How to Create Auto Assignments
Auto Assignments allow Nurture to automatically assign congregants to specific users when they reach a particular engagement level. This ensures the right people are notified and follow-up happens consistently without requiring manual assignment.
For example:
- Assign all At Risk Attendance congregants to a Campus Pastor.
- Assign all At Risk Group Members to a Small Groups Director.
- Assign all First-Time Guests to a Connections Team member.
- Assign all At Risk Givers to a Stewardship Pastor.
Once configured, Nurture automatically creates the assignment whenever a congregant meets the selected criteria.
What Are Auto Assignments?
Auto Assignments use a combination of:
- Engagement Category
- Engagement Level
- Filter Criteria
- Assigned Users
When a congregant matches the configured rules, Nurture automatically assigns them to the selected user(s).
This eliminates the need to manually monitor Alerts and Opportunities and helps ensure every person receives timely follow-up.
Creating an Auto Assignment
Step 1: Navigate to Auto Assignments
Go to:
Settings → Auto Assignments
You will see all existing assignment rules and the option to create a new one.
Step 2: Select "Add First Rule" or "Add Rule"
Choose the engagement category you would like to automate.
Available categories include:
- Attendance
- Serving
- Groups
- Giving
- Communication
- Discipleship
Step 3: Choose an Engagement Category
Select the category you want the rule to monitor.
Examples:
Attendance
Automatically assign people who become At Risk or Disengaged in attendance.
Groups
Automatically assign people who stop attending groups.
Serving
Automatically assign volunteers who have become disengaged.
Giving
Automatically assign donors who have stopped giving.
Step 4: Select an Engagement Level
Choose the engagement level that will trigger the assignment.
Examples:
- New
- Active
- At Risk
- Disengaged
- Inactive
Step 5: Build Your Filter Criteria
Auto Assignments can use filters to narrow who should be assigned.
This allows you to create highly targeted assignment rules.
Available Filter Examples
Baptism Status
Assign only baptized individuals.
Group Participation
Assign only people participating in specific groups.
Serving Status
Assign only active volunteers.
Membership Status
Assign only members.
Demographics
Assign based on:
- Campus
- Age
- Gender
- Life stage
- Custom fields
Last Touchpoint
Assign based on recent communication activity.
Example Rule
Attendance → At Risk
Filter:
- Campus = South Campus
- Membership Status = Member
Assigned To:
- South Campus Pastor
Result:
Whenever a South Campus member becomes At Risk in Attendance, Nurture automatically creates an assignment for the South Campus Pastor.
Step 6: Select Users
Under the Users section:
- Search for the user you want assigned.
- Select one users.
- Save the rule.
These users will automatically receive assignments when people meet the criteria.
Example Auto Assignment Strategies
First-Time Guests
Category: Attendance
Level: New
Assigned To: Connections Team
Purpose:
Ensure every first-time guest receives personal follow-up.
At Risk Attendance
Category: Attendance
Level: At Risk
Assigned To: Campus Pastor
Purpose:
Reconnect people before they become disengaged.
At Risk Group Members
Category: Groups
Level: At Risk
Assigned To: Small Groups Director
Purpose:
Identify people who have disconnected from community.
New Believers
Category: Discipleship
Level: New Believer
Filter:
- Baptized = No
Assigned To:
- Discipleship Pastor
Purpose:
Guide new believers toward baptism and discipleship.
Volunteer Care
Category: Serving
Level: At Risk
Assigned To:
- Volunteer Coordinator
Purpose:
Identify volunteers who may need encouragement or support.
Best Practices
Assign Ownership Clearly
Each engagement category should have a designated owner.
Example:
Category
Owner
Attendance
Campus Pastor
Groups
Groups Director
Serving
Volunteer Coordinator
Giving
Stewardship Team
Discipleship
Discipleship Pastor
This prevents assignments from falling through the cracks.
Use Filters Strategically
Instead of assigning everyone to the same user, use filters to divide responsibility by:
- Campus
- Ministry
- Group
- Demographic
- Membership Status
This creates more manageable workloads and better follow-up.
Start Simple
Begin with a few high-impact rules such as:
- First-Time Guests
- At Risk Attendance
- Disengaged Groups
Once your team is comfortable, expand into more advanced automation.
Frequently Asked Questions
Can I assign multiple users?
No. Multiple users cannot be added to an Auto Assignment rule.
Can I use filters?
Yes. Filters are one of the most powerful parts of Auto Assignments and allow you to create highly targeted workflows.
What happens when someone matches the criteria?
Nurture automatically creates the assignment and routes it to the selected user.
Can I have multiple rules for the same engagement category?
Yes. Many churches create separate rules by campus, ministry area, or demographic group.
Ministry Strategy
The goal of Auto Assignments is not simply automation—it's accountability.
Healthy churches create clear ownership around care and follow-up. Auto Assignments ensure that when someone needs attention, the right leader is notified automatically and can take action quickly.
By combining engagement levels with filters, your church can build a scalable care system that helps every person stay connected, known, and supported throughout their journey.