Add and Organize Workflow Steps

Workflow steps run from top to bottom after the selected trigger occurs.

Available step types

• Wait: pause for a number of minutes, hours, days, or weeks.
• Send Email: send a custom email or use an email template.
• Send SMS: prepare a text message up to 160 characters.
• Notify Staff: alert selected roles or specific staff members.
• Add Tag: apply a tag to the person.
• Add to List: add the person to a saved list.

Manage the sequence

1. Select Add Step and choose an action.
2. Expand the step and complete its settings.
3. Use the up and down controls to change its position.
4. Use the step switch to disable it without deleting it.
5. Use the delete control to remove it.
6. Save the workflow.

If a named tag or list does not exist, ChurchTrakr can create it automatically when that step runs.