Digital Connect Card
A digital connect card captures contact information for new people - perfect for first-time guests or event registrations. People can text a keyword to receive the form or you can send it as part of your workflow. Once the information is submitted, it’s tied to their profile in Clearstream, and optionally pushed to your church management software.
How is information pushed to my church management software?
We’re integrated with Planning Center, Rock RMS, CCB/PushPay. Here’s how it works when someone fills out the digital connect card in Clearstream:
Planning Center - auto-create a new Person and optionally add them to a Planning Center Workflow.
Rock RMS - auto-create a new Person and optionally add them to a Rock Group, Communication List, and/or Rock Workflow.
CCB/PushPay - auto-create a new Profile and optionally add them to a CCB group and/or Process Queue.
How does Clearstream prevent data duplication if someone fills in the form twice?
We check data duplication through the phone number associated with a profile. We look up the phone number in real time to see if it already exists in Clearstream. If it does, we won’t create a new person, but update profile data to the most recent changes. If you’re integrated with a ChMS, we consider that database as the source of truth. Anything you update in Clearstream will ultimately revert back to reflect your ChMS.
What info can I collect on the connect card?
You can collect first name, last name, and email.
What if someone doesn’t fill out the connect card?
In short, nothing happens. If people don’t want to give their information, we respect that. But you can do a few things to help minimize the amount of people not filling out your form:
Check the “wait until form is submitted” box within your workflow step. The workflow will not continue until the connect card is submitted.
Create a condition within your workflow that targets people with missing information. They will be routed down a different path where you can ask for name and email.
Can I message unknown subscribers to get their info through my connect card?
Yep. We recommend creating a list containing all unknown numbers and tying it to an automated workflow. Within your workflow, add a Collect Name & Email step that automatically sends the form.