Automated Workflows let you trigger multiple text messages 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 it's Sunday morning and you have 15 new visitors who fill out paper connect cards at your church. All you need to do is add those numbers to your Clearstream List. Each week we'll automatically trigger any new visitors into your Automated Workflow. This makes following up with your visitors simple. 💯
Setting up your Automated Workflow
Name your Workflow
Setup Automation (optional) - tie your Workflow to a List and automatically trigger new people into your Workflow. New Subscribers will join your Workflow at the time you choose.
4. Create Messages - You can create multiple messages to send at specific times of the week/month. Subscribers will receive the first message as soon as they join your Workflow.
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 using an automation), they can be added manually by a Clearstream User, or they can be transferred in from a Keyword Workflow.
When manually adding 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 trigger from the # Pending.
Use the Collect Name and Email step to attach a short link for people to submit their personal information.