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Breeze church management pastoral notes8/24/2023 You can set up your birthday messages to go out to all of your members right from the pastor, or you can set up custom emails from applicable group leaders.įor example, you can set up kid's birthday emails to come from the children's director or women's birthday emails from the women's ministry leader, etc.īecause you can filter by tag, it's so easy to designate who should receive a birthday email from specific leaders at your church! Sometimes it's all about the special touch of a personalized birthday wish! With Automated Birthday Emails, customizable birthday emails are now possible with Breeze! Sending Different Birthday Messages to Different Groups of People The final step will be to remove your "members" permission to see anyone listed in the "remove from online directory" tag. If they choose not to, you can create a tag called "remove from the online directory." Now use smart tags to auto-connect anyone who said "no" into that tag. You can create a profile field called "include in online directory" with dropdown/multiple-choice options of "yes" or "no." Send that form to your church to let them decide if they want to be included in your online directory. If you've ever used a form entry to update a profile, then you know how powerful this tool can be! In that case, you can edit the task and uncheck the box that states, "When this task runs, also remove people from this tag that do not match the selected filter" Then select "update task" for the changes to be saved.Ĭreate an Online Directory Permission Tag Suppose your grades have already auto-promoted, and you'd like to unlock the tag. If you've already created Smart Tags without this option selected, you can check the box and click "update task," which will immediately prompt the task to run. That way, everyone will automatically be removed from their previous tag when they move up into the next tag group (i.e. In addition to linking the profile field to a tag, you may find it helpful to click the option to remove people from the tag that do not match the selected filter. Here's a video to show you an example of what that would look like: When you update a grade in a profile, the system will automatically place the person into the correct tag! Use Smart Tags to create a filter for the "Grade" profile field and have it automatically update the classroom tags that you have set up. If you like to track grades or classes through tags and profile fields, now they can communicate with one another! Here are some of the Breeze Team's most recommended Automations to make your life easier! Using the Grade Automatic Promotion and Smart Tags
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