Setting Up Your First Automated Follow-up Sequence

Automated follow-ups ensure no visitor falls through the cracks. In this tutorial, we'll create a 4-part welcome sequence for first-time guests.

What You'll Create

A sequence that automatically sends:

1. Day 1: Welcome email with service times
2. Day 3: Information about small groups
3. Day 7: Invitation to upcoming events
4. Day 14: Personal check-in from a pastor

Step-by-Step Instructions

Navigate to Communications → Flows → Create New Flow. Select "First-Time Visitor" as your trigger...

Continue reading for the complete tutorial with screenshots.