Configure Connection Opportunities

When viewing a Connection Type, you can select an existing opportunity or click the ti ti-plus icon to add a new one. Either way you'll be brought to a screen like the one pictured below.

  1. Name - This is where you’ll set the name for the opportunity. This can be different or the same as the Public Name described below.
  2. Active - This determines if the opportunity is active. This is helpful if you have seasonal opportunities.
  3. Summary - Use this area to provide a brief summary that will display on the search results page.
  4. Details - Use Details to give more information about the opportunity. For instance, you might describe the specific tasks a person might be performing in this role.
  5. Public Name - This name will be used on the blocks that are displayed publicly.
  6. Photo - Sometimes the best way to sell an opportunity is to show it in action. The right photo can go a long way toward making your site look even more professional and inviting.
  7. Campuses - Because some opportunities might only exist at one campus and not others, you can specify which campus(es) the opportunity is for. This is disabled if you have only one campus.
  8. Connection Request Attributes - Here you can see connection requests attributes that apply to requests in this opportunity. Attributes inherited from the Connection Type will also be shown here for reference.
  9. Opportunity Attributes - Remember setting up the opportunity attributes for the Connection Type? This is where you'll provide their values.
  10. Placement Group Configuration - The next few settings help to configure how the request will process adding people to groups when the person's request is marked Connected. Let's review each setting:
    1. Group Type: This defines which group type the available groups will be. We need to know this so we can personalize some of the other settings like role and status.
    2. Group Member Role: The role the person will be assigned when they are connected, or added, to the group.
    3. Group Member Status: The configured status the person will receive when they are added to the group.
    4. Use All Groups of This Type: Each opportunity will have a selected list of groups that a person can be connected to. This setting says instead of having to select every group of a certain type (and keep it current) just use all of them. We'll talk more about these settings in the Placement Group Configuration chapter below.
  11. Placement Groups - These are the groups that will be displayed as options to connect the requests to. The campuses defined on these groups are important, as they will be used to filter for the campus of the request. You'll define this campus from the group details page of the group. This will not apply if you have only one campus.
  12. Connector Groups - Next, we'll define the various groups that contain the people who will work the requests as they come in. The members of these groups are your Connectors.
  13. Default Connector - You can optionally define a default connector for each campus. Any new requests originating at a campus will then default to the specific campus' connector. The drop down will show a list of active members from the connector group listed. This is disabled if you have only one campus.
  14. Workflows - We saw that we could define workflows when configuring the connection type. Configuring it there would apply the workflows to all opportunities of that type. You can also configure workflows for a specific opportunity here. We’ll talk more about connection request workflows below.
  15. Advanced Settings - Use the Advanced Settings to change what buttons and fields are available when working with requests. Typically, you'll only want to hide these fields if you have automated processes (e.g., workflows) around your connection request processing. This allows you to prevent manual updates from interfering with those processes.