Online Giving Rock RMS ChMS Direct Integration Guide

Welcome to our comprehensive guide on Online Giving Rock RMS ChMS Direct Integration, designed to streamline your church’s donation processes while enhancing community engagement. This guide explores the benefits of our integration with Rock RMS, offering flexible options for direct linking and embedded solutions. Whether you're looking to simplify donation management, mission trip giving, or event registration payments, we provide the tools and support to fit your church’s needs.

Key Takeaways:

• Direct linking is the preferred solution for most churches, providing faster access, reliability, and full feature availability even if the church’s Rock RMS server is down.
• Embedded solutions are also available, offering a seamless experience within Rock RMS, though they may have limitations in certain cases.
• Our Process4Change NMI Gateway integrates with Rock RMS for event registration payments, and all transaction types are supported, including refunds and ACH failure recordings.

Table of Contents

• Rock RMS Integration Overview
• Key Features of OnlineGiving.org's Rock RMS Integration
• • Donation Management
  • User Management and Experience
  • Engagement Tools
  • Custom Form Builder
  • Mobile App Integration
  • Chatbot Integration
  • Metrics and Reporting
  • OnlineGiving.org Payment Gateway Integration
• Getting Started with Rock RMS Integration
• Embedded Mission Trip Giving
• Process4Change NMI Gateway for Event Registration Payments
• Direct Linking vs. Embedded Solutions
• How to Update Funds/Sub-Funds
• Mission Trip Campaign Importing & Auto Updating
• Donor Sign-In with Rock RMS Credentials
• Automatic Donor Matching with Rock RMS
• Automatic Donation Recording with Rock RMS
• Setting Up Linked SSO Giving
• Setting Up Embedded SSO Giving
• Frequently Asked Questions (FAQs)

Rock RMS Integration Overview

Rock RMS is an open-source church management system designed to facilitate community engagement and ministry growth. With Online Giving’s integration, churches can automate donation recording, donor matching, and even mission trip management. You can choose between direct linking for fast, reliable access or embedded solutions for a seamless user experience within Rock RMS.

Key Features of OnlineGiving.org's Rock RMS Integration

Donation Management

• Integrated Donation Recording: Automatically syncs donations into Rock RMS with correct donor and fund details.
• Check Scanning Integration: Scanned checks are recorded in Rock RMS with full batch and distribution details.
• Cryptocurrency Donations: Supports the recording of cryptocurrency donations and matches donor records in Rock RMS.
• Anonymous Giving: Allows for anonymous donations (e.g., mission trips) to be handled and recorded in Rock RMS.
• Mission Trip Giving: Automatically records mission trip donations, syncing pledges and providing custom donation links.
• Automatic Batching: Daily donation batches are automatically created and updated in Rock RMS.
• Automatic Refunds and ACH Failure Recording: Full support for automatic refund processing and ACH failure recording.

User Management and Experience

• Single Sign-On (SSO): Enables donors to log in using their Rock RMS credentials for a unified experience.
• Donor Registration with Rock RMS Credentials: Donors can use their existing Rock RMS credentials to sign in, eliminating the need for additional registration.
• Process4Change NMI Gateway for Event Payments: Our Process4Change NMI Gateway plugs directly into Rock RMS for event registration payments.

Engagement Tools

• Giving History and Contribution Statements: Allows donors to view their complete giving history, including cash, check, and cryptocurrency donations.
• Embedded Giving: Allows Online Giving pages to be fully embedded into your Rock RMS external website.
• Direct Linking for Optimal Performance: Provides faster access to donation pages with full feature availability, even when the church’s Rock RMS server is down.

Custom Form Builder

• Person Matching and Creation: Matches form submissions with existing Rock RMS profiles or creates new ones.
• Group Registration: Automatically registers people into Rock RMS groups (e.g., small groups) through custom forms.
• Pledge Creation: Forms can include pledge options that automatically generate pledge records in Rock RMS.
• Workflow Automation: Form submissions can trigger workflows in Rock RMS, such as event registrations or contact cards.

Mobile App Integration

• Event and Group Finder: Syncs with Rock RMS to allow users to find events or small groups directly from the app.
• Event Registration: Supports both paid and free event registration via the mobile app, with data synced to Rock RMS.
• Content Channels: Integrates Rock RMS content (e.g., blogs, devotionals) into the church’s mobile app.
• In-App Contribution Statements: Allows users to access their giving history and contribution statements through the mobile app.
• Single Sign-On (SSO): Ensures donors only need to log in once annually to access giving and Rock RMS content.

Chatbot Integration

• Person Matching and Group Sign-Ups: Automatically matches chatbot interactions to Rock RMS profiles and supports group registrations.
• Pledge Creation via Chatbot: Enables users to create pledges through chatbot conversations, syncing details with Rock RMS.
• Workflow Creation: Chatbot interactions can trigger workflows in Rock RMS for actions such as event sign-ups or ministry engagement.

Metrics and Reporting

• Donation Reports: Generates comprehensive stewardship reports, showing donation trends across all giving methods.

OnlineGiving.org Payment Gateway Integration

We are thrilled to announce the release of the OnlineGiving.org Payment Gateway, now compatible with Rock RMS version 16.2. This innovative feature is designed to provide a seamless and secure payment solution for event registrations through Rock RMS, integrating effortlessly with the Obsidian Event Registration feature.

Key Features and Benefits

• Secure Redirects:
  • Users are redirected to the OnlineGiving.org Payment Gateway during checkout for secure transaction processing.
  • After successful payment, users are automatically returned to Rock RMS, ensuring a smooth user experience.
• Single Sign-On (SSO):
  • Logged-in users can access their saved payment methods instantly.
  • This reduces the time and effort required for completing payments during the checkout process.
• Enhanced Rock RMS Integration:
  • Fully integrated with Rock RMS to track payments accurately.
  • Streamlines event registration workflows while offering an intuitive experience for both administrators and participants.

Use Cases

• Event Registrations: Simplifies the payment process for events managed in Rock RMS using the Obsidian Event Registration feature.
• Payment Tracking: Ensures precise recording of payments within Rock RMS, eliminating the need for manual reconciliation.

Demo Video

Watch the OnlineGiving.org Payment Gateway in action:

How to Enable This Feature

To enable the OnlineGiving.org Payment Gateway for your organization:

1. Contact support@onlinegiving.org or call (615) 206-4000.
2. Our team will assist you with setup and integration, ensuring a seamless activation process.

Getting Started with Rock RMS Integration

To set up the Rock RMS integration, email support@onlinegiving.org with the following details:

• Rock RMS Public Website URL
• Rock RMS Control Panel URL
• Administrator Username and Password

Our support team will configure your integration, syncing funds and sub-funds with Rock RMS. You will receive confirmation when setup is complete.

Embedded Mission Trip Giving

Once set up, Embedded Mission Trip Giving works automatically with Rock RMS. It pulls mission trip information directly from Rock RMS, allowing your church to manage mission trip donations seamlessly. Churches can choose to embed mission trip giving while using direct links for other types of donations.

This flexibility allows churches to customize their donation experience based on their preferences. To set up embedded mission trip giving, contact support@onlinegiving.org.

Process4Change NMI Gateway for Event Registration Payments

Our Process4Change NMI Gateway integrates with Rock RMS to handle event registration payments, providing a unified solution for managing both donations and event fees. This integration streamlines payment processing and ensures accurate recording in Rock RMS.

To get this set up for your church, contact support@onlinegiving.org.

Direct Linking vs. Embedded Solutions

While embedded solutions offer a seamless user experience within your Rock RMS website, direct linking is generally more ideal for most churches. Here’s why:

• Direct linking ensures fast and reliable access to donation pages, even if your church’s Rock RMS server is down.
• All features remain fully available through direct links, including advanced options like biometric logins (Touch ID, Face ID), Apple Pay, Google Pay, and social logins (Google, Facebook).
• Direct linking avoids server issues that may arise when a church’s Rock RMS server is overlooked or offline, ensuring donations can still be processed and recorded afterward.

The choice between embedded solutions and direct linking is entirely up to your church, based on your needs and preferences. For the best performance and flexibility, we recommend using direct linking where possible.

How to Update Funds or Sub-Funds

To update or create new funds synced with Rock RMS:

1. Login to the control panel.
2. Click Funds from the left navigation menu.
3. Select the gear icon for the fund you wish to manage.
4. Choose Edit Fund from the dropdown.
5. Select the correct Rock RMS Financial Account.
6. Click Save to apply the changes.

Repeat this process for any additional funds or sub-funds.

Mission Trip Campaign Importing and Auto Updating

Easily import mission trip campaigns from Rock RMS:

1. Login to the control panel.
2. Click Funds from the left menu.
3. Click the Import Rock Missions Wizard button at the top right.
4. Select the Rock Mission and Financial Account.
5. Adjust the Mission Title or other details if needed.
6. Click Save & Import.

Once set up, Embedded Mission Trip Giving will automatically update daily with new information from Rock RMS.

Donor Sign-In with Rock RMS Credentials

Donors can log in using their existing Rock RMS credentials, eliminating the need for separate registration and ensuring donor profiles are matched correctly within Rock RMS.

Automatic Donor Matching with Rock RMS

Our multi-factor matching algorithm automatically syncs donors to their Rock RMS profiles. If no match is found, a new Rock RMS person is created and linked to future donations.

Automatic Donation Recording with Rock RMS

Donations are automatically queued and recorded in Rock RMS once processed. If a donation fails to record, our system retries for up to 12 hours, ensuring all donations are captured.

Setting Up Linked SSO Giving

For seamless giving through your Rock RMS website, we offer Linked SSO Giving. This option provides a fast and secure donation experience while supporting advanced features like Apple Pay, Google Pay, and biometric logins.

Contact support@onlinegiving.org for free setup.

Setting Up Embedded SSO Giving

Embedded SSO Giving allows your church to integrate giving pages, recurring giving, and more directly into your Rock RMS website. While embedding offers a seamless experience, direct linking provides better performance and flexibility, especially when handling advanced features like digital payments.

To set up Embedded SSO Giving, contact support@onlinegiving.org for assistance.

Frequently Asked Questions (FAQs)

Why is direct linking recommended for most churches?

Direct linking ensures faster access, supports all advanced features, and continues to work even if the church’s Rock RMS server is down, avoiding the potential pitfalls of embedding.

What features does Online Giving's Rock RMS integration support?

Full donation recording, check scanning, cryptocurrency donations, event payment processing, and automatic refund/ACH failure recording.

Can we combine direct links and embedded solutions?

Yes! You can embed specific giving options like mission trip donations while using direct links for other giving pages to optimize performance and feature availability.

What is Process4Change NMI Gateway?

A payment gateway that integrates with Rock RMS for event registration payments, ensuring smooth payment processing for all church events.

Online Giving's integration with Rock RMS provides churches with flexible, reliable tools for managing donations, mission trip giving, and event payments. For assistance or to get started, contact us at support@onlinegiving.org or call (615) 206-4000.