Workflows come in all shapes and sizes! If you want to set up some common workflows to give you experience in how a workflow works, or if you want to know which lists you might need, expand the workflows below.
If you know of a workflow that should be included among these Common Workflows, email us! And if you want to create some more processes to make your job easier, check out our Common Lists!
Guests can be hard to follow up with, but if you get their information on a physical or digital Connect Card, you can add them to a workflow to ensure they're not overlooked.
Set the 1 Month Follow Up to auto-snooze for a month, and it will notify you automatically after that time has passed.
After someone has attended a set number of times, which you can track from a list, you can take another step in following up with them to see if they're interested in getting plugged in at your church.
Every church invites people to serve in different ways. In this workflow, a person must first complete a form, which automatically puts them into this workflow.
Use any of the steps below and pin steps to the applicable person.
Want some more tips about managing volunteers? Check out our Volunteer Pipeline!