The CampTrak Core Database

1
The CampTrak Core Database
2
Setting up maintaining database

• Camp defaults
• Contact custom flags and fields
• MOR types and member types
• MOR custom fields
• MOR denominations
• State and postal codes
• User administration
• Increment grade level
• Convert area codes
• Convert custom field to gift
• Shift record activity
• Advance import wizard

3
All activity relates to contacts
Contacts

• Individuals
• Parent
• Camper
• Donor
• Staff
• Volunteer
• Coordinator
• Board

• Groups
• Church
• School
• Other
• Household

Register for Individual or Group Event
Make Gift or Pledge
Book Group Rental
4
Adding contacts

• General information
• Profile flags
• Individuals
• Groups
• Other information
• Custom flags
• Setup
• Use
• Conversion
• Custom fields
• Setup
• Use
• Notes
• History and reminders
• Public versus private

5
The MOR concept

• MORs are useful for
• Relating contact records
• Defining relationships
• Sharing addresses
• Filtering contact records

6
MOR Examples
Mary Smith
Roger Jones
Smith Household
Todd Smith
Sallie Jones
Trinity Lutheran
Lori Smith
Cory Adams
Jones Household
James Smith
Amy Jones
7
Adding relationships

• Add a MOR
• types of MORs
• custom MOR fields
• Indicate relation/membership
• Sharing a household address
• Indicating a primary church
• Household builder function

8
Processing a registration
Yes
No
Yes
No

• Update
• Record Info
• MORs
• Church
• Primary

• Add/Update
• Household
• Church
• Duplicate Record

• Add Individual
• Record Info
• Church
• Company or Salutation for Parent

Register for Block or Event
9
Working with one contact record

• Notes and reminders
• Public versus private reminders
• Quick mailer
• Setup default
• Quick envelope
• Quick email
• Setup outgoing mail server
• Copy address
• To clipboard
• Duplicate individual record
• Includes relationships
• Shift record activity
• Choose data segments

10
Multiple ticked contacts list
Lists are useful for...
Printing Labels
Exporting to Excel
Merging to Word
Sending Batch Email
Building Other Lists
11
Building lists
12
Working with multiple contacts

• Contact filters on...
• Record information
• Profile flags, custom flags and fields
• MOR filters
• Block filters
• Donor filters
• Record navigation
• Multi-record view
• Ticks
• Tick now, reset or not
• Converting to flags
• Address standardization
• Labels
• Batch email

13
Working with multiple contacts

• Creating MORs using filters
• Flag manipulation
• Advanced report manager
• New report generator

14
Processing bulk mailings
1.Build list of ticked records 2. Standardize
addresses
Yes
No
Matched percent OK?
Filter ticked records with return codes
errors, cleanup problems and repeat
Filter ticked records with record code matched
and then print labels
15
Overview of modules

• Individual registrations
• Group rentals
• Group registrations
• Donor management

16
Types of events