Here’s how to do it:
1. Navigate to Automated Workflows
From your dashboard, go to the Connect → Workflows section.
Click the Add New button.
Select Create From Scratch.
2. Choose Your Trigger
Every Automated Workflow needs a trigger—this is what tells the system when to start sending messages. You’ll choose between five options:
Groups Join Trigger 👥 Starts when someone joins a group Our Integrations are a perfect way to use our Automated Workflow triggers! (via keyword, Connect Card, or manual add). Ideal for guest follow-up or new member onboarding.
Calendar Date Trigger 🗕️ Sends messages based on a specific calendar date. Great for events like Christmas, Easter, or sermon series.
Person Date Trigger 🎂 Sends messages tied to a personal date in someone’s profile (birthday, anniversary, baptism, etc.). Ideal for personal touchpoints and pastoral care.
Connect Card Trigger 📝 Starts an Automated Workflow when someone submits a Smart Connect Card. Perfect for instantly engaging website visitors, Plan a Visit guests, or prayer request forms.
Keyword Trigger 🔑 Begins an Automated Workflow when someone texts a specific Keyword to your Text In Church number. Great for automating sign-ups, info requests, or sermon responses.
3. Select a Group (if applicable)
If you chose a Groups Join Trigger, you’ll now select the group that will activate the workflow.
Example: A First-Time Guest group.
4. Begin Building Your Automated Workflow
Once your trigger is set, click Next.
You’re ready to start building! Add messages, reminders, or notifications to guide your people and keep them connected.
(Check out our other help articles for detailed steps on adding, editing, and customizing Automated Workflow steps.)
🙌 Why Build From Scratch?
Creating a workflow from scratch gives you complete control to:
Personalize your messages for your context
Build flexible processes that fit your ministry strategy
Ensure no guest or member falls through the cracks
By starting fresh, you’ll create an intentional communication journey that helps people feel known, noticed, and loved every step of the way. 💙