Rock U - Additional Engagement - Sign Ups

Transcribed Video Content

Sign ups are a very powerful feature that can be used in many different ways, but today we're gonna be focusing on using it to help coordinate short term serving opportunities. Let's take a look. To start, let's look at some terminology. So a project is a group, and it's used to organize other projects or to house opportunities, which we'll look at next. Projects are one of two types. They'll be either in person, which means the opportunities take place on a specific date and time, hosting a car wash fundraiser for a day. Or you'll have project due, which means the opportunities are due by the specified date and time, the deadline for a clothing drive, for instance. It's important to note that a person registers for an opportunity. Opportunities are events with a date and with a time, so basically a schedule, and a location. So first, we're gonna take a look at what the sign up experience is on, the external website. So when people go to actually sign up. And to do that, we're gonna go to connect up along the top here. And then along the left, we're gonna go to the sign ups finder. At the top of the page, you'll notice that there's different filters so people can filter the the different opportunities. And down below, we have the opportunities themselves, and they're packed with information. It gives you the name of it, how many spots are available, the date and the time, a little description. It'll even show you a little map icon. If you want to learn more, you can click on the details link, and it'll take you to a detail page for that opportunity. And then, of course, you can actually click the register button, which we'll go ahead and do. And this will get you registered. If it knows who you are because you're logged in, it'll automatically populate. And from here, you can add additional people if you need to. But otherwise, this is kind of all you need, and you can just click register. And once you do, you get the nice confirmation screen, and you're good to go. You're registered. Okay. So let's look how at how to manage sign ups. And so to do that, we're gonna go under people, and then down under the engagement section, we have sign ups. So when the page first loads here, you get kind of an overview of the different opportunities that are, that are active or and and current that that haven't occurred yet. So the ones that people are gonna be registering for are are listed. And we'll take a look at at the feed my starving children opportunity here. So when I click that, we get the the list of opportunities. You can click the group icon next to any of the individual opportunities, and that'll take you to an area where you can see or change the the group members, the people who are in the group. So if we take a look at that, you can see everybody's listed here. And it gives you a little bit of information at the top. But if we go back, then you have the pencil icon here, which is your way to edit the opportunity. And if we do that, you can see this is where we put in the name, the schedule, what we need for attendance, the location, and then reminder and confirmation details if you wanna add those. And then, of course, you can delete an opportunity if you need to. Alright. Now, we're gonna go back and click edit down here at the bottom. And this is gonna be editing the project now. So now we're editing the the feed my starving children project as opposed to the opportunities under that project. And so, the name and the description both show up on the external website, so you'll wanna bear that in mind when you're when you're crafting this. The group type is gonna be sign up group, as you can see here. The campus is optional. You can filter by campus in the sign ups finder, but you'd need to enable it in the block settings, which we'll look at shortly. Then down here is the project type, which we've already covered. It's either in person or project due. Then down below, we have the reminder communication template, which Rock ships with one just for this. And so we can go ahead and select that if we want. Next, you can have the number of days ahead to send reminders, which is pretty self explanatory, just how far in advance of of the date should those reminders go out. And then, of course, you have again a reminders details and and confirmation. So this is additional stuff that will be added to the communication, should you need it. Next, we're going to go back to the external website. And again, under connect and sign ups finder, we're going to go ahead and look at the block settings, for the sign ups finder. And so to do that, we'll activate the block settings and take a look. Now, there's quite a few settings here and, , we won't go through all of them necessarily. A lot of them are pretty self explanatory and, , have to do with with the layout, the project filters, the schedule filters, , all these filters, as well as the Lava templates, that that run to the page. And then down here is where you would define the when people click the details link or when they click register, what those pages are, what what where those buttons will will take them. We just wanna highlight on the project filters area that project filters only apply if you're displaying the project type filter. So in other words, if you're not displaying whatever it is, then these settings, don't apply. Next, we're gonna go ahead and click on register. And, , we've already seen what the registration looks , but this time we're gonna go into the block settings and take a look at what we have here. So first of all, there's just the name. But what we really wanna focus on is the mode, because this is it drives a lot of how it works. So, for the different modes, if it's family, you'll see a list of family members, and you can check the box next to each one that you wanna register. The person must be logged in in order to identify the family members. If they're not logged in, then they're gonna be processed in anonymous mode by default. And anonymous mode is the default mode. And for this one, the person doesn't need to be logged in, but their information will be filled in for them if they are. Additional people can be added by providing their name and their information with with anonymous. And then lastly, we have group. Group mode is used when you're signing up people from an existing group. So for instance, you might wanna register your entire bible study small group for a day of serving. Down here, include children is, pretty self explanatory. It's just whether or not, children should be included when when you're either in family or group mode. And then down here, have a workflow, And the workflow launches when the registration completes. So that's what that is. Then you have the, confirmation, system communication, and you can select the system communication you want for that. And down here you have the require email option. That only applies to anonymous mode, so keep that in mind. And then same thing with the require mobile phone. This only applies to the anonymous mode. We hope you found this video to be helpful. For more details, check out the engagement manual. And, that'll have more information on the group registration feature, which we didn't look at, as well as information on how to take attendance for sign up groups. So be sure and check that out. Thanks for watching.