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Record Insights

Text and Tokens

Ready to choose your own adventure? The text & tokens insight lets you do that! Brush off those HTML and SQL skills and create some truly amazing and helpful record insights to help your staff do ministry better.

  • Text & Token record insights pull essential information and put it front and center. Think of these as your new and improved Contact Cards.
    • Contacts Page: Participant information
    • Participants Page: Contact information
    • Care Cases Page: Contact information
    • Care Cases Page: Participant information
    • Donors Page: Contact information
    • Donors Page: Participant information
    • Donations Page: Contact information
    • Donation Distributions: Contact information
    • Donation Distributions: Donation information
  • The text & tokens record insight is based on a mixture of HTML and tokens.
    Tip: Work in source code mode.
  • Tap the email address in one of the pre-loaded record insights will open your email app.
  • Use FontAwesome icons to make your record insight, well, awesome.
  • Use the Advanced Search Tool to create the tokens that will be rendered for each record.
Note: If you use the Advanced Search Tool to get the information for the tokens, it will look like this: primary_contact_table.[email_address]. But for the purposes of record insights, you'll need to move the left square bracket at the very start of the ID, so it looks like this: [primary_contact_table.email_address]. It's going to look weird the first time you do it, but we promise it's okay. Just make sure the entire ID is in square brackets and that there are only two square brackets (one at the beginning and one at the end). And, you have a 128 character limit between those brackets.

Add Text and Tokens Record Insights

MinistryPlatform has a bunch of useful record insights by default. But if you want to add your own, you can do that if you have access to the System Setup section.

  1. Go to System Setup > Insights.
  2. Click New to create a new record insight. Or find one you like, and click Copy.
  3. Add or edit the necessary information:
    1. Title: A clear, concise title for your record insight. Note that the title will not display on the text and tokens record insight.
    2. Page: The page where the record insight will display.
    3. Sub Page View: Leave this blank.
    4. Template: The template for this insight.
      • Switch the Template field to source mode by clicking the </> button. Maximizing the field will make everything easier.
      • Use HTML and tokens to create the record insight you want to see.
      • If you used the Advanced Search Tool to get your tokens, be sure to move that left bracket to the start of the clause.
      • The token value must be either the Table Field Name or Table Field Path.
    5. View Order: The order this insight will display in, from left to right.
    6. Active: Whether the insight will show up on the page. No longer relevant, set this to No.
  4. Click Save.

Text and Tokens Examples

Copying the example below is a great way to go! But be sure to switch the Template field into source mode (by clicking the </> button) before pasting.

Contact Card for Group Primary Contact

<h3 style="text-align: center;">Primary Contact Card</h3>
<div style="text-align: left; padding-left: 15px;">     
<b> Attends:</b>[Primary_Contact_Table_Household_ID_Table_Congregation_ID_Table.Congregation_Name]</div>
<div style="text-align: left; text-transform: lowercase; padding-left: 15px;">     
<br><i class="fas fa-envelope-open-text" style="color: #4fb2cc;"></i> [Primary_Contact_Table.Email_Address]     
<br><i class="fas fa-mobile-alt" style="color: #4fb2cc;"></i> [Primary_Contact_Table.Mobile_Phone]     <br><i class="fas fa-sms" style="color: #4fb2cc;"></i> [(SELECT CASE WHEN Primary_Contact_Table.Do_Not_Text = 0 THEN 'Allows Texts' ELSE 'Do Not Text' END)]     
<br><i class="fas fa-birthday-cake" style="color: #4fb2cc;"></i> [Primary_Contact_Table.Date_of_Birth]</div>

Address Fields

Note the extra bracket on the city/state code — it's not a mistake.
[Household_ID_Table_Address_ID_Table.Address_Line_1]
[Household_ID_Table_Address_ID_Table.City]
[Household_ID_Table_Address_ID_Table.[State/Region]]
[Household_ID_Table_Address_ID_Table.Postal_Code]

Contact Card with Clickable Phone Number

<div style="text-align: center;"><b>Household Information</b></a></div>
<div style="text-align: center;">The [Household_ID_Table.Household_Name] Family</div>
<b>  <div><b><br></b></div>Home Phone</b>: 
<a href="tel:[Household_ID_Table.Home_Phone]">[Household_ID_Table.Home_Phone]</a><div>  
<div><br></div>
<b>Address</b>:  <br>[Household_ID_Table_Address_ID_Table.Address_Line_1] 
<br>[Household_ID_Table_Address_ID_Table.City],&nbsp;[Household_ID_Table_Address_ID_Table.[State/Region]]&nbsp;[Household_ID_Table_Address_ID_Table.Postal_Code]</div>
MinistryPlatform

Last updated: July 12, 2024