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Posted on November 15th, 2017

New Feature: Automated Keyword Workflows

Automated Keyword Workflows

A common challenge most churches face is struggling to get first -time visitors plugged in. A new family drops in one Sunday, never to be seen again. Sure, you may have gotten their info and uploaded it to your church management software. Often, this is as far as it gets. Maybe they were just window shopping, or maybe they were really looking for a church home, and considering your church. So, how can you make it easier for them to come back, while not adding yet another weekly 'to-do' to one of your staff.

Skip to Video Walkthrough Below

How It Works

Keyword Workflows build on this basic Keyword functionality. You can trigger additional follow-up messages based on certain criteria or behavior. You can schedule these messages to send at certain times, dates, and you can also have different responses for people who've never texted in before and people who have.

In the example below, we're sending two follow-up messages based on when they texted the Keyword. Additionally we have an alternate auto-response setup for subscribers who have already texted the Keyword:

Collecting Subscriber Data in a Workflow

You can also collect data from the subscriber, which syncs to their profile in Clearstream. When using the "Collect Data" step, a URL will be automatically added to your auto-response message. When a subscriber clicks on the URL, they will be taken to a page where they can fill out their first/last name, and email address.

Sync New Subscribers Into Planning Center

If your church uses Planning Center you can setup your Keyword Workflow to send the info gathered in the "Collect Data" step straight into Planning Center to automatically create new People in your Planning Center account and even add them to one of your Planning Center Workflows. No more manually transferring data from paper connect cards to your Planning Center account.

Sync New Subscribers Into Mailchimp

If you're connecting with people through texting, you'll likely want them to receive your church emails as well. If your church uses Mailchimp for sending emails, you can automatically sync any collected email addresses into your Mailchimp List.

Video Walkthrough

Additional Resources