Automations Overview

Overview: Automations make things Breezier, allowing you to accomplish "set it and forget it" tasks. This will allow you to automate those tasks that just take up your time, letting you focus on what really matters. Watch the video below for a brief overview of Automations. 

 

To Access Automations go to Account Settings (mceclip3.png> Automations.

About Automations

From automated tag assignments that allow you to set a filter and keep groups up-to-date, to sending birthday emails to members on their special day, to implementing follow-up progressions that will increase staff efficiency and keep you organized, we’ve got you covered.

You'll simply set up tasks that will automatically go into affect for you. 

Types of Automations

 

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22 comments
  • Hi @daisdfamily - While Smart Tags are scheduled to run every hour, you are able to "force" an update by toggling the task off and then back on. I hope this provides an easier solution if you face this scenario again. Reach out to us at support@breezechms.com if you need any further assistance, we're here to help! 




     

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  • Hi - curious to know if there is a task that will automatically create/assign a follow-up when a tag is assigned to a record. My assumption is "no," since I'm not seeing it listed and y'all's UI is pretty solid and unambiguous. But still thought it'd be worth an ask and perhaps a feature request. Thanks for adding Tasks to the mix :)

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  • It's Sunday morning and I hit a jam! Is it possible to "force" an update? We had a child with the wrong grade entered into their profile so they were put on the wrong tag. I have updated the profile but it won't push them to the correct tag, as a work around I created a new tag and put them in it to have on the event. Any info would be appreciated. Thanks!!

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  • @claire

    The closest thing to this is the alert that we have set up within your Event Settings! You will be able to set an alert to be sent to you based off of how many times someone has missed an Event instead of attended an event.

    The functionality that you are looking for currently does not exist within breeze. However, feel free to submit a feature request!

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  • Is there a way to change the time setting for when the task is done daily?

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  • Great question! Automated tasks are all run daily at 9 am relative to your time zone. Customization of timing is not available at this time. 

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  • Hey @trevorc - great question!  Sadly your assumption is correct.  For now.  We were intentional of only adding in a few, basic automated tasks at the start and we plan on adding more as time goes on and people get more and more familiar with how to use them.  Will the automatic follow up when someone is tagged be one of them?  I don't know.  But know what's important to our churches is vital to us so we take all questions/requests/ideas very seriously!  Thanks for your input on this one.  I can't wait until we roll out some new automated tasks :) 

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  • I came here to ask the same question as trevorc. Having a task that creates a follow up based on tags feels like the last missing piece in making some really slick automated follow up workflows. For example, I want to tag people who select "other" in important fields (e.g., allergies), then assign a follow up task to figure out what their "other" is, make a note of it, and decide if we should add it to the list of choices for the field.

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  • Is there a way for the church leadership to be emailed when it's someone's birthday, rather than the other way around?

    Thanks!

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  • This is a major time-saver for our church! No more forgetting to manually update some age-related tags we use often. Smart-tags solved that!

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  • That's brilliant Julie! It's great to have a "quick fix" feature like that in a pinch! Thanks for thinking of that!

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  • Hey Mel!

    Great question! At this time that is not a current feature within Breeze but we're happy to think it over. I'd love if there was a way for this also.

    For now, a great solution is to group everyone who gives or attends for the first time by tags, then you can set up a email for that tag to be sent out at a later time and date. This would automatically go out to those in the tag. For example if they visited Sunday, you could set the tag up Monday and have the email send to them a few days later by scheduling it.

    Here are some additional resources that might be helpful in setting this up:

    Scheduling an Email to Go Out at a Later Time/Date

    Using Smart Tags

    Automated Tasks Overview

    Breeze Recommended Most Helpful Automated Tasks You Can Use! 

    We currently are not taking feature request on this page, but if you'd like to share this idea, please check this out:

    www.breezechms.com/features.

    Happy Breezing! 

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  • So thankful for this new capability!  I have been wanting it for some time.  

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  • @zhpianogirl

    @zhpianogirl I love this idea and can see how useful it would be to set up an automated email like that! As it turns out, that is not a feature Breeze currently offers. One workaround would be to create an Event on the 10th of every month. In that event, you would assign volunteers from the Ministry Lead Tag (all volunteers assigned for every monthly event). You could then set up an automated reminder to be sent out and customize that reminder. Here's more resource on this option: https://support.breezechms.com/hc/en-us/articles/360022466753 and https://support.breezechms.com/hc/en-us/articles/360034343693 

    I hope that helps!

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  • Hi! Wondering if it is possible to modify the "new attenders" automated task. I would like to get a notification after someone has attended 3 times, at which point we follow up with them since they are not likely just a visitor anymore. Is this possible?

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  • Is there a way to automatically post giving to members account? People who give through monthly bank drafts?

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  • Hello! Is there a way to set up an automation email to send an email to all those listed in our Ministry Lead tag? I’d like to set up a reminder email to run on the 10th of every month reminding them to send their position volunteer lists by the 15th.

    Thank you!

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  • Hey @delineamy - If you use Birthday Notifications you can receive an email each month with everyone's birthday for the following month with the date. Click on that link for instructions on setting it up :) 

    Hey @katimwilliamson - this article here should help with that: Associating Contributions With Profiles.  If that isn't what you're looking for, please Contact our Support Team and we'd be glad to walk you through it further.

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  • @breeze, 

    That's a great idea!  I see how that could be useful.  I would recommend submitting this as a new feature request.  Click here to learn more about submitting new feature requests.

    Blessings!

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  • Can automation be used to send text messages as well as emails? Can I be emailed each day with special dates (birthdays, anniversaries, ECT.)?

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  • @armedbygod

    Thanks for taking a moment to reach out to the Breeze community! The automated tasks section does not allow for sending text messages. However, you can plan text messages to be sent by scheduling them! Here's how: Texting People

    Birthday emails can be sent out daily to the database (based off of their birthday) using this automated task. Birthday notifications to you, can only be sent out on the 1st, 15th or 25th. This email will contain all of the birthdays for the following month. See here: Generating a Birthday List

    Hopefully this information is useful for you! If you have any additional questions, please let us know.

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  • Is there a way to set up an automatic email when someone gives for first time or attends church for the first (or second) time? I see there is a way an automatic email can be set up for birthdays. What about these other important tasks? If not, can that be added?

     

    Thanks so much!

    Mel

     

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