Pre-Made Workflow Templates

How to use the Text In Church recommended follow-up Workflow messages through Smart Templates by importing with one click

Rachel OBrien avatar
Written by Rachel OBrien
Updated over a week ago

Within Text In Church, we have multiple Automated Workflow templates for you to use. Selecting one of these will create Workflow steps and Messages directly into your Group.  These templates have been used by hundreds of other churches and are a great place to start. You are free to edit the messages or remove any that don't fit your needs.

Check out the instructions below to import a workflow template

  • Go to Groups, then select any Group from your list

  • Click on the Automated Workflows tab

  • Click on "Import Steps"

  • Choose “Select this Step” by the name of the Workflow Template that you wish to Import, then scroll down to select "Continue".

  • In the pop-up box, fill the fields Pastor First Name, Pastor Last Name, Pastor Title, Pastor Email, and Church Name. Your entries will replace variables in the workflow steps with your custom information. 

(This information is for the sender of all follow-up messages and is generally the main pastor or the person who most of the communication comes from at your church.) 

  • Click on the  “Add Template Steps” button

  • After the steps are imported, you will see a list of the steps that were generated. Click the name of the step in the blue message details.

  • Adjust messages as needed and click "Save Step" at the top to save any edits.

  • Make sure all are set to Active (green dot indicator) and ready to send. You can activate or change the dot from red to green by clicking the Resume Step button, next to the dot indicator.

Note: you can duplicate or delete any of these template steps you don't want to use. They are just a suggested road map for you to get started with communicating with TIC. 

If you'd like help with getting your Groups set up with personalized Automated Workflows, contact Support about purchasing the Igniter Kit.  We provide advanced help in setting up your Groups and Workflows. This program can get you going even faster with Text In Church if needed.

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