How it works

From first-time guest
to faithful disciple.

SanctuaryIQ ties together the moments where most church software falls apart: welcome, followup, integration, giving, and pastoral care. AI runs in the background at every step.

The end-to-end flow

Five stages, one platform.

01

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 at his desk. 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 auto-fill name & phone
  • Family-aware records — one card creates everyone in the household
02

AI Followup

The moment a guest is recorded, the platform takes over. AI-drafted welcome email at hour one. SMS Tuesday morning. The right pastor gets a personal hand-off card by Wednesday. Recurring journeys for second-time, third-time, and "ready to commit" milestones — all without a sticky note on someone's monitor.

  • Multi-step journeys: email, SMS, postcard, pastoral hand-off
  • Drafted by AI, reviewed by a human, sent under your senior pastor's name
  • Confidence score and a plain-English reasoning sentence per next-best-action
03

Connection & Care

The guest joins a small group, attends a class, gets baptized. Their record updates automatically. Pastoral care reminders (anniversaries, life events, hospital visits) surface to the right person at the right time. SLAs run in the background — no one waits 6 weeks for a callback.

  • Followup SLAs: First-time guest 48hr · Care request 24hr · Baptism 7d
  • Workflow automation engine for triggers like "auto-assign guest cards to campus pastor"
  • Group leaders see attendance gaps automatically — nobody falls through
04

Giving & Stewardship

Members give online once or set up a recurring tithe in 30 seconds. Pledge campaigns track in real time. Year-end statements generate themselves. Finance reconciles a Sunday deposit in five minutes — not five hours.

  • Online giving for tithes, pledges, designated funds — built into the platform, not bolted on
  • Recurring gifts, ACH & card, full audit trail per gift
  • Automatic year-end giving statements with one-click email or PDF
05

Reporting & Pastoral Insight

The pastor asks "who's drifted in the last 6 weeks?" in the AI Assistant box and gets a chart, a list, and a narrative back. Scheduled reports email at 6 a.m. The treasurer's monthly close lands automatically in the elder board's inbox.

  • Plain-English questions → chart + table + summary
  • Pre-built reports: attendance, giving, growth, retention, fund balance
  • Scheduled email digests; CSV / Excel export from any list
Sample workflow #1

Sunday guest → second-time visitor → small group.

10:48 a.m., Sunday. The Ramirez family scans a QR code in the bulletin during the closing song.

10:48 AM

qr_code_scanner Family scans the QR code

"First time visiting today — family of 4." Two adults, two kids ages 6 & 9. Auto-geocoded. Photo of family card uploaded.

10:48 AM

auto_awesome AI drafts the welcome

Journey: First-Time Guest · Campus: Main · Likely fit: Young Families. Confidence 91%. AI drafts a personal welcome email referencing today's sermon.

11:32 AM

mark_email_read Welcome sent

Guest care lead reviews the AI-drafted email, edits one sentence, and sends. Family receives a personal note from the senior pastor before they get home from lunch.

Tue 9:00 AM

sms Tuesday text

Automatic SMS: "It was great having your family Sunday — here's a 2-min video about Grace Kids and how we welcome new families. Reply if you'd like to grab coffee."

Sun +7

repeat Second visit detected

Family checks in at the kids' desk — record auto-matches. Journey advances to "Second-Time Guest." Connect Card team gets a pre-filled "Invite to Welcome Lunch" card.

Sun +14

groups Joins a small group

At the lunch, mom says "we'd love to find a group." Group finder filters: Young Families · Tuesday nights · near our zip. Two matches. AI-drafted intro email to the leader. They're in a group by Thursday.

Sample workflow #2

Pledge campaign → recurring gifts → year-end statements.

The elder board approves a 90-day Building Fund campaign. The platform handles intake, reminders, accounting, and statements end-to-end.

Day 0

flag Campaign launched

Goal: $400,000 over 90 days. Pledge form built in 5 minutes — embedded on the church site, in email, and on the kiosk in the lobby. Donor-designated fund created automatically.

Day 1

edit_note AI-drafted appeal

AI drafts a 4-email pledge sequence in the senior pastor's voice, plus an SMS for non-email households. Communications director reviews, edits, schedules.

Day 7

volunteer_activism Pledges flowing in

184 pledges, $112k committed. 41% set up recurring auto-draft on the same form. Real-time campaign dashboard on the lobby screen and in the elder board's inbox each Monday.

Day 30

notifications Smart reminders

Members who pledged but haven't made a first gift get a friendly nudge. Members who set up recurring giving get a thank-you with a story from the fund.

Day 90

celebration Goal reached

$412,000 received against $400,000 goal. AI generates a celebration recap — charts, top stories, and a thank-you the pastor reads from stage that Sunday.

Jan 15

description Year-end statements

Every donor's statement generated automatically — tithes, designated gifts, building fund, IRA QCDs, non-cash. Emailed in one batch. PDFs on file. Treasurer's quarter-end book is already done.

See it in your church.

We'll walk through the welcome flow, the giving forms, the AI Pastoral Assistant, and the mobile experience — with your campus structure and your ministry teams.

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