Platform Configuration
Milestone: Create or update the milestone that should be assigned when form is completed.
Program Create or update the program that will be credited when the Milestone is assigned.
Participant: Review Configuration Setting COMMON, defaultParticipantType. This value will be assigned to Participant records created by this Widget.
Group: Ensure the necessary groups are configured for Group Type Age and Grade Group. Groups that have this Group Type and meet all of the following criteria will be available for pre-registering children:
- Today's date is less than the End Date or the End Date is undefined.
- Available Online is set to Yes.
- Target Size (if defined) has not been reached.
Note: Age and Grade Groups associated with the selected Congregation and the church-wide Congregation will be displayed.
Congregation
- Designate a "Plan a Visit User" for each Congregation Record. These Users will be notified with the Message configured in the attribute "Church Notification Template".
- Designate a Plan a Visit Template for each Congregation Record. This Message will be sent to anyone who completes the Plan Your Visit form. This Message can be tailored to each Campus.
Note: If you don't designate a Plan a Visit Template for each Congregation Record, you'll receive error notifications.
Messages: Messages sent by the Plan Your Visit Widget are completely customizable! But to support the workflow, certain tokens must be incorporated into the Messages. See required and optional tokens for the three relevant messages.
- Verification Email Template: Plan Your Visit is a two-step Widget and this Message requires a verification token for visitors to continue the form. No records have been created for this User in the Platform, so Contact Merge Fields are not available. This Message can be personalized using optional tokens.
- Required: Token [mpp_verify_email_url] should be set as the value of a link somewhere in this Message. This link should be set from source view. The link text displayed might be "click here" or "verify."
- Optional: Tokens [mpp_contact_first_name] and [mpp_contact_last_name] will merge in the "First Name" and "Last Name" values provided on the form.
<div>please continue to plan your visit by choosing <a href="[mpp_verify_email_url]">verify</a></div>- Church Notification Template: This Message is sent to the "Plan Your Visit User" specified for a Congregation. Contact Merge Fields are supported for the recipient. This Message also supports information provided by the visitor using optional tokens.
- Optional: Tokens [mpp_contact_first_name], [mpp_contact_last_name], and [mpp_when_to_expect_you] will merge in the "First Name", "Last Name" and "When can we expect to see you" values respectively.
- Plan a Visit Template: This Message is sent after all records are created for this Visitor and supports standard Contact Merge Fields. This Message should be configured for each Campus on the corresponding Congregation Record.