With Focus Growth, you can scan in a blank connection card, map out the fields to your ChMS, and then scan all of you completed cards and let our OCR technology read them for you.
Create A Template
From your Growth Dashboard, you have two places options for creating a template; both lead to the same place. To get started, click on 'Create A Template.'
On the following screen, you will want to fill in template details and upload a black copy of your connection card.
1. Template Type: CSV File or Communication/Connection Card --> select Communication/Connection Card
2. Choose a campus (campus names would have been added by your church when you setup)
3. Add a description of the card
4. Browse the files on your computer to select your blank connection card.
5. Click 'Save' to continue
Select Regions and Data Fields
Regions are the highlighted area that you want to assign a data field. The blue highlighted area signifies to our OCR System that anything written in that space will be the text for the selected data field. You will repeat this selection and assignment process for each field on the card. After you highlight your text area the field options will appear on the right side.