To create a People Flow that manages different processes within your church, simply go People > Flows.  When the next window opens select ‘Add Flow’.

On the next page add in the flow details and specify the administrators for the people flow. Click ‘Save’ to create the People Flow.

Now you will need to give this Flow a name and set the Status, Access and Demographics.

Also set the Locations if applicable and then set an Admin.  The Flow Admin is the person responsible for this People Flow and the set up of the Flow Steps within it.

Once created, you will be taken to the newly created People Flow. To create your first ‘People Flow Step’, click ‘Add Step’ in the top right-hand corner of the page.

Flow Step Set up

When the Flow Step window opens you will need to give the Step a name and a Description.   Also enter the instructions that are to be followed in this Flow Step.  You can set a Due Date and set a days for ‘Hide Pending’.

Notifications can be enabled so Step Admins can be automatically notified when a person is assigned to this step.  Note, All Step Admins are notified if a person is assigned to this Step but are ‘Unassigned’ to a Step Admin.  If a person is assigned to the Flow Step and is assigned to a Step Admin, only the Step Admin is notified unless you have assigned a person to yourself in the Step.

Step Admins – you can add multiple Step Admins to this Flow Step and they are the people who will carry out the actions required.

In this example, we’ve set up the Flow Step ‘Initial Email’ to send out an email template called ‘Welcome to Church’.   The ‘Actions’ set when a person is completed in the Flow Step is to move them to the ‘Phone Call’ Step of the flow.  Actions can set and the method (Automated or Optional) selected here.

Once you’ve set up your people flow, you can go ahead and start adding people! Simply click ‘Add Person’.

Last Updated: 20th October, 2017