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 Help Topics / Settings & Automations / Using Automations [New Feature]

Using Automations [New Feature]


An Automation is a set of one or more Actions that are run, either on a Schedule or in response to a Trigger in your database.

What can I do with Automations?

  • Send a birthday message to your people automatically.
  • Have leadership notified when a new name is added to your database.
  • Automatically email a report of last months giving totals to the treasurer.
  • Create a recurring transaction in the Accounting screen. (Plus Plan feature)
  • And hundreds of other things!

Creating an Automation

To Create an Automation, navigate to SETTINGS > AUTOMATIONS. From the Automations screen select the "Add" button to create an automation. You can build your own automation, choose a pre-built template, or use the guide to help you build an Automation.

Create Church Automation
We've included multiple pre-built templates for the most common automations that churches like to use. These include sending a birthday message, notifying a user when a new name is added, emailing reports, and more.

Types of Automations

There are two different Automation Types in ChurchTrac: People Automations and Application Automations.

People Automations are specific to the People screen, enabling you to automate actions such as sending an email, adding a note, creating a task, adding or removing a tag, sending an SMS, and more.

People Automations perform actions on people screen profiles.

Church Automation Software People

Application Automations enable you to automate actions such as creating accounting transactions or emailing reports.

Church Automation Software Application

Automation Actions (The What)


Automation Actions are the "What" of your automation. Depending on which type of Automation you choose, you will have various Automation Actions to choose from. An Automation can have a single action or multiple. When an Automation runs, every Action will happen simultaneously.

Church Automation Software Action

Automation Options (The When and Who)


Automation Options determine when the actions will be applied. Both People and Application Automations can be scheduled to run at a time of your choosing.

Church Automation Software Scheduled

Since People Automations are specific to a person or group of people, you can select a Smart List or People with a Tag that the Automation will apply to. People Automations can also be triggered to happen immediately to a single individual.

Church Automation Trigger
You can pause/disable an automation at any time by chaning its scheduled status to "paused/disabled". When an automation is paused, it will visibly grey out. To re-activate it, update the scheduled time you wish it to run.
Need Inspiration?

We've created a list of Church Automation Recipes to help you take Automations to the next level!

See the recipes ›
 
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