Working with Steps
- Add a step — click Add step at the bottom of the canvas (or the bottom of a path), or the + button on the line between two steps to insert one in between. You can add up to 100 steps.
- Edit a step — click a step to open its settings panel on the side.
- Reorder a step — open the step and use the up/down arrows in the panel header. Steps move within their own path.
- Duplicate a step — duplicate any step to reuse its configuration; the copy is inserted right after the original on the same path.
- Remove a step — open the step and click the trash icon.
Step Types
| Step | What it does |
|---|---|
| Wait | Pause before the next step runs |
| Send Email | Send an email from a template |
| Send Church Center Notification | Push a notification to the Church Center app |
| If / Else | Branch into two paths based on list membership |
| End Automation | Stop the run for anyone who reaches it |
Step Rules
A few rules keep automations valid:- You cannot end an automation (or a path) with a wait — though a path may end with one when it rejoins into more steps afterwards.
- You cannot place two waits back-to-back.
- A duration wait can be at most 31 days (until a day of the week waits are at most a week by definition).
- End Automation steps are always the last step of their path — nothing can come after them.
- Weekly and monthly (scheduled) triggers are limited to a single email step and a single Church Center notification step — no wait, If / Else, or End Automation steps.
An automation must have at least one email step or one Church Center notification step to be enabled.