Contact Current allows you to automatically follow up with guests that Plan a Visit through Facebook & Instagram ADs or via a form on your website. This is a walk-through of what that guest will see once they submit that form.

Details

1. Facebook & Instagram Ads or Website form is submitted.

2. Guest is added to Contact Current.

• The guest is instantly added to Contact Current (our follow-up system)
• A “Plan Your Visit” tag is applied to their contact
• That tag triggers the full Plan-Your-Visit guest journey

No one on your team has to take manual action.

3. Immediate Confirmation Text

• A friendly text message shortly after signing up
• A message that confirms:
  • They’re expected
  • The church is excited to meet them

“Hi {{contact.first_name}}! It’s from {{location.name}}. Thanks so much for planning your visit. We’re looking forward to seeing you Sunday! If you have any questions, don’t hesitate to shoot us a text.”

4. After 2 Mins Email

“Hey there, {{contact.first_name}}!

My name is and I’m on the team at {{location.name}}. I am so excited to meet you on Sunday! It’s our hope that you feel welcomed and wanted from the moment you walk in.

Our Welcome Team will be ready to greet you and direct you on where to park. Be sure to arrive early for coffee and so I can meet you!

Here are some other quick details on what to expect:

Location: {{location.full_address}}
Phone #: {{location.phone}}
Service Times:
Age Groups:

If you have any other questions, don’t hesitate to reach back out to us. ~“

“

5. Internal Notifactions

6. Wait until Saturday at 11 am

“Hey {{contact.first_name}}, it’s with {{location.name}}! We’re so looking forward to meeting you tomorrow. Sunday Service starts at . And our address is {{location.full_address}}. Can’t wait to meet you.”

7. Internal reminder to send personalized video – Saturday at 3 pm

8. Wait until Sunday at 8 am

“Good morning {{contact.first_name}}! We hope see you soon. We also have a special gift just for you. See you at !”

9. Wait until Monday at 5 pm

If no First Time Guest form is submitted

“{{contact.first_name}}, were you able to make it to {{location.name}}? I might have missed you. Praying you have a great week!”

10. Wait until Saturday at 3 pm

“{{contact.first_name}}, we’re saving a seat for you at {{location.name}} this Sunday! Can you make it?”

11. Automatic Transition to First-Time Guest Follow-Up

• The Plan-Your-Visit journey ends automatically
• The guest is moved into the First-Time Guest Follow-Up system

Visual Workflow

Download PDF to see the workflow visually. https://drive.google.com/file/d/1JqiOczfuwaUM9P7Tokw2dxE_PahlGlzt/view?usp=sharing