Send Text: Use this step to trigger an auto-response when someone uses your keyword. You can even build out a series of follow-up texts to send over the course of a few weeks. Set up texts to send at a specific day, time, or only trigger if the person meets certain conditions.

Send Email: Schedule a series of emails to follow up with guests and new salvations, or send onboarding instructions to new volunteers. Easily add links, images, and videos to help convey your message.

Send Menu: Send people a list of options to choose from (i.e., Reply 1 for prayer, 2 for giving, or 3 for small groups). Each person can respond with a number to receive the specific information they're looking for. This allows you to use a single keyword for everything!

Collect Name and Email: Easily collect information by sending a digital connect card. When people fill out their name and email, that information is automatically added to their subscriber profile so you can always know who you're texting.

Add to List/Remove from List: Automatically add people to a subscriber list. This is a great way to keep your subscribers organized. If someone texts your first-time guest or youth keyword, add them to your visitors or youth group list. You can even remove them from the list at the end of your workflow — perfect for recurring events like baptisms that have new participants every year.

Add a Tag/Remove a Tag: Automatically tag a subscriber as a first-time guest, a high school senior, or someone who requested prayer. Then, once someone finishes your visitor workflow in a few weeks, you can set it to automatically remove the tag.

Send Email Notification: Notify someone (or multiple people) on your team when a person texts your keyword or reaches a specific step in your workflow. Perfect for remembering to follow up with guests, new volunteers, or someone who signed up for an event.

Push to Your ChMS: Push subscribers to Planning Center, Church Community Builder, or Rock RMS. Automatically create new profiles in your church management software and/or add them to a group or workflow in your ChMS. This is really helpful for connecting with first-time guests!
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Transfer to Subaccount: If you use subaccounts for your ministries, departments, or campuses, you can automatically transfer subscribers to a subaccount.

Transfer to Workflow: In some cases, you may want to transfer someone to a different workflow. This step lets you do exactly that!

Add waiting periods between your workflow steps to stagger them over hours, days, or weeks.

You can also add branches to create multiple workflow paths. Different people will get specific messages based on the conditions you set.

Workflows are very customizable and can be used for many different use cases.

You can edit your workflow at any time by clicking the ⋮ icon to the far right of your keyword > Edit.

You can easily reorder your workflow steps by dragging and dropping them.