Connection Card Pro Help & Documentation

Digital Guest Cards

Digital Guest Cards can be accessed via:
A Direct Link
Scanning a QR Code
Texting a keyword

Digital Guest Cards allows new guests to quickly register their contact information with your church by the 3 ways above.  If preferred, set up one for each different meeting time so you will know where they visited!  Digital Guest Cards can also be used for prayer requests, automated birthday greetings, etc.

You do not need the Text Add-on when using links or QR codes since phone browsers can open these. But you will need the Text Messaging Add-On if you want to use a texting keyword. 

If you want to create some sort of Sign-up Sheet, for example for Baptisms, you will want to create either a Custom Form or Event for Signups/Registrations rather than a Digital Guest card, as you will have more options for customizing in a Form. Forms and Events also are accessed via a Text keyword, QR Code and link.  Look under Forms in the menu.

Whenever a new person completes a digital guest card, they will be automatically added to your database. If you have the follow-up alerts widget enabled on your dashboard, their name will appear in there as well as be available in People > View People. The system compares their name and contact information with existing individuals in your database to help prevent any duplicate records. So if you test it with your own information, you may not see any change in your database.

Please Note: To prevent your guests from experiencing dead links, Direct links and QR codes are unable to be deleted once created. You can still create new links and codes to use and not use the older ones any longer, but they are not able to be deleted.

To Create Digital Guest Cards

From the menu:
Communications > Digital Guest Cards > New Digital Guest Card (Button to the Right)

• Description: Create a description for this Link/QR Code, such as First Time Visitor, Designated Service Time, Prayer Requests, etc.

Requested Information

• Select what information you’d like to request from the individual filling out this digital guest card, along with checking the required box if you want this to be a required field for them to submit. We recommend requiring Email and Cell phone to help the system detect anyone already in the system so a duplicate will not be created.
• Make sure to check Family info if you would like to have their family included on this digital guest card.

Auto Assignments

• You can have these new guests be automatically assigned to a Department or Division, Custom List or Point of Contact if desired. Or chose “None” from the drop-down menu. (Make sure you have these set up already to show in the drop-down menus).
• If you selected an auto assignment from above, you can then select right below if you would like this auto assignment to also be applied to other individuals as family members.

Attendance

• Record attendance when submitted: Select from the drop-down menu select either “Do not automatically record attendance”, or, if you would like their attendance to be recorded, select from a meeting time where you would like their attendance to be recorded.
• Record attendance: Select from the drop-down menu if you would like the attendance to be recorded to match the Meeting Time day, or if any day if date recorded does not matter.
• If you would like attendance recorded for family members also, make sure to check this box!

Text Keyword

• Enter a keyword you would like them to use to receive this digital guest card. If you have Text Messaging your number will be displayed here for your use. Text Keywords must be 4-16 characters long.
• Initial Response - Type in your brief Welcome Message to them that will be sent to their text with the link to the Digital guest card.

Thank You Message

• You can use the Thank You Message displayed here, or change or add to this to customize.

Automated Email

• If you would like the new visitor(s) to receive an automated email (such as a Welcome Email) after they submit a digital guest card, chose from the drop-down menu an Email template that you have previously created, otherwise leave this as Disabled.
• When - If you are sending an automated email, chose here from the drop-down how soon after submitting their digital guest card this automated email will be sent.

NOTE: If you have not created a template yet for the automated email or texts, finish creating this guest card first and Save. You can then go to Communications > Email Templates (or Text Templates) to create this email or text template and then go back and edit to add this to your Digital Guest Card.

Automated Text

• If you would like the new visitor(s) to receive an automated text message (such as a Welcome Text) after they submit a digital guest card, chose from the drop-down menu a text template that you have previously created, otherwise leave this as Disabled.
• When - If you are sending an automated text, chose here from the drop-down how soon after submitting their digital guest card this automated text will be sent.

Notifications

• Select all admin users that should be notified when a digital guest card is submitted.
• Send Notifications via - Select where you want the notifications to be sent – their email or text or both.

SAVE

Your QR Code will appear on next screen to download and save as an image.

Please Note: To prevent your guests from experiencing dead links, Direct links and QR codes are unable to be deleted once created. You can still create new links and codes to use and not use the older ones any longer, but they are not able to be deleted.

To View/Use Your Created Links and QR Codes

From the menu:
Communications > Digital Guest Cards

Here you will find your list of Digital Guest cards with their links, QR Codes and Text Keyword.

Keyword to Text – if your keyword does not show on this page, go to Communications > Settings > Automated Communication Settings and Allow and check the options for Texting that you desire, along with checking “Allow Automated Texts to guests who submit a Digital Guest Card" (as long as you have Texting Add-on).

Links

• Can be copied and pasted to be used on your website, worship guide, check-in Kiosk screen, displayed on TV screens or projected in your services, printed on labels to place where desired, posters, etc.

QR codes

• If you did not already download your QR code after creating, you can find it here by clicking to the right of the Digital card the Generate QR Code button.   
• Download and save QR image to use on your website, worship guide, check-in Kiosk screen, displayed on TV screens or projected in your services, printed on labels to place where desired, posters, etc.
  
• When displayed on a screen, just make sure it is large enough for guests to scan with their phone from their seats.

You can create multiple direct links for different events or platforms in order to track which ones are most effective.

* Side Note: Direct Links, QR Codes and Texting Keywords can also be used for Sign-Up and other forms for Members and Guests in Forms. You can set those up in Forms > New Forms.

To Subscribe to the Text Messaging Add-on

If you are not already subscribed to it, click on your icon at the top right of toolbar > Billing and under Additional Service go to Text Messaging and move the circle on the bar to the number of texts per month you would like to add to see the cost and click to Select and Confirm Changes. Then go to Communication>Settings>Text Settings to chose your number and finish setting up.