Rock U - Connections - Connection Request Status Automation

Transcribed Video Content

Connection requests usually move through a series of steps or statuses that are defined by your organization's process for moving somebody from having just submitted a connection request to being connected. Luckily for you and your staff, a lot of that can be automated. So in this video, we're gonna show you how to set up automations for connection requests to automatically move them from one status to another. The first thing that you're gonna wanna do is create a data view that identifies the connection requests that you want to be automatically moved. And so to do that, we'll go over tools and data views, and we'll create a quick view under foundational views here, and we'll just call it connection status automation. Now the critical part here is that this data view has to apply to connection requests. And you can add whatever criteria you want. For for this example, we'll just use a simple people matched to the requester. So we're gonna find people from a data view. We'll say 35 and older just for our example purposes. And any people in this data view with a connection request where they're the requester, they're gonna be caught by this, by this sort of parent data view. And we can see that we've got, a couple people listed here. We've got three connection requests. With your data view in place, we can now go over to people and connections, and we'll edit the connections configuration for, in this case, involvement. And we'll we'll edit the connection type. And then down under statuses, we have our two statuses, no contact or in progress. And we're gonna go ahead and add an automation to no contact. And so when we go to edit that status, we can see down here we have our status automations. There's none listed yet. We're gonna add one, and we'll call it move to in progress. And then we'll select our data view that we that we created, connection status automation. And here's the group requirements filter. You can read more in detail about what these do in our engagement guide, but basically it says only move them according to whether or not the group requirements for the placement group are either met, not met, or they can be ignored. But again, for more details, check out the engagement manual. We go into more detail about what those do. But for now, we have our data view in place, and we wanna move from the no contact status, in this case, to the in progress status. So any connection requests that are that are captured by this data view will automatically move from no contact to in progress. And we're gonna save the automation. And then we're gonna save the status, and finally, the connection type. Alright. So with that in place, we can go over to our connections and check out, for example, we've got, a couple of no contacts, Wendy and Brian Gilbert, in our, greeter, connection opportunity. And so let's see if we can move them over to in progress. And, of course, the first thing that we should check is to make sure that they're returned by our data view. We've done that. They are. So it should be fine. Now there's a couple ways that they'll get moved to in progress. One is if you actually access the connection request itself. So if I were to come here and maybe edit the request and save it. I didn't really make any edits, but I saved it. I went through the motions there. And you can tell it automatically got moved into in progress. That's the status automation picking it up. That's one way to do it. But we also have a job called connection requests automation, and we can run that job. So we went ahead and ran it, and we can see our last status message message that we got two connection requests that were updated. So knowing that, let's go back to our connections and back to our greeter opportunity, and we can see that now Brian Gilbert has been moved over to in progress. Again, that status automation that we configured, he was returned. His connection request was returned by the data view, so he automatically got moved from no contact to in progress. And it's as simple as that. The hardest part will be building the data view that returns the connection requests that are the type of requests that you wanna have automated. But once you have your data view in place, the configuration, as you've just seen, is pretty easy, and you can start automating, connection status changes. So, again, for more information on this, check out the engagement manual posted to the Rock Community website. And thanks for watching.