Removing Someone from Receiving New Visitor Notifications
This guide explains how to remove an individual from receiving notifications and tasks about new visitors when using the Digital Guest Connect Card in the SteepleMate system.
Steps to Remove Someone from Receiving New Visitor Notifications
Step 1: Access Organization Settings
- Navigate to Organization Settings and select the Guest Connect Cards section.
Step 2: Identify the Group Receiving Alerts
- Within the Guest Connect Cards section, locate the option for Send Alerts or Tasks To.
- Note the group that is currently selected to receive notifications when someone fills out the digital guest connect form.
You will either modify this group or use the information to remove a specific individual from the group.
Step 3: Manage the Group
- Navigate to the Administration Panel or the Care Center Menu and Select Manage Groups.
Step 4: Locate the Group
- Find and select the group that is designated to receive alerts and tasks.
- Once inside the group management screen, select the Members section.
Step 5: Remove the Individual
- Locate the individual you want to remove from the group and select the checkbox next to their name.
- Go to the dropdown menu at the top of the table labeled Selected and choose Resign Member to remove them from the group.
Alternatively, you can remove the individual using the following method:
Method 2: Remove via the Individual’s Profile
- Go to the individual’s Profile or the Person Manager Screen.
- Locate the Groups section of their profile and select the group associated with the alerts to remove them.
- Once selected, the group will move to the Prior Group Association section, which tracks their past group memberships, join dates, resignation dates, and update history.
Once the individual is removed from the group, they will no longer receive alerts or tasks related to new guests in the system.
Related Articles
How to Create a New CareTrack with Steps and Participants in SteepleMate
CareTracks in SteepleMate automate a series of actions in response to specific ministry events, such as a new guest connecting, or members missing multiple events. These automations include sending texts/emails, assigning follow-ups, and moving ...How to Add a New Relationship
SteepleMate makes it simple to manage and track relationships within your church community. Whether you're adding family members, friends, or other connections, follow these steps to add a new relationship in SteepleMate’s person management section. ...Move a Person to a New or Existing Family
Sometimes, family members may be incorrectly listed in SteepleMate. Whether it’s a spouse added separately or a child listed apart from their parents, this guide will show you how to move a person to either a new family or an existing family, ...Why isn’t my recipient receiving my SMS or MMS messages?
There are a few common reasons why your recipient might not be receiving your SMS or MMS messages. Here’s how to troubleshoot and resolve the issue: The Recipient’s Phone Number is Incorrectly Marked Sometimes, the recipient’s number might be marked ...Why Aren’t My New Guests Getting Added to the CareTrack Automation?
If you’re noticing that newly submitted guest forms are not triggering the New Guest CareTrack, the most common reason is that the guest hasn’t been marked as “present” for a service. Quick Explanation SteepleMate’s CareTrack automations rely on at ...
Recent Articles
How to Use the Family Communications Report in SteepleMate
The Family Communications report helps your church review communication activity for specific groups in the system. This is useful when you want to see communication history for ministries or group-based follow-up, such as children’s ministry, Bible ...How to Use the Communicator Report in SteepleMate
The Communicator Report in SteepleMate helps your church review communication activity over a selected period of time. This report shows recorded communication touchpoints and helps you understand how your team has been connecting with people through ...How to Track Communications in SteepleMate
SteepleMate allows your church to record communication activity on a person’s profile so your team can keep track of follow-up and care efforts. This is useful for documenting guest outreach, member care, meetings, phone calls, texts, emails, and ...How to Manage Tasks in SteepleMate
Tasks in SteepleMate help your team keep up with follow-up, office responsibilities, and ministry workflows. You can create tasks for yourself or assign them to other people in the system, set due dates, track progress, and review assigned work from ...How to Add and Use Tags in SteepleMate
Tags in SteepleMate help you organize records, quickly find the right people or families, and create reports based on shared labels. You can apply tags to an individual person or to an entire family, then use Tag Search to locate and export those ...