How to build trust with an Easter follow-up drip campaign.

Posted by Boyd Pelley on 4/19/22 5:01 PM

Happy week after Easter.  You likely spent a lot of time preparing for last Sunday and now it's over.  Hopefully, you had a lot of guests and collected their information. 

I know you're exhausted, but you really need to follow up with these people. You'll be tempted to do something simple like a single "thank you" letter or email to invite them back.  But, you worked so hard!  Why not take follow up to a new level by setting up a drip campaign to continue to serve them?  The difference is bigger than you think and it's easier to do than you think.

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Tags: Workflow Magic, Communication

How workflows help you care for new people and avoid assimilation stagnation.

Posted by Boyd Pelley on 2/8/22 3:00 PM

Last week we focused on our new Text upgrades rollout, which, by the way, is a game-changer if you missed it.  This week, I'm back to my Life Happened series talking about how technology can help the church navigate the change we've seen the last three years.  The 7 topics for this series came out of the voice of the customer research we recently did to try to pinpoint what actually changed.

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Tags: Workflow Magic, Roundtable & Learning

Marketing technology and the stages of evangelism.

Posted by Boyd Pelley on 5/18/21 11:00 AM
When you give a company your email address, they use it to cultivate your interest in their product or service over time.  If you like it, you read a subject line or even open an email once in a while.  If you don't, you ignore it or unsubscribe.  And, guess what, it works. 
 
What if you did the same thing to reach people in your community?  What might that process look like and what tools do you need to make it happen?  
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Tags: Registration, Workflow Magic, Email Marketing, Communication

New!  Automate promotion and birthdays.

Posted by Boyd Pelley on 5/4/21 11:00 AM
There are a ton of administrative details related to your ministry.  These feel like tedious, repetitive tasks that have to be done each day, week and month.  On top of the important tasks, urgent ones keep screaming for your attention.  It can make you feel overwhelmed and stressed.
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Tags: Check-in & Family, New Release, Workflow Magic, Scheduled Reports

Reasons people stop giving and how to effectively care for them.

Posted by Boyd Pelley on 4/6/21 2:45 PM

Matthew 6:21 says, "where your treasure is, there your heart will be also."  So, one sign of how much an individual or family treasures your church is their giving.  

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Tags: Giving, Workflow Magic, Reports

Workflow ideas for Easter

Posted by Boyd Pelley on 3/16/21 10:30 AM

The Roundtable this Thursday starts our discussion on workflows.  We'll have different users share some of their favorites and brainstorm possibilities for using this powerful feature.  But, with Easter coming soon, I thought it would be good to consider how workflows might help with Easter communication.  

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Tags: Workflow Magic

New!  Workflow through reports. What do I do?

Posted by Boyd Pelley on 1/12/21 10:00 AM

Workflow - noun - a series of emails, texts, personal notifications, or data or group changes scheduled to occur over a selected time period.  Used to track a follow-up process.

Reports - noun - Information gathered or actions to take related to families or individuals based on their group involvement, member attributes, or giving data.

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Tags: New Release, Workflow Magic

How to create a workflow for Advent text messages.  Special offer for non-clients.

Posted by Boyd Pelley on 11/17/20 11:30 AM

Peace on earth and goodwill toward men.  This chorus about the coming Messiah is especially good news for us in 2020.  Our family so longed for this gospel message that we decided to put up our Christmas tree on Halloween day!  

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Tags: Workflow Magic, Communication

Workflow Magic: Summary & Insights

Posted by Boyd Pelley on 7/2/19 8:04 AM

Since February I've been blogging on ways to use Workflows to automate many of the routine but vitally important tasks related to people, communication and processes in the church. 

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Tags: Workflow Magic

Workflow Magic: Caring For A Surviving Spouse

Posted by Boyd Pelley on 6/25/19 8:12 AM

The other day, Kathi from Ohio asked about creating a workflow for her pastors to care for and encourage survivors after the death of their spouse. She is pretty good at  workflows and had already defined the pathway.

The conversation reminded me of many others we've had about how to handle the death of a spouse from the perspective of the database. So, let's start with that and then get to the workflow.

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Tags: Membership, Workflow Magic

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