Use a Workflow Template

Workflow templates provide a useful starting sequence that you can edit before saving.

Choose a template

1. Open Workflows and select New Workflow.
2. Choose Welcome a New Guest or Re-Engage Someone Who Hasn’t Attended.
3. Review the trigger, name, description, and every step.
4. Edit messages, timing, recipients, tags, and lists for your church.
5. Remove unnecessary steps or add new ones.
6. Select Save.

The guest template uses a form-submission trigger. After saving it, open the appropriate guest form and select the workflow as that form’s submission workflow.

The re-engagement template uses manual enrollment, allowing staff to choose who enters the sequence.