How To Manage Workflows
Find the Workflows in the left navigation bar.
Workflows automate ministry processes to save administrative time and better engage your members.
Based on simple 'triggers' and 'actions,' you can automate first-time visitor follow-up, get notified if people stop attending, assign specific individuals to follow up member needs, or even automate a cadence of mass-communication. Find Workflows under the Gear menu at the top right.
(Note: if you don't see "Workflows," please contact your Administrator to provide you permission).
Features
General Details
- Understanding Triggers and Actions
- Building a Workflow
- Inactivate or Delete a Workflow
- Can one workflow have multiple triggers or actions?
- How often do triggers and actions run?
- Tips and Tricks for Better Workflows
Trigger Types
- Triggers for Giving
- Triggers for Group Add/Remove & Group Membership Duration
- Triggers for Attendance
- Triggers for Dates
- Forms with Workflows
Event & Form Workflows
Giving Workflows
- 5 Powerful Giving Workflows to Thank and Engage Givers
- Thank A New Donor
- Engage A New Donor to a Particular Fund
- Engage A Donor Who Stopped Giving
- Thank Donors for Continuous Giving
- Thank Donors That Gave Over a Certain Amount
Attendance & Follow-Up Workflows
- Automated Management of Members Not Attending
- Assimilate Vistors with Automated Follow-Ups
- Birthday & Anniversary Reminder Workflows
- Adding New Visitors from a Form Submission Workflow
- Building A Workflow For Background Check Reminders
Mailchimp Setup
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Alternate search terms: auto, work, workflow, automate, system, process