Mock-up of Realm App on various devices.

Instructions for Membership Relationship Management App

Membership Relationship Management (MRM) platforms help churches more successfully connect with members. Properly introducing the platform and helping with ease of use increases member adoption. Here is an example an internal article I wrote when All Souls converted to a new MRM platform called Realm.

Connect with each other as you connect with Realm

Written By Tara Berry

Our church now uses a record-keeping solution called Realm®. It is less expensive and easier to use than our last system! It primarily serves the administrative needs of our staff, but it also offers some exciting opportunities to support the way you are involved in our church, making it easier for our church family to connect with each other, keep up with what’s going on, and grow as a connected community.

Our goals with this new platform are to:

  • Keep everyone up-to-date with posts on the Newsfeed (found on the homepage, after you log in).

  • Connect everyone through an online church directory.

  • Provide easy ways for members and attenders to give online, track all giving, register for events, and keep contact and personal information up-to-date.

Next steps for you:

You determine how much you want to make this part of your experience with our church, but we encourage you to participate!

  • Sign in and update your profile and personal information.

  • Adjust privacy settings to help complete the online directory.*

  • Update your picture to help others put a face with a name. (Think current social media profile pic, not funny celebrity pic!)

  • Peruse the Newsfeed during the week to stay connected or set yourself up to receive a daily email digest of new posts.

  • Check out the giving and groups sections, and use Realm to register for All Souls events.

Connect with your Mobile Device!

  • Use all the features listed above on your mobile phone or iPad.

  • Download the free “Connect - Our Church Community” app for iPhone and Android devices.

  • Use your log in to access All-Souls-specific information within the app on your mobile device.

*With Realm there is a built-in wall of security in that information is only available to our members and attenders who log in, so we encourage you to share your phone number, email address and home address with your All Souls family. (Think thank you cards and homemade cookies–not business requests or junk mail.)

Previous
Previous

Instructions: GT Exchange Booklet