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

Workflow Magic: Volunteer Training

Posted by Boyd Pelley on 6/18/19 8:22 AM

Today's post is a follow-up to last week's on volunteer recruitment.  The two posts work in tandem, you really need to master both to get the process down.

Last time we saw the need for a Ministry Connection Central group that simplifies church-wide communication and then auto-registers responses for specific Ministry Connection follow-up.

We then saw how to use a specific Ministry Connection group to develop a follow-up system to move those interested in connecting to their next step of registering for training. The system automates communication to ensure we are doing due diligence as staff to honor their initial interest.

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Tags: Volunteers, Workflow Magic

Workflow Magic: Volunteer Recruitment

Posted by Boyd Pelley on 6/11/19 8:28 AM

The church runs on volunteers. Pastors and staff are looking for help. Attenders and members are anxious to help. So, why is recruiting hard?

Every week or so staff get notified that people want to serve in their area of ministry. They send an email or leave a voice mail and if there's no response, they're on to next week's contacts. They don't have an adequate system or bandwidth to continue pursuing people.

Meanwhile attenders and members keep responding to the asks about their interests on Sunday and wonder why staff don't respond like promised. It could be that the email or voice message came in the middle of their work day, got put aside for later and then forgotten.

We recently gave some thought to how to solve this problem using the Churchteams system and Workflows. Here's what we came up.  See what you think.

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Tags: Volunteers, Workflow Magic

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