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Website Features
Our Sunday Visitor has revamped its website and loaded it with some amazing features.
These features will allow you to view your parish account information—such as order
and invoice history—and also maintain your parish list online with our Online List
Manager (OLM).
Access Website:
Go to the following link:
http://www.osvoffertory.com
Click on Customer Account Login.
If you have not previously registered, please click “Register for the Online Customer
Portal”.
www.osvoffertory.com
Phone: 800.348.2886|Fax: 800.442.0669 1210
Register:
To register, you must fill in the following fields on the website’s form:
• Email Address
• Your First Name
• Your Last Name
• Telephone Number
• Select the Account Type
• Account Number
• State
After clicking the Register button, you will receive an e-mail containing your temporary
password.
Once you have received your temporary password, return to the website and enter your
login information (e-mail address and temporary password).
www.osvoffertory.com
Phone: 800.348.2886|Fax: 800.442.0669 1210
You will then be prompted to change your password by entering a new password. Reenter your temporary password, then enter a new password and retype it to confirm, then
click Change Password. Passwords should be a minimum of six characters.
After your password has been changed, please contact Our Sunday Visitor’s Customer
Service to have your user account activated. Once your account has been activated, the
next time you log in to the website, you will need to log in with your e-mail address and
new password.
Surf:
Accessibility Levels
Once you have registered with Our Sunday Visitor, you may view “Member Only”
material. There are three levels of accessibility that the parish may grant employees:
Administrative, Advanced, and Basic.
Every newly registered user receives Basic as the default user level. Your account will
need to be activated in order to access account information.
The Advanced level gives the user access to all parish account information and different
options regarding the Online List Manager. An Advanced level user may have rights to
see or not see the Online List Manager and if the user has rights to the Online List
Manager, he/she may have read-only or read-write access (rights decided by the
Administrator).
Our Sunday Visitor will assign one person at the parish Administrative access. This
person will be able to view all parish account information (orders, invoices, employee
website rights, etc) and have read-write access to the Online List Manager (to edit/modify
parishioner list(s)).
Rights to view the parish’s Invoice History and Order History are granted with an
Administrative or Advanced level accessibility.
www.osvoffertory.com
Phone: 800.348.2886|Fax: 800.442.0669 1210
User Accounts
Located on the homepage is a module titled ‘User Accounts’.
The options available under the User Accounts module are based on an individual’s user
level.
The options include:
•
Add New User – the Administrator has the option to add new users for access to
the portal and OLM. Complete the fields under User Information, select the User
Level and Online List Manager access then click Save. A temporary password
will be sent to the users email.
www.osvoffertory.com
Phone: 800.348.2886|Fax: 800.442.0669 1210
•
Delete – this will delete the user from the portal, disabling their access to log in.
•
Retrieve Password – will send the current password to the users email
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Edit – the users Name, Job Title, contact method and Phone number can be
edited. Once the information is changed click Save. For changes to the email
address, please contact your OSV Customer Service Representative.
Invoice History
Located on the homepage is a module titled ‘Invoice History’.
The three most recent invoices will be displayed in the module on the homepage. By
clicking View All a list of all of your invoices will be displayed ascending by invoice
number.
www.osvoffertory.com
Phone: 800.348.2886|Fax: 800.442.0669 1210
By clicking the Invoice # link the details of that invoice will be displayed.
Order History
Located on the homepage is a module titled ‘Order History’.
The three most recent Orders will be displayed in the module on the homepage. By
clicking on the Order # link the details of that order will be displayed. By clicking View
All you will be able to select an Order Type to access additional orders.
www.osvoffertory.com
Phone: 800.348.2886|Fax: 800.442.0669 1210
Once you have selected the Order Type a list of all the orders within that Order Type will
be displayed.
By clicking the Order # link the details of that order will be displayed
.
www.osvoffertory.com
Phone: 800.348.2886|Fax: 800.442.0669 1210
You may select to view a particular month’s detail by Selecting a Month and clicking
Sort. By clicking View to the left of the Date you will be taken to a page that contains a
picture of the envelope.
Also on the Order Detail page you will be able to Renew Order, Submit
Acknowledgement or Submit Changes for the selected order.
Parishioner List Upload
Located on the homepage is a module titled ‘Parishioner List Upload’.
Select the List Name, attach your parishioner file and click Submit File to update your
parishioner list. An automated response will be sent to your email.
www.osvoffertory.com
Phone: 800.348.2886|Fax: 800.442.0669 1210
Site Map:
Registered and Logged In as Administrator
• FAQs
• User Accounts
• Invoice History
• Order History
• Online List Manager
• Postal Information
Registered and Logged In as Advanced
• FAQs
• User Accounts
• Invoice History
• Order History
• Online List Manager (optional)
• Postal Information
All Users
Enhance Offertory Resources
• Online Giving
• Offering Envelopes
• Process for Offertory Enhancements
• Seasonal Mailing
• Consulting & Workshops
Improve Communication Resources
• State of the Parish Report
• Special and Seasonal Mailings
• Inform! Church Newsletter Service
• R.E.A.C.H. Mailing Program
• Annual Appeals
Foster Vibrant Community
• State of Parish Report
• Stewardship Shows, Events & Webinars
• Loaves & Fishes
• Stewardship Envelopes
Clientes Hispanos
• Comunicación
News & Events
Customer Resources
• Resources for Current Customers
• Environmental Efforts
www.osvoffertory.com
Phone: 800.348.2886|Fax: 800.442.0669 1210
Using the Online List Manager (OLM):
Once you are logged in to the website, click on the Online List Manager button to access
your parishioner information. If you are logged in and do not see the Online List
Manager button, please contact your parish’s OSV Online Administrator or call
Customer Service at 800.348.2886 for assistance.
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Once you have clicked on OLM, you will see the screen below. It will default to the
lowest order number that you have. Some parishes only have one order number.
Status
Last Name
Advanced Search
Order
Alphabetical
Filter Options
You may choose to view your parishioner information in a number of ways, using the
filter options below:
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Last Name – key letters that the parishioner’s last name begins with
(ie – Pa would return all parishioners that last names began with Pa)
Order – if you have multiple orders, you may select to view only parishioners
from particular orders or view all parishioners from all orders
Status – select to view all parishioners or only active, deleted, or inactive
parishioners
Alphabetical – this bar will allow you to filter your parishioners by the first
letter of their last name or view all by clicking AthruZ.
Advanced Search – Allows you to search using several options including
envelope #
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Sorting Options
Sorting Options
You may sort any of the following Ascending or Descending by clicking on the text:
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Envelope #
Status
Last Name
First Name
Title
Address 1
City
State
Zip
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New
Parishioner
How to Add a New Parishioner
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Click the New Parishioner button.
Please fill in all required address fields.
City and State will populate after filling in the ZIP. If multiple cities are available
for the zip code entered, you will have the option to select an alternate city. You
can do this by selecting the arrow to the right of the city listed.
If you assign envelope numbers, you will need to enter the number in the box
given. If you want to use the next available envelope number, you will need to
press the Next Env. # button.
Make sure that you have the correct order number highlighted.
When you are completely done adding your parishioner, you will need to press
the Save/Close button. This action will activate Auto – Correct, which will
validate the address.
If you have more than one parishioner to add, you can press the Save/New button.
Auto – Correct will be activated to validate the address. The record will be
saved and a new record will be opened for the next parishioner.
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Auto – Correct
Provides immediate CASS™ validation on addresses as you make entries.
•
An address validation message will appear when you add a new parishioner or
change an address on an existing record.
How to Change/Delete/Reactivate a Parishioner
• Use the Advanced Search to locate the parishioner that you wish to change or
delete.
• Click the envelope number of the parishioner that you wish to change or delete.
This should open the record for you to make the change.
Changes- You may change:
• Any of the name or address fields.
• Move parishioner to another order number (if you have more than one).
• Envelope number
• Send a starter set
• Click Save/Close
Deletions
• Click on the Delete button
• You will be asked if you are sure you want to delete this record. You will
need to click Yes.
Deactivate/Reactivate (Snowbird)
• Select the arrow in the Status box.
• Select I-Inactive to stop the parishioner from getting envelopes, but not
delete them.
• Select the deadline date for the month that you want the envelopes to begin in
the Reactivate Date box. (Remember that this is the deadline date, not the
date you want them to receive the envelopes.)
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NOTE:
Clicking
pops up helpful information regarding that field
Starter Set? – When you have new parishioners and want envelopes in their hands as
quickly as possible, we can send them a starter set. A “Starter Set” is a generic
offering envelope set with the parishioner’s name and address preprinted on them
for each Sunday date. We send these out First Class mail, within 48 hours of our
notification, to insure quick delivery to your new parishioners. These are great to
use until your parishioner receives their regular packet of envelopes.
Orders – If you have more than one order, the parishioner will be added to the order
highlighted. To change this selection, click on the appropriate order number.
Zip Code – When you enter the zip code, the city and state will automatically
populate. This is set up with USPS® standards and is updated on a regular basis by
the post office.
ReActivate Date – Do you have parishioners that are away for a period of time but
plan on returning? Example: Snowbirds that travel south for the winter. You can
now mark their status as inactive, but indicate the date they will be returning. We
will automatically start sending them envelopes with the next mailing after the
reactivation date. Enter the deadline date for the month you want the envelopes to
begin.
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Alternate Address
Maintain an alternate address for your parishioners and set begin and end dates for the
envelopes to be sent to this address.
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Click on the Alternate Address tab.
Please fill in all required address fields.
City and State will populate after filling in the zip. If multiple cities are available
for the zip code entered, you will have the option to select an alternate city. You
can do this by selecting the arrow to the right of the city listed.
Select Begin Month/Year and End Month/Year for envelopes (optional).
Click Save/Close
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Contact Info
Maintain parishioner’s phone, email and fax number on the Contact Info tab.
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Click on Contact Info tab
Enter Phone, Email and Fax number
Click Save/Close
Family Details History
Records additions, changes and deletions that are made to a parishioner record.
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Click on the History button from the Family Details screen.
Changes made to the record are indicated by red text.
The date of the change and the OLM user are recorded.
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[email protected]
[email protected]
[email protected]
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How to Print Reports from the Online List Manager
Reports
How to print labels
Click the ‘Reports’ button
Select Report Type: Label Report
Select the Report - Label Type
Select the appropriate Sort Order
Select the Order #
Select the Status
Select Hide Envelope Number (optional)
Click ‘View Report’
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How to print a list of my parishioners
Click the ‘Reports’ button
Select Report Type: List Report
Select the Report: Parishioner List
Select the appropriate Sort Option
Select the Order #
Select the Status
Click ‘View Report’
How to print an Add/Change/Delete report
Click the ‘Reports’ button
Select Report Type: List Report
Select the Report: Add, Change, Delete Report
Select the appropriate Sort Option
Select the Order #
Select the Status
Select the Date Range
Click ‘View Report’
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How to print an Address Correction Report
Click the Reports button
Select Report Type: List Report
Select the Report: Address Correction Report
Select the appropriate Sort Option
Select the Order #
Select the Status
Select the Date Range
Click ‘View Report’
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Please note: Pop up blockers will need to be disabled in order to print or export the
Reports.
To print, click the printer icon on the report screen, see arrow in picture above. This
ensures your printed copy has the same formatting as the original document. Using your
browser’s ‘print’ button will not print correctly.
*OSV is a non-exclusive Limited Service Provider Licensee of the United States Postal
Service®.
*The CASS™ trademark is owned by the United States Postal Service®.
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