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Setting up a People Flow

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Engaging with members effectively is vital for any church community. One of the primary tools in Elvanto that can help church leaders streamline this process is the People Flows feature. This tool allows for easy tracking and engagement of members, making the connection process smoother and more systematic. In this article, we’ll walk you through setting up People Flows in Elvanto.

Create a New Flow

  1. Log into Elvanto as an Admin. 
    Note: Navigate to the Admin Area if you are logged into the Member Area.
  2. Hover over People.
  3. Select Flows.
  4. Select Add Flow.
    Image 3
  5. Configure Your New Flow.
    • Provide a name for your flow.
    • Set up the Flow Administrators.
    • Determine the location for the flow's use.
    • If required, assign the flow to a specific demographic or demographics.
  6.  Set Up Notifications
    • Customize reminder notifications for the flow and step administrators.
    • Determine notification methods: email, SMS, or a combination of both.Image 4
  7.  Save and Continue
    • Click the “Save” button to finalize the creation of your People Flow.
    • Access the “Steps” tab to outline the various stages within the flow.

Set up And Edit Flows

After creating a new flow you will be able to select Steps right away (Start on step 5 below). If you are editing a Flow that is already set up follow the first steps and continue.

 

  1. Log into Elvanto as an Admin. 
    Note: Navigate to the Admin Area if you are logged into the Member Area.
  2. Hover over People.
  3. Select Flows.
  4. Select the Flow Name you would like to edit.
  5. Select Steps.
  6. Flow Step Set Up
    • Click Add Step to begin defining each stage.
      Set up steps in flows.png
    • Name (Required)
    • Status
    • Description
    • Instructions
    • Due Date
    • Hide Pending 
    • Notification
    • Add Step Admin
    • Add Action
  7. Select Save.

People Flow Walkthrough

The People Flow feature in Elvanto offers an efficient solution for managing, engaging, and monitoring the various phases of member interaction. By leveraging its capabilities, churches can make significant improvements in member engagement and integration, ensuring a more welcoming and nurturing environment for all. If you have any further questions please reach out to our support team.

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