Workflows
What are Workflows?
Save valuable time by automating processes using Workflows. Simply set up Workflows to trigger certain actions, such as follow ups, task assignments, viewing to-dos, and more. Use our system to automate your systems and spend more time focusing on ministry. You can even use Workflows to make sure that guests and members alike feel valued.
How to make Workflows work for you
1. Follow up with visitors every time
Set up a workflow that ensures your follow-up procedures happen every time. Remind ministers to follow up and automatically send a welcome email immediately. Easy peasy.
2. Remind staff and volunteers of their to-dos
Sometimes people simply forget the tasks that have been assigned to them. Ensure that tasks are completed by setting up automatic reminders.
3. Automatically thank donors and volunteers
Send automatic texts or emails to people who donate to your church or serve at an event.
