Feature Updates 03/17/2026

The Complete Picture: Giving Channels, Security & Cross-Platform Intelligence — Part 7 of 7

What's New

The grand finale — the features that tie everything together. How do members give? Which channels do they prefer? Are they secure? Are they connected across church management systems? This section reveals the full digital footprint and cross-platform identity of every member. Three panels deliver the complete picture: Giving Channels (every way they give — web, text, app, kiosk, campus), Login & Security (authentication methods and profile completeness), and ChMS Integrations (linked to 13+ church management systems including MinistryPlatform, Planning Center, Church Community Builder, and more). Understand channel adoption, troubleshoot access instantly, assess profile gaps, and switch context to external church management systems with one click.

Where to Find It

Path: Admin > Donors & Users > click any member name > Profile tab > scroll to Giving Channels, Login & Security, or ChMS Integrations

Who can use it: Any administrator with access to donor and member records.

Giving Channels

The Giving Channels panel provides a comprehensive view of every channel through which this member interacts with the organization.

Channel Overview Stats

Three headline insights at the top:

Primary Channel: The giving source with the highest dollar volume (e.g., "Web", "Text Message")
Total Sources: Number of distinct giving channels this member has used
Payment Methods: Count of credit cards and bank accounts on file; clickable to navigate to Payment Methods tab

Active Channel Indicators

A visual flag grid showing which channels are active (green, filled) vs. inactive (gray, muted):

Web: Any web-source giving
Text: Text-to-give sources registered OR text-source giving recorded
Chatbot: Chat sources registered OR chatbot-source giving recorded
App: Mobile app giving recorded
Kiosk: Kiosk giving recorded
Campus: In-person/campus giving recorded

Text-to-Give Numbers

A card-based list of registered text giving source numbers:

Phone number: Formatted number with the linked payment method displayed
Arrow indicator: Visual connection between phone number and payment method
Carrier details: When carrier insights are available: carrier name (e.g., "Verizon", "T-Mobile") and line type (e.g., "mobile", "voip")

Chatbot Platforms

Card list of registered chatbot giving sources:

Platform name: Platform identifier (e.g., "FACEBOOK", "WEB")
Payment method: Linked payment method displayed
Platform tags: When multiple platforms are used, rounded tags show each platform name

Phone Carrier Details (Standalone)

When carrier insights are available but no text-to-give sources are linked, a standalone carrier section shows:

Phone number: Member's phone on file
Carrier name: e.g., "AT&T Mobility"
Line type: e.g., "mobile", "landline"

Empty State

When no alternative channels exist: "No alternative giving channels registered. This donor gives through the web." — presented with a muted radio icon.

Why it matters: Multi-channel givers have higher lifetime values and deeper engagement. This grid instantly reveals adoption gaps. If a member gives exclusively via web but has never tried text-to-give, that is an opportunity for targeted encouragement. The visual format makes it effortless to spot these opportunities during any profile review. Carrier information directly impacts text deliverability; knowing whether a number is mobile vs. landline determines whether text-to-give invitations will be received.

Login & Security

The Login & Security panel provides a security and profile completeness audit showing how the member accesses their account and how complete their profile insights are.

Login Activity Cards (3-Up)

Three metric cards when insights are available:

Last Login: Date of most recent authenticated login
Logins (90 Days): Count of unique login days in the past 90 days
Lifetime Logins: Total login count (when tracked)

Authentication Methods

A visual checklist grid showing which login methods are configured, each with a green checkmark (configured) or gray minus (not configured):

Password: Member has a password on file
Google: Google sign-in linked
Facebook: Facebook sign-in linked
Biometric: TouchID/Face ID devices registered (shows device count, e.g., "Biometric (2 devices)")
Phone: Phone number on file (for text-based authentication)

A subtle note beneath: "We support any login method — the more the merrier, but it's their choice."

Profile Completeness

A second checklist grid assessing insight completeness:

Verified Phone: Phone number has been verified via text code
Address on File: Physical address is recorded
Digital Statements: Member has opted into digital giving statements
Payment Method: At least one credit card or bank account on file

Communication & Account Tags

Inline tag badges showing account attributes:

Email Subscribed (Green) — Member receives email communications
Email Opted Out (Amber) — Member has opted out of email
Group (Gray) — User group assignment (if any)
Role (Gray) — User role (if assigned)
Campus: [Name] (Gray) — Preferred campus affiliation

Why it matters: Understanding login methods helps support teams troubleshoot access issues immediately. If a member calls saying they cannot log in, staff can instantly see they only have Google sign-in configured — the issue is likely with their Google account, not a forgotten password. The biometric device count helps identify members who have set up convenient access across multiple devices. Each profile gap limits the organization's capabilities: no address means cannot mail tax statements; no verified phone means cannot use text-to-give; no digital statements requires paper statements; no payment method means each gift requires manual entry. Seeing these gaps at a glance enables proactive profile completion outreach.

ChMS Integrations

The ChMS Integrations section is a collapsible panel (expanded by default) showing linked Church Management System IDs across 13+ supported platforms, including MinistryPlatform, Planning Center, Church Community Builder, and more.

Section Header

"ChMS Integrations" title with linked count (e.g., "3 linked")
Collapse/expand toggle — Chevron icon that rotates 180 degrees on toggle

Display Details

For each supported system:

Linked: Shows the external ID. When a direct link to the external system is available (MinistryPlatform, Rock RMS, Aplos, and others), the ID is rendered as a clickable link opening the member's profile in the external system in a new tab
Not linked: Shows "none" in muted text

Why it matters: Organizations often use OnlineGiving alongside a church management system for broader member management. Displaying linked IDs eliminates the need to cross-reference systems manually — a task that otherwise requires opening multiple browser tabs and searching by name. Direct links to external profiles (where supported) enable one-click context switching between systems.

Quick Start

Go to Admin > Donors & Users, then click any member name.
Open the Profile tab and scroll to Giving Channels, Login & Security, or ChMS Integrations.
Use the channel grid to spot adoption opportunities, the security checklist to troubleshoot access, and ChMS links to switch to external systems in one click.

At a Glance

Giving Channels: Overview stats (Primary Channel, Total Sources, Payment Methods); Active Channel Indicators (Web, Text, Chatbot, App, Kiosk, Campus — green=active, gray=inactive); Text-to-Give Numbers; Chatbot Platforms; Phone Carrier Details — spot adoption gaps and text deliverability
Login & Security: Login Activity Cards (Last Login, Logins 90 Days, Lifetime); Authentication Methods checklist (Password, Google, Facebook, Biometric with device count, Phone); Profile Completeness checklist (Verified Phone, Address, Digital Statements, Payment Method); Communication & Account Tags — troubleshoot access and identify profile gaps
ChMS Integrations: Collapsible section with linked count; 13+ systems including MinistryPlatform, Planning Center, Church Community Builder; Clickable links where supported — one-click context switching to external church management systems

Series Summary

This concludes the 7-part User Profile announcement series. Together, the seven sections transform a basic member record into a living, AI-enhanced intelligence dossier:

Part 1 — Overview, Hero Card & AI Insights: "What is the 30-second summary of this person?"
Part 2 — Giving & Forecast: "How do they give, and what will they give next?"
Part 3 — Care Assessment: "Do they need pastoral attention, and what should we do?"
Part 4 — Engagement Dashboard: "How connected are they beyond giving?"
Part 5 — Location & Travel: "Where are they, and have they moved?"
Part 6 — Payments & Shop: "What is their non-donation financial relationship?"
Part 7 — Channels, Security & Integrations: "What tools do they use, and is their account complete?"

The User Profile enables data-informed pastoral care at scale — giving every staff member the context they need to treat every member as an individual, regardless of congregation size.