On the Life.Church website and app, attenders are able to fill out digital Communication Cards for the following items:
- Serving Interest
- Prayer Request
- First-Time Guest
- Baptism Interest
- Commitment to Christ
- Recommitment to Christ
- Open Door Interest
- General Question
- Local Missions Interest
- Chazown Interest
For physical Communication Cards, follow-up emails are triggered in HubSpot when a supported contact item is added to a contact’s F1 profile. For example, adding a First-Time Guest contact item to an F1 contact would trigger the First-Time Guest workflow in HubSpot.
This is the process for triggering physical Communication Cards workflows in HubSpot, but how do we do the same for digital Communication Cards?
With the exception of digital Serving Interests, the good news is it's the same workflow and enrollment criteria! That means nothing else needs to be done.
If you already have a workflow set up for the physical Communication Card items above, it will automatically trigger when someone fills out the digital equivalent. In other words, a properly set up Communication Card workflow will work for both physical and digital Communication Cards.
The one exception: Serving Interests
Unlike the other digital Communication Card workflows above, Serving Interest workflows need to target physical and digital Communication Cards separately.
Here's how to set that up properly.
If you already have a workflow created for ministry-specific serving interests for physical Communication Cards, we recommend you turn those workflows off and start from scratch following the instructions below.
2. Give the Workflow a Name
3. Edit Workflow Enrollment Triggers
Target Physical Communication Cards
3.1. Update Ministry-Specific Campus Contact Property
Update the Communication Card - [Ministry] Serving Interest Campus contact property to the appropriate ministry campus property. Options include:
- Communication Card - Host Team Serving Interest Campus
- Communication Card - Lead/Host LifeGroup Interest Campus
- Communication Card - LifeKids Serving Interest Campus
- Communication Card - Operations Team Serving Interest Campus
- Communication Card - Switch Serving Interest Campus
- Communication Card - Tech Team Serving Interest Campus
Then change CAMPUS_CODE to reflect your campus.
3.2. Update Ministry-Specific Date Contact Property
Update the Communication Card - [Ministry] Serving Interest Date contact property to the appropriate ministry date property. Options include:
- Communication Card - Host Team Serving Interest Date
- Communication Card - Lead/Host LifeGroup Interest Date
- Communication Card - LifeKids Serving Interest Date
- Communication Card - Operations Team Serving Interest Date
- Communication Card - Switch Serving Interest Date
- Communication Card - Tech Team Serving Interest Date
Notice this property needs to be updated in two areas.
Target Digital Communication Cards
3.3. Update the Campus Code
Scroll to the second set of enrollment triggers after the OR and update the CAMPUS_CODE for the Communication Card - Serving Interest Campus contact property.
3.4. Update the Serving Interest Area
Available options here are:
- Host Team
- LifeKids
- Operations Team
- Switch
- LifeGroup Leader
Spelling is critical here, so we recommend you copy/paste from the options above making sure there are no extra spaces before or after.
3.5. Update the Re-Enrollment Options
Make sure only the following boxes are checked:
- Allow contacts who meet the trigger criteria ...
- They are manually enrolled
Communication Card - [Ministry] Serving Interest Date is knownCommunication Card - Serving Interest Date is known
3.6. Save Enrollment Triggers
Before saving, make sure you see "2 re-enrollment triggers" in the Re-enrollment section. It's important these are set properly.
3.7. Update Follow-Up Email
Choose the appropriate follow-up email for this workflow. Keep in mind, you will need to change it in two places.
3.8. Update Email Address for Bounced/Unsubscribed Notifications
Use campus-specific email aliases (versus individual email addresses) to future-proof these workflows from staff transitions. Emails like [email protected] versus [email protected].
3.9. Review and Test Workflow
Follow the instructions on the Workflows Overview page.