Follow up first-timers and new converts

Every guest deserves a warm welcome and a follow-up. ChurchBright helps your team do it consistently.

Capture guests

• Add guests in People with the status First-timer (or New convert).
• Or let guests fill in your connect card or the plan-a-visit form on your website — no paper to retype.

Follow-up steps

Open Follow-up in the sidebar to see every guest who needs contact. A pathway sets out the steps — for example a thank-you message on Sunday, a call on Monday and an invitation to a group later in the week — and reminds the assigned team member when each step is due.

For each step, record what happened: reached, no answer, wrong number, prayer request, wants to join a group. Notes stay on the person's profile.

Messages

Send the thank-you by SMS, WhatsApp or email. Use {first_name} in your message and it is replaced with each person's name. See Send SMS, WhatsApp and email messages.

Moving on

When a guest becomes a regular attender or member, update their status. Your dashboard shows how many guests returned, so you can see how well follow-up is working.

Read our blog post How to follow up first-time guests in 7 days for a simple plan.