Automations

The follow-up that never falls through the cracks

New Member Added

First Check-In

Birthday Coming Up

Segment Entry

+ Add custom trigger

Pick a trigger and let it run

Automations begin when something happens — a visitor checks in, a member joins a group, a birthday approaches, or someone enters a segment.

Event triggers: new member, first check-in, form submitted
Date triggers: birthdays, anniversaries, custom dates
Activity triggers: first gift, group join, volunteer signup
Segment triggers: enters or exits a dynamic segment

Welcome Email

Wait 3 days

Follow-up SMS

Wait 7 days

Lunch Invite Email

Multi-step sequences with time delays

Real follow-up is not a single email. Build thoughtful sequences spread over days or weeks with configurable delays between each action.

Unlimited steps per sequence
Configurable delays: minutes, hours, days, weeks
Mix email and SMS in one sequence
Visual sequence builder with preview

IF Email was opened

YES

Send invite

Wait & retry

Exit: Goal achieved

Conditional logic for smarter workflows

Not every person should get the same experience. Add conditions that branch based on member data, previous actions, or engagement signals.

If/then branching on profile data
Check email opens, link clicks, form submissions
Skip steps when conditions are already met
Exit conditions when the goal is achieved

Day 1

Welcome to our church!

Day 3

SMS

Hi Sarah! Any questions?

Day 7

Join us for newcomers lunch

Day 14

Here are ways to get involved

Email and SMS in the same workflow

Some messages need the immediacy of a text, others the depth of an email. Mix both channels in a single automation with personalized merge fields.

Email actions using saved templates
SMS for time-sensitive messages
Personalization: name, group, event details
Delivery tracking across channels

New Member Welcome

4 steps

Birthday Greetings

2 steps

Volunteer Onboarding

5 steps

Lapsed Member

3 steps

+ Create custom template

Pre-built templates for common workflows

Start with ready-made automation templates for new member follow-up, birthday greetings, volunteer onboarding, lapsed member outreach, and more.

New member welcome sequence
Birthday and anniversary greetings
Volunteer onboarding flow
Post-event follow-up

Get Started Free See Pricing

Free for up to 50 active members. No credit card required.

"A new visitor might get a welcome email immediately, a follow-up text three days later, and a personal invitation to a newcomers lunch the following week."

TEMPLATES

Built-in templates for common workflows

You do not have to start from scratch. Kinship includes ready-to-use automation templates for the workflows every church needs. Customize them to fit your voice and culture.

New Member Follow-Up

Welcome email, pastor introduction, newcomers lunch invite, and a check-in after 30 days. Make every new person feel seen.

Birthday Greetings

Automatic birthday emails or texts sent on the day, with an optional personal note from their small group leader.

Volunteer Onboarding

Background check reminder, training materials, team introduction, and schedule orientation over the first two weeks.

First-Time Visitor

Thank-you message after their first check-in, an invitation to connect, and a gentle follow-up if they return the following week.

Lapsed Member Outreach

When a regular attender misses three consecutive weeks, notify their group leader and send a caring check-in message.

Post-Event Follow-Up

After a special event or conference, send a thank-you, share photos or recordings, and invite attendees to take the next step.

MULTI-CHANNEL

Email and SMS in the same workflow

Some messages are best as emails. Others need the immediacy of a text. Kinship automations let you mix both channels in a single workflow. Send a welcome email on day one, a text reminder on day three, and another email with next steps on day seven. Each message uses your saved templates with personalized merge fields.

Email actions using your saved templates with merge fields

SMS actions for time-sensitive or personal messages

Personalization: first name, group name, event details, and more

Delivery tracking so you know which messages were opened

Communication credits charged at cost with zero markup

GET STARTED

Automate the routine. Personalize the meaningful.

Trigger-based workflows, multi-step sequences, and conditional logic are all included on every Kinship plan. Let the software handle the follow-up while your team handles the relationships.

Get Started Free See Pricing

No credit card required. No annual contract. Cancel any time.