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.
Traditional templates offer a large number of variables that can be filled in by the user. BUT, "Smart Templates" will populate the variables with the information you provide. (Yet another HUGE time saver- fist bump!)
Variable Text Needed: First Name, Last Name, Pastor Title, Email and Church Name.
Check out the instructions below to set up your Smart Template!
Accessing Smart Templates
1 - Go to Groups, then select any Group from your list
2 - Click on Automated Workflows sub tab
3 - Click on Import Steps
4 - Choose “Select this Step” by the name of the Workflow Template that you wish to Import, then scroll down to select “Next Steps.”
5 - 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.)
6 - Click on the “Add Template Steps” button
7 - After the steps are imported, you will see a list of the steps that were generated. Click the name of the step in blue view and edit the workflow message details.
8 - Adjust messages as needed and click Save Step at the top to save any edits.
9 - 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.
If you'd like help with getting your groups set up with personalized automated workflows, contact support about purchasing the Communication Kickstart Program. 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.