Automated Keyword Workflows let you trigger multiple auto-response messages when someone joins through your Keyword. There are 4 different types of steps you can use in a Keyword Workflow:
- Opt in & Add to List
- Send Text
- Collect Name & Email
- Push to Planning Center
When using the "Collect Name & Email" step, a URL will be automatically added to your auto-response message. When someone clicks the URL, they will be taken to a page where they can fill out their first/last name, and email address.
After a person fills out the form, their information will be tied to their Subscriber profile in Clearstream, which can be found on the Subscribers page. Just select the List tied to your Keyword.
Sync info into Planning Center
If your church uses Planning Center you can automatically push this info into Planning Center to automatically create a new Person in your Planning Center account and optionally add them one of your Planning Center Workflows.
Sync info into Mailchimp
You can export the data as an Excel file (Subscribers > Export), or you can sync with Mailchimp. This is helpful if you use Mailchimp to send emails and Clearstream to send text messages.