First Step: Set Up Your Organization Profile

Required Before Creating Forms, Events, Giving Links, or Other Public Pages

Before you can launch your first form, event registration, donation page, or other public-facing feature in Connection Card Pro, you’ll need to complete your Organization Profile.

This one-time setup defines how your church appears to members, guests, and the public — and unlocks key features for your account.

Where to Find It
What You’ll Need to Complete
What Happens If You Skip This?
Why It Matters
What About Multiple Campuses?
What’s Next?

🧭 Where to Find It

Go to: Communications > Settings > Organization Profile
You can return to this page at any time to update your information.

What You’ll Need to Complete

Field	Description	Required?
Organization Display Name	The name shown to members and guests	✅ Yes
Regional Jargon	Choose “US” or “Canada” to set localized terms	✅ Yes
Primary Phone, Website, Contact Page URL	Used on event pages and emails	Optional
Generic Info Email	Public-facing contact email	Optional
Organization Description	Appears on donation/event pages, search results, and more	Optional
Social Media	Facebook, X, Instagram, YouTube links or handles	Optional
Logos & Images	Upload logo, cover image, and favicon	Optional
Subdomain	Example: `yourchurch.connectioncard.net`	✅ Yes (one-time only)
Visibility Setting	Choose “Public” or “Logged-in and Linked Users Only”	✅ Yes
“Allow app users to find us”	Enable mobile users to search for your org in the app	Optional
“We offer camps”	For directory inclusion (future feature)	Optional

🛑 Your subdomain cannot be changed later — choose carefully.

🚫 What Happens If You Skip This?

You’ll be unable to create:

📝 Custom forms
🎟️ Event registrations
💳 Public giving pages
🗓️ Other public-facing tools

If you attempt to create one before completing the Organization Profile, you'll see a prompt reminding you to do so. This is because your subdomain and public display name for your organization are vital components of the above tools.

Why It Matters

Appears on public pages (donations, events, registration forms)
Helps users find your organization in the mobile app
Improves search visibility and connection for guests
Establishes your church’s identity and branding across the platform

What About Multiple Campuses?

The Organization Profile applies to your entire organization. If you have multiple campuses:

Set up each location under Communications > Settings > Organization Profile > Locations
Campus-specific customization is handled separately

✨ What’s Next?

After completing your Organization Profile, you can:

Create custom forms and events
Accept online giving
Customize branding and appearance (see Branding Setup Help Doc)

Connection Card Pro Help & Documentation