Attendance Self Entry

With the advancement of online services, getting accurate engagement data can be a challenge. To address this need, Rock lets attendees report their own attendance from your external site. All a person needs to do is check a few boxes to indicate who’s watching the service with them.

Pictured above, Ted is watching the service at home with Cindy and Alex. Noah is at grandma’s house this weekend, so isn’t selected. Below the family you can see Jim and Sarah Simmons are over at the Decker house watching the service too.

With everyone in the room accounted for, all Ted needs to do now is click the Check-in button near the bottom of the page to have their attendance recorded.

Tip

Using with Moments
The Attendance Self Entry feature pairs very nicely with Church Online Platform’s “Moments” feature. Check out the details here to learn more.  

In the above example, Ted was logged in to the external website. That’s how Rock was able to find him and his family. There’s a little more to the process if Rock doesn’t know who the person is.

In this section, we’ll walk through the full attendance self-entry process for Alisha. Alisha is new to the organization and is watching an online service with her family for the first time. Rock can’t track attendance for someone who’s not in the system, so we’ll ask her for some basic information to get started.

  1. Person Information - At a minimum, the person is required to provide their first and last name. The remaining fields are optional by default, but you can make them required in the block settings.
  2. Login - This area provides an opportunity for the person to log in. Logging in lets the person skip to the last step of the process and helps ensure attendance is being added for the right people.
  3. Next - After clicking Next, Alisha’s information is compared to person records in the system. If a match is found, then Rock will automatically add the person’s family on the next page (see screenshot below). If a match isn’t found, then a new record will be created for Alisha using the information she provided.

On the next page, Alisha is asked to provide similar information for anyone who's joining her. Because Alisha is new to the church and doesn’t have a record in Rock, she’ll need to add each of her family members manually. Ted Decker is joining the Marble family for this service, so Alisha will need to add him too.

Pictured below, Alisha is adding Ted Decker as an ‘Online Watcher’ to indicate that Ted is watching with her and her family. For those who are curious, ‘Online Watcher’ is a Known Relationship in Rock and is used to connect these individuals to each other.

As many watchers as needed can be added by clicking the Add Additional Individual button. Each new person is added to the list on the right, where we can see Alisha has already added Bill and Matthew.

  • Adding Other Watchers - The person filling out the form can select a SpouseChild or Online Watcher to add to the list of attendees. The next section belowexplains how to change these options. An individual can only have one Spouse, but as many other types of watchers as needed.
  • Currently Listed - The people listed here will be available for check-in on the next page. It’s important to note that this list isn’t meant to actively track who is watching an individual service on a given day. For instance, if someone is hosting a watch group then all of the planned participants should be added here, regardless of that day’s attendance.
  • Remove Remembered Watchers - Watchers that the person has added can be removed by hovering over the person’s name and clicking the “X” icon that appears. Family members (Spouse or Child) can’t be removed from this list.

After everyone has been added to the list, the person clicks Next to proceed. Because she’s new, Alisha is prompted to create an account so she can log in next time and save herself a few steps.

Account creation is optional but should be encouraged. Whether or not the person creates an account, they can proceed by clicking the Next button.

Note

Do I Have To Do This Every Week?
A person only needs to provide their information once, even if they never log in. That’s because Rock will place a cookie on their device to identify them for future services. So, identified individuals will have the same experience as authenticated individuals. But remember, being identified isn’t the same as being authenticated. Individuals must log in to access other areas of the site that require authentication.

The last step, pictured below, is where Alisha will indicate who is watching the current service. Rock assumes that everyone who was added in the prior step is still watching, so everyone from her list is selected. Individuals can be de-selected here if they’re no longer watching.

This is the last step in the process for Alisha, but you might recall from the start of the chapter that it was the first step for Ted. Any identified or authenticated person will always start on this page.

  1. Attendee Selection - Everyone from Alisha’s list is watching the current service, so everyone is selected. Any person can be deselected by clicking inside the blue box, indicating that they aren’t watching this service.
  2. Adjust Remembered Watchers - Rock remembers the people who have watched a service with you and will keep your list from one service to the next. Alisha can remove Ted from the list, or add new people, by clicking this link. This takes the person to the same page described above.
  3. Check-in - After the current service’s participants have been selected, the Check-in button is used to add their attendance for the service.

After Alisha clicks Check-in, the below page confirms that the attendance has been successfully submitted.

It’s important to note that this process has created person and family records in Rock for Alisha and her family. Ted already had a record, otherwise one would have been created for him too. This is required because a person needs to be in Rock for their attendance to be added.

Note

What About In-Person Attendance?
Attendance Self Entry works the same way for any type of service. The same pages and processes can be used to track attendance for services that are in-person, online or a combination of both.

Use The Attendance Self Entry Block

Now that you’re familiar with the process, let’s take a closer look at the Attendance Self Entry block itself. This block handles the entire process from start to finish, so there are a lot of configuration options to cover. We’ll break down the block’s settings into pieces below.

First, there’s some terminology you should know. The block’s settings refer to a Primary Person, who is the person that’s filling out the form. In the prior section, Alisha Marble was the Primary Person. There are also settings for Other Person, which apply to anyone other than the Primary Person.

Attendance Self Entry - Block Settings 1

  1. Location - If you select a location here, the block will match the attendance record with that location. This only works if the check-in area's group is associated to that location.
  2. Check-in Configuration - You may have noticed in the prior sectionthat Alisha never provided information about the service she was attending. The block uses the check-in configuration selected here to know where to add attendance automatically. See below for more details.
  3. Primary Person Options - This set of options lets you customize what information you can collect from the primary person. The primary person is always required to provide their first and last name at a minimum, so there aren’t settings for those fields.
  4. Other Person Options - These options apply to the information gathered for people other than the primary person. Like the primary person, a first and last name must be provided. The Email and Mobile Phone fields are not shown when a Child is being added.

As noted above, Rock uses the Check-in Configuration setting to know where to add attendance. There’s some complex logic behind how this works, which we won't get into here. In short, the block looks for the appropriate service by comparing the selected check-in configuration to the time when the person is checking in. For instance, Rock will automatically determine that the person checking in at 9:55am is watching the configured 10:00am service.

Note

Additional Logic for Adding Attendance
If the block can’t find an appropriate schedule with respect to the person’s check-in time, then the attendance will be added to the first group that’s found without a location or schedule. If no such group exists, then the attendance can’t be recorded.

Pictured below are the next set of configuration options for the Attendance Self Entry block.

Attendance Self Entry - Block Settings 2

  1. Known Relationship Types - The Known Relationship types you add here will appear as options in the Relation field described in the prior section. Also, the people with whom the primary person has these relationships will automatically be added to their list of watchers. For instance, if we added “Sibling” then Alisha’s brothers and sisters would automatically be added to Alisha’s list (assuming they have records in Rock and are set up as siblings).
  2. Redirect URL - At the end of the process, when the primary person clicks the Check-in button, you can optionally direct them to a different page by providing a URL here. If this is blank, the default confirmation page shown in the prior section is displayed.
  3. Check-in Button Text - The Check-in button can be assigned a different name by changing it here.
  4. Workflow - You can optionally launch a workflow when the person finishes the check-in process. The primary person will be passed to the workflow, along with information about the group and schedule. For full details, see the help text (the ti ti-info-circle icon) for this setting in Rock.
  5. Hide Individuals - You can place age or grade restrictions on the people who appear in the list of attendees. For instance, you can prevent anyone under the age of 18 from being selected for attendance in the service.

The last set of configuration options lets you change the text that’s shown near the top of each attendance entry panel. As pictured below, you can edit the Title and Text for each panel described in the prior sections.

Attendance Self Entry - Block Settings 3

  1. Unknown Individual Panel 1 - This is the first panel someone sees if they’re not identified or authenticated. It’s helpful to indicate why the information is being collected, so people are less concerned about sharing their personal information.
  2. Unknown Individual Panel 2 - This panel is where the primary person can add or remove other watchers. Both new and returning individuals can access this panel, so avoid phrases like “Welcome Back!” that don’t apply to everyone.
  3. Unknown Individual Panel 3 - The title and text of the account creation panel can be changed here. This panel won’t appear for people who are logged in, so only applies to new attendees.
  4. Known Individual Panel 1 - This is the panel where the current service’s attendees are selected. In many cases, this will be the only panel a returning person sees.
  5. Known Individual Panel 2 - After clicking the Check-in button, this is the confirmation panel that displays. This configuration doesn't apply if you’ve also configured a Redirect URL as described above.

You might have noticed the Lava in the title for Known Individual Panel 1. That’s right, you can personalize the experience by adding Lava to any panel’s Title or Text content. Remember, not all the panels will know who the person is.