Rock U - Connections - Connections Views

Transcribed Video Content

Your organization probably gets a lot of connection requests, and there are many different ways to view these requests, such as the list view, the board view, the grid view, my connections view, and more. And we've tried to make it easy so that there's always a view to match your needs. You can take action in different ways on these different boards and you can view your connection requests in a way that makes sense to you. So let's look into each view now. Alright. Let's dive into the different views. So first, go to people, down to connections, and you'll notice for all your different types, there's a list of different views that you can just immediately click into for the type. Let's look at how to set these up first. So if you click on the settings dial there, we'll click on involvement, which is the connections type that we wanna work with, and we'll click edit. Now we have a list here of enabled views. So we can pick whether the list, board, grid, or operational snapshot view are something that you can see on the type or that you can use on the type. So we're gonna come back later on and just remember this sequential status mode. But we're going to save and let's head back to connections. And for involvement, let's just jump right into the connections list. So there's so much that we can cover here as the connections list is one of our great all around views. And it's probably one you'll end up reaching for most as there's so many different ways you can configure what, you're grouping by first of all, as state or status based on what's available here and more. But let's just group by connector. That's what you'll have by default. You can very easily search across requests here and just the people you're looking for will show up. You can also go and pick different view options. This is really essential, probably something you'll mess with pretty often when you're looking for specific requests. But you can filter, you can sort, and then you can even pick which data is shown on the grid. So right now we're showing a due date, but you can also pick the opportunity if you're looking at, all connection types, for example, that would be helpful. Then you can even show the source of the request. This is where you can filter. We can pick which states we want to show up. Let's uncheck this so that all states show up. Status and due as well. Then if you have attributes set up on this type, you can actually type in here and you can filter by an attribute. So this is a connection request attribute. Then there's much more to see here. Let's go quickly through some other things. You can easily add a new connection request from here and it will pre populate with some information such as the current opportunity we're looking at or requester. And we can also go full screen. Or if we click the three dots, we can add from a connection campaign. We have other material on what the connection campaign is and how to run one. We can make these columns auto collapse so that when you open a new one, other ones close. Then we can also choose to collapse all at once. We can export all this info to Excel or a comma separated values document. Now these context slicers are super important. We can, first of all, tell we're looking at all requests, but there's so many different ways you can enter. You can see different requests. You can even click on my connections to see just the requests that are assigned to you, and this is a different view just showing Alicia Marble and her statuses. And you can even go to your own operational snapshot to see how responsive you are. I'll tell you more about the snapshot in a moment, but we are gonna go back. Then another contact slicer is picking the opportunity. And then if you wanna clear that so that you show all of them, you can just press an x. Campuses, it's the same thing. Now you've seen a lot of important things about this view. Let's look at the details when you click into a request. So we're looking at one request right now for Brian Gilbert. You can first of all see the due status. This is something that is set on the connection type. So we have other content on how to set up your connection type. You can learn how these are set. This shows that we are pretty close to it being due. That's why the text is in yellow. Then we have some that are due in the future and we even have some that were due in the past. And I'll show you more about what this will do on the operational snapshot as it's pretty bad. You don't wanna go past due as that shows that someone has fallen through the cracks, which is exactly what we don't want. Now we'll close this up. Some other things you can see here is, first of all, the different columns. We decided we want due to show up, and so we can see that due column based on the settings or the view options. Then you can also add a celebration. Celebrations are really special. In fact, we have a report that shows them all off, but it says it right here. This helps your team record and celebrate stories of connection. Before adding this celebration, take a moment and record why this connection story is particularly meaningful. So you can type in the story details, click save. We actually already have one here. It'll show up in a different color. And Ben had a talk with one of the boys in the Sunday school group he leads, and he's interested in learning to pray. That's something we wanna celebrate. It's a great way to keep your team on track with what things are going well with connections. Then you can also add a reminder directly for a person related to this connection. And that's just a great quick way to make sure you're keeping on track with these connections. For example, if we were to add one, we could, here's an example of one we did add. We set a reminder to visit Ted's mother in the hospital and we set a date for it and it's a personal reminder. Now you can also quickly change the status here by clicking on this pill, selecting a different one. You can even add a note and in the type settings, can pick whether this note is required when you switch a status. Then if you have group requirements met, depending on whether you're making it where someone has to meet group requirements to be placed in a placement group. Then if they were met, you can click mark complete. In this case, they're not met. Or we can simply pick a different status, click save, that will switch them over. Then a couple other things I wanna cover here. You can easily, by clicking on the vertical three dots here, pick whether you want to set this request as active, inactive. You can set a future follow-up date. You can mark it complete. You can launch a workflow for this one person or you can delete it. Now let's go straight into the details on a request. Now this is gonna be the same across different views. So just keep that in mind because we won't cover it a second time. Now, a lot of super important details here. First of all, we can see some badges that we've configured to show up here. We can go straight to the profile, send an SMS message or an email. We can see notes on this person. Then a very cool thing, if you have an AI provider set up, you can run this AI summary that will tell you about where this connection request is at, at a glance. So it says it remains active and is on track for completion by September 12. That's all true. Alicia Marble has been consistently involved in transferring the request. Now here are details. You can see again celebrations, reminders. We can switch the connector quickly and easily here. We can see the opportunity campus when it was created and when it's due. We have an available workflow action based on the configuration for this. So we can immediately run a workflow, then we can see placement group details and what requirements are needed to get into that placement group. We can also sort different attributes that we want to see here. And this, in this case is just a request attribute. Then we can also see the activity feed, which you'll probably find yourself going to a lot to see what's going on with this request. You can pick what kinds of things are shown in this request or sorry, in this activity feed, And you can easily write and add a note. This is how easy it is to update someone on what's going on with this request. You can edit and delete, and then you can just scroll through here and see exactly what's gone on with this request over its lifetime. And then even Rock system messages on what's happened, such as an automatic connector assignment. Then if you want, you can add an activity from here based on the activity types you have set up, and you can add a note. When we save, we'll be able to see that that activity was added. You can also transfer this request if you want to move it to a different opportunity or campus, and you can pick the connector and more, and it will carry over a lot of important information. Then you can also edit and you can change some of the things that have been hard coded here, such as attributes. You can also again change the status. And another great thing you can do from here is if we saw that Ben Jones was in multiple different opportunities, you'd be able to click through them here, just so that you can see what's going on with him across his different connections. We can also resize this if we want, and you can copy a request link so you can give someone a direct link to this request. So that's a lot of great detail on the list view. Let's switch over to these other views. So the board view, this one is great for a Kanban style board where you can easily see where people are at in the process and you can drag them between these different statuses. Also, if you're on Windows, you can use the Windows key and click between, different cards to select multiple or actually starting the control key. You can select multiple and you can drag those requests all at once, or you can use command on Mac and click multiple to do the same thing. Now this brings up something that you can also do in the list and grid view we hadn't done before. If you select multiple requests, you can take bulk action, which will save you so much time. You can do things such as assign, you can change the status, launch a specific workflow, or even complete these. You can set as active, inactive, set a future follow-up date, delete, add activities, transfer, send messages and more. There's so many different things and Rock is really intelligent about how it handles this. Let me show you an example. So if we say we wanna launch a workflow here, external inquiry, we click save. It says it's being started for two of the three selected connection requests. So if there's some reason that there was an error or some requirement wasn't met and some action can't be taken, Rock will let so you're never confused or surprised by what happened. So that's a great way to take bulk action. You can also see that by clicking around things look really similar here as they did in the list view. So it's easy and super fast to switch between these, which is just super great. You can take a lot of similar actions here and see creation date, due date, who the connector is and more. Then let's move to the grid view. It looks pretty different, but again, has a lot of the same things showing up here. You can also easily secure these individual requests here. You can sort and filter on the columns to quickly get exactly what you need. And the grid view is just a great way to take bulk action and get a lot of details at once. Now let's let's go look at the last view here. We'll click back to connections and let's go to the operational snapshot for involvement. So this is a great important view that you'll wanna look at if you oversee different connectors. This lets how people are doing in the connection process. And you can see current metrics number of active requests, unassigned, due soon, overdue, and you can see the health overview here, such as on track, due soon, and overview just or sorry, overdue all at once. You can see upcoming future follow ups, account by different statuses. Then based on the date range you pull up, you can see some different things the timeliness of response, the number of days it takes, which obviously this is not great. The number of requests completed in this date range and average time to complete. Then you can also slice up this data to get specific opportunities or campuses. And here you get a grid of different connectors. It tells you how many requests they have active, overdue, their performance, and then something you really don't wanna see here is this red bar. Now this is basically the scarlet letter telling you that this person has overdue requests. It's something you don't wanna see. It says that people have fallen through the cracks and maybe this person has a habit of doing that. Now, just to call it out, if a request is transferred to someone and that request is already overdue, it will automatically give a person that this care lapse bar. So you'll wanna note that, but it's a great way to make sure and train your team, hey, we don't want this care lapse bar to show up. It shows that someone has fallen through the cracks. Then you can also easily click in and you can view a specific connectors connection requests. So this is a pretty comprehensive overview of all the different great views we have for connections in Rock. Hopefully, you've identified a view that you really and wanna start using to process your connection requests. Now you've learned some of the ins and outs and it's time to make sure no one falls through the cracks.