Follow Up with New Attenders
Overview: Want to reach out when someone attends a Sunday service for the first time? Or, maybe when they’ve attended their first small group. Let tasks help you.
Setting Up Your Follow Up with New Attenders
- Go to More > Tasks > Automated Tasks
- Click "+ Add Task"
- Select "Follow Up with New Attenders"
- Choose the event that you would like to trigger the follow up
- Choose the follow up that should be triggered
- Click "Add Task"
Extra Options While Setting Up (or Editing) This Task
When someone hasn't attended for a long time and then does, sometimes that goes unnoticed. Trigger a follow up to include people who have attended for the first time in 18 months or longer.
Using Multiple Events in One Task
If you use multiple events in one task, then only the first time someone attends any one of those events will it trigger a follow up.
For example, if you have 3 Sunday services and someone who typically attends your 9am service comes to the 10:30 service instead, a "new attender" follow up will not be assigned because they have been previously checked into the 9am service.
In the event that you do want to track if someone switches services for the first time, you can set up a separate task for each different event series.
Create a special follow up which will allow you to get in touch with a first time attender, welcoming them in and encouraging them to come back.
When you have someone new join an ongoing event for the first time, alert the staff member responsible for getting that person class schedule information, class roster and/or study material - whatever the "task" is that needs to be done when someone attends for the first time, set up an automated follow up to alert you of their attendance.
About Follow Ups
If you need assistance with learning more about Follow Ups, please view any of the following articles: