Steps Charts - Engagement

In prior sections we only briefly mentioned the charts you’ve seen on the administrative screens. Now that we’re more familiar with the data behind those charts, we’re ready for a closer look. It’s important to learn how to read and use these charts because they are truly powerful tools that provide a lot of useful information at a glance. Unless otherwise noted, the information in this section applies to both the program and step type activity summary charts. Let’s start by looking at the parts of the chart. Step Program Chart 1 Adjust Chart Timeframe The time period shown on the chart (i.e., the x-axis) can be changed here. If a “Year” interval is chosen then the chart will display months as pictured above, otherwise you'll see specific dates. 2 Chart Data The data displayed here is in the form of a stacked area chart, which we'll describe in detail below. 3 Legend/Key Only completed step types will appear on the Step Program chart. The Step Type chart shows activity for either started or completed steps. Note By default, the Steps charts are set to display the “Current Year”. This default, and the option to disable the chart entirely, can be changed in block settings. Let’s focus on the April 2021 section of the chart below. We see the purple area reaches the “17” line on the chart. This doesn't mean that seventeen people completed the Small Group step. In this kind of chart, the Small Group area begins where...

Steps Badges - Engagement

You have the option of displaying badges for your step programs, to quickly and easily view an individual’s progress from places like the Person Profile page or Connection Requests. To add Steps badges, first navigate to Admin Tools General Settings Badges and add a row to the badge list. A single badge should be set up for the entire program (and not one badge for each step in the program) using the page below. Edit Badge 1 Name Provide the name of the badge. 2 Description Add a description for the step program/badge. 3 Entity Type For step badges, the entity type will be “Person”. 4 Badge Type For step badges, the badge type will be “Steps”. 5 Step Program Choose the step program to which the badge applies. This field only appears if you've selected “Steps” as the badge type. 6 Display Mode Select how badges appear in the person profile. Normal: Badges for individual steps are displayed as normal-sized badges, similar to existing badges you’re used to seeing. Condensed: Badges for individual steps are smaller icons, grouped together with other steps from the program. Example "Normal" Display Mode Example "Condensed" Display Mode Note The “Show Count on Badge” setting we mentioned in the Editing Step Types section only applies to the “Normal” display mode. After you’ve set up your new badge, the next step is to add it to the Person Profile page. From the person profile, click the button in the Admin Toolbar. This will display a...

Connection Campaigns - Engagement

A connection campaign is a way to generate a set of connection requests in bulk for a special purpose. The goal of this feature is to provide a simple way to create connection campaigns that allow for the contacting of many individuals. It links several of Rock’s most-loved features to work together to achieve this. Connection campaigns have been designed to work as a one-time connection or a reoccurring connection. Keep that in mind as you read through the rest of this chapter. Setting Up Connection Campaigns Before diving into the details, let’s take a high-level tour of how a connection campaign works. The diagram pictured below shows the flow of a campaign. Connection Campaign Flow 1 Campaign Settings We start by configuring our campaign. This includes defining: The connection opportunity to link to Who should be contacted by the campaign (think data view) How to assign connectors Whether people should be contacted on a continued basis Obviously, there is a lot more detail to cover, but we’ll get to that in a minute. 2 Campaign Job A job has been configured to process the setup above and create a list of people who should be added to the campaign. 3 Campaign List This list can change over time (based on the dynamic filters of your data view and who has already been processed). While it’s not important to know where this list resides, it is stored as an EntitySet for those who are curious about the technical nature of...

Sign-Ups - Engagement

In today's fast-paced world time is a precious commodity, and we often find ourselves looking for ways to make a difference in our community while juggling busy schedules. Fortunately, there are short-term serving opportunities that allow us to give back without committing to a long-term project. Whether it's a food drive or a few hours spent volunteering at a local shelter, every small effort counts towards making a positive impact. However, organizing these short-term opportunities and managing the logistics of people who are signing up can be a daunting task. The Sign-Ups feature simplifies the process and makes it easier than ever for people to get involved in serving opportunities that align with their passions and availability. That includes addressing a major pain point for many organizations, which is ensuring that thresholds are respected. But best of all, it's easy to set up and start using. But don’t think of Sign-Ups as being only for serving projects. This is a flexible tool that has a variety of potential applications. Sign-Up Walkthrough Let's start by walking through the sign-up process from the perspective of an online guest. When someone wants to sign up, they’ll go to the Sign-Ups Finder page under the Connect area of your external website. From there you can filter the Opportunities, to find the best fit based on date and location. Note that there are many block settings and filter options available here, which we'll look at a little later. Sign-Ups Finder In the results you can...