Queue Automation Options

Process Queues offer multiple automation options to trigger once someone is marked as done in a Queue. 

Group

Selecting a Group will automatically place an individual into the Group with a status of 'Member' when the individual is marked as 'done' with this Queue.

New Position

Selecting a Position will automatically place an individual into the Position when the individual is marked as 'done' with this Queue.

Note: This adds the person to the Position with in Schedules & Plans, but not to a specific Schedule Assignment.

Event

Selecting an Event will automatically place an individual into the Event with a status of 'Registered' when the individual is marked as 'done' with this Queue.

Membership Type

Selecting a Membership Type will automatically assign that status when the individual is marked as 'done' with this Queue.

Baptized

Selecting 'Set to baptized' will automatically assign that status when the individual is marked as 'done' with this Queue.

Tip: The baptism date will also be set to the date you set as the done date.

Mail Merge

Selecting a mail merge email or letter will automatically send that individual an email, using that template, when the individual is marked as 'done' with this Queue. Make sure to check out the considerations for Mail Merge automation.

"Next" Queue

Select the step(s) immediately following this one. When a person is marked done, Queue managers will be presented with the list of Queues set here. Remember, this is for the immediate next step(s) for this Queue only. You can automate people to a Queue from any Process in your church.

Tip: Make sure to click Save once you have edited all three tabs of the Queue.

Automated vs. Optional

For all of the choices made on this page you will be able to make the automation mandatory or optional. If it is mandatory (automated), the Queue Manager will not be able to override the choice. For optional automation, you have a secondary decision of having the boxed checked or not.

Note: The Queue Manager can override the Optional choices.

Mark as Done

When Queue Managers complete the task in a Queue, they mark it done; it is not until this point that the automations will happen in a Queue. You can see from the image below that it is listing all the automations that are about to happen.

Example: In the image above, the Mail Merge automation is "Optional: Deselected by default" while the Next Queue automation in "Optional: Selected by default."

Automated to Hidden Process

If the 'next Queue' is in a Hidden Process and the Queue Manager is not also a Manager in that Hidden Process, the Queue Manager will not be able to override the default setting when marking someone Done. This means that, if the automation is set to 'optional unchecked', the Queue Manager will not be able to check the box and send the person to the Queue in the hidden Process. For this reason, if you have a Queue automating to a Queue in a Hidden Process, we recommend using the 'optional checked' or 'automatic' options.

Considerations for Mail Merge Automation

It doesn't matter how the person got into the Queue, but what will matter is who marks them as done. If you mark the Process Queue as Done, the Mail Merge will appear from you. It's stamped by the person physically marking those Queues as Done. The replies also go back to you directly.

Tip: If the Pastor is logged in and marks the Queue as Done under his login then it appears to come from him directly. If you use a generic church profile then the message will appear as it's from the church as long as you log into the site under the generic profile. Many churches use a Generic Profile. (First name on the Profile is ABC and Last Name is Church, so it appears from ABC Church.

For this reason, may forego using the automation on the Process Queue and just go directly to the Mail Merge and use the recipient list from the Process (Step 2 of Mail Merge tool). This way they can send on behalf of someone and use the print version as well, which is not an option under the automation. Regardless if an email is listed in the Profile, all profiles will be Marked as Done as if the email was sent. Using the Mail Merge tool directly will permit you to Print to those without an email.