Covid Connection Workflows | 053

Since creating the Covid-19 Connection Campaigns, we have created a few workflows that will help our team as they work the connections.

  1. Add Benevolence Request
  2. Add Prayer Request
  3. Add to ‘OPT OUT’ of the Covid Campaign Group

These workflows will each fire of a set of automatic steps to help move things along.

PRAYER

If you are working a Covid-19 Connection and the person asks for prayer, FROM the connection, you can click [Add Prayer Request].  This will open a window that allows you to create a new prayer request for that person. It will immediately add to the prayer list. Note: you will still need to close (connect) the connection when you are done.

BENEVOLENCE

If you are working a Covid-19 Connection and the person is in need of financial assistance, FROM the connection, you can click [Add Benevolence Request]. This will open a window that allows you to create a new Beneovlence Request for that person. It will immediately add to the Benevolence tab on that persons profile. Note: you will still need to close (connect) the connection when you are done.

OPT OUT

If you are working a Covid-19 Connection and you feel that the person does not need a call back in 30 days, OR they have requested that you don’t call them, you can click [Add to ‘OPT OUT’ of the Covid Campaign Group] and the person will be added to a group that will Opt them Out of future Covid-19 Connections. Note: you will still need to close (connect) the connection when you are done.