Creating and Editing Follow-Ups in Messaging

Follow-Ups allow you to stay connected to your members in a few simple steps. Create personalized, automated emails and church text messages to follow up with first-time guests, lead people to read the Bible, join a small group, or participate in a campaign. We'll guide you through how to create and edit a Follow-Up below, including an overview of triggers and status'! 😄 

How to Create a Follow up in Tithely Messaging

User Permissions needed to access Messaging
Account Owner, Admin, or Limited Access with access granted to Messaging. If you have additional questions, please reference this article.

 
  1. Select Messaging from the left-hand menu

  2. Select Follow Ups

  3. Click Create Follow Up at the top right

  4. Add required fields:

    • Name (must be unique)

    • Trigger (see more details about Triggers below)

    • Message

    • Duration

    Create New Follow Up in Messaging
  5. 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 send. Allow 30 minutes after the setup of a Follow Up for the system to send 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.

  • 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
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