From first visit to
faithful member.
SanctuaryIQ ties together the moments where most church software falls apart: welcome, followup, connection, giving, and pastoral care. Below is the flow, then two worked examples.
Five stages, one platform.
Welcome
A guest fills out a card on Sunday, scans the QR code in the bulletin, or registers online before they arrive. A volunteer creates one at the welcome desk. A pastor logs a hospital visitor from his office. Every channel ends up in the same people record.
- Public no-login welcome forms with photo upload, address geocoding, and reCAPTCHA
- QR-coded connect cards that prefill name and phone
- Family-aware records: one card creates everyone in the household
Followup
The moment a guest is recorded, the followup journey starts. A drafted welcome email is ready within the hour, a text goes out Tuesday morning, and the right pastor gets a personal hand-off card by Wednesday. Journeys continue for second visits, third visits, and membership, with no sticky note on anyone's monitor.
- Multi-step journeys across email, SMS, postcard, and pastoral hand-off
- Drafted by the platform, reviewed by a person, sent under your pastor's name
- Each recommended step shows its confidence score and reasoning
Connection & Care
The guest joins a group, attends a class, gets baptized. Their record updates as it happens. Pastoral care reminders for anniversaries, life events, and hospital visits surface to the right person at the right time, and followup deadlines are tracked so nobody waits six weeks for a callback.
- Followup SLAs: first-time guest 48 hr, care request 24 hr, baptism inquiry 7 days
- Workflow automation for rules like "assign guest cards to the campus pastor"
- Group leaders see attendance gaps automatically
Giving & Stewardship
Members give online once or set up a recurring tithe in about thirty seconds. Pledge campaigns track in real time. Year-end statements generate themselves. Finance reconciles a Sunday deposit in minutes rather than an afternoon.
- Online giving for tithes, pledges, and designated funds, included in the platform
- Recurring gifts, ACH and card, and a full audit trail on every gift
- Year-end statements with one-click email or PDF
Reporting & Insight
The pastor types "who's drifted in the last 6 weeks?" into the assistant and gets a chart, a list, and a written summary. Scheduled reports land by email at 6 a.m. The treasurer's monthly close arrives in the board's inbox automatically.
- Plain-English questions answered with a chart, table, and summary
- Pre-built reports for attendance, giving, growth, retention, and fund balance
- Scheduled email digests, plus CSV and Excel export from any list
A Sunday guest becomes a group member.
10:48 a.m. on a Sunday. A family of four scans the QR code in the bulletin during the closing hymn.
qr_code_scanner Family scans the QR code
"First time visiting today - family of 4." Two adults, two kids ages 6 and 9. Address geocoded, photo of the paper card uploaded for the record.
edit_note Welcome email drafted
The platform assigns the First-Time Guest journey, suggests the Young Families ministry, and drafts a welcome email referencing today's service, with a 91% confidence score shown to staff.
mark_email_read A person reviews and sends
The guest care lead reads the draft, edits one sentence, and sends it. The family has a personal note from the pastor before they're home from lunch.
sms Tuesday text
A scheduled SMS goes out: it was great having the family Sunday, here's how the children's ministry welcomes new kids, reply to grab coffee with the pastor.
repeat Second visit detected
The family checks in at the kids' desk and the record matches automatically. The journey advances to Second-Time Guest and the welcome team gets a prefilled "invite to lunch" card.
groups Joins a group
At the lunch, mom mentions they'd like to find a group. The group finder filters by stage of life, night of the week, and zip code, and an intro email to the leader is drafted on the spot.
A pledge campaign, end to end.
The board approves a 90-day Building Fund campaign. The platform handles intake, reminders, accounting, and statements from the first pledge to the year-end letter.
flag Campaign launched
Goal: $400,000 over 90 days. The pledge form takes a few minutes to build and is embedded on the church site, in email, and on the lobby kiosk. The designated fund is created with it.
edit_note Appeal drafted and reviewed
A four-email pledge sequence is drafted in the pastor's voice, plus an SMS for households without email. The communications lead reviews, edits, and schedules it.
volunteer_activism Pledges coming in
184 pledges and $112k committed. 41% set up recurring auto-draft on the same form. The campaign dashboard runs on the lobby screen and lands in the board's inbox each Monday.
notifications Reminders, matched to the donor
Members who pledged but haven't given yet get a friendly nudge. Members already giving get a thank-you with a progress update from the fund.
celebration Goal reached
$412,000 received against the $400,000 goal. The recap report has the charts and totals ready for the pastor to share that Sunday.
description Year-end statements
Every donor's statement generates automatically: tithes, designated gifts, building fund, IRA QCDs, non-cash. Emailed in one batch with PDFs on file. The treasurer's book is already closed.
See it with your church's structure.
We'll walk through the welcome flow, the giving forms, the reporting assistant, and the mobile experience, set up with your campuses and ministries. The demo is given by the engineer who built the platform.
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