How To: Edit Webpages, Automations, Forms, and Surveys

Video: Editing Pages, Automations, Forms, and Surveys

What This Solves

Church Fuel gives you prebuilt systems for invites, connections, and follow-up. This walkthrough shows you how to make edits without breaking what already works. You will learn how to update landing pages, safely adjust automations, edit forms and surveys, and manage things like the Plan Your Visit bubble and favicon.

Before you edit anything: if you have opted in to the new Plan Your Visit system, you can edit your landing page, confirmation page, and messages from Plan Your Visit in the left menu instead of the steps below. The steps below still apply to your other pages, forms, and automations.

What You’ll Learn

• How to edit existing landing pages
• How to change text and images safely
• How to manage the floating Plan Your Visit bubble
• How to create a new event landing page from a template
• How to safely edit automations and workflows
• How keyword-based automations work
• The difference between forms and surveys
• How to embed forms so they look polished

Editing Webpages

Click Sites in the left-hand menu.

Make sure you are on Websites, not Funnels.

Open the Connection System site.

Click the page you want to edit, for example New Here. (Churches that have opted in to the new Plan Your Visit system do not have a New Here page. Edit those pages from Plan Your Visit in the left menu.)

Click Edit.

Inside the page editor:

• Click any text area to update wording
• To change a photo on a page, first update it in Your Photos in the left menu bar in your software (drag in the new photo, crop it, and click Save Photos). It updates everywhere it's used. To change a photo on this page only, click the image block and choose one from Media Storage.
• If you see a Custom Value instead of normal text or an image, do not delete it unless you know what it controls
• Use the Desktop and Mobile preview icons
• Click Publish to save changes

Floating Plan Your Visit Bubble

On pages like New Here or Plan Your Visit, look for a block labeled Custom HTML. This contains the bubble code.

To use the bubble on your main website:

• Go to your Brand Page at

  visit.yourchurchurl.com/brand

• Scroll to Plan Your Visit Bubble Code
• Click Copy Code

Paste this code into the header or footer of your main website.

If you have an old bubble from a previous texting system, remove that code first.

If you have opted in to the new Plan Your Visit system, get your bubble code from the Share tab in Plan Your Visit instead of the Brand Page.

Creating a New Event Landing Page

Go to Sites → Websites.

Click New Web Page.

Choose the Event Template and click Continue.

Open Settings for the new page:

• Update the Slug to match your event, for example candy-palooza
• Connect the correct Domain
• Add your favicon using the Custom Value key from Settings → Custom Values

Click Save, then edit the page content and Publish.

If a slug is already in use, choose a unique one to keep URLs clean.

Editing Automations and Workflows

Click Automations or Workflows in the left menu.

Open the workflow you want to adjust, for example the 12-week connect card follow-up. (For churches that have opted in, the new Plan Your Visit system replaces the Plan Your Visit Evergreen workflow.)

Inside a workflow:

• Green steps are emails and texts. These are safe to edit
• Purple steps control logic and routing. Edit these with caution
• Triggers at the top define what starts the workflow, such as a form submission or Facebook lead

Many workflows also move people through the Connections Pipeline automatically.

Viewing Paths and Manually Moving People

Inside a workflow, click Enrollment History to see who is active.

Click a contact, then open Execution Path to see how they are moving through the system.

If needed, you can manually move someone to the next step.

Keyword Automations (Text NEW, CONNECT, etc.)

Some workflows trigger when someone texts a keyword.

In those automations:

• The trigger looks for an exact incoming SMS phrase
• You can update the keyword if needed
• Save the trigger and the workflow

When someone texts the keyword:

• They receive a reply with a Connect Card link
• Submitting that form triggers follow-up and pipeline movement

Forms vs Surveys

Forms and surveys serve different purposes.

Forms

• Single-page
• All fields on one screen
• One submission

Surveys

• Multi-step
• One question per screen
• Higher completion rates

To edit a form or survey:

• Open it from Sites or Forms and Surveys
• Use the left panel to add or adjust fields
• Click Save

The built-in preview looks plain, which is expected.

To make it look good:

• Embed the form on a Form Page
• That page includes branding, background images, and a thank-you state
• Share the page URL, not the raw form preview

Notes

• Custom Values power service times, locations, images, and links. See the Custom Values article before editing anything that looks like code.
• Duplicate workflows if you want to experiment.
• Forms and surveys are already connected to automations and pipelines. Editing questions is fine, but avoid deleting key fields unless you know what depends on them.
• If something feels confusing or breaks, use Church Fuel support calls Tuesday, Wednesday, and Thursday at 11 AM Central.