Overview: You can create or edit follow up options. You can assign new owners to existing options, or start from scratch.
- Navigate to "More > Follow Ups > Options."
- Click "Add New Option" in the upper right.
- Fill in the fields.1
- Click "Create." This will now be an eligible follow up option when assigning a follow up.
Settings in Adding New Options:
The name of the follow up. Commonly used follow up names are "new attender", "baptism", "membership", "______ ministry", etc.
A description of the purpose of the follow up. For example, if the name is "new attender" then the description could be "please send 'thanks for visiting' card in the mail". If the name is "Children's Ministry" the description could be "interested in learning more about Children's Ministry"
This is who should receive the follow up notice. A user must have a role with "follow ups" checked off to be displayed in this list. The person who the follow up is being assigned to will be the one who receives an email and is responsible to complete the follow up.
Time to Complete:
The number of days before the follow up will be "due".