Here’s how to make a template your own:
1. Open and Review Each Step
Click on any step in your Automated Workflow to open it.
Read through the message and details carefully.
Ask yourself: Does this language fit our church’s style? Does the timing make sense for us?
2. Edit Timing or Messaging
Change the time a step sends by editing the top section of the step. ⏰
Edit the message itself by updating the bottom section. ✏️
Be sure to click the blue Save Step button after making changes.
3. Remove or Pause Unnecessary Steps
If a step doesn’t fit your context, you have two options:
Toggle the switch to make it inactive (the step turns red).
Or delete the step completely using the trash icon in the top right. 🗑️
4. Assign Staff Notifications
Some templates include staff notification steps (shown as green calendar icons).
By default, these are not assigned to anyone.
Make sure you select the right team member for each notification so they’ll be alerted when a new guest joins the group. 👩💻👨💻
5. Make It Yours 🙌
Remember, templates are just a starting point. Adjust the timing, wording, and structure until it feels natural for your church’s voice and process.
The goal is to ensure every guest and member feels known, noticed, and loved through consistent and personal communication. 💙
🎓 Next Steps
Check out other Automated Workflow Academy resources for tips on:
Activating and deactivating Automated Workflow
Simulating Automated Workflow before they go live
Best practices for follow-up