If you’re ready to create a custom Connect Card tailored to your ministry’s needs—whether for updating member info, collecting volunteer sign-ups, or anything in between—you’re in the right place.
Step 1: Navigate to Your Connect Cards
Start by logging into your Text In Church account. On the left-hand menu:
Click “Connect”
Then select “Cards”
This is where all of your existing Connect Cards live.
Step 2: Start a New Card
In the top right corner, click the “Add New” button. You’ll be given two choices:
Use a template
Create from scratch
Go ahead and choose “Create from Scratch” and hit “Next.”
💡 Templates are great for quick setup, but scratch builds give you full creative control!
Step 3: Customize Your Card Design
Once inside the editor, you’ll notice your logo and brand colors may already be preloaded based on your Account Settings.
But don’t worry—you can make changes:
Update your primary or font color
Add a new logo or even embed a video
Edit the headline and description to reflect the purpose of your card
📝 Pro Tip: Rename your card by clicking the title at the top. For example, you might call it “Update Your Info Connect Card.” Click the ✅ checkmark to save your changes.
Click “Next” to move to the next section.
Step 4: Choose Your Layout
You’ll now choose between two layout styles:
Standard Connect Card – All questions appear on one screen
Multi-Step Connect Card – Questions appear one at a time (great for longer forms)
For this walkthrough, we’ll stick with Standard so you can see everything at once.
Step 5: Add & Customize Questions
You’ll already see three default questions:
Full Name
Phone Number
Email Address
But let’s add more! For example:
Add a Mailing Address
Click “Add Question”
Select “Address”
Edit the heading (e.g., “What is your mailing address?”)
Make it required
Click “Smart Save” so it updates in the person’s Contact Address field
Click “Next”, preview it, and “Save”
Add a Birthdate
Click “Add Question”
Select “Date”
Label it (e.g., “What is your birthdate?”)
Mark it as required
Use Smart Save again—this time linking it to Contact Date of Birth
Click “Next”, preview it, and “Save”
📌 Smart Save makes sure all the info you collect gets auto-organized in each person’s profile—no manual data entry needed!
Step 6: Save and Continue
Once you’ve added all your desired fields, click “Next” and then “Save.” 🎉 You’ve now built a custom Connect Card from scratch!
There are even more options in the next screen, like setting up thank-you messages and automations—but we’ll cover those in a future tutorial. So keep an eye out!
Recap
Creating a Connect Card from scratch lets you:
Gather the info you actually need
Customize branding, questions, and logic
Ensure data lands in the right place with Smart Save
💙 This is more than just a form—it’s a powerful way to make your people feel known, noticed, and loved.