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Tools

Connection Card Tool

With the Connection Card Tool, you can log multiple contact points for one person at the same time. It's most commonly used to log information that visitors or other attendees provide through connection cards at the back of your pews, seats, worship folders, or bulletins.

  • Through the Connection Card Tool, one individual can have the following records logged for them simultaneously:
    • Up to eight Milestone records (faith commitment, baptism, and so on).
    • Up to eight Opportunity records for active Opportunities (visitor, first impressions, service opportunities, and so on).
    • Up to eight Event registrations for an Event ending between the past 30 days and the next 60 days.
    • Up to eight Feedback records with a Note of up to 2,000 characters.
    • Up to eight Publication subscriptions.
  • You can use information with Processes to automatically contact the individual or cue a staff person or volunteer to follow up.
  • You can launch the tool from multiple pages with or without a selection, or from an open record.
  • If launched from a selection or open record, the tool defaults to updating those records. To search for another individual to update, check the Search option.
  • If launched without a selection, the user can search for the Individual to update. Just begin typing the last name and predictive text will take it from there!
  • To add information, click the + and record name. The relevant fields open above the record name. Click the title again to add additional information in the same category. Clicked the too soon? Click the X on the right side of the fields to close the option.
  • After saving, the form reloads, saving all selections except the name. This way, you can add the same information for another Individual.
  • To clear the form and start from scratch, click Reset Form.

Connection Card Tool example showing a search for an Individual and the information you can add

Connection Card Tool Configuration Settings

This tool relies on several configuration settings:

Milestone Records
Set the On Connection Card field to Yes.
Opportunity Records
Set the On Connection Card field to Yes. The Opportunity must also be current (either no date specified or future date in the Opportunity Date field).
Event Records
Set the On Connection Card field to Yes. The event must have ended in the past 30 days or end in the next 60 days.
Feedback Types
Create or updated in Lookup Values > Feedback Types. For example, Comment, Prayer Request.
Publications
Set the On Connection Card field to Yes.
Programs
Milestones and Feedback (such as "[Site] Worship Service") and set the On Connection Card field to Yes.

Add Connection Card Information

  1. Go to an open record or relevant page.
  2. From the Tools menu, select Connection Card.
  3. Add the Congregation.
  4. Add the Effective Date. The current date is filled in automatically.
  5. Click the + to add the appropriate information.
    • Milestones: Add the appropriate Milestone, Program, and any Notes.
    • Opportunities: Add the Opportunity name and any Notes.
    • Events: Add the Event Name, Participant Status, and any Notes.
    • Feedback: Add the Feedback Type and Visibility level. Optionally, add a Program and any notes.
    • Publication Subscription: Select a Publication.
  6. Click Save.
  7. The form reloads, saving all selections except the name so you can add the same information for another Individual.
  8. To clear the form and start from scratch, click Reset Form.

Connection Card Information Storage

In MinistryPlatform, information logged through the Connection Card Tool is stored in the following locations:
Milestone
  • Participant record > Milestones tab
  • People Lists > Milestones Assigned
  • Milestones page > Participants tab
Opportunity
  • Opportunities page > Participants tab
  • People Lists > Responses
  • Participant record > Responses tab
Event Registration
  • Participant record > Events tab
  • People Lists > Event Participants
  • Events page > specific Event > Participants tab
Feedback
  • Communications > Prayer > Feedback
  • Contact record > Feedback
Note: The Feedback Entry Title field includes the Contact name.
Publications
  • Communications > All Subscriptions
  • Publications > Subscribers tab
  • Contacts > Subscriptions tab
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Last updated: November 26, 2024