The Plan Your Visit widget offers a way for new people to express interest in attending your church and start preparing for their visit. This is a two-step widget that requires visitors to provide and verify their email before continuing to the main form. Want to see the Plan Your Visit widget in action? Check out Widget Church!

Initial Form

The first thing people see on the Plan Your Visit widget is a short form that asks for their name and email address. Once they send the information, they'll receive a verification email. (You can customize this email to meet your church's needs.) After they verify their information, they're directed to back to the widget where they'll see the main form.

Main Form

The main form displays in the Plan Your Visit widget after people confirm their name and email address.

• Individuals who complete the main form can automatically be emailed information specific to the campus they've selected.
• A designated contact for each campus can be automatically notified of the planned visit.
• The widget can suggest the best matched group under the Age and Grade Group drop-down list if a Date of Birth is entered when adding a child. Best match is determined by a Group's Age in Months to Promote value.
  Note:

  • The widget displays Age and Grade Groups associated with the selected congregation and the church-wide congregation.
  • Groups that have met their Target Size are excluded from the Age and Grade Group drop-down list.
• Depending on the response, records may be created for the Contact, Participant, Milestone Assigned, and/or Group Participant.
• If a user with an email in the Platform tries to plan a visit, they'll see a message prompting them to log in. The message reads, "Welcome back! If needed, update your profile, update your household, or reach out to let us know how we can assist."

Sections

• Initial Form
  • First Name: Required field.
  • Last Name: Required field.
  • Email: Required field.
• Main Form
  • Select a campus or congregation.
  • Enter date and time of planned visit.
  • Provide additional contact information.
    Note: Name and either email address or mobile phone number are required so the response can be matched to a Contact record. It is not possible to change the required fields.
  • Add a spouse and/or children.
  • Pre-register children into an Age or Grade Group.

Actions

• Initial Form
  • Send: Collects the contact information and sends a verification email to the visitor. You can customize this email to use in your widget configuration.
• Main Form
  • Complete Form: Sends details specific to the preferred campus and, if configured, pre-registers children for classes/groups.

Setup

First time using the Plan Your Visit Widget? See Configuring Plan Your Visit for details!