Automation
Workflows give you confidence that people are contacted and well cared for. Automated reports will save you time, maintain the database, and keep leadership in the know.
Seriously, 15 mins or less!
- Workflows make communication with guests and members a snap
- Automated sermon and devotional campaigns keep people connected
- Scheduled reports keep your database in order and eliminate daily task for your staff
Focus on people, not tasks
- Map out a communication plan, resource it with email and text templates, and let the automation take over
- Automate a welcome text to first time guests
- Text a daily devotional for Christmas, Easter, or any sermon series
- Automate birthday and other date-related greetings
Inform Staff & Leaders
- Group leaders receive sign-up notifications
- Follow-up assignments created through member notes keep staff on the same page
- Get notified of first time givers and those that stop donating
- Schedule reports to send attendance, financial, and other health reports to the right leaders
Keep your data clean
- Workflows move people in and out of assimilation groups and update member information
- Built-in member merge feature checks the software for duplicates
- Schedule reports to update discipleship markers on actual data
Use with any ministry
Although we think of automated texts and emails as being targeted to adults, they serve a purpose in Children’s Ministry too.
One of our church partners set up workflows to send a text to parents of any child attending on Sunday morning. The purpose of the text is to share talking points from the day’s lesson. It not only provides conversation for the car ride home but also throughout the week.
We partnered with Church Executive to show you the creative ways they use automation.
Frequently Asked Questions
Can Churchteams track and report metrics?
Yes. Simply create the reports for the information you want to track. Save them for future use and easy access on your personalized home screen dashboard. You can also schedule the reports to be automatically emailed daily, weekly, or monthly.
Can we create custom reports?
Yes. You save reports you use regularly. You can also pin them to your homescreen dashboard and schedule reports to be emailed to you at regular intervals.
Because our reports both deliver data and perform actions within the database, automating them is a bonus, especially for keeping data up to date.
Can we automate membership data updates?
Yes. There are several ways to use automation to update member information, group involvement, or workflow enrollment. Form responses can be set to update information or enroll a person into another group or class. Reports and workflows can be used to automatically mass update people information too.
Can we use automation to help with discipleship and pastoral care?
Yes. Because all your data is in one place, scheduled reports and workflows can be set to help you spot trends like lapsed donors or people enrolled but not attending a small group. This ebook shows how to use data to track commitment, heart, love, serving, and leadership.
