Assigning a Follow Up

Overview: You can create follow ups in three different places.  Additionally, you can send a follow up to just one person, multiple people, or tags.

Follow Ups can be assigned in one of three places:

When Entering a New Person 

  1. Select the "People" tab from the top.
  2. Click the "Add Person" button from the right.
  3. Fill in the person's details as normal.
  4. Prior to clicking "Add Person" at the bottom, click "Assign Follow Ups" on the right.
  5. Select the Follow Ups you'd like to assign and then click "Add Person" at the bottom. 

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For an Existing Person

  1. Navigate to the person's profile.
  2. Click "Follow Ups" on the left (after clicking "More").
  3. Click "Assign Follow Up" in the upper right.
  4. Select the Follow Up you want to assign and click the "Assign" button. 

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From the Follow Ups Section

  1. Navigate to "More > Follow Ups"
  2. Click "Assign Follow Up" in the upper right
  3. Select who the follow up should be assigned for
  4. Select the Follow Up you want to assign
  5. Click the "Assign" button
When assigning a Follow Up, the default user associated with that Follow Up, as well as the default date will appear. You can adjust the user and date by clicking on the user's name or the date.

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Assigning Follow Ups For Multiple People

You can choose to create follow ups for multiple people at the same time.  

To do this:

  1. Navigate to "More > Follow Ups"
  2. Click "Assign Follow Up" in the upper right
  3. Type the name of the first individual you need to create a follow up for
  4. Click "Add Another Person"
  5. Repeat steps 3 & 4 for as many people as needed
  6. Choose the follow up assignments 
  7. Click "Assign" 
When assigning follow ups to multiple people, there is no limit to how many you can assign at once. Each person who you choose in the "for" column will be assigned to each chosen follow up.

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Assigning Follow Ups to A Whole Tag

You can create a follow up for a whole tag at once.  

To do this:

  1. Navigate to "More > Follow Ups"
  2. Click "Assign Follow Up" in the upper right
  3. Type in the name of the tag
  4. Choose the follow up assignments 
  5. Click "Assign" 

If needed, you may remove individuals from the list or add in additional people. 

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Comments

7 comments
  • When I create a followup and assign it to an entire TAG, how could I assign it to a person to follow up on that tag? 

    If so, would every time a new person is added to the TAG, would that person who I assign it to receive a follow up email to check on the newcomer who just came in?

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  • @j6shin

    Great question! The functionality as you have described it does not currently exist, however, we have a list of automated tasks that would allow some automation for follow-ups. Take a look at those here: Automated Tasks Overview

    Let us know if this information is being useful for you!

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  • Is it possible to assign a follow-up option to more than one person? In the "options" section of "follow-ups," it would seem that each follow-up option can be assigned to only one person.

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  • @Lydia

    Great question! Unfortunately, this functionality is not available within Breeze. You can only assign a follow up to One person and on behalf of one person at a time. 

    Cheers!

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  • Our admin assistant has created follow-up tasks for our elders to complete.  Our senior pastor would like to be able to track the follow-ups to see if the elders have completed them.  How can he view the progress of those follow-ups?

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  • Hi @mkodatt!

    Great question about Follow-ups. In order for the pastor to be able to see the follow-ups, he will need permissions to follow-ups.

    You can simply Edit is User and Role to ensure that he has this permission selected.

    1. Navigate to "More > Users & Roles."
    2. Click "Roles" on the left.
    3. Click the pencil icon to the right of the role you'd like to modify.
    4. Change the permissions you'd like adjusted and click "Update Role."

    Hope this is helpful!

     

    Happy Breezing! 

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  • I want to assign follow up - but not to be sent out  right way - is there away to select a date for them to be emailed out in the future?

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