Domains› Church Management› People› Person Profile Page›

Intro to The Person Profile

The Person Profile page is by far the most used and powerful page in Rock. This one page gives you a detailed picture of a person's involvement in your organization and the relationships between people.

The page can be broken down into four main areas, which we'll discuss in detail below.

Person Bio

The Person Bio gives you details and contact information about the individual. Here's a breakdown of this section.

  1. Photo - If a photo is available, it's shown here. If no photo is available, a gender/age appropriate silhouette image is shown.
  2. Labels - Labels are a quick way of categorizing a person's involvement. After installation the following labels will be active on the page, but you can add custom labels.
    1. Connection Status: Member, Attendee, Visitor, Participant, Pending.
    2. Campus: Which campus the member's family attends. This label isn't shown if you only have one campus.
    3. Record Status: This label is only shown if the record is Inactive (i.e., they are no longer attending).
    4. Account Protection Profile: The small padlock icon below the profile picture references the person's Account Protection Profile level. You can control who can see this by editing the block's security.
      1. If you’d like to control who can view the account protection profile you can do so by editing the block's security. Here you’ll have the ability to allow or deny access to all users using the View Protection Profile. This allows you to protect the users Login, Finances and Staff Role Status.
  3. Demographic Information - This includes age, gender and marital status.
  4. Contact Information - This section contains phone numbers and the person's email address. Note that if the phone number has SMS enabled, you'll see a speech bubble icon. Also, if this page is loaded on a mobile device, the phone numbers will appear as links to enable 'Click-To-Call'.
  5. Email Address - Clicking the email address will launch a new communication to the individual. You may also see icons next to the address noting the individual's email preferences. If they have asked not to receive bulk emails, you'll see a . If they have asked not to receive any emails the address will not be a link and the ti ti-ban icon will be displayed.
  6. Actions - The action list allows you to launch workflows for the individual. See the Blasting Off With Workflows manual for details on creating custom actions for your organization. More details on the Photo Request action can be found in the Photo Requests section below. This list is also where you can download a person's vCard, or virtual business card, to store on another device, such as the contacts on your cell phone. Rock automatically generates a person's vCard based on the contact information provided on their profile.
  7. Edit Link - The edit button allows you to edit the person's personal and contact information and gives you the advanced option of combining their giving with another person's. In the Edit Person block, there is an setting that allows you to set a person's SMS opt-in preferences. This drop down determines if the SMS checkbox should be automatically checked when a new mobile phone number is entered. Please make sure your organization has consent to send SMS messages when making this change.
  8. Social Media Icons - The icons of any social media accounts that have been configured in the person attributes and completed for the individual will appear below the photo. For more information about configuring and editing a person's social media information, see the Extended Attributes Tabsection below.

Note

Note About Emails and SMS Phone Numbers
You are limited to entering only a single email and SMS phone number for an individual.

Tip

Extending the Person Bio
There are a lot of options available in the Person Bio block settings that allow you to customize the Person Profile page. For example, you can use the Additional Custom Actions field to add buttons, link to workflows or add personalized content, or the Custom Content field to add almost any content you wish that is not in the core Bio block.
NOTE: When using the Custom Content area, you need special "context" syntax. For example, to display a Person Attribute here, you would use {{ Context.Person | Attribute:'AttributeKey' }}
The possibilities are endless. Be sure to explore these powerful options and consider how you might use them to create a unique profile page that meets the needs of your organization.

Badge Bar

The next section is what we call the Badge Bar, with icons (i.e., badges) indicating a person's activity. While Rock comes preconfigured with several badges, you can add more. For more information on badges, including how to create new ones, see the Badges chapter below.

  1. 16 Week Attendance - The 16 Week Attendance badge will show how many times the family has attended (e.g., checked in children, serving team participation) over the past 16 weeks.
  2. Attending Duration - The Attending Duration badge shows you how long the individual has been a part of the organization.
  3. Last Visit on External Site - This badge shows you how long it's been since the person last visited your external website.
  4. Family Attendance - This chart gives you a wider picture of the attendance patterns over the last 24 months. Each bar represents one month. The taller the bar, the more often the family attended that month. This badge can be edited to show an individual's attendance.
  5. Assessments - If the person has completed any assessments the results can be seen here. For more information, see the Assessments guide.
  6. Baptism Badge - The Baptism Badge shows if the individual has been baptized.
  7. Serving Badge - The Serving Badge shows if the person is a member of a serving team.
  8. Tags - Tags are a handy tool for creating simple groups of people. Tags are so useful that they have their own chapter.

Family Section

The next section outlines the individual's family or families. The Family Section lists each family member's name, age and Person Profile page link, along with an address and editing link for each family.

The address section of the family area has a couple of interesting features. Clicking on the ti ti-home to the left of the address will bring up an interactive map. Also, when you roll over the address a ti ti-globe will appear to the right. This icon will standardize and geocode the address when clicked. Lastly, you can click the ti ti-settings icon to edit the address and its configuration.

Note

In Rock, an individual can be in more than one family. In these cases, both families will be shown in the family section. Behind the scenes one family is classified as the Primary Family, but for the most part each family is treated as an equal.  

Tabs Bar

The lower area of the page is devoted to subsections, with tabs that are visible according to your security level. We'll talk about each one below.

Person Profile Page Use Peer Networks