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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.

You can create follow-ups which can be triggered when you add a TAG to a person, based on a person’s Attendance check-ins, based on Birth Dates or Anniversary Dates.

Simply setup your step-by-step follow-up plan, and let Faith Teams work for you.

 

Here’s how:

  1. Click on the ‘Follow-Ups’ tab in the menu.
  2. Click “Automated Follow-Ups”.
    • To see a step-by-step guide on creating follow-ups for TAGS, click HERE.
    • To see a step-by-step guide on creating follow-ups based on Attendance Check-ins, click HERE.
    • To see a step-by-step guide on creating follow-ups for Birthdays, click HERE.
  3. Turn it on.
    • When you create a new follow-up action, it will be “paused” by default.
    • After you create it, make sure to click the “play” button to turn it on. 

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