To create a People Flow that manages different processes within your church, simply go People > People Flows, and select ‘Add People 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.

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.

In this example, we’ve set the flow step up to send out a ‘Welcome to Church’ email after the service, and then set the system to move them to the next step of the flow. You can change the due date of the step, add different kinds of actions and choose how they are executed. You can also edit the admins of the step on this stage. The admins of the steps are the individual people that are going to be following people up within that step.

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

Last Updated: 9th March, 2016