We are excited to announce that Process Builder is now officially live and ready for use by all our partner churches! After a successful beta phase, Process Builder is now available to streamline and optimize your church’s management processes.
Here’s what you can now do with the live version of Process Builder:
- Add People Automatically or Manually: You can now automatically add individuals to a process based on specific search criteria or add them manually, ensuring every person is tracked through your ministry efforts.
- Full Progress Tracking: Gain complete visibility into where each individual is in the process. You’ll always know who needs attention and what steps need to be completed next.
- Identify Bottlenecks Early: With a clear view of every step, you’ll easily identify where delays might occur and make necessary adjustments to keep everything moving.
- Deadlines for Accountability: Assign deadlines to tasks and steps, ensuring that everything stays on schedule and tasks are completed in a timely manner.
- Automation for Emails, SMS, and Tasks: Automate the sending of emails and SMS messages as well as task delegation, reducing administrative workload and ensuring consistent communication.
- Task Delegation Made Simple: Easily assign and track tasks within the process, ensuring that everyone knows their responsibilities and timelines.
- Communication Integration: Process Builder allows for seamless communication by integrating email and SMS messaging into your processes. Keep your team and congregants informed at every step.
- Comprehensive Notes: Track every interaction with notes that stay attached to each step in the process for future reference.
- Manage Roles and Involvement: Easily update involvement groups and change roles throughout the process as needed, ensuring that everyone is in the right place at the right time.
Learning Tools
To help you maximize the use of Process Builder, we have developed a comprehensive set of tutorials and resources. Visit our video learning library for detailed walkthroughs, tips, and guides to help you get started quickly. Visit our documentation library for more details on the many uses of Process Builder.
Next Steps
Process Builder is live and ready for you to use today! Log in to your TouchPoint database to leverage this powerful tool for your ministry. Whether you’re managing follow-ups, volunteer involvement, or event organization, Process Builder will enhance your workflows and help you achieve your goals with greater efficiency.
Our consulting team is here to assist if you have any questions or need help getting started. We’re excited to see how Process Builder will empower your ministry to grow and thrive.
Thank you for being a valued part of the TouchPoint family as we continue to innovate and support God’s Kingdom!
