Rock U - Connections - Connection - Connection Opportunities

Transcribed Video Content

Okay. So let's talk about connection opportunities. Hopefully, you've already seen the video that goes through the overview connections as well as the connection types. So now we're gonna drill down into the connection opportunities. Okay. And so just again refresher, connections is under people, connections. Okay. So again, we're looking at kind of the administrate features, but we want to actually go in and look at the different settings for connection opportunities. Okay. So that's underneath our gear. And we pick our connection type. And in a previous video, we went through this edit button which shows you all the configuration of the connection type. And now, let's look at the the settings within a connection opportunity. Okay. So I'm gonna go ahead and I'm gonna pick Ushers. Okay. So we start with a name and whether this is active. Then we have a summary and details and this is again used more for the external site, as you're looking through that and trying to get people to get connected. You can also give it a public name. It's very common that what you call it on the inside is maybe not what you want to refer to it in public. Might be a little more technical, or a different term. So you we allow you to give you allow you to give a public name that we would show out there. Also, can provide a photo. Nothing helps explain the situation more than a photo. And then you can determine which campuses are gonna have this opportunity. Okay. So it's it's probably if you have multi site, it's probably common that not all of your opportunities are on all campuses. And this allows you to kind of configure that capability. Also, you again give it an icon CSS class. And now we're we need to start talking about how we're gonna do placement groups. Okay? So placement groups again is a way to wire up, the ability to select a group to to connect someone to as a part of the connection process. Now, this isn't required, but in a lot of cases, the end result is you do want someone to be in a group. So up here, we're gonna start defining what types of groups we want to be looking at and how they should be placed when they are put into that group. So we've decided that in this case, the group type that we're gonna be placing into for Ushers is called serving team. And that when we do make that placement, we wanna make the the group member, have the role of member and that their member status would be the role of pending. You can change this if you'd , but a lot of times by putting them in with a member status of pending, it gives the leader on the group the ability to see that as being someone new and then follow through with maybe some training or some welcome emails or things to that nature. Now, the next setting is whether when we go to pick these groups during the connection process, if we want to use all groups of this type or just a select few. Now, in this case, we're gonna say we we don't want to use all groups of this type because there could be a lot of serving teams and we just don't want to see them all. So we're gonna say, what, we'll we'll pick the ones for this opportunity. Okay? You can say yes and then all groups of that type will be shown. But we'll get back to more on this a little bit later. Okay. So the next panel is the opportunity attributes. Now, if you remember back to the connection type, you remember we set up the attributes there. And here, we're just gonna provide the attribute values for the attributes that we configured. Okay? So the preference area, the days of the week, and the role. Okay. So really this is providing the attribute values. Okay. The next panel is showing the actual placement groups. So again, we chose not to use all groups of this type. So that's up to us to select which groups that we want. So if you had several different Usher groups, you'd wanna list them all here. And if you remember to the discussion of groups, groups actually can have a campus. So by these groups having a campus really helps you filter it down because if your connection request is for a specific campus, we won't show you all the placement groups that you selected. We would just show you all the placement groups that match the campus of the person who's being connected to. Okay. So that's really really helpful. And then lastly, we want to start talking about the connector groups. Now, we made a decision when we were building this of how are we gonna list out the connectors. We wanted the ability to to quickly pick connectors. So we didn't really wanna use a person picker because then you have to go searching and you're basically searching the entire database. We really wanted to just be fast. We want that that wanted that to be a drop down list. So to that point, here you just define what groups you want to have be full of your connectors. So what you'll do is you'll go create these connector groups and they can be of any type that you want. But then you'll just kind of go come in here and just kind of configure them up. So you'll pick the group. And so we yeah. Out the box, ship with a global connector group. But let's just say that in your organization you want to use, say the administration group. And you can apply that to a campus. So I wanna use this connector group for requests from this campus and click add. And so now depending upon the connection request and which campus it's for, you would see connector groups from, the people, the group members of any one of these groups. Okay? We get the top one because it's for all campuses and then administration would be for just the main campus. So now as you add people to these groups, let me just, open up a new tab here. I wanna add a person to the list as a group member. So I'm gonna go under the wanna I'm gonna go into the group viewer. I'm gonna select default connector group. I'm gonna add Alicia Marble. Okay. So just save this again so it pops this up. So now, I can basically say here, now that there's someone in the group before it didn't show this box because there's no one in the group. But now there is, I can say who is the default connector for the main campus. And so this allows me to set, the default connector. Otherwise, by default, there would be no connector and you had to manually assign them. So it's really nice to have a default connector because that makes sure that again, no one's falling through cracks, someone's always assigned. And then the last panel is the workflow panel. And this is very very similar to the connection, type setup for how you set up workflows. So except this, whatever I set up down here is only for this opportunity. It's not for all opportunities, it's for this opportunity. But from that point on, it's it's pretty much the same. So I just decide to find when I wanna watch alert launch a workflow and then which workflow to launch. So when a request is started, which workflow? When a request is assigned, transferred, connected, placed into, a placement group is assigned or when a status has changed. And keep in mind, go back we spent a lot more time talking through this in the connection type but it's the same thing here. When the status has changed and I leave this blank, anytime a status has changed it'll launch this workflow. Or you can say once it's changed from no contact to in progress, then launch this workflow. It's totally up to you how you configure this but it's really powerful on how this works. When a state is changed is is very similar to that too. So when it goes from active to connected, or any one of those, options. Also, an activity is initiated. So again, if you left a message, you can launch a different workflow. Again, I highly recommend going back to the connection type just to kind of understand this in more detail. And the last option is manual. So those create little buttons that allow you to just launch workflows or do these little automation tasks just by clicking buttons. Okay. And so that is the setup of a placement group.