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Onboarding Access Requests

Access requests and administrative steps needed to make your project run smoothly.

Every onboarding project is unique, and the platforms we need to access will vary based on each church’s specific needs. Please refer to the email sent by your onboarding manager. While the article provides a wide range of potential requests, you only need to focus on those specifically mentioned in that email.

 

Website Domain Name
While partnering with Digital Outreach, we recommend granting us access to your domain so we can manage all technical DNS updates through Cloudflare, our preferred platform. This will enable us to direct your domain to the new website currently in development. Rest assured, this change will not affect your email or any other services that depend on your domain.

Please provide us with temporary access to your domain name registrar by choosing one of these two options:

Option 1 (preferred):  Go to your domain name registrar, and create a new user under your account and provide access to onboarding@digitaloutreach.com.  If you create an account and an email is not automatically sent to our onboarding email address, please send us the name of your domain registrar and confirmation that access has been granted.  Here are specific instructions for a few of the most common domain registrars:
 
Option 2: You can provide us with your access credentials.  Be sure to temporarily change your password before sending the credentials and then update the password again once we've confirmed that the changes have been complete.
 

Of course, you retain full ownership of your domain and can grant or revoke our access at any time. Once you confirm that we have access, we’ll proceed with the necessary setup steps.  Also, please note that the final site launch won’t occur until all revisions are complete and you’ve approved the launch.


FAQ: Why do we recommend that our church partners allow us to manage their DNS?

1) Technical Expertise - DNS management can be complicated, and most churches don’t have the in-house resources to handle it. By letting us manage your DNS, you can simply request any needed updates instead of dealing with technical complexities on your own.

2) Security & Speed - We use Cloudflare for DNS management, adding an extra layer of security and improving website load times. In more technical terms, Cloudflare’s global Content Delivery Network (CDN) caches copies of your site on servers geographically close to your visitors. This setup not only reduces load times based on a visitor’s location but also helps protect against threats such as Distributed Denial of Service (DDoS) attacks.

3) Website Uptime - In the unlikely event of a server outage, having direct DNS access significantly shortens the time needed to restore your site on a different server—getting you back online faster.

If you have any questions or concerns, don’t hesitate to reach out.

 

Planning Center Access (People + Publishing)

To build your Church Center app and assist with sermon setup or migration, we need access to both Planning Center People and Publishing.

Step 1: Creating an Account
  • Go to Planning Center → People.
  • Click Add person and create a new, generic account
    (for example: First name Digital, Last name Outreach).
  • Use the email address onboarding@digitaloutreach.com.
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Step 2: Grant access to People
  • After creating the person, open the profile.
  • In the top right corner, select Actions > Manage Permissions
  • Give administrative access to People

Step 3: Grant access to Publishing

  1. Go to Planning Center → Publishing.

  2. Add Digital Outreach (the person you just created) as a user.

  3. Once added, an email will be sent with instructions to set a password and log in.

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Google Ad Grant Application

Digital Outreach handles the application process of setting up your Google for Nonprofits account and activating Google Ad Grants. To do so, we'll need to items:

1. Your church's EIN: 

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2. A document that verifies your official non-profit status:

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ACTION:

Please upload your IRS document and EIN to the Google Drive folder provided by Digital Outreach.

Google Advertising Verification

Digital Outreach specializes in creating and managing Google Ads campaigns that position your church at the top of Google search results when members of your community are looking for you.  To promote transparency on the web, Google requires advertisers to verify their legal identity through its Advertiser Identity Verification process.
As part of this process, Google will confirm your identity and display a disclosure on any ads you run, showing your name and location (for more details, click here). For agencies like ours that manage ads on your behalf, we will take care of the verification but will need to submit certain documents. Acceptable forms of documentation include: 
  • A letter or notice issued or stamped by the IRS, such as CP 575 that confirms your Employer Identification Number (EIN)
  • A copy of the organization’s Form 8871, 8872, or 990 from the IRS website
  • A state-issued certificate of business registration or incorporation
  • Your organization’s most recent SEC filing, including Form 10-K, 10-Q, or 8-K
  • A business credit report from Experian, Equifax, TransUnion, or Dun & Bradstreet

ACTION:

Please upload one of the documents to the Google Drive folder provided by Digital Outreach. For applicable churches, it's possible that you have already supplied this as part of your Google Ad Grant application process.

 

Facebook & Instagram Advertising

In order to allow Digital Outreach to build and manage your Facebook and Instagram ads, we'll need access to your account.  Here's the steps you need to follow:
Switch to your church page administration (from your personal one) on the top right of your Facebook account window
  1. Click your church name in the upper left-hand side of the screen
  2. Choose Settings -> Page Setup -> People access 

 

  3. Scroll down and approve the access request from Digital Outreach under Business portfolio access:


Want to follow along?  Watch the video below for a quick tutorial: