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How to Use Text In Church Connect Cards for Surveys

Connect cards for surveys, Church survey templates, Customizing Connect card surveys, Gathering guest feedback, Volunteer feedback

Rachel OBrien avatar
Written by Rachel OBrien
Updated over 5 months ago

Connect Cards offer a versatile tool to gather valuable information through surveys.

Whether you're seeking feedback from guests, volunteers, or congregational members, this guide will walk you through the process of creating effective surveys using Text In Church Connect Cards.

Step 1: Accessing Connect Cards

  • Navigate to the Connect section in your account.

  • Select "Cards" from the options.

Step 2: Creating a New Connect Card

  • Click on "Add New Connect Card"

  • Choose between creating a Card from scratch or using one of our templates. Templates are available to expedite the process.

    Options include event follow-up, serving surveys, and guest follow-up.

Step 3: Customize the Card

  • Select your desired template (e.g., guest follow-up survey).

  • You can customize the Card's name, logo, and description to suit your needs.

  • Customize questions to gather the specific information you require.

    • Questions can range from ratings to open-ended responses.

    • If needed, reorder questions to improve flow and clarity.

    • Decide if questions should be marked as required.

    • Utilize "smart save" to store responses in specific fields of a People profile.

  • Note: For longer surveys, consider using the multi-step Card format, which presents questions one at a time.

Step 4: Preview, Save, and Connect to Groups

  • Preview the Card to ensure it meets your expectations.

  • Click "Save" to finalize the survey.

  • If desired, link survey responses to specific Groups for automated follow-up or messaging. Learn more here!

  • Access options to preview the Card, copy a shareable link or download a QR code.

Using Connect Cards for surveys provides a powerful tool to gather valuable insights from guests, volunteers, and members.

Explore the templates and customize your surveys to suit your specific needs. Share your experiences and innovative survey techniques with us – we'd love to hear how you make the most of Text In Church Connect cards! Send a chat or email us at support@textinchurch.com

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