How to Create a New CareTrack with Steps and Participants in SteepleMate
CareTracks in SteepleMate allow you to automate sequences of actions in response to specific events, such as a new guest filling out a connection card or someone missing multiple events. These automated actions can include sending messages, assigning tasks, or transitioning individuals into new CareTracks. Here’s how to create a new CareTrack, add steps, and manage participants.
Step 1: Access CareTracks
- From the left navigation menu, click on Care Center.
- Select CareTracks from the dropdown.
Step 2: Create a New CareTrack
- On the CareTracks screen, locate the table and click the New button.
- Fill out the Track Details:
- Name: Give your CareTrack a clear and descriptive name.
- Description: Add details about the purpose of this CareTrack.
- Trigger: Select a trigger event for this CareTrack. For this scenario, select New Guest as the trigger.
- Click the green Save button.
Step 3: Configure Steps for the CareTrack
After saving, two new sections will appear: Steps and Participants.
- Click on the Steps section to begin configuring the actions the system will take.
- To create the first Step, click the New button within the Steps section.
Step 4: Define the Step’s Action Details
- In the Action Details dropdown, review the available options and choose the action you want the system to perform. For example:
- Send Email
- Send Text Message
- Create Task
- In the Message Type dropdown, choose the type of message or action you want to occur for this step, such as text message, email, or task creation.
Step 5: Set Recipient Type and Compose Message
- In the Recipient Type dropdown, select who will receive the message or notification:
- Subject Person: The new guest (the trigger of this track).
- Person: An existing individual in the system.
- Group: An existing group in the system.
- Compose the subject and body of the message. If you want to include personalized information, use Tokens (placeholders for data):
- For example, use
#FirstName#
in the message, and it will automatically replace with the recipient's first name when sent.
Step 6: Add Additional Steps (Optional)
- After saving the first step, you can add additional steps by clicking New in the Steps section and repeating the process.
- Each step can perform a different action, send a different message, or target a different recipient type.
Step 7: Manage Participants
- Click on the Participants section to view individuals who are part of this CareTrack.
- If a new guest missed the automatic trigger, you can manually add them to the CareTrack:
- Click Add Participant.
- Select the person from the Track Participant dropdown.
- Click Trigger Track to manually start the CareTrack actions for this individual.
Additional Tips:
- Use Tokens: Tokens like
#FirstName#
or #LastName#
can be used to automatically populate personal information in messages. - Automated Transition: You can transition individuals to another CareTrack automatically upon completing one, ensuring ongoing engagement and follow-up.
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