Quick answer
To draft visitor follow-up in Collie, choose the visitor context your church has approved, ask for a short warm message, review for accuracy and tone, then approve the item from Pending.
Steps
- 1. Choose the right visitor context: Use only approved, relevant context such as first name, visit date, household notes approved for follow-up, and next-step interest.
- 2. Ask for a short draft: Ask Collie for a warm, brief message that sounds like your church and avoids pressure.
- 3. Check duplicates: Confirm the visitor has not already received the same follow-up from another staff member.
- 4. Review in Pending: Edit the draft, confirm the sender and channel, then approve from Pending when ready.
Details
What good follow-up sounds like
Good visitor follow-up is personal enough to feel human and short enough to respect the visitor.
- Use the visitor first name when appropriate.
- Thank them for coming.
- Mention one clear next step.
- Avoid overexplaining every ministry option.
What Collie should not infer
Visitor follow-up should not become a place for speculation or pastoral diagnosis.
- Do not infer spiritual condition.
- Do not process counseling details.
- Do not summarize children.
- Do not send without approval.
Related questions
Can Collie write visitor follow-up messages?
Collie can draft visitor follow-up messages for human review. The church staff member remains responsible for approving or editing the message before it is sent.
How does Collie avoid duplicate visitor follow-up?
Collie should be used with current church context and Pending review so staff can confirm whether a visitor already received a message.