Using Automated Follow-Ups
Automated Follow-ups allow you to setup complete workflows, and let the software do the heavy lifting of sending texts, sending emails, and creating assignments. This saves your team tons of time and energy.
Follow-up can be frustrating and hard to keep up with, but with automated follow-ups, you can be assured things won’t slip through the cracks.
Faith Teams lets you setup automated follow-ups which can be triggered when you add a TAG to a person, based on a person’s Attendance check-ins, or based on Birth Dates.
Simply setup your step-by-step follow-up plan, and let Faith Teams work for you.
To Create an Automated Follow-up:
- Click on the ‘Follow-Ups’ tab in the menu.
- Click “Automated Follow-Ups”.