How To: Navigate Your Connections Pipeline

Video: Connections Pipeline Overview

What This Solves

The Connections Pipeline is the heartbeat of your follow-up system. It gives you one place to see every guest, where they are in their journey, and what their next step should be. Instead of juggling spreadsheets, texts, and notes, the pipeline helps you spot movement quickly and make sure no guest slips through the cracks.

What You’ll Learn

How the Connections Pipeline is structured
What each column represents in the guest journey
How people move through the pipeline automatically
When and how to move someone manually
How to call or text guests directly from their profile
How to view history, notes, and follow-up activity

Quick Steps

1) Open the Connections Pipeline

Click Connections Pipeline in the left-hand menu.

You will see a board with multiple columns. Your exact layout may vary slightly, but the core stages are already set up.

2) Understand the Columns

Common columns include:

Planned Visits
First-Time Visits (Connect Card Completed)
Welcome Event
No-Show Planned Visits

These columns represent the guest journey. Contacts move from left to right as they take next steps.

3) See How Guests Enter the Pipeline

When someone plans a visit through your website or a Facebook ad, they automatically appear in Planned Visits.

When they attend and fill out a Connect Card, they automatically move into First-Time Visits and begin the 12-week follow-up process.

4) Move No-Shows

If someone planned a visit but did not attend, click and drag them into No-Show Planned Visits.

This triggers a different follow-up sequence designed specifically for no-shows.

5) Move Welcome Event Attendees

When someone signs up for a Welcome Event, the system tracks it.

After they attend and check in, drag them into the Welcome Event column to keep their journey moving forward.

6) Work a Guest’s Profile

Click on any contact in the pipeline to open their profile.

From here you can:

Call them with one click
Send a text message
View every automation they are currently in
See tags, surveys, and activity history
Add notes or assign tasks

Everything you need for a follow-up conversation lives in one place.

7) Filter and Sort as You Grow

As your pipeline fills, use the filters at the top to quickly find specific guests.

You can sort by date, tags, status, and other criteria to stay focused and organized.

Notes

Do not add or remove columns unless directed by the Church Fuel team. Automations rely on the default structure.
If a guest opts out of communication, their status will be visible inside their profile.
Manually moving someone is fine. Just do it intentionally.
Each column change triggers a different follow-up process behind the scenes.