Automated Tasks Overview

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    Micah McLellan

    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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    Diana Setter

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

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    delineamy

    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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    katimwilliamson

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

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    Sheley

    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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    sstaudt

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

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    Julie Schweihofer

    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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    daisdfamily

    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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    Julie Schweihofer

    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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    Micah McLellan

    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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    trevorc

    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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    Sheley

    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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    breeze

    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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    Rob N.

    @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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    Mel

    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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    Emily W.

    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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    armedbygod

    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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    Stephen Ivey

    @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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