Rock U - Connections - Connection - Connection Types

Transcribed Video Content

So let's talk about connection types. And again, one chips out of the box, it's for volunteering, but don't limit yourself to that. Be thinking about other ways that you can use connections using different, connection types. But for now, let's take a look at the pre configured one. Okay. So we're gonna go under, people, connections. And as we noted before, we start seeing the connections right here. Now, you want to start editing or adding a new connection type, you're just gonna click this little gear over in the right hand side and then you'll see your connection types. Okay? And so if you want to add a new one, just hit the little plus symbol. But let's go ahead and just kind of deconstruct this involvement, connection type. Okay. So on top, can look at and edit the, details for this connection type. And below that, we see just a list of connection opportunities. Okay? And we'll have another video on setting up connection opportunities. So let's just stay at some of the settings for a connection type. Okay? So let's edit this. The first thing you can do is you can give it a new name and a new description, change its icon, class. Then change the number of days a request, has to be before it's considered to be idle. So that's that little red dot. So you've if you want that to be, seven days, fourteen days, or more, you can change that. Whether it's active or not, it could be that you at certain times of the year deactivate certain connection types or maybe you just want to keep old data around. You can you can choose to make it inactive. Also, you watch the overview, we talked about the follow-up feature, the future follow-up feature which allows you to put a connection request kind of on pause. So it's not really in your face, you're just kind of waiting for a date before it comes back. And you can enable or disable that that feature based on, the connection type. Another feature if you walk through that overview is just when I described that you can you can see all of the activity, across multiple different, connection opportunities. So by default, you you might wanna see that. It's really helpful. But there might be some use cases that you just don't wanna see that. You only wanna see the activities for the connection opportunity in front of you and that's what that switch would do. The last switch we see at the top here is a is a switch that says whether a placement group is required to be able to connect them. Okay. So in a lot of of use cases, really want to connect them to a group when they when they're done. And this would allow you to require that or you could just say, what, I don't really need a group for that if you prefer. Okay. So then next, we drill into this panel here. This is the connection up attributes. So this is gonna be the attributes for every opportunity. Okay. And so if you look at these, hopefully it makes sense if you watch the overview in that we can we're searching based on these preference areas. Okay. So there's a single select and then days of the week was a multi select and then the role was a multi select also. So let's let's just go ahead and and look at these attributes. Now, I'm assuming that you've set up attributes and if so you've seen this screen probably a million times. But what is unique to it is that you have this allow search. Okay. And that that's what's gonna say, hey, put this on the search fields. Now, could be that you have these attributes and you want to show the attribute values maybe on the detail screen, but you don't really want or need to search on them. And so you can toggle this checkbox depending on your needs. Okay. But pretty much everything else on this attribute screen is is just plain Jane attributes. So I won't go into a lot of detail on that. Okay. So after putting all your attributes on the opportunity, we move on to the activities. And this is just a very basic simple list of all the different activity types that you want for this connection type. And so they're basically just strings. So you just go ahead and add as many of those as you want. Nothing super complex about that. Next, you have the same thing for statuses. So you can have as many statuses as you want. In this case, we've chosen to have an in progress and a no contact. And so this one has a few more settings, basically the string that you'd be picking from. Whether it's active or not, this allows you to maybe change this up, and keep previous values but then maybe not make them selectable in the future. The description is always nice just to remind people what the business case for that is and then whether it's critical and whether it's the default one. So remember, whenever whenever you're looking to understand what a feature is, you can always just hit that little question mark and it kind of gives you some more instructions. So this one tells you it requires an immediate action this is something really important. Okay. So let's go ahead. Cancel. And the final, area here is just where you configure your workflows. So let's look at this in in detail because this is a pretty powerful piece of connections. So what I'm gonna do here is we're gonna define workflows that apply to every opportunity type. Okay? Remember, we're editing the connection type. So if I configure workflows here, they're gonna the configuration will apply against all opportunity types. You're gonna see a little bit later that you can also configure these on an opportunity level. So it's only, for a specific opportunity. Okay. So let's go ahead and hit the plus sign and just see all the options because it's it's quite powerful. Okay. So if what you'd basically do with each one of these is you just say, when do you want to launch the workflow and then what workflow type to launch. Okay. So in this case, when the request is started, launch a workflow of type and then you just pick the one that makes, that you've configured for this that makes sense. Okay. So that's pretty easy. Request started. But there's a whole bunch of other ones. Request assigned. So whenever a request is assigned, you want to launch a specific workflow. Or a request is transferred. You can launch a specific type of workflow. Or the request is connected. So this is a a great opportunity when the when the process is, , quote done to kind of send off a workflow to notify the person or to send them some, additional information. Very powerful. And again, we're saying this on the connection type level. So all opportunity types would share this, but you can do this on a opportunity level too. Placement group is assigned so when someone actually does pick that placement group you can launch a workflow. So maybe you wanted to go notify that placement groups leader of that case, that's a great place to put it. Okay. Now we get into some really powerful ones. When the status has changed. And here what makes this powerful is you can say status changed and then pick the workflow type. And that means anytime a status has changed that workflow type will be launched. But you can also pick some filters here. So when the status has changed from no contact to in progress, then that only will launch then. So you can kind of start to see the power that you can generate with this. You get the same thing with state changed. So you get the from and the to as as well as an activity that was added. So in this case, every time an activity is launched, you can, fire a workflow. So for instance, if you called and left a message, it might be that you'd also want to follow that up with an email. Now, you could as you could assume that the user is gonna do that, that the staff person is gonna know that every time I leave a message, I'm supposed to send an email. But why? I mean, you can automate that super easy. You can make it personal so that it feels it was done by that staff person. So this is a great opportunity to really automate that because that brings accountability and the process will be consistent because it's really no human interaction, required. As soon as they leave a message, boom, the email gets sent. And the last one is a manual one. So we kind of talked about this in the overview. If you make it a manual one, it shows up as a button on the connection request. And then from there, they can just push these buttons and launch different workflows as as needed. So these are really cool if you have specific follow-up messaging that you wanna send instead of requiring that someone sends the right email or does the right process, you can just make a button and they just push the button and and those steps would then be fired. So that's really powerful. So this these are the settings for a connection type. Again, remember you can have multiple connection types. Feel free to edit this one for your involvement process, but be thinking about other ways that you can use connections, outside of involvement.