Add My Family
With Add My Family, you can capture basic contact and profile information on families in your church. This article covers what this feature is, how it works, and how to get your members to use it.
- Add My Family Use Cases
- How Does Add My Family Work?
- Sharing Your Add My Family Feature
- Reviewing Family Submissions
- FAQs
Add My Family Use Cases
There are two scenarios that will make this feature really helpful:
- Creating a new church database from scratch
- Updating your existing church database
How Does Add My Family Work?
When someone scans the Add My Family QR code or selects the URL, they will first be asked to enter their email address to start the form process
After selecting the "Start Entering Family Members" button, they can begin adding information for themselves and other family members.
Once their family is added, they select the "Done With Family Members" button.
On the following screen, they will enter their address and any additional User-Defined Fields you have customized. They can also choose to include their information in your online directory (if you have this feature activated). Once this is completed, they are done and their information will be submitted for your review.
Sharing Your Add My Family Feature
There are 3 ways to direct people to the form:
1. Share the QR code
In the Add My Family screen, select the "QR Code" button in the top-right corner of the screen. That opens a slideout window that features your church's unique QR code.
Scanning the code takes a person straight to the Add My Family screen on their phone to begin entering their information.
You can download the QR code from this screen and display it anywhere. Add it to an announcement slide, display it in the welcome area, or anywhere else that helps more people find it.
2. Share the URL
The "QR Code" button also features the URL for this page. You can copy that URL and use it in an SMS message or email.
3. Add My Family Card
You can place the Add My Family card in Church Connect for users to find by adding a card.
Customize the card by adding an image to make it easier for anyone using the app to know what that card is for.
Reviewing Family Submissions
In the "Add My Family" screen, you will see a list of new entries to verify. You can add the person/family to your database or match them to a profile that already exists.
The system will alert you if there is a name that matches or is similar already in your database so that you can be sure you're not adding a duplicate entry.
FAQs
The system searches for names that match or are similar to the name a member enters when completing a form. So if a member enters a nickname, the system will see their last name and the similarity of their first name and indicate there is a possible match.
No. Filling out the Add My Family form does not automatically add anyone to your database. You must review each submission to add them to the People screen.
You can download the Add My Family QR code and use it anywhere in your church. Also, you an copy the URL and send it in a text or email. Or you can add an Add My Family card to Church Connect.
These three options will direct people to the form.
The system will flag that entry as a possible name conflict, but you can indicate that this is a different person than the one already in your database.
Yes! You don't have to set up Church Connect to use this. You can find the Add My Family QR code and URL in the Actions menu of the People screen.
You can have this feature on either of our paid plans (Standard or Plus).
If you are on a paid plan and do not see this feature, you may be on an older plan. Reach out to the support team and we will help upgrade your account.
Yes! Just make sure the User Permission for the User-Defined Field has been set to "Everyone (Church Connect)". However, Large text box and PDF file field types can't be used in the Add My Family form, even if the User Permission is set to "Everyone"
If a person leaves a field blank, the system won't overwrite that field in their People screen profile.
Skipping a name removes the name from the submissions and it cannot be retrieved. Skipping a name deletes their submission. That person will have to resubmit their information or you will have to manually add that person to your database.
Do not select the "Skip this Person" or "Skip this Family" options if you intend to return to that name later. Just leave it on the screen until you can review their info further.