Members
Track first-time guests and next steps
Capture guest details and move them into the right follow-up workflow without losing the first connection.
Updated April 19, 2026
Step by step
1
Create the guest record
Add the visitor as soon as possible after their visit so the details are available while the interaction is still fresh.
2
Assign the right next step
Choose the follow-up owner and define the first action, such as a welcome message, a call, or a ministry connection.
3
Track responses and updates
Record whether the guest replied, returned, or moved into a deeper next step such as joining a group or department.
Tips and best practices
- The faster the first follow-up is assigned, the less likely the guest is to be forgotten.
- Keep follow-up history in Masata so different leaders do not duplicate outreach.