Here is an updated Knowledge Base Article with more details

Ready to go paperless with your connection card?  Or at least give a mobile option for people to respond?  What if that digital connection could then be customized to launch a workflow with personalized responses and follow up assignments? Here’s how to make it happen. You’ll want a copy of your card to help set this up.

Tags: Automation

If God has graced you with the gift to pastor, plant, staff or lead a church; you carry the weight of founding and building people in their faith. Becoming a skilled master builder is your goal.

Tags: Automation

As you think about your assimilation process for guests, you'll want to decide if it makes sense to create a second or even third time guest workflow. 

Tags: Automation

The most obvious use of workflows is to follow up people who have visited your church for the first time.  You want to make them feel welcome, answer any questions they might have and invite them back.  The goal of this workflow is simple: get people to come a second time.  

Tags: Automation

Ready to use our Church Management System to automate some of those important but repetitious administrative, communication and follow-up tasks?  Workflows are here to help. 

Tags: Automation

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.

Tags: Automation

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?   

Tags: Automation

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.  

Tags: Automation

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. 

Tags: New Release, Automation

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

Tags: Best Practices, Automation

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.

Tags: Best Practices, Automation

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.

Tags: New Release, Automation