Automated Workflows are one of our key features to Text In Church. They are super powerful in following up automatically with people that are added to a given Group.
An Automated Workflow is a series of messages that can be sent out automatically as people join a Group. These Workflow steps are unique to the Group they are attached to.
There are three different types of messages that you can set up: Emai, Text Message, and Reminder emails.
Text Messages: these are designed to be short texts to Group members. They can be used as a brief and convenient way to inform or remind them of a service or event.
E-mail Messages: these are designed to be more lengthy and more in-depth.
Reminders Messages: these are for you or your staff. You can set them up to send to whomever you would like. Talk about effective delegating, huh? 🤩 This reminds them to do something related to a Group. For example, make phone calls, send a handwritten letter, schedule a time to meet, and so on.
To see your Automated Workflow steps, you will want to choose a Group from the Groups tab, then inside choose the Automated Workflows tab. This will display a listing of the steps for that Group as shown below.
You will want to edit these steps to fit the needs of the Group. These steps will need to not be date-specific but rather evergreen so that they can be used at any time. The steps send in the timeline you set within the step, which is based on when a person joins the Group. So you can have people join the Group on many different days spread out over months and they will all get the same messages in the same order and timeline.
You will want to make sure after you edit and save your Workflow steps that they are marked as active (indicated by the color dot to the right). Active messages will send whereas inactive messages will be left in a draft state and not be sent.
Text In Church also has sets of Workflow templates that you can load to save you time and give you an outline of steps that could be used in specific scenarios. To load these you can click Import from Template in the top right corner and select the template set you wish to add to that Group.