Update: Follow Ups

Update: Follow Ups

Breeze Church Management

Digital giving apps and tools

Assign follow ups to staff and volunteers to be sure the right people get contacted at the right time.

Follow Ups allow tasks to be assigned to staff or volunteers in relation to a specific person in the database. One of the most common uses for follow ups is for following up with someone who is interested in more information about a specific area in the church.

For instance, imagine John Smith shows up at your church and fills out a connection card indicating that he's interested in information on volunteering in the middle school youth group and joining an adult small group.

An administrator would enter John's information into Breeze and an email would automatically be sent to the youth pastor notifying him or her that John was interested in volunteering information. An email would also automatically be sent to the small groups pastor informing them that John was interested in joining a group.

The youth pastor and small groups pastor can then reach out to John in regards to John's interest and afterwards, mark the assignment as complete and include an optional note.

Using Follow Ups for processes like these and many others can help ensure people don't fall through the cracks, provide accountability for staff and volunteers in charge of ministries, and can ultimately help you serve your community better.

How do I use it?

Follow Ups are already enabled on your account. Follow Ups can be assigned when adding a new person, viewing an existing person, or through the Follow Ups section found under the "More" dropdown.  More details can be found in the Follow Ups Documentation.

What'd We Miss?

We're constantly learning from you so if you see any tweaks that would help Follow Ups serve your community even better, we'd love to hear them.  Let us know at support@breezechms.com.

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