Automated Workflow:
A series of steps that can be sent out automatically to or about members in a Group. There are three different types of messages, emails, SMS, and reminder messages, as well as four actions, Add to Group, remove from a Group, Send a Webhook, and Create Task.
Email Workflow Step:
An email message sent as a part of an Automated Workflow to the Group member
SMS Workflow Step:
A text message sent as a part of an Automated Workflow to the Group member
Reminder Workflow Step:
An email or text message sent as a part of an Automated Workflow to a specific contact (such as a member of staff or a volunteer) about the Group member.
Most often, it is used to remind the staff member to take action (like call or send a note).
Add to Group Step:
Automatically add a member to another Group in your account. Most often used to add new guests to your active members Group at the end of their guest follow-up.
Remove from Group Step:
Automatically remove someone from a Group at the end of a Workflow.
Send A Webhook Step:
This will send the contact data via JSON to a specified URL you set in this step. This will allow you to send an automated message containing contact information to another software program!
Create Task Step:
This will prompt the system to create a Task for a User you designate about the Group member.
You'll set the Task title, the User it's assigned to, the task's priority level, when it's due, and what category it is! You'll also be able to add a description of the Task to be completed as well.
Workflow Trigger:
This is what starts the Automated Workflow steps. The steps can be triggered based on when someone joins a Group when a specific calendar date arrives, or when a date arrives in a contact field.
Groups Trigger:
The moment that a Person Record is added as a member of a Group. This happens when a person texts a Keyword, when a Connect Card is submitted, or when a Person Record is manually created and added to the Group.
Calendar Date Trigger:
Send Workflow steps automatically based on a specific date. Send steps a specific number of days leading up to or following a specific calendar date. This is perfect for outreach events!
Person Date Trigger:
Send steps based on a date in a person’s profile. This can be used to send a birthday message to your members automatically!
Templates:
Automated Workflows are premade by the Text In Church team and are used by hundreds of other churches. You are free to edit the steps or remove any that don't fit your needs. Learn how to access these templates here!
Active Step:
An Automated Workflow step that has been marked as ready to send. If a message is not active, the message will not be triggered.
Wait Days:
The number of days after the trigger that Text In Church will wait before sending this specific Automated Workflow message.
Test Message:
Text in Church allows you to send yourself a test message of any of the Automated Workflow steps.
Keep in mind that since you are not using an actual person record, the Variable data will not show up. Instead, you will see the code in { } for each of those items.
If you want a full test of a message, you can add yourself to the Workflow. Learn more about using Test Messages here!
Automated Workflow Report:
This view gives you the ability to see the total number of steps processed for an entire Workflow and the status of each individual step in the Automated Workflow.
This insight can be helpful in understanding how many people are on a specific step in the Workflow, which people have already received a certain step, or why they might have missed a specific step.
From this report, you can also skip steps and push certain steps out immediately to certain individuals as needed. Learn more here!
Missed Workflow Message:
Missed Workflow messages indicate the Workflow step won't be sent because the recipient missed the scheduled date.
This often applies to Calendar Date Trigger Workflows, where late joiners won't get missed steps. Missed steps can be rescheduled via the Processed tab of the Workflow Report!
Waiting Workflow Message:
Waiting Workflow messages indicate the Workflow step is waiting to be sent at the scheduled time.
Waiting Workflow messages can be sent earlier than intended by clicking the Workflow report button in the top right of the Workflow, clicking waiting, and then clicking the send button next to the person intended to receive this.
