Rock U - Connections - Connections Overview

Transcribed Video Content

Connections in Rock have been created to make sure that no one falls through the cracks. When someone raises their hand and says that they wanna participate in your organization in some way, we wanna make it easy. And connections really makes it easy and efficient to see where people are at in the process of connection. Let's get into what it looks in Rock right now. So here's an example of an external view of signing up for connections in Rock. So here you can see there's a couple different opportunities to be connected with. Someone might come to your church website and say, hey, I'm a part of the main campus. I'm interested in serving with the children's ministry. And from there, they can essentially request to be connected. Now this is kind of the structure of connections. There's a couple of different layers here. So the top level is connection type. And we'll show you in other videos how to do things such as set up your connection type, opportunities, look at your different views. But at a high level, your connection type is the thing that overarching overarching holds your Let's take a look at. So this is what Connections in Rock is about. It's easy when you deal with a lot of people in your organization to let some of them fall through the cracks. And the connections tools are created to make sure that people don't fall through the cracks. Let's see what connections are all about. So if you have a big organization or even a small one and you deal with a lot of people or you have few resources staff members, it's easier for people to fall through the cracks. And we know that you guys care about people, so we don't want people to fall through the cracks. We use connections as a way to make sure that when someone raises their hand and says, I wanna be involved in some way, that they get connected. Now here's an example of how someone could sign up on your website for a connection. We see a bunch of different filters you can use, and you can find exactly the thing that you wanna get connected with, such as a children's ministry, for example. Now let's look at an overview of the structure of connections. So connections types, in this case, the example is involvement. It's kind of an umbrella that holds different opportunities to get connected under it. So it's used for structure. And in this case, involvement, the connection type, have multiple different opportunities that have to do with involvement. Then opportunities are the actual things that people want to get connected with. In this case, it's the Usher's team. And there can be so many different configurations, but just imagine these people and the connection requests have said, I want to get connected with the Usher's team, and this is when I can serve. And we can see one of these people has said they want to serve with Usher's at noon. Now let's follow what this connections process would look . So Sarah Simmons has requested to be connected. Her state is active, but she hasn't had any contact with anyone. She hasn't been assigned to a connector. Now Sarah Simmons, who is the requester, has been connected to Alicia Marble. And Alicia actually reached out and she called Sarah, but she didn't get a response. So she decided to put this, connection request in a future follow-up state to make sure she can follow-up with her again because Alicia cares about this connection. And you can kind of see these activities start to pile up. Now, a bit more time has gone on, and Alicia was able to call Sarah. And Sarah actually picked the group that she wanted to be a part of, and this connection's been completed. This is a really simple example, but it helps you understand kind of the back and forth between a requester and a connector. But ultimately, what ends up happening here is Sarah is placed into the Usher's noon group, and we actually have a workflow that's automatically gonna send her training just to get her ready for this role. All right. Let's look at Rock itself. So to see what connections look , hover over people, we'll go to connections. And here, there's a whole list of connection types. And again, in future videos, we'll cover how to do things set up a type, opportunity, and more. But you can filter all the types you're looking at here, and you can quickly get some details on in this type, how many active requests are there, unassigned, due soon, overdue. And to edit these types, all you have to do is go to this settings icon, and you can add or edit from here. Then when you're looking at a type, you can view all the opportunities beneath it, and you can also configure those. But we're gonna go back to the connections view. Now there are many different views you can actually have for connections, such as the connections list, connection board, the grid view, or the operational snapshot. And I'll just quickly step through each of those. So the first one, let's look at the connections list. Now this list view is one of the best ways to just see all of the requests in action, and you can click to get details on each of these requests. You can filter in so many different ways. Let's go back. We're gonna look at the connection board now. And this is another great view, a Kanban style view of just all of your requests. And you can also filter this in many ways and easily see where people are at. Then there's another part of connections called campaign requests. This allows you to add a bulk group of people all at once so that you don't have to individually add people. You can actually start connecting lots of people at once. Then back to connections. Actually, one thing I missed there, I'll show you from the connections board. If you wanna see that grid view, you can actually just go over here, click, and it will change your view into the grid view. Now back to connections again. Another thing that this is really nice to see the health of your connections, it's the operational snapshot. So if you click here, you get a bunch of data showing you how healthily your connectors have been handling requests and some metrics, and you can see specific connectors as well. So that's it for an overview of connections.