Follow-Ups allow you to stay connected to your members in a few simple steps. We'll guide you through how to create and edit a Follow-Up below! 😄

Quick Menu:

How to Create a Follow up in Tithe.ly Messaging

Overview of Follow Up Triggers

Overview of Follow Up Status


How to Create a Follow up in Tithe.ly Messaging

  1. Log into your Tithe.ly Admin Account.

  2. Select Messaging from the left-hand menu.

  3. Select Follow Ups.

  4. Click Create Follow Up at the top right.

  5. Add required fields:

    • Name (must be unique)

    • Trigger (see more details about Triggers below)

    • Message

    • Duration

    Create New Follow Up in Messaging

  6. Click Save

❗ Important Note: The Follow Up will be OFF by default after saving. Be sure to toggle it ON, when ready for the Follow Up to begin sending. Allow 30 minutes after the setup of a Follow Up for the system to start sending follow-up messages.


Overview of Follow Up Triggers

Group Triggers

Group Triggers allow you to send an SMS to any new contacts when added to a specific Group.

Giving Triggers

Giving Triggers allow you to send an SMS when a Giver either gives a certain amount or has given a specific amount of times.


Overview of Follow Up Status

Active

Active Follow Ups can be toggled on or off at any time.

  • ON - green

  • OFF - grey

Active and Inactive Follow Ups

Archived

Keep your Follow-Ups organized by Archiving the ones no longer needed.
To archive, a Follow-Up, click the gear icon and Archive.

Archiving Follow Ups


Need more help?

Reach out to our support team by clicking the chat bubble in the lower right hand corner of the screen, or by emailing support@tithe.ly.

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