Automated Workflow:

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: emails, SMS, and reminder emails.

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 message sent as a part of an Automated Workflow to a specific staff email address about the group member. Most often used to remind the staff member to take an action (like call or send a note).

Templates:

Automated Workflows premade by the Text In Church team and used by hundreds of other churches You are free to edit the messages 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. Anyone added to the group will get the message as determined by the scheduled timeline based on Group join date/time. If a message is not active, no one in the Group can receive the message until it is made active.

Group Join:

The moment that a Person Record is added as a member of a group. This happens when a person texts a keyword, when a Digital or Smart Connect Card is submitted, or when a Person Record is manually created and added to the group. The Group Join date will be the basis for when Automated Workflows for a specific group begin sending.

Wait Days:

The minimum number of days after the Person record joins the group that Text In Church will wait before sending this specific Automated Workflow message. See more examples on how Wait Days work here!

Test Message:

Text in Church allows you to send yourself a test message of any of the Automated Workflow steps. Keep in mind, 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 as needed. Learn more about using Test Messages here!

Did this answer your question?