Automated workflows let you send multiple text messages over a period of time to new subscribers who join one of your lists. Create automated processes for following up with new visitors, engaging new members, or giving next steps to new volunteers.
Let's say you want to create a workflow for engaging new members at your church. You can create a workflow to send a series of automated texts thanking them for attending, following up during the week for prayer, and even inviting them back on Saturday. You can also create a First-Time Guests list to add new visitors to.
Then, come Sunday morning when you have 15 new visitors fill out paper connect cards, all you need to do is add those numbers to your First-Time Guests list. Each week, we'll automatically add any new subscribers on that list to your automated workflow and send out your series of messages. This makes following up with your visitors simple. 💯
Setting up your automated workflow
Name your workflow.
Set up automation to trigger your workflow automatically (optional). Choose a list to automatically add new subscribers to your workflow. New subscribers will join your workflow at the time you choose.
Create messages. You can create multiple messages to send at specific days and times of the week/month. Subscribers will receive the first message as soon as they join your workflow. If you set up automation in the previous step, they will receive the first message at the day/time you chose.
5. That's it. Now you're ready to go!
Things to Keep in Mind
People can join an automated workflow based on a list (if you're using an automation), be added manually by a Clearstream user, or be transferred from a keyword workflow.
If you manually add people to a workflow, they will receive your first message immediately.
Subscribers are considered new until they receive your first workflow message. You can see how many new subscribers have joined your list since the last workflow trigger from Pending Subscribers (on the Message page beside the workflow or after clicking on your workflow).
If you use a Church Management Software, you can push subscribers to Planning Center, Church Community Builder, or Rock RMS.
Workflows allow you to interact with your people in a number of ways. Use the collect name and email step for people to submit their personal information, add a send menu step to send a list of options for them to choose from, automatically send them an email, and more!
If you have any questions or need help setting up your workflow, reach out to our team via the live chat. We'd love to help!