Send Automated Date Reminders

This Date Reminder Automated Task lets you choose a date field based on which to perform a specific action (such as notifying members or servants) a certain number of days before or after this date. This is useful when you want to notify people in relation to Background Checks-related fields; for notification on any membership-related dates, or for automated actions that should occur based on a date.

To configure this task: 

1. Enter a Name for your task.
2. Select the Time when the task should run, on a daily basis.
3. Set up Triggers: 
   1. Set the Date Field based on which the task should trigger. Here is where you can include date fields that are predefined in the task (Birthdate, Anniversary, Baptism), as well as custom date fields you might have set up for people’s profiles.
   2. Choose When the task should trigger: On the date, before, or after the set date field. Note that you can only set a reminder after the Birth and Anniversary dates. For cases when you want to congratulate someone on these occasions, we recommend using the dedicated Birthday and Anniversary Tasks. 
   3. Set the Offset and enter the number of days, months, or years within which the task should run before or after the date in the date field. 
   4. Check the Logic Summary to make sure everything is correct.
      
      Example Logic: This task runs daily at 09:00 AM and triggers 2 Days After a person's Birthdate.
      
      
4. Configure the Task to run. Choose whether you want to communicate, add to ministry, add to group, or follow up. Note that for the communication task, you can choose who receives your message (email, SMS, or push notification): either the member matching task criteria, or specific users such as church servants.
   
   1. Communicate: Sends automated email, push notifications or SMS to newcomers once they join. You can choose whether to send the communication on the same day as configured; or after a set number of days. You can also select the sender - either the main church admin or your own account, if different.
      
      You can add multiple communication tasks to the same Newcomer or New Event Attendee Task, so you can send messages via all channels should you wish to do so.
      
      
       
   2. Add to Ministry: This action automatically adds newcomers to the selected ministry and group.
      
   3. Add to Group: This action automatically adds newcomers to a selected group. When you choose to run this action via an automated task, you can also notify the group leaders about the new people being added.
      
       
   4. Create Follow-Up: This action lets you automatically add a Follow-Up for newcomers. You can set the Responsible, the Follow-Up Action, and Days to wait until adding the Follow-up after someone new joins your church. 
      
       
   5. Update Field: This action updates a profile field of your choice. All fields are available, both default and custom. Just select a field and update it accordingly. When the task is running, based on your set criteria, the field will be automatically updated as per your configuration. In the example below, for instance, the members’ profile will be set to not be hidden from the Member Directory.
       
5. Set the task Criteria. This is where you choose what set of people the task will apply. You can filter by Gender, Age Range, Groups, or Grade. Task Criteria are optional; and if you do not set any, the task will apply to all people. 
6. When your configuration is ready, click Save to save the task.