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Event Date Messaging

How to use a Calendar Date Trigger in an Automated Workflow to send messages before, on, and after any event date.

Written by Rachel OBrien

The Calendar Date trigger in Text In Church Workflows lets you schedule a series of messages around a specific event date. Whether you need reminders before the event, a message on the day, or a follow-up afterward, one Workflow handles it all. Anyone added to the Group at any point will receive whichever messages are still upcoming based on when they joined.

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How to Set Up a Calendar Date Triggered Workflow

  1. Go to the Connect tab and choose Workflows.

  2. Click Create New and select Create From Scratch.

  3. In the Workflow Trigger Settings, choose the Calendar Date trigger.

  4. Enter the date of your event as the Trigger Date.

  5. Select which Group this Workflow will send messages to.

  6. Click the blue Next button to save your Trigger Settings.


How to Schedule Messages Around the Event Date

Once your Trigger Settings are saved, add your Workflow steps. Each message can be scheduled on the Trigger Date or at a set number of days before or after it. For example, you could send a reminder two days before your event, a message on the day, and a thank-you note the day after.

People can join the Group at any time and still receive messages that have not yet been sent. If someone joins on the day of the event, they will receive that day messages and anything scheduled afterward. Think of it like arriving partway through a movie at the cinema — you start from where the movie currently is, not from the beginning.

Using Multiple Steps with Calendar Dates

Yes, you can have more than one step in a Workflow where all steps are triggered by calendar dates. Each step can be independently scheduled relative to the Trigger Date you set. This makes it possible to build an entire pre-event, event-day, and post-event communication series inside a single Workflow.

For example, for an Easter outreach event, you could:

  • Send an RSVP reminder 7 days before Easter

  • Send a "see you tomorrow" message the day before

  • Send a welcome message on Easter day

  • Send a follow-up thank-you 2 days after

Have questions? Email support@textinchurch.com or chat from the Resources tab in your account.

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