fbpx

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:

  1. Click on the ‘Follow-Ups’ tab in the menu.
  2. Click “Automated Follow-Ups”.
    • To see a step-by-step guide on creating automated follow-ups for TAGS, click HERE.
    • To see a step-by-step guide on creating automated follow-ups based on Attendance Check-ins, click HERE.
    • To see a step-by-step guide on creating automated follow-ups for Birthdays, click HERE.

View All Help Topics