Sample Campaign Recipes

Below are a couple of sample recipes to help you understand connection campaigns in more detail.

Reoccurring Seniors Check-in

Say you’d like to make a calling campaign to check-in with seniors every two weeks. Below are the high-level steps you’d need to set this up.

1. Create a new Connection Type and Connection Opportunity for this new activity.
2. Add a Connection Group to the Connection Opportunity with the people who will be making the calls.
3. Create a data view with the seniors you’d like to call. This can be something like those over 65, or perhaps members of a group that a workflow from your website adds people to who have requested check-ins.
4. Create the Connection Campaign with the following settings:
   1. Choose the connection opportunity from step 1.
   2. Select the data view from step 3.
   3. Set “Family Limits” to “Everyone in the Data View”.
   4. Set “Create Connection Requests” to “As Needed” with a “Daily Limit of Assigned Connection Requests” to 10 (meaning each connector will get 10 calls a day).
   5. Set the “Number of Days Between Connection” to 14. This will create a new request 14 days after the last request is closed.
   6. Set “Prefer Previous Connector” to true, because who doesn’t like to hear from the same person each time?

A new connection request will be created for each check-in. This helps provide good accountability to how quickly calls are made. Keep in mind that the connections features will show all activity for a person across all their requests. This helps you see previous notes. It’s a win-win!

Large Emergency Call List

Say there has been a local emergency and you need to make calls to reach out to numerous people in a specified area. One way to achieve this would be to follow the steps below.

1. Create a new Connection Type and Connection Opportunity for this new activity.
2. Add a Connection Group to the Connection Opportunity with the people who will be making the calls.
3. Create a data view with the individuals who need to be reached.
4. Create the Connection Campaign with the following settings:
   1. Select the connect opportunity from step 1.
   2. Select the data view from step 3.
   3. Select “Family Limits” to “Limit to Head of Household” (each home only needs one call).
   4. Set “Create Connection Requests” to “As Needed” and a “Daily Limit of Assigned Connection Requests” to 0. This will allow people to get calls in batches to fill the amount of time they have to make calls.