Connection Card Pro Help & Documentation

Creating a Custom Form

Connection Card Pro’s Custom Forms are great for sign-up forms, such as for Baptisms, Bible studies, etc. and are created and custom built by you, so you have everything on there you need, and nothing on there you don’t need!

Form Results are automatically tabulated and shown in easy-to-read graphs and tables, along with individual results. Need to know how many of each size T-Shirt to order? Just look below at the Summary to see the sizes already tabulated for you!

Your form can be shared with a custom link in an email, QR code, text keyword, or widget for your website. These Forms are great for gathering information or signing people up where there is no cost involved, such as for a Baptism. For Event sign-ups where online payment is required, create these in Connection Card Pro’s Event and Registration Features at Events > New Event.

Difference between Form and Survey

• A Form will show individual responses along with a breakdown of any sortable data that will be automatically tabulated for you. Forms are good for any type of Sign-Up.
• A Survey will automatically tabulate the responses for you and show the results as a whole, rather than individual responses. Surveys are good for finding likes/dislikes, gathering information, etc.

Creating a Custom Form

From the menu:
Forms > New Form

Step 1: Select “Form’ for how you would like results displayed. Forms show individual responses.

• Continue filling in / selecting your Form settings in this first step.
• Click on “Next Step: Form Builder” to continue.

Step 2: Build your Form in this next step.

• Give your Form a Name – this name is for you to know which form for managing and is not the public name.

Add Page: To add your 1st page to your Form.

• Page Header. Each page will have a header to designate what that page is for or the type of information that page will request. You can build your Form all on one Page, with all of your fields on one page, or you can build your Form with separate pages, depending on the type of form you desire.
• You can type in a Page Sub-header or Page text if you would like.
• Click “Done” to go to the next step.

Add Section: Type in a Section Header (such as what is the purpose of this Form / any instructions for filling out form, etc.) And click Done.

Add Field: Fields will be where your Form questions are inputted and how you would like the response to show. Create a field for each question. 

• Begin by selecting the type of field from the top row for your first question, this will be how you want to receive your answer, such as a text box for them to type an answer, or Checkbox if they can check more than one answer, or Dropdown if they can only pick one answer. 
• You will create a field for each question. Each question can be a different type. 
• Preset: Click this 1st line to see a dropdown of preset options. Select a preset field if you would like that response to automatically populate a person’s profile. Otherwise select Custom /No Preset.
• Using a Preset field will automatically fill in your question line. If not using a preset question, type in your custom question.  Add any help text below.
• Field Options: check if this field is required, sortable and the size. Any required fields will require a response to submit the form.
• By Checking “Required” they must answer this field to submit their form. We highly recommend you make at least 2 contact fields, if possible, Required, such as an Email and cell phone contact. This will help prevent duplications of people.
• By checking “This field is Sortable” for questions that can be sortable, then the first three sortable fields will also be displayed in the list of submissions, and in your graphs under your submission list, making your information you are needing from them easily accessible and sortable! Such as if you need their T-shirt size, or time they can serve, these responses will be sorted out automatically for you to show you how many of each t-shirt size you need, or how many you have serving at each time slot, etc.!
• Depending on the “Type” of field you choose above, if there are options for them to choose from, you will then fill in your “answer options” below and be able to Preview below what this field is going to look like. 
• Click Done when you have completed your field.
• Continue adding as many Fields as you need, along with more sections or more pages, depending on how you want your Form to look. You can use different types of fields (text, date, checkbox, dropdown, etc.) on the same page. The “File” field is if you need them to attach a file, such as a permission slip, etc.

Select Save when you are done building your Form.

Below is a sample form for a Baptism Sign-Up.  Please also see our Creating Forms help video below!

See our Tutorial Video below for more information!