Rock U - Connections - Connections List View

Transcribed Video Content

Now you have connections ready in Rock and you wanna view them. One of the best options is the connections list view. This view allows you to see what connections you have and what connections other people have in a high density view that doesn't overwhelm you but helps you take quick actions. Let's get into it right now. Okay. Let's look at the connections list view. So to do that, we'll go to people, then we'll go down and click on connections. From here, we can see all our connection types, and there's this icon that says connections list. Now there's multiple ways we can access the list. This is one of them, but if you don't see this, just make sure you go to your settings, click on the relevant connection type, then go to edit it, and make sure the view of list is enabled. Let's go back to connections. So this is one way to access the list, and this shows everything for the type. So I just clicked, and you can see we're seeing all the opportunities in the type, all requests, and all campuses. And something to note is that just to make it easier for you, Rock makes sure if you set some filters or you pick context, next time you load up the connections list view, you'll have the same thing set up for you. So that's a really nice touch. But we're gonna go back to connections, and I'll show you the other way to access the list view, which is to click on the type, then pick the opportunity you wanna see and click on the icon. Now we're seeing the requests filtered by the opportunity. So if you wanna pick the context you're seeing, you can pick whether you wanna see my requests or all requests. You can pick an opportunity, or if you wanna see all opportunities, just click the x. You can pick a campus here and x out as well if you wanna see all campuses. Now let's look into the grouping of these requests. So right now, we see these different connectors because we're grouping by connector. You can also do it by state, and you'll separate active and inactive requests. You can do status to see different statuses, opportunity to see each opportunity that has requests, then do status. And just notice how quickly everything is updating here. This is a really nice Performant block. Now let's go into filtering things down. One thing we can do to filter is we can look up someone's name. We'll pretty quickly find that request. You can also pick the view options. So from here, you can sort everything we're seeing. You can also pick which grid data we wanna show in our columns. You can pick if we wanna show the source of our request, which I'll show in just one second. Then you can pick to filter on state, status, and due. But I've just saved and we've opened it up. There's a lot more requests here because we're showing some inactive ones as well. Now another thing you can do is if you wanna add a request, you can do that here. We do have a different video covering adding connection requests. Then you can make it full screen mode here. Then this is where you go if you're gonna add from a connections campaign, which we also have another video on. You can also turn on auto collapse. So when you open one panel, closes the others. I'm gonna turn that off for now. You can also collapse all at once. But let's look up at Alicia Marble's requests. So there's a couple different helpful things we can see here. First of all, we get who the requester is, the campus that they're a part of, the placement group that they are going to be placed in, then the due date. This is really important to look at to make sure no one's dropping the ball. Obviously, this ball has been dropped a long time ago, but you'll get a different view depending on the due status. So obviously, this is an overdue. This is a not yet due status and not even pin , not even due soon. This is due soon, and this is just a different state. Now there's two icons right here I wanna point out. The first one is has celebration, and connections can feel work sometimes. So we want to remind the people that are doing connections of why we do them. Celebrations help you do that. So if you click on a celebration, you can see details of a story that a requester or a connector has told that just helps you celebrate what's going on through the connections process. So it's up to you what's worth celebrating, really. But here, we've put in the story details of Tom just completed his orientation. We wanted to celebrate that, so we've put it in as the story here. Now you can also add reminders for requesters, and you can assign the reminders to someone. You can pick a reminder date, details such as call him soon, and pick your reminder type, then you'll see that reflected here. Now this column is really important because it shows you the state or the status of a request. So we can see state and status. And you can quickly change the status here if you'd . You can also add a note. And if it's important to your organization to add notes when someone moves requests, from one status to another, you can actually make these notes required. You can also easily mark one complete from here. In addition, there's a bunch of different steps that you can take for each person here. Now I'm gonna show you a different view of how we can do this. So if you click to do a bulk request here, you can select people. And up at the top, we have an action bar with all sorts of different things or actions you can take. Now you can assign people, you can change everyone's status, launch a workflow, or even complete all of these connections. Then you can easily set them all active, inactive, future follow-up, or delete. Now I'm gonna show you these right here. You can also quickly send a communication. This can be super helpful when you need to get in contact with people and just drives you to action faster. You can also easily add an activity. So let's go ahead and do that for this example. I'm gonna add an activity of called left message for all these people. We'll save and boom, it's been done. Now you may wonder what happens if these actions don't complete. Now, for example, there might be a workflow where it didn't get all the information it needed to complete the workflow. In that case, there would be a pop up Rock gives you saying three out of five people have completed this work or have had this workflow launched, for example. So exactly who got this action done and who didn't. But in that case, all those activities were added. Now let's get into one of the most powerful parts of a list view, and that is the docked view. So if you click on a request, you'll see this information come up. This is super powerful for knowing who you're connecting, who you're dealing with, what's been going on recently. But there's a bunch of nice stuff here. You can get a details on the person, their campus. You can even pick which badges are displayed here in the block settings. You can quickly go to their profile or message them. You can even get a link that you can send to someone easily to help them pick up where you left off. Then you can see if there's any person notes, And this is a really interesting feature. So we have another video covering configuring your connection type, and that's where you'd set up the AI summary and what comes out of this AI summary. But in this case, we're getting an update on Ben Jones in terms of what recently has gone on with him in terms of this connection request and what changes have been made, and is the due date nearing, what action should we take, just a lot of super helpful information. Then additional requests. This is also something you set up on the connection type, and you can see other types and requests that this person has in those types. You can even pick, if you want to see requests for people in their family on other types, and then you can just click and switch back and forth between these different requests. Now here, we can get more detail on celebrations or reminders and get details on the connector. You can even easily just quickly switch who the connector is. You can take quick actions, see comments, and then a request source. Now this is kinda a record source in Rock, but you can pick different ways that a connection request has been added. So say someone has been added from the external site, instead, the request source would be listed as external site, not connection card, and that just gives you context for how they ask to be connected. Then we can see placement group details here, such as which group is this person going to when they get connected ultimately and what are the requirements for that group. Then you can see some quick attributes here. You can even filter which attributes you see. Then here's another really powerful thing in the docked view, and that's the activity feed where you can filter what activities you're actually looking at, but you can really see what's been going on with this connection request. For example, we created that activity pretty recently through that bulk update, and we can see it right here. You can take action in editing or deleting. You can see all kinds of things status changes. You can see that an activity was transferred. You can see plenty of notes, and you can even see rocks activities that have been taken automatically. Now a couple other focused act actions you can take here is if the person meets the group requirements for their placement group, you can complete immediately. You can also easily edit their information. Then in addition, you can add activities or switch their status around. Now I wanna highlight one edge case for connections list view. I'm at the connection type detail right now. And don't worry about whether or not you have this set up, but if you choose to enable sequential status mode, I'll show you what looks different. So I'm gonna save this, go back, and now we're in sequential status mode. And a couple things will look different. First of all, these statuses, when you try to move someone, it shows you the current status and the next one. You actually can't skip ahead. So depending on the way you have your statuses ordered, you can only move them from one to the next. And this is helpful if your requesters always follow a sequential flow. Another quick change is when you're doing a bulk update instead of being able to change status wherever you want to, It's only advanced next status. And when you save, it'll move all these people to the next status in that order. I hope you're excited about the connections list view and you're ready to start using it in your organization. Thanks for watching this video. Have a great day.