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MinistryPlatform comes loaded with several Processes your church might find useful. If desired, a SPoC can modify these Processes.
Abandoned Invoice Clean Up
When an invoice is created via the Invoice Details & Payment Widget, the process holds it for one hour. During this time, the associated Event Participant record has a Participation Status of "Awaiting Payment".
One hour after the invoice is created, a webhook is invoked to check whether the Invoice has been abandoned. If the invoice has not been paid, the process sets the Invoice Status to "Cancelled" with the reason being "Invoice Abandoned by Registrant", and marks the associated Event Participant records as "Abandoned" to release the spots for other registrants. The Group Participant record receives an end date as well. Any associated Files, Form Response Answers, and Form Responses are retained.
If payment is received later, the process updates the Invoice record as "Some Paid" or "Paid in Full", and marks the Event Participant record as "Registered". The Group Participant record is not updated, so you would remove the end date if you wanted.
Note to OnlineGiving customers: If you use OnlineGiving.org, the process holds invoices for 3 hours instead of one, by default. If you would like to change this to any other time limit, contact support@onlinegiving.org.
On or Off at installation: On
Initial number of steps included: 2
Background Check Returned: Needs Review
When a Background Check gets returned, needs to be reviewed to determine if it is approved including an approval email sent to a Staff member.
Notifies the Primary Contact with an email every time a Form Response is submitted on a Form where the Notify field is set to True. Note: Using the Form Response Process is great for non-event registration related forms. But it is not recommended for event registration forms because it's possible for a person to complete the form, but not finish their event registration, causing confusion all-around. If you're tracking event registrations, use a view notification showing responses from the past 24-hours or seven days. These responses can then be compared to the registered Event Participants.
On or Off at installation: Off
Initial number of steps included: 1
Future Contact Log Entry
Notify of need to contact someone and facilitate follow-up.
MinistryPlatform comes loaded with several Processes your church might find useful. If desired, a SPoC can modify these Processes.