20 Questions with Customer Relations
If you’ve been around Clover for any length of time, you might know that we’re incredibly proud of the support our Customer Relations team offers. In fact, when customers call in for the first time, they're often surprised to be answered by a real human who's ready to help, instead of an automated answering machine asking them to press a few numbers on their phone.
We wanted to take a few minutes to share some answers to some of the questions we're asked most frequently. If you have other questions that didn't make the list, or just want to chat about the perfect Southern California weather, give us a call or shoot us an email. (805) 527-8900 or email@example.com
Questions about Clover Sites
How do I save my form submissions to a spreadsheet?
You can do this by going into your form and clicking 'Form Page Settings'. You will see the section to activate and download the report from there! Additionally, we have a blog post about this exact thing if you'd like to learn a bit more about it. Check it out here.
How do I sort by date in my media player?
You’ll want to have a Date column with the date written numerically; for instance: 10/21/2014. Then in the Media Player Settings, you can choose to sort by that column. You can see how this works here
How do I move the ‘Launch’ button on a page?
For different types of pages (Media, Form, Calendar, Giving, Photo), the ‘Launch’ button for that feature is automatically added below all of your text. You can move the button anywhere on the page by typing (button) anywhere in the text.
How much storage do I have?
Each customer is able to use up to 100GB of storage for their website - which is more than most people actually need. But if you need a little more space, that's ok too. (we currently don't charge if you happen to exceed this amount).
How do I update my billing info?
From your Greenhouse Dashboard, click on ‘Your Account’ then ‘Billing’ to access your Billing Center. Under ‘Billing Information’ you can update the credit card information as well as the Billing Contact information.
How do I add Facebook, Twitter and social link buttons?
You can add the Social Links Feature to your website if you'd like by going to your Dashboard, clicking 'Site Settings' and then selecting 'Social Links'. You can add new social media icons to your site, choosing what icon you want to use, the order you want them to show up in, and the text you'd like displayed on rollover, to really customize this to fit your needs. Take a look at our past blog post on this.
How do I switch site designs?
When you want to refresh the look and feel of your site, just let us know! The cost of a site switch is $200 and this covers transferring all of your content, including your media and calendar files to the new site design. If you like, you can check out some great, live sites in our Green Thumbs Collection for some inspiration.
Questions about Clover Donations
How do I add a fund to my Donation Form?
Once you have created your funds, you can let your donors choose between Funds to give to. To add this, you'll want to click on 'Edit This Form' and then click on the main body of the Form. From here you will see a new window appear with several tabs along the top. You'll want to choose the tab 'Fund Options' and then select 'Allow Donor to Choose'. Now you're able to see of the Funds that you have created and you can check the box for the Funds you want this Form to include.
Does a donor need an account to give?
Your donors have the option to create an account when donating through any of the forms you've created, but they aren't required to set up an account to give, which is a great option for one-time donors. However, by creating an account, your donors get access to manage everything - including their giving history, recurring gifts, and even payment and contact information - from anywhere, including beautifully on their mobile device.
How do I update my banking info for donations?
For security and verification, you’ll need the main contact for your Donations account to send Clover a copy of a voided check for the new bank account. You can send it to: firstname.lastname@example.org
How long does it take for a donation to deposit into our bank account?
If it’s a credit or debit card transaction, currently it’ll take around 2-3 business days to show up in your bank account. A bank account transfer (otherwise known as an ACH transaction) will take around 6-7 business days.
How do I share my Donation Form with my congregation?
Click on ‘Share this Form’ under your ‘Donation Forms’ tab. From there you can share the link through email, Facebook, Twitter, a link on your website, embeddable buttons, a QR code on print or digital materials, or even the form itself embedded on a website. Also, we recommend making sure that your branding looks consistent across your form and site. Check out this post for more details.
My donors want to update their billing information. How do I do that?
If your donors created an account when they gave, they can actually login to their account from any of your donation forms, and update it themselves! If they still need to create an account, the next time they give, they can enter their new billing information, but use the same name and email address as their previous donations, and the Donation Center will automatically link their new account with their past donations. And of course, if they just need it quickly updated, you can manually do it for them in the Donation Center.
Questions about Echo Prayer
How can I login to my account through the new Echo Prayer app?
The Echo Prayer app is actually different from the web version you might have used previously. If you’d like to begin using the app, you’ll want to download the app from the App Store or Google Play, then create a new account by swiping the screen to the left until you see the ‘Sign Up’ button. For now, the web and mobile app accounts are separate and don't sync, but we're planning to make that work with a new web version in the future.
How can I categorize my prayers?
You can actually categorize your prayers using tags. When adding a prayer, you can type # followed by the name of the category (like #wife, #family, or #work). Once you've created these tags, you can pray through the prayers in that tag by starting the "Pray Now" mode and simply choosing the category. You can also use tags to set a general reminder! If you setup a reminder for a tag, Echo will choose a prayer at random from that tag to remind you at the date and time you selected.
Curious about a certain feature being added to Echo Prayer?
Take a peek at what we have planned for the future!
Questions about our team
Where are you located?
In sunny Southern California (Newbury Park, specifically). We’re minutes away from great places to hike and bike and of course-- surf. You should check out our office space; it’s pretty great.
How’s the weather in California?
Weather? What’s that? Is that what happens when you put on a long sleeve shirt? We can easily wear sandals 364 days of the year. We’ve been known to complain about extreme temperatures.
What’s your favorite guilty pleasure food? (This isn’t asked too often - We just feel you should know.)
Luke: Cheese filled gummy bears
Jen: Banana pudding or creme brulee, or just about anything sweet will do. ...But I don't feel guilty afterwards.
Megan: Tamale pie, fudgesicles, Stouffer's macaroni and cheese, fudgy brownie cookies, baja fish tacos …. I can’t decide. Oh wait, donuts.
Sarah: Chicken Tikka Masala. (with Garlic Naan of course!)
Scott: Gourmet cheesy, garlic potatoes with bacon. The kind that is usually followed by a food coma.
What’s an average day at Clover like?
We have a pretty incredible team so besides building relationships with our customers, answering questions and working on new things, naturally our days are infused with great conversations, ridiculous jokes, Spikeball, and of course some In-N-Out or tacos!
It sounds like you guys are always having fun…
We are! How could you not have fun in a place like this? If you’re ever in the area you should swing by. Really. We'd love to say hi.