Managing Demo Data in Your New Breeze Account

Welcome to Breeze! When you sign up for a Breeze trial, we populate your account with sample data to help you explore the platform and its features. This demo data includes a few profiles, events, tags, and more, allowing you to get a feel for how Breeze can support your church’s management needs. However, once you’re ready to fully utilize Breeze for your church, it's important to delete this demo data and replace it with your own information to ensure your records are accurate and relevant.

What Demo Data Is Included?

Upon starting your Breeze trial, the following demo data is automatically created in your account:

• People Profiles: 2 profiles (Jim Halpert and Pam Halpert)
• Events: 2 sample events
• Tags: 6 folders and 4 tags, with Jim and Pam as the only tagged members
• Contributions: 4 gifts associated with Jim and Pam
• Check-ins: 2 check-ins for Jim and Pam
• Pledge Campaigns: 2 campaigns that Jim and Pam have pledged to
• Forms: 2 forms with 2 entries each

Why Should You Delete the Demo Data?

To ensure your Breeze account accurately reflects your church's real-life data, it’s recommended to delete the demo data before you start adding your own. This prevents any confusion and ensures that your People profiles, Contributions, Events, and other data sets are clean and tailored to your church.

How to Delete Demo Data

Follow these steps to remove the demo data from your Breeze account:

1. Delete People Profiles:

   • Navigate to the People section.
   • Search for the profiles named "Jim Halpert" and "Pam Halpert."
   • Select each profile using the check box next to their name.
   • Select More Actions in the top right. 
   • Select Delete.
   • Confirm Archive.

2. Delete Demo Events:

   • Go to the Events section.
   • Identify the demo events.
   • Select each event.
   • Select Event Settings in the bottom right. 
   • Scroll to the bottom, select Delete Event in the bottom right.

3. Remove Tags:

   • Go to the Tags section.
   • Identify the folders and tags that were created as part of the demo data.
   • Hover over the folder and tag and select the X that appears to the right. 
   • Confirm Delete.

4. Clear Contributions:

   • Navigate to the Giving section.
   • Select Batches.
   • Hover over dummy data.
   • Select the X that appears. 
   • Confirm Delete selection.
     Note: Delete all transactions within a batch.

5. Remove Pledge Campaigns:

   • Navigate to the Giving section.
   • Select Pledges.
   • Hover over dummy data.
   • Select the X that appears. 
   • Confirm Delete selection.

6. Clear Form Entries:

   • Go to the Forms section.
   • Identify the demo forms and entries.
   • Hover over dummy data.
   • Select the X that appears. 
   • Confirm Delete selection.

Adding Your Own Data

Once you’ve deleted the demo data, you can start adding your own information:

• People Profiles: Add your church members and their details.
• Events: Create events that your church will be hosting.
• Tags: Organize your members using relevant tags.
• Contributions: Enter real contributions made by your members.
• Check-ins: Set up check-ins for your church events and activities.
• Pledge Campaigns: Create campaigns that align with your church’s fundraising goals.
• Forms: Build forms for registrations, surveys, or any other needs your church may have.