No Prayer Request Left Behind! 😉
Assign follow-up tasks to your team to provide care and connection with your community. Create custom Interactions (tasks or ministry logs) for things like prayer requests, hospital visits, calls, emails, etc.
For example, create a digital prayer request card or manually assign a prayer request from an on-the-fly conversation. Then pair Workflows (automation) with Interaction logs and completion notices to ensure no individual slips through the cracks!
How to Leverage Interactions & Workflows for Prayer Requests
Step 1: Set up Interactions within your People module to include Prayer Requests. One type could be for your entire prayer team, and another could be marked as 'private' so only permissioned users can see it.
You can add Custom Interaction Types, which are different ways you can connect with your members.
Step 2: If you haven't already, enable Interactions Permissions for the staff and volunteers who will be logging interactions.
Step 3: Create a Prayer Request Form for members or guests to complete.
Pro tip: Our step-by-step Form Builder Guide can help you create any form!
Step 4: Create a Prayer Request Workflow.
Workflows help you automate follow-up tasks and reminders so no one falls through the cracks! You can use Workflows to:
- Add a Person to a Group
- Assign an Interaction
- Send a Text Message
How to Log & Manage Interactions
In the People Module
Depending on the Interactions Permissions enabled for your user, select Interactions from the left-hand menu to view the following:
- My Outstanding: review the list of interactions assign to you which need to be filled out.
- Outstanding: Designed for managers of other people's interactions. Review the list of incomplete interactions that need to be completed.
- Completed: See a list of finished interactions list and have a 'Date Completed' assigned to them.
- Assign: Assign a new Interaction to another staff member or volunteer.
- Log: Log a completed Interaction.
Note: When an Interaction is automatically created as a part of a Workflow, the assignee will be automatically notified.
In the Mobile App
Depending on the Interactions Permissions enabled for your user, select Interactions from the Mobile App menu to view the following:
- Assigned to Me: Review the list of interactions assign to you. You can filter between your Outstanding and Completed Interactions. Select an Interaction from the list to complete it.
- Assigned to Others: Designed for managers of other people's interactions. Review the list of interactions assigned to others that have not been completed.
- + Interaction: Select + Interaction to:
- Past Due: If an interaction has not been completed by the assigned due date, it will display an exclamation point icon on the Interactions screen and Past Due on the Interaction Details screen.
Note: You must be logged into the app with appropriate permissions to view the Interactions menu.
Additional Interactions Features
Managing, adding, and updating interactions do not have to be done only in the database. There are external and internal tools available to make interactions flexible to interact with.
External Logs
- Interactions Digest: The digest is a reminder system that delivers a list of outstanding interactions directly to a person's primary email address.
- Interaction Email: After an interaction assignment has been created, the assigned person will receive an email with the interaction details to their primary email address.
Internal Logs
- Interactions in Workflows: All workflows' triggers have the option to include assigning an interaction under the 'Add Action' button as a part of the automated task running.
- Interactions in Mass Contact: Sending an Email or SMS (does not include Voice) allows for the option to 'Log Contact as Interaction.'
- Interactions in the Mobile App: The Mobile app allows for a review of interactions assigned to a person along with logging features to complete the task.
Downloadable Checklist
To make Prayer Request automation easy, we've created a step-by-step checklist. Each step links to more information if you need it.
Checklist: Automate Guest Follow-Up
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