There are five types of Automated Workflow triggers:
1. Groups Join Trigger 👥
This trigger starts when someone joins a group.
A person can join a group by:
Texting a keyword 📱
Filling out a Connect Card 📝
Being manually added by a leader
Once they’re in the group, the Automated Workflow begins sending messages automatically.
✅ This is the most commonly used trigger and is perfect for first-time guest follow-up.
2. Calendar Date Trigger 📅
This trigger is tied to a specific date on the calendar.
You can schedule steps to send:
Leading up to the date
On the exact date
Or after the date has passed
Great for seasonal events like:
🎄 Christmas
✝️ Easter
📖 Special sermon series
⚠️ Important: If someone joins the group after the Calendar Date Trigger Automated Workflow has already started, they won’t receive messages that were scheduled before they joined.
3. Person Date Trigger 🎂💍
This trigger is based on dates within a person’s profile.
Examples include:
Birthdays 🎉
Anniversaries 💕
Baptism dates ✝️
Memorial or other meaningful dates 🌟
Because these triggers are unique to each individual, no two Automated Workflow will look the same (unless people share the exact date).
4. Connect Card Trigger 📝
This trigger starts when someone fills out a Connect Card.
A person can submit a Connect Card:
Online through your church website 🌐
With a QR Code
Through a link shared via text or email 🔗
Once their information is submitted, the Automated Workflow begins sending workflow messages.
✅ Perfect for welcoming new guests, collecting prayer requests, or following up with event attendees.
5. Keyword Trigger 🔤📱
This trigger starts when someone texts a specific keyword to your Text In Church number.
Examples include:
“WELCOME” for new guests 🙌
“PRAYER” for prayer requests 🙏
“EVENT” for special sign-ups 🎟️
Once the keyword is received, the person is automatically added to the connected group, and the Automated Workflow starts sending follow-up messages right away.
✅ Ideal for quick engagement, outreach campaigns, or instant event registration.
❗ Note: A group is not required for this Workflow trigger to activate.
🙌 Why Automated Workflow Triggers Matter
Triggers give you flexibility to connect at the right time, in the right way. Whether it’s welcoming first-time guests, celebrating a birthday, or preparing for a big event, triggers help ensure your church communicates with care and intentionality.
🎓 Next Steps
Use Groups Join triggers for new guest follow-up and ongoing communication.
Try Calendar Date triggers for church-wide events.
Set up Person Date triggers to celebrate and care for individuals personally.
By using all three, you’ll create a communication strategy that helps people feel known, noticed, and loved every step of the way. 💙
