Core Docs - Church Management - Use Giving Alerts

Rock Version: v20.0
Last Modified: 2026-04-24 11:51 AM

Giving data has the potential to help you spot changes in a person's life or circumstances. Bearing that in mind, Giving Alerts are designed to let you know when something has changed in a person's giving habits, so you can take action accordingly. You might want to follow up with someone who has suddenly stopped giving, to make sure everything is okay. Or you might want to show your appreciation for someone who has given more than they usually do. Having two alerts for the same person often signals a significant life change.

There are two types of Giving Alerts. The Gratitude alert type is intended to identify when someone has given a large amount or is giving more frequently than they normally do. On the other hand, you'll get a Follow-up alert type if the person starts giving less frequently. These alerts are calculated and generated by the Giving Automation job and are highly customizable as you'll see below.

Follow-up Alerts
Follow-up alerts should be about the frequency of giving rather than a change to the amount a person gives. For instance, a person might give a smaller amount than normal, but that gift might be in addition to their regular giving and not a sign that they're giving less.

Giving Alerts for an individual can be accessed from the Person Profile page under the Contributions tab. A list of all Giving Alerts can be found by navigating to Finance > Giving Alerts. In either case, you'll be brought to a page like the one pictured below.

Now that you're familiar with what Giving Alerts look like, let's see how you can set them up. The configuration for Giving Alerts can be accessed by clicking the ti ti-settings icon near the top right of the list of alerts under Finance > Giving Alerts.

Configure Giving Alerts

The Giving Alert configuration is near the bottom of the page, below the General Settings and Giving Journey settings. As you review this configuration, keep in mind that you don't want to be bugging people all the time about changes to their giving patterns. Make use of the Repeat Prevention Duration settings as described below to ensure alerts are generated at reasonable frequencies.

Settings for Giving Alerts

Each alert has its own settings, with options that let you control exactly when the alert should occur and what actions to take when it does.

As you set up your alerts there are a few things to keep in mind. The most important part is deciding whether you're creating a Gratitude alert or a Follow-up alert. Gratitude alerts are great for recognizing when someone gives a larger gift than normal, or more frequently than usual. Follow-up alerts should be used for tracking when someone starts giving less frequently. In the next section we'll give some suggestions for how to use these settings to set up alerts of different types.

Deleting Transactions
If you delete a financial transaction that triggered an alert, the alert will also be deleted automatically behind the scenes.

Giving Alert Examples

Now that you're familiar with the different options you have for Giving Alerts, below are some ways that you might implement them. Keep in mind these are only suggestions based on some common use cases.