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Automation

Set up automated workflows triggered by attendance, visitors, and more

• Automating Attendance Report Delivery

  Send a service's attendance summary automatically once the session closes, instead of exporting one by hand.

• Automating Giving Receipts

  Automatically generate and email a receipt whenever a gift is recorded.

• Automation Dispatch Log: Tracking What Was Sent

  Every automated message is logged, even though no one clicked Send.

• Best Practices for Writing Automation Message Templates

  Automated messages are read differently than a broadcast you send deliberately, write them accordingly.

• Sending Automatic Event Registration Confirmations

  Confirm a registration the moment someone signs up for an event, without a manual step.

• Setting Up Birthday Automation

  How to enable automatic birthday messages, when they send, and what happens when a birth date is missing.

• Understanding Automation Settings

  What automations are, where to find them, and how automated sends are tracked separately from a manual broadcast.