Want to track new believers in Rock? Want a simple way for them to fill out their information? Well, you've found the right recipe.

This has come in handy for us, especially since 'Rona has invaded our country, our communities, and sadly, some of our homes and forced us to do church at home and virtually. I would like to give a shout out to Pillars as they helped us with some errors we were getting and with adding some actions to auto fill some of the fields for a better user experience. 

What the user experiences

  1. During our services, they will hear an invitation at the end and we also display a banner at the bottom of the live stream that says you can text "SAVED" to our shortcode.
  2. They will get a response that includes a short congrats message and a link to a simple form so we can get some basic information.
  3. After they fill out the form, they see a new page with a graphic and some text that says
    Because you have made the decision to follow Jesus Christ, we will mail you a SAVED box. Our hope is that this gift will support your ongoing relationship with Him."
    *Normally, that text would tell them to go to a kiosk in the back of the sanctuary but we are 100% online now.
  4. If they choose the "I have questions and would like to speak with someone" option, that will start a connection request with their specific campus pastor. They will then follow up with them. They will also be take to a different page that says this:
    Thank you for having the courage to let us know you have questions or doubts about faith. We’d love to help you journey through them. An Emmanuel Campus Pastor will connect with you this coming week to discuss the questions or doubts you may have."
    *They WILL NOT be taken to the free gift page if they have questions or doubts.

Making it work

Step 1 - The Workflow Attributes

You can click this link to download the JSON file and import the workflow. You will need to change some things which I will go over below.

  1. Extract the .ZIP file.
  2. Import the workflow JSON file.
  3. Edit the Campus Pastors attributes
  4. Edit the Connection Opportunity attribute. If you don't have a connection set up already, you will need to do that. 

Step 2 - The Defined Type

You will need to create your SMS keyword in Defined Types > Text to Workflow

  1. Add your shortcode to the Value field
  2. Add a description if needed
  3. Add your keyword expression
  4. Choose the workflow you just imported
  5. Add the Workflow Name Template. Ex: Message From: {{FromPerson.FullName }}
  6. Add the Workflow Attributes like the image below:
  7. Click Save

Step 3 - Create The Form Page

This will be the main form page that you will send to the person after they text "SAVED".

  1. Go to Admin Tools > CMS Configutaion
  2. Choose Pages
  3. Create a new page in the place of your choosing
  4. Give it a Name, Title, etc. based on how you manage pages in Rock
  5. Add the block "Workflow Entry" to your page
  6. Choose the Setting on the block and choose the workflow you just imported
  7. Press Save

Step 4 - Create The Free Gift Page

This is the page they will see after they fill out the form letting them know we are mailing them a free gift.

  1. Follow steps 1-4 above
  2. Create a header graphic or add some kind of header area where you can add the "Free gift" text.
  3. Press Save

Step 5 - Create The Questions Page

This is the page they will see after they fill out the form and the choose "I have questions and would like to speak with someone".

  1. Exact same steps as Step 3, except the message is the "Questions or doubts" text above.

Step 6 - Create System Emails

We use a system email for each campus to make it easier to edit them if needed.

  1. For each campus, add the campus pastor in the From fields.
  2. Our subject is "Congratulations on your decision to come to Christ!" but you can make it whatever you want.
  3. Add your global header and footer if you have created them. Ask in the comments below if you need help with this.
  4. The email basically says congratulations again and then we have a video they can watch. Below that we mention baptism and provide a link to register for it. They can reply directly to the email which goes to the campus pastor.

Step 7 - Edit the Workflow

In the step, you will edit the rest of the workflow.

  1. Go to the "Process Message" activity and edit the "Respond to Person" action. Edit the message to whatever you want to say and paste the link to the form page you created in Step 2.
  2. I have added some basic Bootstrap styling to the form. So, if you don't use Bootstrap, you will need to remove or edit that.
  3. Edit the two redirects to go to the two confirmation pages you created in steps 4 and 5.
  4. If you don't have a Person attribute called "Date Prof of Faith", you will need to create that so the person's profile will be updated.
  5. We had to create an SQL run to write the campus they choose because some people were choosing a different campus than they are a member of so they weren't getting put into a group. So, our numbers were a little off. You should not have to edit this.
  6. Now we are down to the campus checks. If you are a multi-site church, edit these as needed. If you are a single campus, the easiest thing to do would be to remove all but one and add your campus code.
  7. We experienced that some people don't fill out the form right away. So, we added the "Reminder after two days" activity. The only thing you will want to edit is the message. We just used the same initial response message but added "recently" to the end.