church visitor follow-up software
What should church visitor follow-up software do?
Direct answer
Church visitor follow-up software should identify recent visitors, skip people without contact information, draft a warm follow-up for review, avoid duplicate drafts, and make it obvious what still needs human approval.
Reviewed by FlockConnect · Updated June 2, 2026
Detect visitors from the real roster
Visitor data may come from Planning Center, a ChMS, or a local people cache. Useful software should recognize visitor and guest markers without forcing the church to use one exact field name.
Do not create duplicate follow-ups
Repeat runs should not flood Pending with the same visitor email. The system should keep a dedupe marker per visitor follow-up draft.
Keep sending human-approved
The draft can be ready Monday morning, but the final send should still wait for a pastor or staff member to review it.
Related questions
Does Collie auto-send visitor follow-up emails?
No. Collie drafts visitor follow-ups into Pending and waits for approval.
Can Collie draft follow-ups from Planning Center visitors?
Collie is built around Planning Center visitor context and local people-cache records. Live behavior depends on the connected church account and synced records.