Messages, forms and workflows

Connecting a provider

FaithAdmin sends email and SMS through your own messaging provider. Add its details in Settings, under Messaging. Automated emails and SMS will not be sent until a provider is enabled.

Messages

Use Messages to write to people, groups or locations.

Forms

Use Forms to build a form from nine field types: text, long text, number, email, phone, date, select, multi-select and checkbox. On a desktop computer you can drag fields to reorder them. On a touch screen, use the arrow buttons.

Workflows

Workflows run actions automatically. A workflow starts from a trigger: a new member, a form submission, attendance or a first visit. Actions include sending an email or SMS, creating a task and assigning someone to a group, and a workflow can wait before its next step. Templates are available as a starting point.

Forms submitted by people without a profile do not start workflows.

Notifications

FaithAdmin shows in-app notifications for new members, form submissions, waitlist places and expiring background checks. Choose what your organization receives in Settings, under Notifications. These settings apply to the whole organization, not to each person.