Automated workflows are one of the most effective ways to save time and maintain consistency in your communication.
Here’s how to add a template:
1. Go to the Automated Workflow Section
From your dashboard, head to the Connect & Workflows section.
Click the blue “Add New” button and select Create From Template.
2. Choose Your Automated Workflow Template
You’ll see a library of pre-built templates designed for everyday ministry needs.
For this example, let’s choose the Boomerang Builder™—our proven first-time guest follow-up Automated Workflow. 🎉
3. Select Your Steps
Each template comes with a series of pre-loaded steps.
You can:
✅ Select all steps (recommended to start).
✂️ Or remove steps you don’t need right now.
Don’t worry—you can always pause or make steps inactive later.
4. Fill in Your Church’s Information
To make your Automated Workflow personal, you’ll need to fill in details like:
Your Facebook link
Any Coffee with the Pastor info ☕
Your website URL 🌐
Other Contact Custom Fields for your context
This allows the Automated Workflow to insert the correct information into your messages automatically.
5. Assign the Automated Workflow to a Group
Next, select the Group to which the Automated Workflow should connect.
For example, if you’re building the Boomerang Builder™, select your First-Time Guest group.
6. Review and Launch
Once you’ve saved, you’ll see your Automated Workflow fully built with multiple steps already set up for you.
From here, you can:
Edit messages ✏️
Pause steps ⏸️
Or leave them active ✅
🎓 Keep Learning
This article covers how to add a workflow template, but we dive into specific steps (such as texts, emails, and gifts) in other tutorials within TIC Academy. Be sure to check those out to get the most from your workflows!
By using templates, you’ll skip the guesswork and start building meaningful connections with guests and members right away—without adding extra to your plate. 💙