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CRM & PeopleCapture sources

Capture sources

Every prospect enters with a source set by the server. You do not pick it by hand from a New prospect button on the CRM page (that button does not exist).

Real sources (prospect_source)

Production enum values:

EnumWhen it is used
KioskKiosk registration (New Guest / Guest Child)
ConnectCardPublic form /connect/:slug or Connect Card QR
WebFormEmbedded iframe; UI label Web form (Website code tab)
EventPublic event registration
CellGroupGuest registered from a cell group
GroupAddAdd associated with a group
GroupFinderPublic group finder
PublicRequestFormPublic request form
FormationPublicPublic Formation capture

Invented sources such as app, import, and manual do not exist in production. The prospect create schema has no UTM fields.

Connect Card and QR

  1. In CRM - Prospects, open Generate QR (or the equivalent Connect Card action).
  2. Use the public URL /connect/:slug or print the QR code.
  3. When the Guest submits the form, Ministrium creates the prospect as New with ConnectCard source.

There is no invented Settings → Connect Card configuration screen for this flow.

Website code (WebForm)

In the same Generate QR dialog, the Website code tab provides:

  • An <iframe> snippet to embed on the church site
  • Language, accent color, and live preview
  • Copy-code action

Submissions create a Guest in Prospects with source WebForm (Web form). Public embed route: /embed/c/:slug/form.

Kiosk

The kiosk captures with New Guest or Guest Child. Details: Guest registration.

Events and cell groups

  • Registration to a public event can create a prospect with source Event.
  • A leader who registers a Guest in their cell uses source CellGroup; that Guest may enter In a group directly.

Capture form validation

On kiosk, Connect Card, WebForm, and Guest registration in a group:

  • First name and last name required
  • Email or phone (at least one)
  • Email format validated
  • Phone in E.164 (country picker / PhoneInput)

See also Connect Card and Pipeline.

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