The Capture Tab¶

Go to People > Connect Card. The page opens on the Capture tab.

1. Choose the Card template that matches the cards.

2. Optionally, search for and select the Involvement the cards were collected for — for example, your Sunday worship service or a guest event. Type any part of the involvement’s name to search.

3. Once an involvement is selected, a Meeting drop-down appears listing that involvement’s most recent meetings. Optionally, choose the meeting the cards were collected at.

4. Drag the files onto the Upload or drag & drop area, or click it to browse for them. You can add several files at once.

TouchPoint prepares the files, uploads them, and reads each card, showing its progress as it goes. When it finishes, it reports how many cards were added to the Capture Queue.

Accepted files

• Photos or scans of individual cards in PNG or JPG format.

• A scanned PDF with one card per page — for example, a stack of cards run through an office scanner. Each page becomes its own card. A PDF can hold up to 100 pages.

Other file types are not accepted.

Why choose an involvement and meeting?

The involvement and meeting stay attached to each card. When the card is imported, TouchPoint uses them to:

• set a new person’s Entry Point to the involvement’s Entry Point,

• add the person to the involvement as a Visitor, if they are not already a member, and

• mark the person present at the selected meeting.

You can also filter the Capture Queue by involvement, which helps when cards from several services or events are being worked at the same time.

Quick Capture¶

Quick Capture is a simplified, upload-only page designed for a phone or tablet. A volunteer at a welcome desk can photograph cards as they come in without seeing the rest of Connect Card.

To open it, click Quick Capture in the Card template box on the Capture tab.

1. Choose the Card template, and optionally choose the Involvement and Meeting.

2. Tap Front of card to take a photo with the device’s camera or choose an image file. If the photo is not clear, tap Retake.

3. Tap Submit. When the card has been sent, a Card submitted message appears. Tap OK to capture the next card — the template, involvement, and meeting stay selected.

Quick Capture accepts photos only; to upload a PDF, use the Capture tab.

Opening Quick Capture for a specific meeting or involvement

You can open Quick Capture with the involvement or meeting already chosen by adding it to the page’s web address — useful for a bookmark on a welcome desk tablet or a QR code for a particular service:

• https://yourchurch.tpsdb.com/ConnectCards/QuickCapture?meetingId=12345 selects that meeting and its involvement.

• https://yourchurch.tpsdb.com/ConnectCards/QuickCapture?involvementId=678 selects that involvement and leaves the meeting for the volunteer to choose.

Replace yourchurch with your church’s TouchPoint subdomain, and the number with the ID of the meeting or involvement. If the meeting or involvement cannot be found — for example, because it was deleted — Quick Capture shows a message saying it was unable to open the meeting or involvement, but still opens so the volunteer can choose it themselves.

Created article for the new Connect Card feature.