Here’s an overview of all the step types you can add to your Automated Workflow:
✉️ Send an Email
Create a personalized email message.
Great for sharing resources, event reminders, or ongoing encouragement.
📱 Send a Text Message
Send quick, direct communication that lands right in someone’s pocket.
Perfect for reminders, welcomes, or short updates.
👩💻 Staff Reminders (Email or Text)
Notify your staff or volunteers about a guest or task.
Example: “Follow up with John who visited this Sunday.”
Use this option if your staff member does not have a Text In Church login.
🌐 Send a Webhook
For tech-savvy users, a webhook connects Text In Church with other apps.
Example: Automatically push guest information into another system.
➕ Add to Group
Move a person into another group within your account.
Example: Add a first-time guest to a New Member Class group.
➖ Remove from Group
Remove a person from a group once their process is complete.
⚠️ Important: This step should always be the last step in a Automated Workflow.
If you remove someone too early, they’ll stop receiving the remaining steps in that Automated Workflow.
✅ Create a Task
Assign a follow-up task to a team member.
Tasks are visible within the Text In Church account, so the assignee must have a login.
Example: “Call Sarah to personally invite her to the small group.”
(If your staff member doesn’t have a login, use a staff reminder email/text instead.)
🙌 Why These Steps Matter
With these options, you can:
Automate guest follow-up without losing the personal touch
Keep staff and volunteers in the loop with reminders or tasks
Seamlessly move people through your ministry process
By combining the right steps, you’ll create a smooth communication journey that ensures no one falls through the cracks—and helps every guest feel known, noticed, and loved. 💙