# Origamy playbook spec v1. Reference: /playbooks/spec-format/ spec_version: 1 id: church.first-timer-to-member title: First-timer to member sector: church source: kind: engagement date: 2026-10-31 ref: eng-2026-10-church-a notes: >- A church's visitor-to-member system, built through the admin API on 2026-10-31. Structure only: names, numbers, people and the church's own wording were removed. derived_from: null vocabulary: person: first-timer people: first-timers group: team summary: >- Turns the first-timer card into a journey: a welcome email and SMS, a call task for the follow-up team with a reminder and escalation, a confirmation step for people who want to join, a membership class form that makes them members, and weekly and monthly reports to the church office and leaders. when_to_use: - You collect first-timer or visitor cards on Sundays (on paper or a tablet) and want every visitor welcomed and called. - Visitors can say they would like to become members, and a membership team confirms them before a membership class. - Leaders want a weekly list of first-timers and a monthly "visitors to members" summary by email. requires: data_in: - how: public_form what: "The First-Timer Card, filled on a phone or tablet, or typed in from paper cards by the office." - how: staff_form what: "The Membership Confirmation and Membership Class forms, filled by the membership team." channels: - channel: email for: Welcome, class invitation and new-member emails; all reports needs: A verified sending domain for {{ params.email_from }}, or Origamy's test sender while you try it. - channel: sms for: Thank-you SMS, class invitation and new-member SMS needs: An SMS provider, or Origamy managed SMS after business verification (KYC). The free plan allows 30 SMS a month before verification. events: - onboarding.submitted # sent by Origamy forms on every submission traits: - lifecycle_status # first_timer → member, set by hidden form fields - membership_interest # yes | no | not_sure - membership_decision # confirmed | not_joining | undecided, set by the membership team parameters: - key: org_name ask: true question: What should messages call your church? label: Church name type: string example: Grace Community Church - key: follow_up_team ask: true question: Who calls first-timers? (a team; you add the people later) label: Follow-up team type: team_name default: Follow-up team - key: escalation_team ask: true question: Who should hear if a call isn't made in time? label: Escalation team type: team_name default: Pastors - key: membership_team ask: true question: Who talks to people who want to join, and confirms them? label: Membership team type: team_name default: Membership team - key: office_team ask: true question: Who enters paper cards and gets the reports? label: Office team type: team_name default: Church office - key: email_from ask: true question: Which address should emails come from? help: It must be on a domain you verify in Settings → Channels. label: Sender address type: email example: welcome@yourchurch.example - key: baptismal_class ask: true question: Do you also run a baptismal class people register for? label: Baptismal class type: boolean default: true - key: timezone label: Time zone for reports type: timezone default: "{{ workspace.timezone }}" - key: default_country label: Default phone country on the forms type: country_code default: "{{ workspace.country }}" - key: greeting_fallback label: Greeting when a first name is missing type: string default: Friend - key: welcome_delay label: Welcome email after the card is entered type: duration default: 2h - key: sms_delay label: Thank-you SMS after the welcome email type: duration default: 2d - key: call_delay label: Call task created after the card is entered type: duration default: 2d - key: call_due_hours label: Hours the follow-up team has to make the call type: hours default: 48 - key: escalate_after_hours label: Hours after which an unmade call escalates type: hours default: 48 - key: weekly_report_cron label: Weekly first-timer list type: cron default: "0 8 * * 6" # Saturday 08:00 - key: entry_check_cron label: Sunday check that cards were entered type: cron default: "0 18 * * 0" # Sunday 18:00 - key: monthly_report_cron label: Monthly summary type: cron default: "0 9 1 * *" # 1st of the month, 09:00 timings: - Welcome email {{ params.welcome_delay }} after the card is entered, thank-you SMS {{ params.sms_delay }} later. - Call task {{ params.call_delay }} after the card, due in {{ params.call_due_hours }} hours, with reminders before it is due; escalates to {{ params.escalation_team }} after {{ params.escalate_after_hours }} hours. - The membership team's confirmation task has no deadline. - "Reports (cron, in {{ params.timezone }}): Sunday card check {{ params.entry_check_cron }}, weekly list {{ params.weekly_report_cron }}, monthly summary {{ params.monthly_report_cron }}. The new-members report is sent by its follow-up, at most once a day." customer_must: - Add people to the {{ params.follow_up_team }}, {{ params.escalation_team }}, {{ params.membership_team }} and {{ params.office_team }} teams (Settings → Collaborators → Teams). Tasks and reports go nowhere while a team is empty. - Verify the sending domain for {{ params.email_from }}, and connect an SMS provider or finish business verification for managed SMS. - Review and publish the forms (First-Timer Card, Membership Confirmation, Membership Class, and Baptismal Class if you run one). Publishing makes their links live; nothing sends. - Switch the follow-ups and reports on (a follow-up only runs once it's on), run one test person through the card using your own phone and email, check the welcome, call task and segments, then erase the test person. objects: - ref: settings_tz kind: settings about: Sets the workspace time zone first; schedules and reports take it when they're saved. body: { timezone: "{{ params.timezone }}" } # ---- teams (empty; people are added by the customer) ---- - ref: team_follow_up kind: team about: Gets the first-timer call tasks. body: { name: "{{ params.follow_up_team }}" } - ref: team_escalation kind: team about: Hears about calls not made in time; gets the monthly summary. body: { name: "{{ params.escalation_team }}" } - ref: team_membership kind: team about: Confirms people who want to join; gets the weekly list. body: { name: "{{ params.membership_team }}" } - ref: team_office kind: team about: Enters paper cards; gets the Sunday check, new-members report and monthly summary. body: { name: "{{ params.office_team }}" } # ---- forms ---- - ref: form_card kind: form about: The first-timer card. Sets lifecycle_status to first_timer and records whether they want to join. body: name: First-Timer Card slug: first-timer-card description: Filled by first-timers, or typed in from paper cards by the office team. draft_state: version: 1 meta: { layout: classic, submit_label: Submit, success_message: "Thank you for worshipping with us at {{ params.org_name }}!" } pages: - id: p1 title: Welcome to {{ params.org_name }} description: We're glad you came. Please tell us a little about yourself. fields: - { id: f_date, key: visit_date, type: date, label: Date, required: true, maps_to: { mode: custom, key: visit_date }, config: { default_today: true } } - { id: f_first, key: first_name, type: short_text, label: First name, required: true, maps_to: { mode: custom, key: first_name, trait: true } } - { id: f_last, key: last_name, type: short_text, label: Surname, required: true, maps_to: { mode: custom, key: last_name, trait: true } } - { id: f_phone, key: phone, type: phone, label: Phone number, required: true, maps_to: { mode: mapped, slot: profile.phone }, config: { country_picker: true, default_country: "{{ params.default_country }}", verify: "off" } } - { id: f_email, key: email, type: email, label: Email address, required: false, maps_to: { mode: mapped, slot: profile.email } } - { id: f_addr, key: home_address, type: address, label: Home address, required: false, maps_to: { mode: mapped, slot: profile.address }, config: { parts: [street, city, state], part_labels: { city: City or area } } } - { id: f_bday, key: birthday, type: date, label: Birthday, required: false, maps_to: { mode: custom, key: birthday, trait: true }, config: { month_day: true, month_trait: birth_month, day_trait: birth_day } } - { id: f_invited, key: invited_by, type: short_text, label: Invited by, required: false, maps_to: { mode: custom, key: invited_by, trait: true } } - id: f_member_elsewhere key: church_member type: multiple_choice label: Are you a member of any church? required: true maps_to: { mode: custom, key: church_member, trait: true } options: [{ value: "yes", label: "Yes" }, { value: "no", label: "No" }] - id: f_interest key: membership_interest type: multiple_choice label: Would you like to become a member of our church? required: false maps_to: { mode: custom, key: membership_interest, trait: true } options: [{ value: "yes", label: "Yes" }, { value: "no", label: "No" }, { value: not_sure, label: Not sure yet }] - { id: f_prayer, key: prayer_request, type: long_text, label: Prayer request, required: false, maps_to: { mode: custom, key: prayer_request } } - { id: f_stage, key: stage, type: hidden, label: Stage, required: false, default: first_timer, maps_to: { mode: custom, key: lifecycle_status, trait: true }, config: { param: stage } } verification_settings: { required: false } - ref: form_confirm kind: form about: Staff-only form the membership team fills to record a decision. Matched to the person by phone. body: name: Membership Confirmation slug: membership-confirmation description: For the membership team. Use the phone number from the first-timer card. draft_state: version: 1 meta: { layout: classic, submit_label: Save decision, success_message: Saved. Thank you. } pages: - id: p1 title: Membership confirmation description: Membership team only. fields: - { id: f_phone, key: phone, type: phone, label: Their phone number, required: true, maps_to: { mode: mapped, slot: profile.phone }, config: { country_picker: true, default_country: "{{ params.default_country }}", verify: "off" } } - { id: f_first, key: first_name, type: short_text, label: Their first name, required: true, maps_to: { mode: custom, key: first_name, trait: true } } - { id: f_last, key: last_name, type: short_text, label: Their surname, required: true, maps_to: { mode: custom, key: last_name, trait: true } } - id: f_decision key: membership_decision type: multiple_choice label: Decision required: true maps_to: { mode: custom, key: membership_decision, trait: true } options: - { value: confirmed, label: "Confirmed: will attend the membership class" } - { value: not_joining, label: Not joining } - { value: undecided, label: Still deciding } - { id: f_by, key: confirmed_by, type: short_text, label: Your name, required: true, maps_to: { mode: custom, key: confirmed_by } } - { id: f_notes, key: membership_notes, type: long_text, label: Notes, required: false, maps_to: { mode: custom, key: membership_notes } } verification_settings: { required: false } - ref: form_class kind: form about: Filled at the membership class. A hidden field sets lifecycle_status to member. body: name: Membership Class slug: membership-class description: Filled at the membership class. Submitting it makes the person a member. draft_state: version: 1 meta: { layout: classic, submit_label: Submit, success_message: "Welcome to the {{ params.org_name }} family!" } pages: - id: p1 title: Membership class description: Please fill this in at the membership class. fields: - { id: f_date, key: class_date, type: date, label: Class date, required: true, maps_to: { mode: custom, key: class_date }, config: { default_today: true } } - { id: f_first, key: first_name, type: short_text, label: First name, required: true, maps_to: { mode: custom, key: first_name, trait: true } } - { id: f_last, key: last_name, type: short_text, label: Surname, required: true, maps_to: { mode: custom, key: last_name, trait: true } } - { id: f_phone, key: phone, type: phone, label: Phone number, required: true, maps_to: { mode: mapped, slot: profile.phone }, config: { country_picker: true, default_country: "{{ params.default_country }}", verify: "off" } } - { id: f_email, key: email, type: email, label: Email address, required: false, maps_to: { mode: mapped, slot: profile.email } } - id: f_route key: membership_route type: single_select label: How are you joining? required: true maps_to: { mode: custom, key: membership_route, trait: true } options: [{ value: first_timer, label: I first came as a visitor }, { value: transfer, label: By transfer from another church }] - { id: f_prev, key: previous_church, type: long_text, label: Your previous church, required: true, maps_to: { mode: custom, key: previous_church, trait: true }, visible_if: { source: form_answer, key: membership_route, op: eq, value: transfer } } - { id: f_stage, key: stage, type: hidden, label: "", required: false, default: member, maps_to: { mode: custom, key: lifecycle_status, trait: true } } verification_settings: { required: false } - ref: form_baptism kind: form when: { param: baptismal_class, equals: true } about: Registration for the baptismal class. Sets baptismal_class to registered. body: name: Baptismal Class slug: baptismal-class description: Registration for the next baptismal class. draft_state: version: 1 meta: { layout: classic, submit_label: Register, success_message: We will contact you about the next baptismal class. } pages: - id: p1 title: Baptismal class description: Register for the next baptismal class. fields: - { id: f_date, key: registration_date, type: date, label: Date, required: true, maps_to: { mode: custom, key: registration_date }, config: { default_today: true } } - { id: f_first, key: first_name, type: short_text, label: First name, required: true, maps_to: { mode: custom, key: first_name, trait: true } } - { id: f_last, key: last_name, type: short_text, label: Surname, required: true, maps_to: { mode: custom, key: last_name, trait: true } } - { id: f_phone, key: phone, type: phone, label: Phone number, required: true, maps_to: { mode: mapped, slot: profile.phone }, config: { country_picker: true, default_country: "{{ params.default_country }}", verify: "off" } } - { id: f_email, key: email, type: email, label: Email address, required: false, maps_to: { mode: mapped, slot: profile.email } } - { id: f_bc, key: baptismal_class, type: hidden, label: "", required: false, default: registered, maps_to: { mode: custom, key: baptismal_class, trait: true } } verification_settings: { required: false } # ---- segments ---- - ref: seg_first_timers kind: segment about: Everyone whose stage is first_timer. body: name: First-timers description: Everyone whose stage is first_timer (set by the First-Timer Card). segment_type: dynamic status: active definition: operator: and conditions: - { type: trait, trait_key: lifecycle_status, cond_operator: eq, value: first_timer } - ref: seg_potential kind: segment about: First-timers who said yes to membership and weren't marked "not joining". Entering it starts the membership team's task. body: name: Potential members description: Said yes to "Would you like to become a member?", not a member yet, not marked "Not joining". segment_type: dynamic status: active definition: operator: and conditions: - { type: trait, trait_key: membership_interest, cond_operator: eq, value: "yes" } - { type: trait, trait_key: lifecycle_status, cond_operator: neq, value: member } - operator: or conditions: - { type: trait, trait_key: membership_decision, cond_operator: not_exists } - { type: trait, trait_key: membership_decision, cond_operator: neq, value: not_joining } - ref: seg_visiting kind: segment about: First-timers who didn't say yes to membership. body: name: Visitors (not joining yet) description: First-timers who said no, not sure, or left it blank. segment_type: dynamic status: active definition: operator: and conditions: - { type: trait, trait_key: lifecycle_status, cond_operator: eq, value: first_timer } - operator: or conditions: - { type: trait, trait_key: membership_interest, cond_operator: neq, value: "yes" } - { type: trait, trait_key: membership_interest, cond_operator: not_exists } - ref: seg_members kind: segment about: Everyone whose stage is member. body: name: Members description: Stage is member (set by the Membership Class form). segment_type: dynamic status: active definition: operator: and conditions: - { type: trait, trait_key: lifecycle_status, cond_operator: eq, value: member } # ---- templates ---- - ref: tmpl_welcome_email kind: template about: Welcome email to a first-timer. body: name: First-timer welcome (email) channel: email category: Onboarding style: html status: active subject: "Thank you for worshipping with us, {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}" metadata: { email: { from: "{{ params.email_from }}", preview_text: "" } } variables: {} body: >-

Dear {{ traits.first_name | default: "{{ params.greeting_fallback }}" }},

Thank you for worshipping with us at {{ params.org_name }}. It was a joy to have you, and you are welcome back any time.

Someone from our team will give you a call this week. If you have a question or a prayer request, just reply to this email.

God bless you,
{{ params.org_name }}

Unsubscribe

- ref: tmpl_thanks_sms kind: template about: Thank-you SMS a couple of days later. body: name: First-timer thank-you (SMS) channel: sms category: Onboarding style: text status: active subject: "" metadata: {} variables: {} body: "Hi {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}, thank you for visiting {{ params.org_name }}. We'd love to see you again this Sunday. God bless you. Reply STOP to opt out." - ref: tmpl_invite_email kind: template about: Membership class invitation, sent once the membership team confirms. body: name: Membership class invitation (email) channel: email category: Onboarding style: html status: active subject: "{{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}, you're invited to our membership class" metadata: { email: { from: "{{ params.email_from }}", preview_text: "" } } variables: {} body: >-

Dear {{ traits.first_name | default: "{{ params.greeting_fallback }}" }},

Thank you for letting us know you would like to become a member of {{ params.org_name }}. The next step is our membership class: what we believe, how the church works, and how you can belong and serve. Our membership team will contact you with the date and time.

God bless you,
The membership team

Unsubscribe

- ref: tmpl_invite_sms kind: template about: Membership class invitation by SMS. body: name: Membership class invitation (SMS) channel: sms category: Onboarding style: text status: active subject: "" metadata: {} variables: {} body: "Hi {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}, thank you for choosing to join {{ params.org_name }}! Our membership team will contact you with the date of the next membership class. Reply STOP to opt out." - ref: tmpl_member_email kind: template about: Welcome email to a new member. body: name: Welcome new member (email) channel: email category: Onboarding style: html status: active subject: "Welcome to the {{ params.org_name }} family, {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}!" metadata: { email: { from: "{{ params.email_from }}", preview_text: "" } } variables: {} body: >-

Dear {{ traits.first_name | default: "{{ params.greeting_fallback }}" }},

Congratulations, and welcome! Having completed the membership class, you are now a member of {{ params.org_name }}. Ask about our ministries and fellowship groups on Sunday, and we will help you find your place.

God bless you,
{{ params.org_name }}

Unsubscribe

- ref: tmpl_member_sms kind: template about: Welcome SMS to a new member. body: name: Welcome new member (SMS) channel: sms category: Onboarding style: text status: active subject: "" metadata: {} variables: {} body: "Dear {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}, welcome to the {{ params.org_name }} family! You are now a member. We are glad to be family with you. Reply STOP to opt out." - ref: tmpl_baptism_sms kind: template when: { param: baptismal_class, equals: true } about: Confirmation SMS for baptismal class registrations. body: name: Baptismal class registration (SMS) channel: sms category: Onboarding style: text status: active subject: "" metadata: {} variables: {} body: "Hi {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}, thank you for registering for the baptismal class at {{ params.org_name }}. We will contact you with the class date. Reply STOP to opt out." # ---- questions behind the reports and dashboard ---- - ref: q_cards_today kind: saved_question about: How many first-timer cards were entered (used by the Sunday check). body: name: "Report: first-timer cards entered" data_plane_id: default viz_type: number viz_settings: {} visibility: workspace query_ast: table: events filters: operator: and conditions: - { field: event_name, op: eq, value: onboarding.submitted } - { field: properties.form_id, op: eq, value: "{{ ref.form_card.id }}" } aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }] - ref: q_want_join_list kind: saved_question about: Table of first-timers who want to join (for the weekly list). body: name: "Report: first-timers who want to join (list)" data_plane_id: default viz_type: table viz_settings: {} visibility: workspace query_ast: table: events filters: operator: and conditions: - { field: event_name, op: eq, value: onboarding.submitted } - { field: properties.form_id, op: eq, value: "{{ ref.form_card.id }}" } - { field: properties.membership_interest, op: eq, value: "yes" } aggregations: [{ fn: count, alias: forms }] breakouts: [{ field: properties.visit_date }, { field: properties.first_name }, { field: properties.last_name }, { field: properties.invited_by }] limit: 500 - ref: q_visiting_list kind: saved_question about: Table of first-timers just visiting (for the weekly list). body: name: "Report: first-timers just visiting (list)" data_plane_id: default viz_type: table viz_settings: {} visibility: workspace query_ast: table: events filters: operator: and conditions: - { field: event_name, op: eq, value: onboarding.submitted } - { field: properties.form_id, op: eq, value: "{{ ref.form_card.id }}" } - { field: properties.membership_interest, op: neq, value: "yes" } aggregations: [{ fn: count, alias: forms }] breakouts: [{ field: properties.visit_date }, { field: properties.first_name }, { field: properties.last_name }, { field: properties.membership_interest }] limit: 500 - ref: q_confirmed kind: saved_question about: People the membership team confirmed. body: name: "Report: confirmed by the membership team" data_plane_id: default viz_type: number viz_settings: {} visibility: workspace query_ast: table: events filters: operator: and conditions: - { field: event_name, op: eq, value: onboarding.submitted } - { field: properties.form_id, op: eq, value: "{{ ref.form_confirm.id }}" } - { field: properties.membership_decision, op: eq, value: confirmed } aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }] - ref: q_new_members kind: saved_question about: New members (Membership Class forms). body: name: "Report: new members" data_plane_id: default viz_type: number viz_settings: {} visibility: workspace query_ast: table: events filters: operator: and conditions: - { field: event_name, op: eq, value: onboarding.submitted } - { field: properties.form_id, op: eq, value: "{{ ref.form_class.id }}" } aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }] - ref: q_new_members_list kind: saved_question about: Table of new members. body: name: "Report: new members (list)" data_plane_id: default viz_type: table viz_settings: {} visibility: workspace query_ast: table: events filters: operator: and conditions: - { field: event_name, op: eq, value: onboarding.submitted } - { field: properties.form_id, op: eq, value: "{{ ref.form_class.id }}" } aggregations: [{ fn: count, alias: forms }] breakouts: [{ field: properties.class_date }, { field: properties.first_name }, { field: properties.last_name }, { field: properties.membership_route }] limit: 500 - ref: q_stage_first_timers kind: saved_question about: First-timers now (reads traits, which stay correct when segment membership counts lag). body: name: First-timers (now) data_plane_id: default viz_type: number viz_settings: {} visibility: workspace query_ast: table: user_traits filters: operator: and conditions: - { field: trait_key, op: eq, value: lifecycle_status } - { field: value_string, op: eq, value: first_timer } aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }] - ref: q_stage_members kind: saved_question about: Members now. body: name: Members (now) data_plane_id: default viz_type: number viz_settings: {} visibility: workspace query_ast: table: user_traits filters: operator: and conditions: - { field: trait_key, op: eq, value: lifecycle_status } - { field: value_string, op: eq, value: member } aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }] - ref: q_first_timers_weekly kind: saved_question about: First-timers per week, for the dashboard. body: name: First-timers per week data_plane_id: default viz_type: bar viz_settings: {} visibility: workspace query_ast: table: events filters: operator: and conditions: - { field: event_name, op: eq, value: onboarding.submitted } - { field: properties.form_id, op: eq, value: "{{ ref.form_card.id }}" } aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }] breakouts: [{ field: timestamp, bucket: week }] order_by: [{ field: timestamp, direction: asc }] - ref: funnel_journey kind: saved_funnel about: Card → confirmed → membership class, over 90 days. body: name: First-timer to member journey data_plane_id: default visibility: workspace definition: range: 180d window: 7776000 view: steps breakdown: "" interval: "" compare: false steps: - { type: track, name: onboarding.submitted, filters: [{ key: form_id, op: eq, value: "{{ ref.form_card.id }}" }] } - { type: track, name: onboarding.submitted, filters: [{ key: form_id, op: eq, value: "{{ ref.form_confirm.id }}" }, { key: membership_decision, op: eq, value: confirmed }] } - { type: track, name: onboarding.submitted, filters: [{ key: form_id, op: eq, value: "{{ ref.form_class.id }}" }] } # ---- dashboard ---- - ref: dash_journey kind: dashboard about: First-timers to members at a glance. body: name: First-timers to members description: First-timers, potential members, the membership class and new members. visibility: workspace cards: - { saved_funnel_id: "{{ ref.funnel_journey.id }}", x: 0, y: 0, w: 12, h: 6 } - { saved_question_id: "{{ ref.q_stage_first_timers.id }}", viz_type: number, x: 0, y: 6, w: 6, h: 3 } - { saved_question_id: "{{ ref.q_stage_members.id }}", viz_type: number, x: 6, y: 6, w: 6, h: 3 } - { saved_question_id: "{{ ref.q_first_timers_weekly.id }}", viz_type: bar, x: 0, y: 9, w: 12, h: 5 } # ---- reports (all land off) ---- - ref: report_entry_check kind: report about: Sunday evening check to the office team, with an alert when no cards were entered that day. body: name: "Sunday: first-timer cards entered today" description: Flags a Sunday with no cards entered, so paper cards can be typed in. schedule_cron: "{{ params.entry_check_cron }}" timezone: "{{ params.timezone }}" enabled: false spec: period: today compare: none week_start: sunday sections: - id: cards_today kind: saved_question title: First-timer cards entered today viz: number params: { question_id: "{{ ref.q_cards_today.id }}" } alert: { op: eq, value: 0, text: "No first-timer cards were entered today. If there were paper cards, please enter them on the First-Timer Card form." } - { id: howto, kind: text, params: { body: "Enter paper cards here: {{ ref.form_card.url }}" } } recipients: [{ type: team, id: "{{ ref.team_office.id }}" }] channel_policy: { mode: email_only } - ref: report_weekly kind: report about: The week's first-timers, split into potential members and visitors, to the follow-up and membership teams. body: name: "Weekly: this week's first-timers" description: The week's first-timers, split into potential members and visitors. schedule_cron: "{{ params.weekly_report_cron }}" timezone: "{{ params.timezone }}" enabled: false spec: period: last_7_days compare: none week_start: sunday sections: - { id: want_join, kind: saved_question, title: Want to become members, viz: table, params: { question_id: "{{ ref.q_want_join_list.id }}" } } - { id: visiting, kind: saved_question, title: Just visiting, viz: table, params: { question_id: "{{ ref.q_visiting_list.id }}" } } - id: stages kind: segment_sizes title: Where everyone is now params: segment_ids: ["{{ ref.seg_potential.id }}", "{{ ref.seg_visiting.id }}"] recipients: [{ type: team, id: "{{ ref.team_follow_up.id }}" }, { type: team, id: "{{ ref.team_membership.id }}" }] channel_policy: { mode: email_only, pii_in_email: true } - ref: report_new_members kind: report about: New members, sent by the new-member follow-up (no schedule). body: name: New members description: Sent by the new-member follow-up on any day someone completes the Membership Class form. schedule_cron: "" timezone: "{{ params.timezone }}" enabled: false spec: period: today compare: none week_start: sunday sections: - { id: new_count, kind: saved_question, title: New members today, viz: number, params: { question_id: "{{ ref.q_new_members.id }}" } } - { id: new_list, kind: saved_question, title: New members, viz: table, params: { question_id: "{{ ref.q_new_members_list.id }}" } } recipients: [{ type: team, id: "{{ ref.team_office.id }}" }, { type: team, id: "{{ ref.team_escalation.id }}" }] channel_policy: { mode: email_only, pii_in_email: true } - ref: report_monthly kind: report about: Last month's journey from first-timer to member, to the office team and leaders. body: name: "Monthly: first-timers to members" description: Last month's journey from first-timer to member. schedule_cron: "{{ params.monthly_report_cron }}" timezone: "{{ params.timezone }}" enabled: false spec: period: previous_month compare: previous_period week_start: sunday sections: - { id: m_cards, kind: saved_question, title: First-timers, viz: number, params: { question_id: "{{ ref.q_cards_today.id }}" } } - { id: m_conf, kind: saved_question, title: Confirmed by the membership team, viz: number, params: { question_id: "{{ ref.q_confirmed.id }}" } } - { id: m_new, kind: saved_question, title: New members, viz: number, params: { question_id: "{{ ref.q_new_members.id }}" } } - id: m_stages kind: segment_sizes title: Where everyone is now params: segment_ids: ["{{ ref.seg_first_timers.id }}", "{{ ref.seg_potential.id }}", "{{ ref.seg_visiting.id }}", "{{ ref.seg_members.id }}"] - { id: m_tasks, kind: tasks_summary, title: Follow-up tasks, params: {} } - { id: m_link, kind: text, params: { body: "See the full journey on the dashboard: {{ ref.dash_journey.url }}" } } recipients: [{ type: team, id: "{{ ref.team_office.id }}" }, { type: team, id: "{{ ref.team_escalation.id }}" }] channel_policy: { mode: email_only } # ---- follow-ups (all land off) ---- - ref: wf_welcome kind: workflow about: Welcome email after the card, thank-you SMS later. body: name: "1. First-timer welcome" description: When the First-Timer Card is submitted, a welcome email, then a thank-you SMS. enabled: false trigger_type: event trigger_config: { event_name: onboarding.submitted, form_id: "{{ ref.form_card.id }}" } steps: - { id: s1, type: delay, config: { duration: "{{ params.welcome_delay }}" } } - { id: s2, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: email, template_id: "{{ ref.tmpl_welcome_email.id }}" } } } } - { id: s3, type: delay, config: { duration: "{{ params.sms_delay }}" } } - { id: s4, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: sms, template_id: "{{ ref.tmpl_thanks_sms.id }}" } } } } re_entry_policy: once re_entry_cooldown_hours: 24 goal: {} exit_conditions: [] - ref: wf_call kind: workflow about: Call task for the follow-up team; escalates if not done. The outcome and note are saved on the person. body: name: "2. First-timer follow-up call" description: A call task for the follow-up team, with reminders and escalation. The call outcome and note are saved on the person. enabled: false trigger_type: event trigger_config: { event_name: onboarding.submitted, form_id: "{{ ref.form_card.id }}" } steps: - { id: s1, type: delay, config: { duration: "{{ params.call_delay }}" } } - id: s2 type: human_task config: human_task: title: "Call first-timer: {{ traits.first_name }} {{ traits.last_name }}" instructions: |- Please call {{ traits.first_name }} {{ traits.last_name }} on {{ traits.phone }} to welcome them and thank them for worshipping with us. Would like to be a member: {{ traits.membership_interest | default: "not answered" }} Prayer request: {{ properties.prayer_request | default: "none" }} When done, choose Called or Could not reach and add a short note. assignee_refs: [{ type: team, id: "{{ ref.team_follow_up.id }}" }] strategy: all completion_policy: first_response_wins outcome_options: - { id: called, label: Called, intent: positive } - { id: not_reached, label: Could not reach, intent: negative } due_hours: "{{ params.call_due_hours }}" wait: true wait_timeout_hours: 168 notify: immediate escalation_ladder: - { after_hours: "{{ params.escalate_after_hours }}", to: [{ type: team, id: "{{ ref.team_escalation.id }}" }] } - { id: s3, type: action, config: { action_type: set_trait, traits: { follow_up_call: "{{ properties.task_outcome | default: \"unknown\" }}", follow_up_note: "{{ properties.task_note }}" } } } re_entry_policy: once re_entry_cooldown_hours: 24 goal: {} exit_conditions: [] - ref: wf_confirm kind: workflow about: When someone becomes a potential member, the membership team gets a task (no deadline) to talk with them and fill the confirmation form. body: name: "3. Potential member: confirmation" description: The membership team speaks with the person and records the decision on the Membership Confirmation form. enabled: false trigger_type: segment_enter trigger_config: { segment_id: "{{ ref.seg_potential.id }}" } steps: - id: s1 type: human_task config: human_task: title: "Confirm membership: {{ traits.first_name }} {{ traits.last_name }}" instructions: |- {{ traits.first_name }} {{ traits.last_name }} ({{ traits.phone }}) said they would like to become a member. 1. Speak with them about joining. 2. Record the decision on the Membership Confirmation form: {{ ref.form_confirm.url }} 3. Mark this task done. assignee_refs: [{ type: team, id: "{{ ref.team_membership.id }}" }] strategy: all completion_policy: first_response_wins outcome_options: [{ id: done, label: Decision recorded, intent: positive }] due_hours: 0 wait: false notify: immediate re_entry_policy: once re_entry_cooldown_hours: 24 goal: {} exit_conditions: [] - ref: wf_invite kind: workflow about: When the membership team records "Confirmed", the class invitation goes by email and SMS. body: name: "4. Confirmed: class invitation" description: Membership class invitation by email and SMS once the membership team confirms. enabled: false trigger_type: event trigger_config: event_name: onboarding.submitted form_id: "{{ ref.form_confirm.id }}" property_filters: [{ property: membership_decision, cond_operator: eq, value: confirmed }] properties: { $origamy_property_filters: true } steps: - { id: s1, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: email, template_id: "{{ ref.tmpl_invite_email.id }}" } } } } - { id: s2, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: sms, template_id: "{{ ref.tmpl_invite_sms.id }}" } } } } re_entry_policy: once re_entry_cooldown_hours: 24 goal: {} exit_conditions: [] - ref: wf_new_member kind: workflow about: Welcome for new members, and the new-members report (at most once a day). body: name: "5. New member: welcome and report" description: When the Membership Class form is submitted, a welcome email and SMS, and the New members report. enabled: false trigger_type: event trigger_config: { event_name: onboarding.submitted, form_id: "{{ ref.form_class.id }}" } steps: - { id: s1, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: email, template_id: "{{ ref.tmpl_member_email.id }}" } } } } - { id: s2, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: sms, template_id: "{{ ref.tmpl_member_sms.id }}" } } } } - { id: s3, type: send_report, config: { send_report: { report_id: "{{ ref.report_new_members.id }}", every: day } } } re_entry_policy: once re_entry_cooldown_hours: 24 goal: {} exit_conditions: [] - ref: wf_baptism kind: workflow when: { param: baptismal_class, equals: true } about: Confirmation SMS when someone registers for the baptismal class. body: name: "6. Baptismal class registration" description: When the Baptismal Class form is submitted, a confirmation SMS. enabled: false trigger_type: event trigger_config: { event_name: onboarding.submitted, form_id: "{{ ref.form_baptism.id }}" } steps: - { id: s1, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: sms, template_id: "{{ ref.tmpl_baptism_sms.id }}" } } } } re_entry_policy: once re_entry_cooldown_hours: 24 goal: {} exit_conditions: [] eval: name: 57_church_first_timer_to_member mode: task vertical: church # The real request, verbatim (it names no people or places). prompt: "we want to track visitors basically, and see how they can become members finally.... we are looking at first timer, if indication to be a member is on, keep in a segment(potential member), for first timer, we want to send a welcome message after like 2 hours of inputing it. send sms after two days, create task for the follow up group to call manually and report if call was made or not and drop comments.... if task not done, send a reminder after a day and after 2 days if no action escalate. if no input on a sunday, send a mail to the church office collaborator(to see if they can fill in the first timer form that has been imputed manualy) by saturday of every week, send list of first timer (potential members and just visitors) and to the visitation and follow-up team and to the membership team. the membership team have the task to confirm membership or not... and that has no time limit. membership should also have form for baptismal class and membership class (by transfer or from first timer flow).... on filling membership class, members segment should move to membership. if there are new members (those that indicated to join the church) for reporting send a report to the church office, church pastors. monthly report form funnel to church office, church posters and church deacons (group). we can keep all this flows as seperate implemennttions." expect_artifacts: [segment, form, message_template, workflow, team, report] forbid_terms: [discount, cart, checkout, purchase, revenue, customers, upsell]