After people have served at your church, you can follow up with them to get their feedback. This will help you know if you need to make any changes or if you're on the right track. Follow the steps below to automatically send an email with a form to those who served, so you can view responses and follow up on them!
1. Create a Form
The best way to get information is to create a form.
2. Create an Email Template
To help people have access to the form every time they serve, add it to an email template with some specific instructions on what the team member should do.
This email template will be added to an automation later.
3. Create a List
Find all those who served by creating a list, which will allow you to contact those people at one time.
4. Set Up Automation
An automation ties all these features together! From the automations tab on the list, create an automation to email the template to everyone on the list.
5. Set List to Refresh
In order for the automation to work on its own, set the list to auto-refresh from the settings.