Know your people. Stay connected.

Bring contact details, attendance and relationships into each person’s profile. Keep in touch and make the next conversation more personal.

For the people who welcome, follow up and help your community grow.

PeoplePerson profile
GC

Grace Chen

Community member

Event history

  1. Formation evening

    Attended

  2. Summer gathering

    Attended

  3. Advent retreat

    Upcoming

Connections

  • Noah Williams

    Same small group

  • Priya Shah

    Shared event

Keep the context for the next conversation.

Go beyond a list of names. See how people have taken part, who they are connected with and how to invite them into what comes next.

A person’s story goes beyond one gathering.

Someone may first arrive at a retreat, subscribe to a newsletter or start volunteering. Keep their participation and recorded connections in a profile your team can follow up from.

Keep a profile for the people who attend or give. See past attendance and upcoming bookings without rebuilding the history for each event.

Someone may first come to a retreat, return for a formation day and later support an appeal. Their profile brings the relevant participation history together, subject to the viewer’s access to the underlying records.

People & event history

Make the next invitation easier.

Share a newsletter, invite people back or send a timely SMS update. Keep communication preferences with the person, alongside their involvement in your community.

Email marketing add-on

Choose subscriber lists, send newsletters and share upcoming events. Keep earlier issues available in your newsletter archive.

The next invitation should connect people to what is coming up. Keep your newsletter workflow beside the Events you are promoting, with subscriber lists and published issues in the same platform.

Email marketing add-on

Email newsletters

See the learning behind the journey.

Record courses and formation alongside event participation. Give your team the context to support someone’s next step, with a learning history that stays with the person.

Required team training and renewals stay in Safeguarding, with separate access for restricted records.

Explore team training
Courses & formation

Grace Chen

Learning history

  1. Introduction to discipleship14 October
  2. Leading a small group22 June
  3. Prayer & formation8 March

Works together.

Bring events, giving and formation into a person’s story, with safeguarding information kept separate.