Rock U - Connections - Connections Opportunities

Transcribed Video Content

Now that your connection type is set up in Rock, let's look at connection opportunities. Now connection types are more of a broad category and opportunities are where the work happens. So say you have a serving type, then children's or nursery or even greeters might be the opportunity that's under that type. Let's get into what setup looks for an opportunity and make the configuration easy for you. Let's get into it right now. To configure a connection opportunity, all you have to do is go to people and scroll, click connections. And we set up the involvement type earlier. We'll click on this connections type and we see a list of opportunities here. I'm gonna show you what it takes to set up one of these opportunities. So let's go back to connections using the breadcrumbs, and we're gonna click the settings cog. This involvement type is the connection type that we're working with, and you can see the opportunities down here. Now if you wanted to add a new one, you could just click the add button. I'm gonna show you one we've already set up. This comes out of the box in Rock. Feel free to change it however you want to or remove it, but let's step through how to set up an opportunity. So I just wanna note that we're looking at a trailblazer mode set of settings here. So it'll look a little bit different if you're in essentials mode. But first of all, we can start by adding a name. You can also pick whether this opportunity is active. And there may be times where you don't want the opportunity to to be active because it's not in use or you wanna archive it or it's not ready yet, but you can pick a different internal name and public name. There's a couple different public things you'll set up here such as even an image. And if you're using Rock's connection blocks for sign ups, then you'll be able to see different things the summary or details here. So this is important to put some effort into setting up if you're gonna show this externally on your website. It's also a good description for the people on your team or the connectors that wanna know more about what this opportunity is about. Something important here is to pick an icon that makes sense as you'll see this in the product. Then you can also pick which campuses this opportunity is relevant to. So we've picked those. Let's go past the overview. We're gonna get into more configuration. So these opportunity attributes are some things that we set up on the connection type. So if you haven't set up any, you wouldn't see this, but we have a days of the week attribute, role, preference area. This is up to you for what attributes are worth adding to your opportunity, and you can configure, the attributes on each one of your opportunities. Now request attributes, we can see some that we've inherited from the connection type, which is involvement. Then you can add some new request attributes that are specific to just this opportunity. Now placement groups. If you've enabled placement groups on the type, here is where you're gonna set up those placement groups. So you'll start by picking a group type and then what role people that are placed into this group should be in, what their group member status should be. You can also pick if you wanna use all groups of this type. If you do, then it will just automatically list all of those groups here under placement groups. But once you pick a type, you can pick groups beneath that type that you want to use as placement groups. And you can also filter these by campus when that is helpful for you. Now connector groups. This is where you pick who is able to connect the requests that are in this opportunity. So it's really easy, and I suggest if you have a general group of people that you use for multiple opportunities that do connection, it's nice to have something just a global connector group you can point to get the right group of connectors. You can also pick which campuses this applies to. And if you wanna speed up the process of what happens when a new request is added, you can pick a default connector here, meaning any new request will be automatically assigned to this person that's within the global connector group. You can do that by campus as well, which is really helpful. Now workflows, we've inherited some workflows from the connection type, but you can add some ones that are specific to the opportunity, and you're gonna get a lot of the same trigger events here, but it's just specific to the opportunity. So the things that will trigger this workflow all have to do with things that will happen to a request within this opportunity. So this is just a great way to automate some things in Rock based on what's happening with a connection. Then we have some advanced settings down here, and these apply when you're transferring a request. So you may want to transfer a request from one opportunity to another, and you can pick whether when you're doing that transfer, you want the person who's doing that transfer to be able to pick the status or the campus and be able to change those things as they move opportunities. Alright. And that's it for setting up a connection opportunity. Now that you have connection types and opportunity set up, it's time to start making the real connections. We'll get into what that looks in another video, but thanks for watching this one. Have a great day.