Core Docs - Engagement - Sample Campaign Recipes

Rock Version: v20.0
Last Modified: 2026-05-01 1:40 PM

Below are a couple of sample recipes to help you understand connection campaigns in more detail.

Recurring Seniors Check-in

Say you’d like to make a calling campaign to check-in with seniors every two weeks. Below are the high-level steps you’d need to set this up.

A new connection request will be created for each check-in. This helps provide good accountability to how quickly calls are made. Keep in mind that the connections features will show all activity for a person across all their requests. This helps you see previous notes. It’s a win-win!

Bonus Points
Create a manual workflow to remove the person from the group that the data view uses to create the campaign list. This allows a volunteer to simply click a button if a senior decides that check-ins are no longer required.

Large Emergency Call List

Say there has been a local emergency and you need to make calls to reach out to numerous people in a specified area. One way to achieve this would be to follow the steps below.

You could also use the setting to create all the requests at once. The only trick to this strategy is that it’s possible that two individuals could assign themselves to the same request at nearly the same time. This could create duplicate calls. In an emergency no one has time to duplicate calls.