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Leadership thresholds
A member advances when the number of contacts marked "Churched" reaches each threshold. Thresholds are configurable in Settings → Leadership and must increase in order.
How email works
All email is sent through WordPress wp_mail(). Your existing SMTP plugin (e.g. Resend) handles delivery — configure nothing here.
The gift PDF
Upload the gift book in Settings → Gift. Every "Send Gift" action emails that PDF and logs the transaction in the Gift Log.
Video (Agora)
Enter the Agora App ID and App Certificate in Settings → Video. The certificate stays on the server; temporary join tokens are generated per participant. For maximum security, define CC_AGORA_APP_ID and CC_AGORA_CERT in wp-config.php. Meetings are never recorded.
Automation (WP-Cron)
Birthday emails, follow-up reminders, goal closing and meeting status rely on WP-Cron. On low-traffic sites, add a real server cron hitting wp-cron.php every 5 minutes for reliable delivery. The WP Crontrol plugin can help you verify scheduled events.