Your Knowledge Base is moving on 3/25/24! Our new Help Center provides all the articles you know and love (plus so much more) in a one-stop shop. Ask your SPoC for details!

New Attendee Follow Up - Preparing for Easter

 

March 9, 2023

Following up with new attendees is incredibly important! You want them to feel welcomed, uniquely valued, and interested in returning and getting involved. Using Easter as our example scenario, we’ll walk you through features and best practices to make your follow up in MinistryPlatform a breeze – and we’ll toss in some tips and tricks for funsies.

Audience: All end users who help with follow up, use Opportunities and Responses, or are part of your communications team.

Video Topics

03:44 - Introduction
06:04 - Why Follow Up?
06:18 - How to Follow Up?
06:39 - Getting Started
07:50 - Seize your Opportunity
10:10 - Prepare for the Response
11:19 - Take Action
14:15 - Keys to Success
15:05 - Q&A
19:15 - Configuring Opportunities
21:29 - Using Custom Forms
25:10 - Q&A
32:15 - Best Practices