Workflow Magic: First Time Guests

Posted by Boyd Pelley on 3/5/19 8:55 AM

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.  

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Tags: Workflow Magic

Workflow Magic: Context For A New Series On Workflows

Posted by Boyd Pelley on 2/19/19 8:20 AM

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. 

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Tags: Workflow Magic

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?   

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Tags: Assimilation, Workflow Magic

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.  

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Tags: Assimilation, Workflow Magic

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:

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Tags: Best Practices, Assimilation, Workflow Magic

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.

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Tags: New Release, Assimilation, Workflow Magic

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