Help Center Workflows Template: Get Baptized

Template: Get Baptized

Workflows

The Get Baptized workflow walks a person from a baptism signup all the way through the day, and a follow-up touch after.

When to use it

Any baptism signup — whether it came from a connect card on Sunday, the website, or a one-on-one conversation with a pastor. One card per person.

The stages

  • Signed Up — Just came in. Awaiting first contact.
  • Pastor Follow-Up — A conversation about what baptism means, what to expect, and to confirm readiness. Approve to advance, or Reject if the person decides to wait.
  • Baptism Class — Attended the class (if your church requires one). Mark complete when they've finished.
  • Scheduled — A specific date on the calendar.
  • Day-Of Follow-Up — The text or call after the baptism: "How are you feeling? Send us a photo!"
  • Baptized ✓ — Done. The card stays as a record.
  • Withdrew ✗ — They decided to wait or didn't follow through. Use without judgment — many come back later.

Tips for running it

  • Move fast on the first follow-up. Within 48 hours of the signup is ideal. Momentum matters.
  • Use Comments on the card to capture their story: "first heard about Jesus from her grandmother in Honduras" — the pastor doing the baptism will love having this on the day.
  • Pair with the Commit to Christ workflow. If someone made a new decision and is being baptized, run both workflows in parallel. They serve different purposes.
  • Day-Of Follow-Up matters. A photo, a text, a "we're so glad you took this step." It's the easiest stage to skip and the most meaningful one to keep.
Previous
Template: Prayer Request
Next
Template: Commit to Christ

Was this article helpful?

All Categories