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How do I collect people's information in a Keyword Workflow?
How do I collect people's information in a Keyword Workflow?
Michael Lepinay avatar
Written by Michael Lepinay
Updated over a week ago

Keyword Workflows let you trigger multiple auto-response messages when someone joins through your Keyword. There are several different types of steps you can use in a Keyword Workflow. These are the most commonly used:

  1. Add to List

  2. Send Text

  3. Collect Name & Email

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 your Church Management Software

Does your church use Planning Center, Church Community Builder, or Rock RMS? Clearstream can automatically create new profiles with the Push to Planning Center, Push to CCB, and Push to Rock steps.

Sync info into Mailchimp

You can export the data as an Excel/CSV 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. 

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