Skip to main content

Automated Tasks Overview

  • Updated
Available with these plans: Small Medium Large Unlimited Diocese

Contents

Introduction

Automated Tasks allow you to create automation workflows to perform specific tasks such as sending communications, adding people to ministries or groups; or creating follow-ups.

This is a paid feature, only available to users with Owner or Admin roles.

If you have a Demo account, you can set up Automated Tasks, but our security measures prevent any communications from being sent. 

To reach Automated Tasks, go to Settings > Automated Tasks. 

Task Types

You can create the following task types: 

  1. Anniversary: Send anniversary greetings to people via email, push notification, or SMS. This task runs daily at the scheduled time for all people who have their anniversary that day.

  2. Birthday: Send birthday greetings to people via email, push notifications, or SMS. This task runs daily at the scheduled time for all people who celebrate their birthday that day.

  3. Follow up for New Giver: Automatically create a follow-up when someone donates to a specific fund for the first time. This task runs daily at the scheduled time for all new givers.

  4. Newcomer: Communicate with newcomers, add them to groups or ministries, and create follow-ups. This task runs when a new member registers or is added, 15 minutes after the record is created.

  5. New Event Attendee: Communicate with new event attendees, add them to groups or ministries, and create follow-ups. This task applies to people who attend any event for the very first time or after a 12-month absence. This task runs 15 minutes after a new or 12-month-absent attendee checks in for an event.

  6. Reminder: Send reminder emails, push notifications, and SMS based on a schedule and a set of criteria. This task runs according to the set schedule for all people who meet the set task criteria.

  7. Date Reminder: 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.

Enable/Disable, Edit and Delete Tasks

All tasks you add can be enabled or disabled; as well as edited or deleted. 

Please note that deleted tasks cannot be restored.

Just turn the toggle on or off to enable or disable, and open the context menu for Edit and Delete options.




 

 

 

Related articles