TntMPD Also see the Import Contacts Reference Guide Method Best reason to use this method You have just received several new names from an existing contact and have very limited information about these new contacts Contact Add Referrals File Import Import Contacts from Text File Import Import Co
16. peals youll see the Edit Appeal List box where you t can add modify or delete Once your appeal is set up you can assign tasks to it Typically appeals are sent to a group of contacts all at once Once you have your group of contacts ready se lect Group Log History to log a history event that is a completed task When a gift is received in re sponse to this gift edit the gift in the Gift Details box You can then assign all or part of the gift to the appeal Gift Details Contact jMr and Mrs George Jetson Date Jizj22j2004 Amount 200 00 Appeal 2004 12 Year End Ask 1100 00 14 a TntMPD Reference Guides The S Appeal Tracking Appeals Appeal Number in History Number of Gifts Total Gifts Setup 2003 12 Year End Ask i l 50 E 2004 Pledge Changes 95 net increas 3 0 Export 2004 05 Summer Ask l 2 1000 p 2004 12 Year End Ask ol 4 1100 Excel 2005 Pledge Changes 1 0 d 2005 05 Summer ask 44 450 ja Lookup When you double click on this appeal the 44 completed tasks will appear in the History tab the gift will appear on the Gifts tab History Sifts When Logged Contact Appeal Edit Appeal List 2001 12 Year End Ask 2002 12 Year End Ask 2003 Pledge Changes 450 net increase 2003 05 Summer Ask 2003 12 Year End Ask 2004 Pledge Changes 95 net increase 2004 05 Summe
17. selecting your favorite when you open TntMPD Tip If you are looking for a specific contact in your contact list you can click in the list of names and just start typing TntWPD will automatically go x to that letter of the alphabet Can I lookup contacts who gave during a certain time period in the past Yes For complex queries like this you would have to use a Custom lookup The following custom lookup would return all who gave in March 2005 ContactID IN SELECT ContactID FROM Gift WHERE GiftDate gt 3 1 2005 AND GiftDate lt 4 1 2005 This example is given to show you that TntWMPD can do very complex queries on your database if you know how to write them TntMPD Reference Guides a 13 Overview The Track Appeals feature is a great bonus tool of TntMPD that helps you measure the response to special appeals that you send Tools Help Late Donor Report Contribution Report Appeal Tracking Birthday amp Gniversary Report You can associate both tasks such as letters and phone calls and gifts with appeals As an example you might send a special ask to 44 peo ple to raise funds for a sum mer outreach Setup the Appeal You can do this from the Appeal Tracking box shown at right The Setup Appeals button is also on the Gift Details Log History and Schedule Task boxes not shown When you click Setup Ap
18. to giving 100 00 his glorious riches in Christ Jesus Phil 4 19 NIV Filter tasks by date description cts 4 Put All into Excel 28 Put Selected into Excel Past or task type Type Description Thank Send thank you For ESTRA gift of 100 pe te Past amp Today 3 5 glee e003 Thank Send thank you for SPECIAL gift of SO Today ird f i 5 22 2003 Thank Send thank you for SPECIAL gift of 50 Tomorrow D giezziz003 Thank Send thank you for SPECIAL gift of 100 Date Range aM Eri i idi Sieereoo3 Thank Send thank you for SPECIAL gift of 75 Paty O all le S22 2003 Thank Send thank you for SPECIAL gift of 250 _ Schedule Amith Si22 2003 Thank Send thank you For FIRST gift of 45 x Fier by degtriptian ith 5222003 Thank Send thank you For SPECIAL gift of 45 TA h Duck Daffy and Daphney 6 2o 2003 Ap pointrnent e fi H _ Analysis L g Dalmation Pongo and Perdita sec Call Follow Up on initial contact Ol Lion Simba apcLblals peace ebb Remind to send annual check Follow up on Olympic whirlwind competition A e cal tctter Some tasks Send thank you For EXTRA gift of 500 00 Gift Input Reminder Letter oe x a uto m atic a Ily Send thank you For RECONTINUING suppa Support Letter Send thank you for FIRST gift of 100 00 ee ed Created by TnNtMPD stat csuask O Flintstone F Send thank you For RECONTINUING suppa Tasks 17 S TntMPD Toontown Contacts E Ioj x Fl Cancel Changes X 2
19. 0 types of givers in 14 different ways for as many months back as you wish A These tools help you see areas of strength and weakness A View the results of appeals you have sent using Appeal Tracking al A View assorted reports Contribution summaries Late Donor Report Birthday amp Anniversary Report and use Lookups to segment your list Status Report TntMPD tells you this contact s giving status such as pledge amount amp frequency average giving and how current they are colored dot lol x H GanceGhenges E bi A LL Fy Everyone baba Aladdin and Jasmine Princess l Contacts Weear Baloo and Balinda lt a Beast Beast and Belle E Bird Tweety and Tweetilee 145 00 monthly amp Current Ave 145 mo 2f S666 Fred and Wilma Flintstone 341 Rocky Road Pebble Beach FL 37564 Home 576 964 1257 fred flinstone hannabarbera com AA amp lt History Notes Personal N Photos User Telephone Edit Home 576 984 1257 Mobile 576 511 8984 flew Contact Edit Contact Intarnet Fred Mestonem hannabarbera com Greetings Greeting Full Mame Short Name Frag and Wilma Flintstohe FrecNend Wilma Flintstohe Edit Contact Information You can modify a contact s personal information by clicking in a box then pressing Edit next to the box or by clicking the Edit Contact button These are Four Key Screens in TntMPD MPD Tab
20. 003 Pledge Ch 25 Increase 75 to 100 6f19 2003 3 00 30 PM Appointment Done 6 1ef2003 3 00 06 PM Call Done Upcoming visit with the Jetsons George 6f1ef2003 2 56 18 PM Call Done Speedette Talked about wisik to Spacely 6172003 2 33 07 PM Call Attempted Upcoming Visit Bl2e 2003 11 08 30 AM Support L Done 2003 05 Summ Sent Summer Ask HALO HAaa Hw Rabbit Roger and Jessica Racer Speed and Speedette View the status of your financial support 2 TIntMPD MPD Analysis File Edit view Tools Help outstanding contacts cr el A M and recent i aeons JO Show Yast F Support Progress Contacl Weekly A Activities Contacts g Monthly Goal 3 000 728 on hand today None H re Pledges 6 968 0 gained this wee E Avg Monthly 11 201 he more than 1 nth old Schedule ee Analyze average Monthly Gifts Average Monthly Gifts by State Top k g f Gift Input F einas Analyze By State Chart Type Bar Chart with values Eight things TntMPD does automatically In parenthesis is the chapter in Exploding TntMPD where this concept is discussed A Download Gifts 2 A Download Ministry Partner names amp addresses 2 If your organization supports these two features Assigns Tasks based on gifts 4 Alerts you when an update is available 7 Alerts you to address mismatches 3 Str
21. 3 07 24 Went to Utah and California and visited all the National Parks Actually m Kooi B Be Web feature Address This is an wuinlimited tert field hut ani the first hit af infarmatinn Phone will appear red if it Address ho 8 Tasks lt gt History Motes Personal K Phobos User OS O VOUE Organiza tion s info on this contact MPO Phase PARTNER Financial Region Space Deceased Next Ask Referred by Fred Flintstone W Direct Deposit Pledge Iu 100 00 monthly Likely to Give Unassigned M Magazine M Send Newsletter Amount Appeal z this Individual roup aE months fe View giving history Pisj27i2005 100 00 sage 6c ery ae ae ee 4 for this contact or ee a M A iel all contacts in the 3292005 100 00 displayed group pees oeae for any number of time periods you choose 200 00 100 00 100 00 100 00 100 00 500 00 100 00 40 00 200 I 4 r z rF ns s m n Sa arua anane inat U 2004 03 Sum dun l Aug Sep Oct Mov Dec Jan Feb Mar Apr May Jun Gift Details xi Contact mr and Mrs George Jetson Manag I ng Date 12 22 2004 Amount 200 00 Gifts Cancel l Edit gift Appeal 2004 12 Year End Ask 100 00 Right click to add Ree ees Delete gift aa ee A Edit a gift e g to assign a portion of the gift to an appeal You
22. Mr and Mrs George Jetson 100 00 monthly View the relationship history with this Ss od 10 e ni Home 321 231 1234 wicca hacen O7 24 Went to Utah and California and visited all the National Parks Actually met Yogi Bear contacts in the displayed group MPD Ey Tas 3 Motes Personal N Photos User al Group gt Log History Appeals Since Last Gift analyse Il ouch Dery and Deprney sop amp o Duck Donald and Daisy Mo Org Account E Dwarf Dopey Dae Time Type Result Appeal Description g f first Pedestrian Church SAG Supportl Done 2005 05 Summ 2005 Summer Ask imi Flintstone Fred and Wilma n BARR 12 S1 20IN 8 35 32 AM Thank Done 2004 12 Year E Send thank you For EXTRA giftof 100 00 Gift Input Flying Elephant Dumbo oF 1 Jungle Tarzan and Jane Kent Clark and Lois 12 1 2004 e905 4M Support L Done 2004 12 Year E 2004 Year end ask B1ofz004 2 45961 PM 9 Thank Done 2004 05 Summ Send thank you For EXTRA gift of 500 00 Fizel2004 1 41 06 Call Done Called about upcoming visit George Fl20 2004 1 40 33PM Call Attempted left msg set up upcoming visit ziz0z004 10 01 09 AM Call Attempted busy sek up upcoming visit 18 2004 9 56 07 AM Letter Done SIFT Sent bones to celebrate new puppy 12fef2003 2 36 06PM Thank Done Speedette Send thank you For EXTRA gi 12 1 2003 825 24 4M Support L Done 2003 12 Year E 2003 Year end ask 6212003 8 37 044M Supporkl Done 2
23. Ofef2004 8 50 12 4M Appointment Done Attended Missions Wweekend Metropolis Pedestrian Church of Frenn4 100A 4 PMO I ekker nne 004 09 Mewslekker Taonnkawn Hinh Homeramina Record the date and topic for each newsletter and appeal you send Record the dates of MPD trips or when you attend special events at your sending church es r Recording Your Own Activities TntMPD Reference Guides a 7 The MPD Tab Overview The MPD tab is the user favorite of the eight tabs on the Contact View and is the one tab on which all of the financial information about a contact is stored See chapter 3 of Exploding TntWPD for more details MPD Tab fields MPD Phase The point your con tact is at on the cycle of MPD for your team See next page Next Ask To schedule a future ask time This field is not com monly used Pledge Dollar amount and fre quency of pledge Check box indi cates they have given pledge at least once Tip Do not check the box when you record the pledge TntMPD will check the box when you receive download the next gift Pledge mji 100 00 monthly v Region Geographically combine your contacts Useful for lookups and future MPD maintenance You define regions that work for you Referred by Type the name of the person who gave you their name If Referred by is bold that indicates this contact has several referrers click on the bold letters
24. Phone TRUE or FALSE for each entry Such as MobilePhone Send Newsletter Next Ask Pledge OtherPhone Received etc Internet 2 If you use PLEDGE AMOUNT as a Email column you also need PLEDGE Email2 For the SPOUSE if different FREQUENCY as a column Pledge Notes does not need a value if it is zero Notes Can be a longer text field 3 Conversely If you have PLEDGE Greetings FREQUENCY and MPD PHASE as columns you must have a value in FullName Formal greeting for env Greeting Used inside letters each row even if it is zero ShortName 4 If a partner has a pledge their MPD MPD _ Phase must be 60 PARTNER MPDPhaselD From this list Financial 0 ma 10 Never Contacted Name 20 Ask in Future Title e g Mr Dr Rev Mrs Ms 30 Call for Appt FirstName 40 Appt Scheduled MiddleName 50 Call for Decision LastName 60 PARTNER Financial Suffix e g Jr Sr Il Ill 70 PARTNER Special Spouse l itle 80 PARTNER Pray Spouse first name 90 Not Interested SpouseMiddleName 100 Never Ask spouseLastName Only if different than LastName sample of a text file ready to import Bottom picture is an extension of the right side of the top picture K L hi EE B o o E F i g PledgeAmount If amount is greater than zero PledgeFrequency must also be greater than zero PledgeFrequency From this list 0 lt none gt 1 monthly 2 bi monthly 3 quarterly 4 quad monthly 6 semi annual 12 an
25. Tweety and Tweetilee 5 22 2003 Thank Send thank you for EXTRA gift of 100 Tasks are often viewed as a ese Be P D ird Tweety and Tweetilee 22 2003 Thank Send thank you for SPECIAL gift of 50 group for all contacts while f E pp Td q tuck Daffy and Daphney 5 22 2003 Thank Send thank you For SPECIAL gift of 100 l l i Tomorrow EAHuman Eric and Ariel Mermaid 5 22 2003 Thank Send thank you For SPECIAL gift of 75 History is typically managed mii Date Rang 3sungle Tarzan and Jane 5 22 2003 Thank Send thank you for SPECIAL gift of 250 Or viewed for individual con C All i Smith John and Pocahontas eed Fea Thank Send thank you For FIRST gift of 45 Schedule 0 smith o on PE XJ Jha thank you For SPECTAL gift of 45 Filter by description tacts Task History tips C P buck Daffy an Type Thank For mr and Mrs George Jetson Led C Dalmation Pon low Up on initial combact Filter tasks to focus on analysis MeN O Lion Simba anc Pescription Send thank you For EXTRA gift of 500 00 Indita send E check zs Bi Call E g Devi Tazmani Co oS lop on Olympic whirlwind competition i i i TE W Email renee fot E x E j one thing at a time for eh Letter ra ae M Log History Done F a ae 8 ee example uncheck all Pre Call Letter S woh als lt i eans J Gift Input IM Reminder Lette O E3Rabbit Roger d thank you For SPECIAL gift of 500 00 but Thank to show you
26. a Clear All By List you are given a list with all L Beast Beast and Belle heck fth y Bird Tweety and Tweetilee Deverse tll checkboxes of that group You Groun C Bunny Bugs and Babs Ie ep Charming and Cinderella Comboy Woody and Bo Peep Coyote wile Dalmation Pongo and Perdita can then create a custom lookup by checking specific contacts Reverse Selected 3 Custom By using database query lan guage you can write custom queries that will return very spe Contact Lookup Gene f Replace the current group cific results These types of que n By List f Lookup within the current group ries are complex and are beyond 3 th f thi f id Custom C Add to the current group anes Sr ee EIN np Meta sare sedan Favorites Take away From the current group MPD Although the custom lookups Call for Appts can be challenging until you i ile learn how to write them you can often get the results you want by doing successive simple look ups by field or by list Field Comparison Value Last Name begins with For example let s say you have 500 contacts in your database and you want to find all 18 of 7 your financial partners in Minne Manager Name sota who give more than 100 Middle Name Comparison Value PARTNER Financial z exactly lt ITTE is mak Never Conkacked per month You could do this in Mobile Phone is less th
27. an Ask in Future three successive lookups each Monthly Pledge is greater than Call For ppt one shrinking the list some and MPO Phase is at least Soot Scheduled they do not have to be in this Met Meeting Alias is at most Zall For Decision order Met Meeting Server POR THER Financial Mever sk PAR TNWER Special a Find financial partners 105 Next Ask PORTMER Pray a Find those from Minn 47 Mot Interested a Find those whose average Is greater than 100 18 When you select a Field the Comparison options will offer selections based on that field and the Values drop down box will list all of the values for that field on the table For example if the field was Send Newsletter the comparison would be is exactly or is not and the available values only TRUE and FALSE You can save any lookup as a favorite for future use 12 a TntMPD Reference Guides Lookups FAQs Use Lookups to change the displayed group of contacts The default group is Everyone which is your entire list of contacts Lookups are a database query TntMPD runs for you on your database This is covered in Chapter 3 of Exploding TntMPD What are the basics of doing lookups TntMPD allows you to do a lookup either on your whole contact list or starting with the group you have displayed You often have to do multiple lookups to get the final group you want Replace the current group Lookup within
28. ater some common data you may have maybe in your head but not in your database include MPD Phase type of ministry partner Pledge Amount and Pledge Frequency e g 75 monthly referrer church name birthdays and anniversaries and children information Step 4 Import Save your file as a csv comma separated values file In TntMPD select File Import Import Contacts from Text Match the field names and click ok When you import you may have to try several times and correct errors in the text file between tries Your data rows would look like this example In cases where a specific contact has no data such as if you do not have their phone number you would just put the next comma Mr Mrs Roger Rabbit Jessica Roger amp Jessica 24 Gooey Ave Foontown CA 99999 123 234 8262 Fred Flinstone First Baptist Church of Toontown 60 75 1 TRUE These last four items indicate e The MPD Phase is 60 PARTNER Financial e Pledge amount is 75 e Pledge frequency is monthly 1 They should receive the newsletter TRUE TntMPD Fields This is not an exhaustive list but only the most common for those converting existing databases For a complete list see Chapter 7 of Exploding TntMPD Home Address HomeAddress HomeCity HomeState Province HomeZip Postal Code HomeCountry 1 For any column in your text file that has BusinessPhone a TRUE FALSE value you must enter a Home
29. ays to do this You could save your file as a text file then open it in Microsoft Word and use Search amp Replace to convert amp or commas to tabs See the box below to learn more about using Word to convert your data You could Database in Microsoft Word While Excel is probably the easiest software to use for preparing a database for import into TntMPD you can use Word Make sure none of your fields has a comma in it as a comma is the delimiter that separates each field Your first row should define the field as shown here with no spaces after commas Bold added to make it easier to read Title Soouse Title FirstName LastName SpouseFirstName Greeting HomeAddress HomeCity HomeState HomeZip HomePhone Referrer ChurchName MPDPhase PledgeAmount PledgeFrequency sendNewsletter etc your database embodies the features they only dreamed about when developing their own systems Fortunately the more complex the system you have the easier it will be to convert your existing database and importing it into a new TntMPD database also use Text to Columns on Excel s data menu don t try this unless you have experience or want to learn Step 3 Add information you do not currently have in your database There are several fields in TntMPD especially on the MPD Tab that you can add to your file before loading Doing it in advance saves you from updating common fields one at a time l
30. bow Tish Memo Memo Rainbow tish ra Undersea Way Atlantis hir Vinnie the Pooh Pooh Winnie the Pooh clo Christopher Robin Hundred Akre 10 Under the Oak Tree har George Jetson Mirs Jane George and Jane George and Jane Jetson 2001 Space Dock Cape Station 2 King Tarzan of the Jungle hrs Jane of the Tarzan amp Jane Tarzan and Jane Jungle 423 vine St Everglades K Pe a o gt ie GL ce MO w ARK Home Home Home Email 1 Referred By User 1 Pledge Pledge Pledge VPO Send Eyrect VAI Zine State P 7IP Pos Phone Received Amount Frequency Pftase Newsletter Deposit roving tal FL 32099 F635 261 5 mickey disney Bugs Bunny Wie TRUE BO BO TRUE FALSE TRUE VT 02001 FALSE T T FALSE FALSE FALSE FL Buzz Lightyear wie FALSE TRUE FALSE FALSE FL 32099 4076953175 dduckiedisney oMickey Mouse Ve TRUE 50 B0 TRUE FALSE TRUE CA 99999 314 234 0262 Fred Flintstone FALSE pis H0 FALSE FALSE TRUE FL 3fo04 576 964 1 fred flinstoneoh Bugs Bun 145 B0 TRUE FALSE TRUE Bunny FL aragi 575 898 1 bugs _bunny iv Mickey amp Pledge Frequency and T r TRUE TRUE TRUE Rainbowfish FL 33456 cel Mer MPD Phase must have a 20 BO TRUE FALSE TRUE Pooh VT 01402 Mickey hio ree T ot TRUE FALSE FALSE value on each row but FL 38701 321 231 1 gjetson spacen Fred Flint Pledge Amount can be 100 so TRUE TRUE TRUE FL 35433 123 427 2800 Prince Cha blank if it is zero 0 70 TRUE FALSE FALSE TntMPD Reference Guides a 11 Using Lookups Contact Lookup Dialog Box
31. can also double click on a gift to edit A Add anew gift You might do this if you received the check and are forwarding it to your organization 2 Personal gift W Available an web 3 rg Details Donation ID Pending Account IC no logo available Account Mame A Delete a non web gift for whatever reason Web gifts need to be corrected by your organization Designation Motivation or an internal transfer from another missionary in your organization not shown Create a negative donation to reduce all or part of a church s gift and re assign manually to actual givers you good for getting that thank you on your task list Add a gift you are sending in to your organization to ensure it is credited to View organization donation data for downloaded gifts MPD Phase TntMPD s ability to connect financial gifts with a con tact and then to take action based on financial activity is what makes TntMPD such a powerful tool Of the more than 150 data fields in the TntMPD database the MPD Phase and the Pledge amount frequency are the two most important The MPD Phase determines how each contact is handled in lookups and analysis tools and how your financial statistics are calculated Each contact will move through the MPD Phases from top to bottom although each contact may skip some Your goal in MPD should be to have each
32. erence Guides a 9 Overview Many missionaries who begin using TntMPD have been serving the Lord for years in the mission field Natu rally they have had to maintain a list of ministry partners in some way Some have kept meticulous paper records Others created their own databases in Microsoft Word Excel or Access and some have even maintained giving records in those files as well These days many people keep their contacts in Outlook and Palm Desk top also For those who already have a reliable database of their partners the transition to TntMPD can be much shorter than alterna tive methods such as downloading from your organization s donor da tabase or manually entering all your contacts Note Importing contacts from an existing database via a text file should not be construed as easy This reference guide is in tended to guide you through the process However the ease of this will be dependent in part on your own comfort level with your existing database as well as how detailed your current list is If you find that this import method does not work for you do not be come unduly frustrated but try an alternative method TntMPD has over 150 data fields in the database The more data you have on your ministry partners Such as pledge amount church children birthdays and anniversaries refer rer etc the more you will benefit from importing your contacts Importing your contacts
33. es or requirements for gt we All of these User fields can be used in Lookups which is why they are so helpful You can change these for a group of to or instead of a printed newsletter A User Status is similar to the above but contacts by using Lookups such as By A Categories are Outlook fields When this offers a drop down list of all User List where you pick all the single or database is synchronized with Outlook this Status entries in your database This married partners then doing a contact will be placed in the Outlook field can be useful as a temporary field Group Field Change to change the Category as specified here for doing a callback strategy field for everyone TntMPD Reference Guides a 5 Tasks amp History Task View amp History Tabs A History event is simply a Task that has been com pleted For that reason they The Task View View all pending tasks by clicking the Tasks button on the button bar View tasks for an individual contact by clicking on the contact s Tasks tab You can Lookup the contacts a TntMPD Toontown Tasks Past amp Today File Edit wiew Lookup Tools Help cs i W hi sd Lookup All Contacts Lookup Selected Contacts 28 Put all into Excel 28 Put Selected into Excel are best addressed together i i Past Name Date Time Recurs Type Appeal Description ey Past amp Tod O 3Bird
34. from a file is a better solution than other meth ods because it allows you to pre populate the most data Even if you can download your partners names and addresses from your organiza tion you could still save many hours that is days or weeks of work get ting your TntMPD database to a good working point This reference guide focuses spe cifically on the steps necessary to convert an existing database to a file that can easily be imported into TntMPD 10 a TntMPD Reference Guides Q already have a system that works for me Why should switch to using TntMPD A Missionaries who have their own system find switching to TntMPD easy because of the powerful features of TntMPD For most users TntMPD Steps to importing Step 1 Determine how much information you have already Look at the list on the back side of this guide and check off the fields you already have such as name address phone pledge amount frequency church name etc Step 2 Convert your data into a format TntMPD will recognize If you have an existing database it is very likely you have data fields combined when TntMPD wants them separated This will probably be the most time consuming step in the conversion process Here are the most commonly combined fields Title amp Spouse Title Mr and Mrs Firstname Spouse Firstname Lastname and Suffix City State Zip There are several different w
35. ge by following these up the total sn and Total gift amt steps rename the appeal e 2005 Pledge Changes 450 Net Increase Now you will have a way to easily review your monthly support changes over time 1 At the beginning of the year create a new appeal and name it simply 2005 Pledge Changes Amount for the appeal 2 When a partner notifies you Overview Many missionaries prepare their newsletters in Microsoft Word and use the mail merge feature to per sonalize the letters TntMPD creates a direct link to Word using your displayed group as the source data for the merge You can use any of Word s merge features such as letters envelopes labels or email using TntMPD You may find it easier to create and save your document in Word first Then using TntMPD initiate the merge I create my newsletters in Pub lisher How do I merge those The only way to do this merge is to export your group to a text file and then use that as the source data for your Publisher merge I could save a lot of money send ing all of my newsletters by email Should I do that The method you choose to send your newsletters will depend on many factors You may want to try a hybrid approach sending some communications by email and some using regular mail You also need to gauge the desires of your partners Some may specifically request newslet ters by email while others may no
36. ikes out undeliverable addresses 3 Asks you if you want to change a contact s MPD Phase partner status 4 Adds country to mailing address when you are mailing to a country other than the one you are located in set up in Tools Options 3 gt r gt pp p gt gt Six things TntMPD does NOT do automatically A Alert you when a regular donor is late Late Donor Report Ch 5 A Alert you when a birthday or anniversary is coming Birthday amp Anniversary Report Ch 5 A Assign gifts to appeals Appeal Tracking Ch 5 also see Using Appeals Reference Guide A Merge contacts accounts 3 A Input non donors these have to be imported or manually keyed A Determine your partner s pledge You have to manually enter the pledge for each partner Having a pledge for a partner is key to many functions in TntMPD such as gift automation automatic creation of tasks Support calculations analysis reports late donor report and more 1 Download TntMPD from the TntMPD website www tntware com tntmpd 2 Walk through the initial setup steps A Create your TntMPD database A Enter your personal information You do not need to enter your address and phone 3 Load your contacts several different ways A If you can connect with your organization s donor database you can download all of your donors and their gifts A Ifyou have an existing database you can save that as a text file and load it into TntMPD see
37. ing to join my team Do a Lookup By Field to find everyone who has not made a decision Choose Field MPD Phase Comparison is less than Value PARTNER Financial The current group doesn t show all that need Does Group Delete Group eliminate that group so I can create a new one No Group Delete Group actually DELETES the contacts from your TntMPD database That is why TntMPD requires you to type DELETE so you do not delete them accidentally To view a_ different group just do a lookup that Replaces the Current Group You may also find it easier logically to start with your Everyone group and then do lookups from there I made a mistake on my lookup and got bad results Can I go back or do I have to start my lookups over again Does TntMPD have a back feature to go backwards When doing multiple successive lookups to get a specific group of contacts it is not uncommon to select the wrong type of lookup within current group not in current group As a result your displayed group isn t right This happens to a lot of people even expert users Your only option is to start over Does TntMPD have a way to show a default lookup when open I usually want to see my support team The default group is Everyone New users find that confusing because they are not used to seeing names of people who have not been on their list for years You can get into the habit of immediately
38. most of the MPD work you may want to assume that no Called to set up appt name means the primary person did the task MARCY Send thank you for EXTRA gift of x Lunch with George When the Tasks tab is highlighted BLUE that indicates Er mj l you have a pending task for this contact amen 4 tory NOLES Personal N Photos Set A good way to track your MPD activity as it Schedule relates to all your partners is to record tasks and history on your own contact From the menu Lookup Me Date Tine Recurs Type Appeal Description O tk 111 2005 r To Do Start Year end Ask Need to remind yourself to do SEE Histor Ta Address MFC s Tasks oF Motes E Personal N Photos User gt something in the future such as Start a brochure or write a special Individual Group ree Log History 4o5peals Since Lask Gift ask letter Create a task for Date Time Result Appeal Description yourself and fo ro et about it aiios 10 09 25 PM Letter Done 2005 02 Newsletter Dorm valentine outreach 1115 2005 10 08 50 PM Letter Done 2005 01 Newsletber Wew Year s Eve Bash Outreach lziz0z004 10 08 30 PM Letter Done Christmas Card 12 1 2004 3 10 05 PM__To Do co 11 50 2004 10 08 00 PM Support L Done 2004 H E 2004 12 Ask Year end 1199 2004 10 07 40 PM Letter Done 2004 11 Newsletber Thanksgiving 1O1S 2004 10 07 03 PM Letter Done 9 2004 10 Newsletber Fall in Love with Jesus postcard L
39. n your database ec aa Spacely Sprockets by clicking the down arrow This field can be Hobbies Fishing Walking Astra helpful for doing future Her Hobbies Robot Maid Mentor top most section of the Notes will always appear above the tabs so put the very most important information at the top A It may be helpful to date each note entry Font lahoma e zl SO you can recall when you wrote it Notes lab notes in the Description field of history events instead of the Notes tab A Keep the note under 4 000 characters if you synchronize with Outlook and your PalmPilot Otherwise you will receive an error each time you synchronize your cursor in the unnamed box and right clicking fseorge Jetson You can see all the photos in your but you cannot manipulate the pictures from that box Photos Tab gt Individual contact A Photo files should not be over 25k database for maximum effectiveness these fields but here are examples of how User 2 EST they could be used A User 1 could be used for I or We to create custom response pieces ld like to Liser 4 give or We d like to give A User 2 could be the time zone of the User 3 User Tab Categories MPD contact to assist in calling at appropriate User Statue Summer Ask Follow Up times A User 3 could be used to Indicate this contact receives email updates in addition Year field can be two digits 47 or fou
40. ncrease support note in descr lf your contact is married put the name of the spouse you talked to on a call Called to touch base George Called about upcoming visit Jane If your call attempt is unsuccessful you may want to indicate why especially if Challenged for summer outreach request pledged 500 busy Called to set up initial appt left msg Called to set up initial appt left msg w daughter Called to set up initial appt wrong 951 555 8734 Correct 951 555 8374 If you send a gift of some kind to a ministry partner indicate that using Letter GIFT Sent Christmas CD Sent If you receive a non financial gift indicate that using Letter Received REC D GIFT Baby outfit When a ministry partner changes their pledge amount use your Pledge Change 25 Increase 75 to 100 appeal and record the amount in the description This will help you review their 50 Decrease 50 to 0 lost job ongoing pledge changes over the years See Appeals Ref Guide for more info you have frequent unsuccessful attempts If the attempt was a wrong record both the wrong and the new you look up or locate lf your Spouse periodically works on MPD it may be helpful to record who MIKE Called to set up appt performs the task by putting her his name or initials in brackets at the MARCY Send thank you for EXTRA gift of x beginning MIKE Lunch with George Oo 6000 Q If one of you does
41. nd keeping track of gifts is a great feature Many missionaries have benefited from TntMPD without going beyond this level A Level 2 Task Manager Tracking tasks and be ing able to review your past activity with part ners is made easy with TntMPD A Level 3 Exploding TntMPD TntMPD is full of creative and clever enhancements that help missionaries excel in their ministry partner develop ment 2 A IntMPD Reference Guides ministry 1 Manage Contact Information A Name address phone email and internet info A 3 Separate greetings for creating letters and envelopes A Personal info such as birthdays anniversary children job and hobbies A Notes A Small photos 2 Manage Financial Information A Identify contact by type of giver regular financial partner special partner prayer only etc This is called MPD Phase see MPD Tab HRG A Record pledge amount and frequency A Record who referred you to this contact A Record all gifts ntMPD can do this automatically with some organizations TntMPD First Impression Button Bar features amp TntMPD Toontown Contacts File Edit View Conkact Group Lookup Tools Help oO m 4 6 e 16 of 44 Bunny Bugs and Babs Charming and Cinderella Cowboy Woody and Bo Peep Coyote wile Schedule Dalmation Pongo and Perdita Pg Deer Bambi and Feline r Devil Cruella l Devil Tazmanian J Analysis l Duck
42. ntact pledges to become a regular giver OR changes their each par tner s pledge Without a pledge amount uncheck the Pledge box on their MPD tab TntMPD will then alert you when their first pledged gift arrives and p leag S every g ift will create a Sp ecial FIRST automatically check the Pledge box thank you Also the pledge amount determines whether TntWMPD views a Pledge 100 00 monthly oe gift as First Extra Recontinuing etc 6 a TntMPD Reference Guides 7a Address amp MPD Tasks su Notes Personal K Photos User Writ Nn o M Ca Nn i Nn gfu Individual Group OP Log History Appeals Since Last Gift o D 2 S C ri pt i O nN S Date Time Type Result Appeal Description E 5fif2005 Support L Done 2005 05 Summ 2005 Summer ask 12IS1I2004 8 55 52 AM Thank Done 2004 12 Y Send thank you For ESTRA giftof 100 00 Over the years you could easily complete E 12 1 2004 8 29 05AM SupportL Done o 1 2004 Year end Ask a1Of2004 2 45 51 PM Thank Done 2004 05 end thank you For ESTRA gift of 500 00 hundreds even thousands of tasks related to am 7 22 2004 14 06PM Cal Done Dolled about upcoming a 2 your ministry partner development Don t rely am 720 2004 1 40 33PM Call Attempted set up upcoming visit on your memory tO keep track of what you ae Fi20iz004 10 01 09 AM Call Attempted busy sef up upcoming visit i E3 1lal2004 3 56 07 AM Letter Done Sent bones b
43. ntacts from Outlook Click New Contact on the Address Tab or New on an existing contact s box To import an existing database you have saved as a text file Best for first time users who have been managing their contacts in another software To import an existing contact list from Outlook You may find it easier to export from Outlook to text first If you are manually entering a set of contacts from paper toons for Christ Ca Jane Dear Uncle George and Aunt h I had a visit with 2 and though hes famous th the sa Automatic Download from your organization s donor files File Import Address Web or Tools Address Web If your organization supports this method this is a fast way to populate your database with those who have given financially Note that the information your organization has on your ministry partners may not exactly match your list 4 a TntMPD Reference Guides Other Personal Information Family Side and Family Level can help track relatives from your side or your spouse s side of the family if you are married z _ Oo Oia yon Hl a Oddress JEL G Tasks gie History Motes U information about D children Family Side His Family Level UnclefAunt QO Children Daughter Judy 1213111960 His Boy Elroy 311111966 Church First Pedestrian Church of Toontown You can select from all Him churches i
44. nual 24 biennial PledgeReceived TRUE FALSE First check has has not been received for this pledge ReferredBy Primary referrer Region To group contacts geographically SendNewsletter TRUE FALSE Magazine TRUE FALSE Personal Professional Children ChurchName User User User fields User2 allow you to User3 create custom User4 data types for Categories your contacts UserStatus Most missionaries have many people contacts but only a few organizations such as churches or businesses Organizations require different fields so it may be easier to enter manually any organizations that give to your work Tth First Name Middle Last Pame Suffix Spouse Spouse First Name Spouse Spouse Greating Sfort Name Home Street Address Home tity Nane Tite Naddie Last Name Name hir Mickey Walter Mouse Mirs Minnie Mickey amp Minnie Mickey amp Minnie Mouse 1 VWalt Disney Vay Orlando 3 hr Dopey Dwarf Dopey Dopey Dwarf 17 Gnarled Tree Dr Enchanted Fot hir woody Cowboy Mirs Ac Peep Woody amp Bo Woody and Bo Peep har Donald 2 Duck hairs Daisy Donald amp Daisy Donald and Daisy Duck 2 Walt Disney Wawr Orlando a har Roger Rabbit hrs Jessica Roger and Jessica Roger and Jessica Rabbit 24 Gooey Ave Toontown T rr Fred Flintstone hrs Wilma Fred amp Wilma Fred and Wilma Flintstone 341 Rocky Road Pebble Beach hir Bugs Bunny Mirs Babs Bugs amp Babs Bugs and Babs Bunny s000 Carrot Drive Winter Garder Memo Rain
45. o celebrate new puppy have done and conversations you have had 3 1262003 2 38 06 PM Thank Done 4 Speedette Send thank you For ESTRA gift of 50 00 let the power of TntMPD work for you 12 1 2003 amp 25 244M Support L Done 2003 12 Year E 2003 Year end Ask 6212003 8 37 04 AM Supportl Done 2003 Pledge Th 25 Increase 75 to 100 a o w 619003 3 00 30 PM Appointment Done Writing meaningful descriptions will help YOu am 6 18 2003 3 00 06 PM Call Done Upcoming visit with the Jetsons George quickly and easily review the history of your ame 6 18 2003 2 58 16PM Call Done Qi about visit to Spacely Jane ti hi b i di ti f ti f th h g 8172005 2 35 07 PM Call Attempted Upcoming Visit relations Ip Ul INQ ACTIVITIES WI Cac Sf22i20035 11 08 30 AM Supportl Done 2003 05 Summ Sent Summer Ask partner so you can spend more time building ge 2 412003 2 49 51PM_ Cal Done Chit chat George ae 10f2i2002 2 50 19 PM Call Done Seeking referrals Jane that relationship and less time wondering what B e pa aA streaked 3 you have done History Tip Sample description Initial phone call wants to meet Challenged to join monthly Put an asterisk in front of a description if you have written a note This will save time in the future when reviewing history for a contact as you will always Know exactly which history events have an extra note Also if they made some commitment to join team give a gift i
46. ot in current group as explained above and ask a question about them For example you could look up all partners by State By List When you select this lookup a dialog box will show you a list of all contacts in the current group You can then check each one you want This is a handy way to take a group and create a special lookup of just selected people Custom You can write complex queries with multiple criteria An example is shown in the Custom Lookup box This takes some trial and error Incidentally to learn more about lookup query syntax that is the language TntMPD uses to do custom lookups edit a lookup favorite and see how TntMPD wrote the lookup When I do certain lookups the results appear in a random order instead of in alphabetical order How do I change that If you save the lookup as a favorite you can then modify the favorite to sort in alohabetical order 1 Save lookup as a favorite Lookup Favorites Add Current Lookup to Favorites 2 Select Lookup Favorites Edit Lookup Favorites 3 Select the lookup you want and click Edit 4 On the dialog box in the Order field type FileAs This will make the contacts FileAs field the one that is sorted Click OK d Edit Lookup Favorite Mame Filter SendMewsletter TRUE arde Fie L _ Test X Cancel How do I keep my list of partners separate from people am working on challeng
47. r letters and Mailing Address Block for envelopes When you are ready to send your document to the printer click the Merge to Printer button Mail Merge To Word Document tf Mew document J Use localized Field names Existing document Contact Data Permanent ae Browse Mail Merge Options o em Document type Form Lekkers Merge to New Document to Printer and to Email buttons Insert Merge Field Insert Address Fields Fields Database Fields Full Warne iCsreeting Short Marre Mailing Address Block jis Organization jLompany Name Match Fields Cancel Document type Letters Faxes C Envelopes C Labels t Directory Normal word document crest Sending emails using Mail Merge 1 Click the Main document setup button 2 Change the document type to E mail messages 3 Prepare your message text Be sure to insert the Greeting Press the Merge to E mail button In the Merge to E mail box write a Subject Line for your messages select format Plain text or HTML Click OK to start the merge T Ba Word will automatically open your email system and begin the merge Merge to E mail Ga Message options TntMPD merge field a typically Email Subject line we re coming to FPC Missions Conference Mail format plaintext Send records fe all Current record B From
48. r Ask 2004 12 Year End Ask may Add an item oan Add an item a Enter the new item 2005 05 Summer 45k ces Cancel Delete Date gipo Appeal Contact 1 12005 05 Summer Ask Rainbowfish Nemo Appeal Tracking benefits 1 Provides a record of God s provision for special asks E x To Do For all 44 contacts in current group Done wWhegf 51102005 Y 5 53 19 AM Mow Description Sent Summer Project ASH 7 Select Motes m 3 Be Log History Type Result Helps you determine who is most responsive oco BMA to your fund appeals 2003 Pledge Changes 430 net ii a 2003 05 Summer Ask 2003 12 Year End Ask 2004 Pledge Changes 95 net im f 2004 05 Summer Ask 2004 12 Year End Ask 2005 Pledge Changes 2005 05 Summer Ask TERRELL ere TE Helps you improve your effectiveness when you analyze how you write appeals TntMPD growth cannot track the or decline of your of a change log a history event and assign that event Tracking annual monthly support year to year to the appeal If its a but that information may be decrease you may find it pledge helpful to you or even required helpful to record the reason by your fund development e 25 Increase 25 to 50 changes coach You can create an e 25 Decrease 25 to 0 appeal to log a history event lost job every time a partner changes 4 At the end of the year add their pled
49. r digits 1947 It is better to put four digits especially if you synchronize your TntMPD database with Outlook w Fhotos User Month Daw Year Birthday 3 i 5 1947 Spouse Bday 5 i 24 19 lf this contact Is a close Anniversary 2 il z il 1336 friend it is likely you will Profession Engineer use their nickname in Nick Name the personal Greeting Profession Homemaker Nick Mame A The Notes tab isa simple text field The Motes 2003 07 24 Went to Utah and California and visited all the National Parks Actually met Yogi Bear This ic an onlimited text field Rut anl the first hit at intearmatinn will shew oi T Address MFE l EA Tasks P History motes ie Personal EH Photos User BeU 2 2 A lt may be more advantageous to keep 2003 07 24 Went to Utah and California and visited all the National Parks Actually met Yogi Bear This is an unlimited text field but only the first Bit of information will show up above A On the Photos tab add a photo by putting a Address amp MO 33 Tasks g History Nokes Personal m Add From File Right click in the box to add database by selecting Tools All Pictures a Delete or delete a photo a You can have multiple photos for an When you add a photo here it appears on the name bar also These fields allow you to customize your Address MFE en Tasks p History Motes E Personal A Phatos User There are no guidelin
50. rrassing moments When you call a partner who is married record which spouse you talked to by putting their name initials in parenthesis at the end of the de scription Then you won t say Hey when talked to you last time when you actually didn t Non financial gifts Record non financial gifts such as wedding and baby gifts in your history log Casual contact vs appointment Visiting your home church and bump into one of your partners Record it as an appoint 10 11 ment and in the description write CASUAL CONTACT Bumped into at church Put first things first When considering which tasks to do at this moment don t ask Which one is easiest Instead ask Which one will yield the best results for my support long term Do that one first Don t rely on your memory Record ALL of your tasks and history Write it and forget it Schedule tasks and record history for yourself your Me con tact For example create a task for when you need to start writing your next appeal Also each time you send a newsletter or appeal log a history event to record the date topic Then you will have an easily accessible record of your newsletters Modify descriptions If you want to modify the description of a task before you check the box that you have completed it double click anywhere on the task except the check box to open and modify the task Mail Merge 1 Appointment helper
51. s TntMPD Reference Guides are an abridged version of the comprehensive user manual Exploding TntMPD These were produced using Publisher 2003 by Bob MacLeod Sample database created by Melissa Richeson 2005 Campus Crusade for Christ TntMPD is developed by Troy Wolbrink Visit the TntMPD website at www tntware com tntmpd for more helps FAQs and downloadable resources May God bless you in your service to Him Introduction to TntMPD What is TntMPD TntMPD is a custom rela tionship manager for mis sionaries who raise their own financial support MPD is an acronym for Ministry Partner Development he individuals churches and organizations God has raised up to financially and prayerfully support a mis slonary s work are an inte gral part of their effort It is essential to build and main tain a solid relationship with these generous partners TntMPD combines a regular contact manager with the valuable financial component of associating gifts with con tacts TntMPD helps the mission ary conquer the administra tive side by making it easy and fun to manage the relationships with ministry partners who pray and give generously More than 3 500 missionar ies from dozens of agencies use TntMPD and these us ers fall into three categories A Level 1 Simple Contact amp Financial Manager TntMPD is easier to use than almost any other contact manager on the market a
52. send a letter to a portion of your MPD team that you cannot sort any other way Confused by custom lookups Try saving a similar one as a favorite then select Edit Lookup Favorites to see the coding TntMPD wrote for the lookup Appeals 1 Alphabetical order Date appeals by year and month and or use a letter code for each year this keeps them grouped to gether by year Track the history of your monthly sup port Keep track of each year s changes in monthly support by using an appeal for that year 2005 Pledge Changes Then each time a partner changes their pledge log the history of that and select the pledge change appeal At the end of the year rename the appeal with the total 2005 Pledge Changes 450 net increase Tasks amp History 1 2 Descriptions Write GOOD descriptions you ll appreciate it later Unsuccessful call Record why in the description e g BUSY NOT HOME WRONG etc If its a wrong it may be helpful to record both the correct and the wrong in the descr for future reference Save time reviewing history Put an aster isk at the beginning of a description to indicate you have written a note on that history item This will save you time later by letting you know which completed tasks have detailed comments Who did that task If both you and your spouse work on tasks put his her name or initials in brackets at the beginning of a description Avoid emba
53. t prefer that Email newsletter advantages e Fast e Free e Can be more interactive as donors can reply easily Printed newsletter advantages e More control over design esp with pictures and color e Transferrable e g may be easier to share with others such as spouse and children Fund appeals should always be sent on paper so that you can include a response piece When I merged labels ended up with one label printed and the rest blank What did do wrong After you set up the merge infor mation on your label document press the Propagate button Using Mail Merge Steps to creating a new Mail Merge Select Tools Mail Merge with Word Create Mail Merge You can also click the Word button on the TntMPD button bar Choose the default New document Or Open one you have prepared You can use a contact list you have already saved as a text file but generally you would not need to as you can merge directly from your existing contact group Select the Document type When you click OK TntMPD will open Word and create a new document If you are creating envelopes or labels Word will ask you to define the envelope label type first The Mail Merge Button Bar v will appear at the top wif B El Inser Create your document and use the Insert Merge Fields button to choose the ITntMPD fields More than 150 fields are available but you will probably only use Greeting fo
54. the current group C Add to the current group C Take away Fram the current group Replace the current group Looks at all your contacts and creates a new group based on the results For example you could look up all contacts who live in Minnesota Lookup within the current group Only finds contacts within the current group who meet the desired criteria explained below Example With your contacts from Minnesota you lookup only those who are financial partners Add to the current group Only looks at contacts not in the current group who meet the desired criteria then adds those contacts to the existing group of contacts Example You decide to add Wisconsin partners as well so you do a lookup that asks for all contacts in Wisconsin Your Current group now has financial partners for Minnesota and all contacts from Wisconsin Take away from the current group Looks at the existing contacts then removes those who meet the desired criteria Example You remove all contacts who are not financial partners You now have all financial partners from Minnesota and Wisconsin By the way this same result could be achieved multiple ways What are the basic types of lookups All TntMPD lookups fall into three categories By Field By List and Custom Most of the lookups on the Lookup menu are actually just pre written By Field lookups By Field You ask TntMPD to look at the set of contacts current group or n
55. them to Never Contacted until you make the initial contact at which point you would begin moving them down the list What phase do assign to family members who I want to send my newsletter to but do not intend to ask for support Either PARTNER Pray or Never Ask I just added 100 contacts Do have to go to each contact indi vidually to change them from n a to Never Contacted No Use a lookup to find the people you want to change then select Group Field Change from the Group menu Select MPD Phase from the Decsian Line drop down list then select Never Contacted from the right drop down list and press OK TntMPD will ask for confirmation and then change all of them Tip Group Field Change is a useful menu item for any time you want to change a certain data field for a large group of contacts Do I have to change the MPD Phase for each contact every time they change categories Keep in mind the most important change a contact makes is when they make a decision The phases above the decision line are more for your own reference and for doing lookups Ultimately it does not really matter what their phase is if it is above the decision line because you want to move them over that decision line TntMPD has a special feature that will sometimes prompt you to change a contacts phase based upon a certain task you perform For exam ple if their phase is Never Contacted
56. to see the whole list Likely to Give To assist in future fund raising you can assign one of three likely to give levels There are four check boxes for doing future lookups and analysis of your team Send Newsletter Tip Create a favorite Use a User field for those who receive an e newsletter Deceased To avoid the loss of financial history do not delete a donor who is deceased Tip Erase their address to prevent accidentally sending a letter Direct Deposit Magazine If your org has one Gift Details box Designate some or all of a gift to an appeal Input a personal gift not receipted by your organi zation Such as a cash gift 8 a ITntMPD Reference Guides f 4 Contacts who are PARTNER Financial Categories match Late Donor Report O No Gifts Yet TURQUOISE Current Behind 80 60 days Behind over 60 days RED Contacts who are not PARTNER Financial Recent Gift a PURPLE No Current Gifts GRAY Status Report tells you e Pledge info if any e Status of contact s giving dot gt e Monthly average whether they are a financial partner or not e Organization account number s if you download gifts from the web 100 00 monthly 3 Current Ave 108 mo No Org Account Mr and Mrs George Jetson Skypad Apartments 2001 Space Dock Wy 1301 Cape Station FL 33701 Home 321 231 1234 Motes 200
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