Workflows

Place one person or several selected people into a manual-enrollment workflow.

See who entered a workflow, its current status, source, and start time.

Stop a workflow from accepting new triggers without deleting its setup.

Add, configure, reorder, disable, or remove actions in a workflow sequence.

Connect an active workflow to a form submission or event registration.

Insert names, contact details, church information, and form details into workflow messages.

Describe a follow-up process and let ChurchTrakr build a draft workflow for you to review.

Start with a ready-to-customize guest follow-up or re-engagement workflow template.

Create an automated follow-up workflow and choose what causes it to begin.