Automatic e-mails<\/em> have so far helped to keep group members informed in ChurchTools. They were automatically sent to a group member when they received the selected status-role combination in this group and the sending was activated. <\/p>\n\n\n\n The automatic e-mails have been replaced by routines<\/em>. Existing automatic e-mails have been automatically transferred to the routines and continue to work as usual. You can now create new automatic e-mails in the group settings under Routines. To do this, use the Send e-mail<\/em> action in a routine. <\/p>\n\n\n\n Follow-ups<\/em> support your church community in maintaining relationships and reliably recording the results of discussions. They are suitable, for example, for welcoming first-time visitors or conducting coaching sessions. ChurchTools supports this follow-up with follow-ups that are planned individually and remind responsible persons of their tasks in relation to specific people. <\/p>\n\n\n\n You can now use the existing function without a group context<\/strong> in the People module<\/em>. The Follow-ups and follow-up intervals master data that previously existed in the People module are therefore no longer required and have been removed. You can find more information on this in the article Understanding follow-ups<\/a>. <\/p>\n\n\n\n In the group context<\/strong>, you can use follow-ups within a group by scheduling follow-ups for individual group members. You can also use follow-ups automatically by using the Follow-up<\/em> action in a group’s routines<\/em>. You can find more information on this in the article Understanding routines<\/a>. <\/p>\n\n\n\n With automatic memberships<\/em>, the group memberships of people in your congregation can be controlled automatically so that your groups are kept up to date without manual effort and you can always act and react on a good basis. To do this, an administrator sets conditions in a person filter and then defines which actions should be carried out for the people found. <\/p>\n\n\n\n This happens in a superordinate group context and is based on the people who are added to groups based on their characteristics or group affiliations. This is where the target group “fetches” suitable people, so to speak. We explain this in more detail in the article Understanding automatic membership<\/a>. <\/p>\n\n\n\n In the routines<\/em>, authorized persons within their group also have the option of setting a group membership for members in another group. So what is the difference and when do you use what? In routines, the assignment to other groups happens on a much smaller scale. For example, a group member who takes on a leadership role is automatically added to a higher-level leader group. In this group, the person is then supervised by a coach and comes into contact with other leaders. <\/p>\n\n\n\n This is where one group “gives” another group a new person by changing Role or Status. If you would like to learn more about routines, read our article Understanding routines<\/a>. <\/p>\n\n\n\n Another important difference is who can use automatic memberships and routines. As the automatic membership function is very broad and potentially serious mistakes can be made (e.g. removing all members of a group), it makes sense to actually only enable this function for administrators. At the same time, this means that only administrators can implement the major benefits of this function for your church community. <\/p>\n\n\n\n Routines<\/em>, on the other hand, only have an effect on your own group and a few other groups. It therefore makes sense to give leaders and those responsible for a group the group-internal permission to manage routines<\/em> so that they can use the routines. <\/p>\n\n\n\nFollow-ups can be used in routines<\/h2>\n\n\n\n
Automatic memberships and routines<\/h2>\n\n\n\n