Rock U - People - Data Automation

Transcribed Video Content

Some data cleanup doesn't need a person doing it. Using data automation, you can clean up your records on a schedule so that your team can focus on people instead of numbers. To find those data automations, you'll first go to the tools icon in the menu, then you will go to data integrity. Then from here, we'll simply click data automation. And right off the bat, you'll see all these different panels. We'll click on general settings, and this is an important one, gender autofill confidence. So when a profile is created or a person record is created and no gender was selected, we have a process that if the person's first name sounds it would be a certain gender, then if it has 99.9% confidence, we will automatically autofill that gender for you. So that means if the first name is unclear, a name that could be attributed to either gender, then we won't do an autofill. And if you want this to be less forgiving, if you want it to more often auto fill for you, you can drop the percentage here, but by default, it's gonna be 99.9. Then here are all of the data automations. So clicking on a panel will allow you to enable it. These are all things that if they're helpful to you, it's a really nice way to keep the integrity of your data. Here's an example, reactivate people. So this will enable the automatic activating of individuals who are inactive and who meet any of the following criteria. So here are all the different bits of criteria, and you can get really specific about what things allow someone to be reactivated. So inactivation may happen automatically for you for a series of reasons. And let's say someone has had any family member make contribution in the last ninety days and you have this checked, that means the person will automatically re have their profile reactivated. And there's all sorts of different things here that are helpful such as any family member has logged in to Rock in the last ninety days. If you don't want any of these things to be considered, you can simply click to remove them. Here's another helpful condition. You can pick a few different interactions within the system using Rock interactions, and they can be really specific clicking a short link, visiting a site. And if any of these interactions have happened in x number of days, the profile will be reactivated. Or if you want to make it simpler or you wanna really tailor who is reactivated, you can either use a data view that you've created or you can exclude people in a specific data view. Now inactivate people, the opposite, you can pick under what conditions someone's profile will be inactivated, And that can be helpful so which people that are in your database are really active and engaged. So there's all sorts of different ways that you can make sure someone's profile is marked inactive such as no family member has made a contribution in the last five hundred days. And again, you can use data views. And in this case, it's the person is not in the following data view. Then update family campus. So within your church, might have multiple campuses and you want to make it clear what campus someone is actually attending. And in this case, there's all sorts of conditions such as calculate campus based on the most family attendance to a campus specific location in the last ninety days and minimum number of times to attend a campus before triggering a campus change. So you'll wanna be really specific about these so that this wasn't a one off visit. We actually see a pattern of attendance that makes us think that this person has moved campuses. Then move adult children. This is really helpful for keeping family units specific to how people are actually living. So if a child graduates, should they be moved to their own family? At what age do we consider a child to be an adult? You can pick a known relationship that should be added between the parents and the adult so that they can still be considered connected in some sense. So there's lots of ways that you can manipulate the data to end up having a family record that makes sense to you and your organization. Then you can even pick a workflow type to launch for each person that's processed and the maximum number of records that should be processed at a time. Another helpful one, connection status is super crucial to figuring out where people are at within your organization, and you may have customized this, but we can pick data views for each connection status. So if we wanna be really particular about who's considered a member, attendee, visitor, and more, we can actually put together or construct a data view that says this person is a member, then we'd pick it here, and it will automatically update their connection status when they become a part of that data view. So just try to make sure that your data views aren't conflicting here. Really think through what it means to be a part of each one of these statuses. Then update family status, another simple one just using data views. You can update family status based on a data view to be a participant or unknown. Again, make sure these aren't conflicting and it's really clear under what circumstances someone would be in each one of these data views so that you can automatically update people's family status. And just know you don't have to have all of these different automations enabled. Just enable whichever ones make sense for you and allow Rock to do a bit of work for you. Now you have data automation setup, turn on only the settings that are relevant to your organization and let Rock do the rest.