New Releases: Email, Reports, Links, Merge Groups & More

Posted by Boyd Pelley on 11/13/18 6:37 AM

We do dedicated blog posts and emails for major changes like the Workflow feature we've talked about a lot the past couple of months.  But in addition, there have been a lot of other less major but still significant upgrades the past three months or so.  Here is a quick overview of the rest of this post:

  1. Changed Email Providers
  2. Errors Using Email Personalization
  3. Unsubscribe Notices If Emails Are Scheduled
  4. Text To Give To A Designated Fund
  5. Tracking Assimilation Progress Through Groups Report
  6. Check-in: Re-print Name Tags And Security Labels
  7. Registration Links Improved
  8. Limit Coach Level Access To Search
  9. Browse Groups Page Style Options
  10. Add Leader Count to Attendance By Group Report
  11. Track Recurring vs. Non-recurring Donations
  12. Merge Groups Options

1. Changed Email Providers.  We made a major change in our email system the past couple of months moving from one provider to another one because of changes in the business model of the original provider.  Two big advantages of the new provider relate to email history.

  1. Email history populates much faster making it more usable.
  2. Email history shows not only that people opened their email, but also if they clicked something to respond to it.

2. Errors Using Email Personalization.  The "Email request for updated information" report and email / text templates for the Workflow feature allow you to add and as radicals to personalize emails / texts. However, our primary Email options do not currently support this personalization (that's coming). Until then, there's now a feature that catches misapplications of these commands and gives you a pop-up warning. That way you won't send out any goofy looking emails.

Read More

Tags: New Release

Survey: Is Your Assimilation Team Ready?

Posted by Boyd Pelley on 11/6/18 7:34 AM
Consistent execution by your staff and volunteers is vital to the success of your assimilation strategy.  Instead of sharing typical problems we see in this area, here is a  picture of the ideal team member followed by a survey that you can share with your team to get a feel for their  readiness and at the same time uncover training needs.
Read More

Tags: Workflow / Assimilation

Assimilation: From Registration To Workflow

Posted by Boyd Pelley on 10/30/18 7:04 AM

Have you ever wished there was a way to make sure everyone who asked for something from you or your church got what they needed?   

Read More

Tags: Workflow / Assimilation

Assimilation: Efficient Response Card Data Entry

Posted by Boyd Pelley on 10/23/18 7:23 AM

I just Googled "church response cards" and there are some great blog posts and articles on why use them as well as best practices on how.  However, when Sunday afternoon or Monday comes, it all boils down to one thing ... entering all this information into the database.  Only then can all the other assimilation processes and workflows be launched. The best way to do that in Churchteams is by using Check-in.  

Read More

Tags: Workflow / Assimilation

2 Ways Automation Can Serve Ministry

Posted by Boyd Pelley on 10/16/18 10:02 AM

The heart of our calling as church staff and pastors is to provide the tools to make sure people are connected, cared for, discipled and launched into ministry. Intrinsically, we know that technology ought to be able to help us accomplish this.  Here are 2 ways automation through technology can serve your ministry. 

Read More

Tags: Workflow / Assimilation, New Release

Assimilation: Start at Check-in

Posted by Boyd Pelley on 10/9/18 8:53 AM

It is no secret that the best way to collect data on Sunday morning is through children's check-in.  The reasons are obvious:

Read More

Tags: Workflow / Assimilation, Best Practices

Assimilation: What to Measure

Posted by Boyd Pelley on 10/2/18 7:10 AM
The first step in setting up a workflow is to map it.  That is to set a goal or define what success looks like.  I use the example of success for a first time guest workflow is for the person or family to show up a second time. Then, the goal of the second time guest workflow is for them to attend a new members class. From there the goal is to help them respond to Christ in whatever way is best for them ultimately getting them involved in community and ministry.
Read More

Tags: Workflow / Assimilation, Best Practices

Assimilation: 4 Steps To Map A Workflow

Posted by Boyd Pelley on 9/25/18 7:52 AM

Last week we released the Workflow feature and blogged on the details of that release.  In this post, we'll show you how to build a Workflow in four steps.  Give it a try and then, if it's helpful, share this post with fellow staff members and others.

Read More

Tags: Workflow / Assimilation, New Release

New Release!  Workflow Automation.

Posted by Boyd Pelley on 9/18/18 7:49 AM

Ready to automate some of those important but repetitious communication and follow-up tasks?   Workflows are here and just released!  Read this post carefully to get the details.

Read More

Tags: Workflow / Assimilation, New Release, Text-To-Church

An Assimilation Check-Up

Posted by Nelson Searcy on 9/11/18 7:12 AM
Read More

Tags: Workflow / Assimilation

Subscribe to Email Updates