How to set up Demographics

Setting up demographics in Elvanto allows you to categorize and manage your members more effectively. This guide will walk you through the steps to add demographics, sub-demographics, and enable demographic progression.

Adding a Demographic

  1. Navigate to Settings: From your Elvanto account, go to the Settings page.
  2. Select Demographics: Find and click on the Demographics option.
  3. Add a Demographic:
    • Click the ‘Add Demographic’ button.
    • Enter the necessary details for your new demographic.
    • Click ‘Save’ to add the demographic.

Adding Sub-demographics

  1. Select a Demographic: From the demographics page, choose the demographic you want to add sub-demographics to.
  2. Add Sub-demographics:
    • Click on the plus icon (+) next to the demographic.
    • Enter the details for each sub-demographic.
    • Click ‘Save’ to add the sub-demographics.

Enable Demographic Progression

Demographic progression allows members to move automatically from one demographic to another based on certain criteria, such as age or grade.

  1. Enable Progression:
    • From the demographics page, select the demographic or sub-demographic you want to add progression to.
    • Look for the progression option and click on it.
    • Follow the prompts to set up the criteria for demographic progression.

For more detailed instructions, you can refer to the Demographic Progression Setup Guide.

By following these steps, you can efficiently manage and categorize your church members, making it easier to track and support their involvement in church activities.