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'! 😄
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.
🚨 Important Update on SMS Regulation Changes 🚨
- 📌 For phone numbers in the "Pending Approval" phase, SMS containing URLs will be blocked starting November 8th, 2023.
- 📌 By January 31st, 2024, all SMS from these "Pending Approval" numbers, regardless of content, will also be blocked.
"Pending Approval" refers to phone numbers that are newly registered and awaiting full clearance, a process that takes roughly 3 weeks.
Both new customers registering their phone numbers and existing customers with numbers still in the "Pending Approval" phase will be affected.
How to Create a Follow up in Tithely Messaging
- Log into your Tithely Account, and select Messaging.
- Select Follow Ups
- Click Create Follow Up at the top right
- Add required fields:
Name (must be unique)
Trigger (see more details about Triggers below)
- 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 allow you to send an SMS to any new contacts when added to a specific Group.
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 Follow-Ups can be toggled on or off.
ON - green
OFF - grey
Keep your Follow-Ups organized by Archiving the ones that are no longer needed.
To archive a Follow-Up, click the gear icon and Archive.
View Automated Follow Up Messages in Your Messaging Inbox
When an automated email or text is sent to a recipient, that message will be linked in your inbox.
When you select that link, you will be taken to the specific message in the Follow Up sequence.