Verify Member Data

Find out what is wrong in your directory before you need it to be right.

Ask everyone at once, and track who answered.

Every church directory drifts. Phone numbers change, families move, an email address stops working, and nobody notices until the day someone needs to be reached urgently and the number is five years old.

Verification requests fix that in one operation. Congregate sends every member their own information as you currently hold it and asks them to confirm it or correct it. The member does not fill in a blank form, which nobody does. They look at what you have and tell you whether it is right, which takes thirty seconds and is why it works.

Requests can go to family heads only, so a household gets one message covering everyone rather than four separate ones, and the family head can update the whole family at once.

A number, not a feeling.

The dashboard is the part that makes this a process rather than a hopeful gesture. You can see your total members, how many are verified, how many are still unverified, and when each person was last sent a request. Instead of wondering whether the directory is accurate, you have a figure, and you can follow up specifically with the people who have not responded rather than emailing everyone again.

The unverified list exports to a spreadsheet, which is what you hand to whoever is going to make the phone calls to the last twenty families. Some people will never respond to an email, and this turns that from a vague problem into a short, finite list.

Highlights
  • Send every member their current information and ask them to confirm it
  • Verified, unverified, and total member counts at a glance
  • Last request date shown per member
  • Custom message templates
  • Variables that fill in each member’s own details
  • Follow up only with the people who have not responded
  • Export the unverified list to a spreadsheet for phone follow-up

Who This Feature Helps

Members

Correcting a wrong phone number takes thirty seconds and does not require finding the right person to tell.

Leaders

Directory accuracy becomes a number you can watch and a short list you can work through, instead of an annual project nobody wants.

Over 30+ feature modules, included in every plan.