One Church Software

Automate manual processes and create triggers which run based on defined business rules.

Automation

Provides a training video for software users to learn the automation module within One Church Software.

Training Video for the Automation Module

Introduces you to what you can do with workflows, processes, tasks, and triggers.

Introduction

Getting Started

How do I add a workflow?

Describes how to edit a workflow including enabling and disabling.

How do I edit a workflow?

Describes how to enable a workflow and all processes within it.

How do I enable a workflow?

Describes how to delete an existing workflow.

How do I delete a workflow?

Describes how to add, edit, and delete admins on a workflow.

How do I manage workflow admins?

Workflows

Describes the steps to add a process to an existing workflow.

How do I add processes to a workflow?

Describes the kind of triggers that can be added to a process and how each one works.

How do I set a trigger for a process?

Describes how to edit an existing process within a workflow.

How do I edit a process?

Describes how to delete a process within a workflow.

How do I delete a process?

Describes the steps needed to add tasks to a process.

How do I manage tasks in a process?

Describes how to add, edit and delete managers on a process.

How do I manage process managers?

Describes the steps to manually add a person to a process.

How do I add a person to a process?

Describes how to remove a person from a process they are in.

How do I remove a person from a process?

Describes how to view a listing of all people who are currently in a process and their status.

How do I view progress across all workflow processes?

Processes

Send Email

Describes how the Send SMS process tasks works.

Send SMS

Describes how the Wait task is configured and how it works.

Wait

Describes what the Assignment task is and how to configure it.

Assignment

Describes how assignments given through a workflow process task work and how an assignee can complete one.

How do assignment tasks work?

How to bulk update statuses of assignments within a automation workflow

How can I bulk update assignments from an automated workflow?

Describes how to set up the Add To Group task.

Add To Group

Describes how the Drop From Group task is configured.

Drop From Group

Describes how the Add To Process task is configured.

Add To Process

Descries how the Skip To Done task is configured.

Skip To Done

Describes the Update Person Fields task and how it is configured.

Update Person Fields

Describes the Branch task and how it is configured.

Branch

Tasks

Describes the promotional tool steps to create a Promotion Plan

How to create a Promotion Plan

Promotional Plans

Sample Automation of how to send a happy birthday email automatically on someone's birthday.