Efficiently following up with parents or members is vital for building relationships and maintaining engagement. Elvanto's People Views and People Flows offer powerful tools to streamline and track your follow-up processes. This article will guide you through utilizing these features to effectively connect with individuals and groups within your church community.
Steps:
Create People View:
- Go to "People" > "Views."
- Use filters to create a People View that targets the specific individuals you want to follow up with (e.g., new visitors, inactive members, parents of children in specific groups).
- Save the People View for easy access later.
Create People Flow:
- Go to "People" > "Flows" > "Add Flow."
- Name your flow (e.g., "New Visitor Follow-Up," "Parent Check-In").
- Designate flow administrators and determine the location or demographic for the flow.
- Add steps to outline your follow-up process:
- Example Step 1: Send welcome email/SMS
- Example Step 2: Schedule phone call/meeting
- Example Step 3: Send follow-up resources
Add People to Flow:
- Open your saved People View.
- Select all individuals using the checkbox.
- Click "Mass Manage" and choose "Add to People Flow."
- Select the appropriate flow and assign administrators for each step.
Manage and Track Follow-Up:
- Flow administrators can view assigned individuals and track progress through the flow.
- Complete actions for each step (e.g., send emails, make calls, schedule meetings) directly from the People Flow.
- Mark steps as complete as actions are taken.
- Use the People Flow to monitor who has been contacted and who requires further follow-up.
Additional Information:
- Customization: Tailor your People Views and People Flows to your specific follow-up needs and communication preferences.
- Automation: Explore Elvanto's automation options to trigger flows or send messages based on specific criteria.
- Reporting: Utilize Elvanto's reporting features to assess the effectiveness of your follow-up efforts.
Example:
A church uses a People View to identify parents of children who haven't attended Sunday school in a month. They then add these parents to a "Parent Check-In" flow, which involves sending an email, scheduling a phone call, and offering support resources.
Notes:
- Privacy: Ensure your follow-up methods adhere to privacy regulations and preferences.
- Sensitivity: Use a friendly and empathetic tone in your communication during follow-up.
- Flexibility: Adjust your People Flows as needed to optimize your follow-up process.
Elvanto's People Views and People Flows provide a powerful framework for organized and effective follow-up. By implementing these tools, you can strengthen connections within your church community and ensure that no one falls through the cracks.