Automated Workflows
How to schedule your communication
How to Create an Automated Workflow from ScratchAutomated workflows in Text In Church help you simplify communication, save time, and build stronger connections with your people. While we offer ready-made templates, sometimes you’ll want to create a…
Understanding Automated Workflow TriggersAutomated workflows are a powerful way to stay connected with your people. But for them to run at the right time, you’ll need to set up a workflow trigger. Triggers…
Understanding the Buttons in Automated WorkflowsAutomated Workflows are powerful tools for staying connected with guests and members—but they also come with several buttons and options that help you stay in control. 🎛️
Types of Steps You Can Add to an Automated WorkflowAutomated workflows are designed to make your communication intentional, consistent, and stress-free. 🙌 Once you’ve created a workflow, the next step is adding actions—called workflow steps. Each step tells the…
How to Add a Template in Automated WorkflowsInstead of starting from scratch, you can choose from one of our ready-made templates—like the Boomerang Builder™ for guest follow-up—and customize it for your church. 🙌
How to Customize Automated Workflow TemplatesTemplates in Automated Workflows are a great way to save time and start with a proven framework—but every church is unique. ✨ That’s why it’s important to review and adjust…
How to Turn Your Automated Workflow Steps Active or InactiveMaybe you’re waiting on a gift to arrive before sending it out, or you want to pause part of the sequence for now.
How to Simulate an Automated WorkflowOnce you’ve built an Automated Workflow, it’s important to preview how it will actually run in real life. That’s where the Simulate Automated Workflow feature comes in! 🎉
How to Pause an Automated WorkflowLife happens—sometimes you need to step away for a bit. Maybe you’re headed on vacation 🏖️ or simply want to pause communication for a short season. Instead of deactivating your…
How to View an Automated Workflow ReportAutomated workflows help you follow up with guests and members consistently, but how do you know who has already gone through a workflow and who’s still waiting? That’s where the…
How to Create a Task Within an Automated WorkflowAutomated workflows make follow-up simple and consistent—but sometimes you’ll want to add a task for yourself or your team as part of the process. This ensures that personal touches, like…