Connection Card Pro Help & Documentation

Setting up your Signup Kiosk 

Connection Card Pro recently acquired Signup Kiosk App and we are excited to have this as part of our platform! For those who were previously clients of Signup Kiosk, we want to welcome you to the Connection Card Pro family! Your app will continue to operate as before, and will also include Connection Card Pro’s people database, event registration, custom forms, and some of our reports, communications, and accounting features! For those new to Connection Card Pro from Signup Kiosk App, you can also start accepting donations and payments for events by setting up your payment processing. You can accept payments for your Events using our Event Registration features that will provide you with links and QR codes for people to register online. We hope to have payment features through the signup kiosk app available in the future.

For those new to the Signup Kiosk App, our new Signup Kiosk App feature allows you to have a Sign-Up Kiosk available for individuals to use to sign up for a group or activity in your lobby or other main area.

Run Signup Kiosk App on an iPad to use as a touchscreen kiosk for guests to complete forms, sign up for mailing lists and register for events. The number of Signup Kiosk Profiles you have depends on your package.

Note: Your Signup Kiosk App Profile is the logo or name of the department you set up for your Signup Kiosk page.

Step 1: Creating A Profile

From the menu:
Forms > Signup Kiosk App

• Click “New Signup Kiosk profile” to create your first profile.
• Enter the name for your profile and a logo/graphic. Profile Logo should be square. We recommend 1024x1024 pixels.
• The Background and Font Colors you choose will be shown on your Description or Category page.
• Save

If your account allows more than 1 profile, click “Add New” to add another profile and enter profile name and add your logo/image.

Step 2: Creating your Elements

From the menu:
Forms > Signup Kiosk App > Editor button

• To create an Element, click on “Editor” for that profile.
• Click on + to add a new element.
• Enter your element description/name and graphic (768x768 pixels).
• Check where you want the User to go when they tap on this element – to a Category Screen or a Description page with form. 

If you selected the User to go to a Description page when they tap on your Element.

• Click “Go to Description Page”.
• Select below to “Edit Description Page”.
• Enter your Description details here.
• Choose your Form Action and select “Create a Custom Form” or choose a form already created using the drop-down menu. For help in creating a custom form, see our Custom Form help document.
• If you selected to Create a new form above, click Save 1st and then you will be taken to a new form page where you can create your Custom Signup Form. When you are finished creating your form click “Save” in the Form Builder and your Form will automatically be added to that Element.

If you selected the User to go to a Category Screen when they tap on your Element:

• Click “Go to Category Screen”.
• Select below to “Edit Next Category Level”.
• On this level Create your next element to go to either another category level, or to now send them to a description page with a form.
• Save

STEP 3: Creating Custom Forms

Custom Forms can be created while creating an element, or you can create your custom form first. For forms already created, your custom form will show in the drop-down menu when choosing a form to use for that element.

When you create a custom form while creating your element, Click Save to then be taken to the Form Builder. When you complete your form and click save in your Form Builder your new form will be automatically added to that element.

If you would like to create your Custom Forms first, go to Forms > New Form, or see our help documentation on Creating a Custom Form. 

To see all of our Help documents on Forms you can click on “Help” at the top left > All Help Documents > Forms and Surveys