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Set Up a Physical Card Template

Define Regions and Data Fields on Physical Card Templates

Regions are highlighted areas of the physical card templates that you assign to a data field. The highlighted area signifies to our Optical Character Recognition (OCR) system that anything written in that space is text for the selected data field.

  • You must be a Growth Method administrator to do this.
Once you upload a photo of your connection card, define the regions and data fields on the card. This establishes how your cards are read in Growth Method. For example, if your congregant filled out a form with his name, phone number, and email, you can use Growth Method to look for that information when it reads that specific card template.
  1. Click Cards > Card Templates.
  2. Click thegear iconin the template whose regions you want to define and select Select Template Regions.
  3. To define a region, click and drag around the area you want to define as a region.
  4. Select the Field Type from the drop-down list.
  5. Select the person this field type applies to from the drop-down list.
  6. Click Save after defining each region.
    The card displays on the left with the region around First Name highlighted. The Region Settings editor is on the right, with First Name selected for Field Type and Primary selected for Person.
  7. Repeat the previous steps to define as many regions and data fields as you need to for the card template.
  8. Click Save.

Last updated: September 25, 2024