Create a Workflow

A workflow is a rule your church would otherwise rely on someone remembering: when a first-time guest fills in a connect card, send them a welcome email and give the pastor a task to call them.

Steps

1. Choose Workflows in the sidebar, under TOOLS.

   

2. Start from one of the starter templates, which cover what most churches want first, or build your own.

3. Set the trigger, which is what starts it: someone joins a list, a form is submitted, a donation arrives, a date passes.

4. Add the steps: send an email or a text from a template, add or remove a tag, create a task for a member of staff, wait a few days before the next step.

5. Test it before you turn it on. Test mode runs the workflow without sending anything to anybody, and shows you what would have happened.

6. Turn it on.

Watching it work

Each workflow keeps its own run history: who it ran for, when, and what each step did. That is where to look when someone asks whether a person was emailed.

Good to know

• Test mode first, every time. A workflow that emails the wrong list is a bad afternoon.
• Workflows send through your church’s own accounts, so email needs a provider connected and texts need Twilio. See Send a Message.
• Workflows are part of Pro.