Membership Class Workflow Overview

1. Our View of the BibleActions:

1. Initialize Remaining Person Ids (Lava Run)

2. Our View of the Bible (Form)

2. Our View of the GospelActions:

1. Our View of the Gospel (Form)

3. Our View of Creation and CultureActions:

1. Our View of Creation and Culture (Form)

4. Life in the KingdomActions:

1. Life in the Kingdom (Form)

5. MembershipActions:

1. Membership (Form)

6. Our View of God's SovereigntyActions:

1. Our View of God's Sovereignty (Form)

7. Add Discovery Class StepActions:

1. Set Current Person (Lava Run)

2. Add Step to Person (Step Add)

3. Update Remaining Ids (Lava Run)

4. Go to Emails if Empty (Activate Activity)

5. Next Person (Activate Activity)

8. Email Next StepsActions:

1. Set Emails (SQL Run)

2. Send Email (Email Send)

3. Complete (Workflow Complete)

Video Attribute Configuration

We used Wistia for a lot of our videos but you can also copy the embed code from Youtube orVimeo and use a Static Html field

Video Form Action

Processing Completion (With Person Looping)Set Person

Do Stuff!Add a step to the person currently set, update a person attribute, etc.Remove Person From List

I wrote my own filter for returning an array minus the first item, but you can also accomplishthat with a for loop in your Lava Run.

Go on to the next person by calling the activity again or move on to the next activity.

Finish Up!Send a “Next Steps” email to your user, notify someone on your team who has completed themembership class, etc.

Membership Class Set-UpFrom Registration to Workflow

1. StartActions:

1. Set Registration (Attribute Set from Entity)2. Set Registrants (Lava Run)3. Set Watching Together (Lava Run)4. Create Single Workflow (Activate Activity)5. Create Multiple Workflows (Activate Activity)

2. Single Class WorkflowActions:

1. Set Emails (SQL Run)2. Create Workflow Instance (Activate Workflow)3. Email Class Link (Email Send)4. Complete Workflow (Workflow Complete)

3. Multiple Class WorkflowsActions:

1. Initialize PersonId (Attribute Set Value)2. Set PersonId (Lava Run)3. Complete if Empty (Workflow Complete)4. Complete if Infinite (Workflow Complete)5. Set Email (Lava Run)6. Create Workflow (Activate Workflow)7. Email Class Link (Email Send)8. Update Remaining (Lava Run)9. Increase Counter (Lava Run)10. Process Next (Activate Activity)

Set-UpAdd a workflow to your registration instance or template.Set the registration on create. Set the registrants however you desire.

Create ClassesSome people wanted to complete the class with the other registrants on their registration,some people opted to complete the class individually. We simply checked for the option thatwas selected in a Registration Attribute we set up to determine that.

From there we ran a different action based on the choice selected

From there create an instance or use looping like previously shown to create multiple instancesand email the links to the registrants for completion!

Volunteer Training Workflow Overview

1. Crossing Kids 101Actions:

1. Crossing Kids 101 (Form)2. Emergency Procedures

Actions:1. Emergency Procedures (Form)2. Set Continue (Attribute Set Value)3. Parent Pickup Question Incorrect (Attribute Set Value)4. What to Take With You Question Incorrect (Attribute Set Value)5. Set Message (Attribute Set Value)6. Continue if Answers are Correct (Activate Activity)7. Set Message (Attribute Set Value)8. Retry Current Section if answers are incorrect (Activate Activity)

3. Emergency Procedures (Not Required)Actions:

1. Emergency Procedures (Form)2. Set Continue (Attribute Set Value)3. Parent Pickup Question Incorrect (Attribute Set Value)4. What to Take With You Question Incorrect (Attribute Set Value)5. Set Message (Attribute Set Value)6. Continue if Answers are Correct (Activate Activity)7. Set Message (Attribute Set Value)8. Retry Current Section if answers are incorrect (Activate Activity)

4. Discipline and Classroom ManagementActions:

1. Discipline and Classroom Management (Form)2. Set Continue (Attribute Set Value)3. Discouraging Behavior Question Incorrect (Attribute Set Value)4. Handling Disciple Question Incorrect (Attribute Set Value)5. Set Message (Attribute Set Value)6. Continue if answers are correct (Activate Activity)7. Set Message (Attribute Set Value)8. Retry current section if answers are incorrect (Activate Activity)

5. Discipline and Classroom Management (Not Required)Actions:

1. Discipline and Classroom Management (Form)2. Set Continue (Attribute Set Value)3. Discouraging Behavior Question Incorrect (Attribute Set Value)4. Handling Disciple Question Incorrect (Attribute Set Value)5. Set Message (Attribute Set Value)6. Continue if answers are correct (Activate Activity)7. Set Message (Attribute Set Value)8. Retry current section if answers are incorrect (Activate Activity)

6. Send Confirmation Email/Clean UpActions:

1. Send Training Complete Email (Email Send)2. Set Video Training Date (Person Attribute Set)3. Add Video Training Complete Activity (Connection Request Activity Add)4. Complete Workflow (Workflow Complete)

Video Attribute ConfigurationIn this example we wanted to make sure someone watched the entire video, andcomprehended the video by asking some questions. So we ended up with two video attributesfor each section of content, one that was required to watch and one that wasn’t for people whoneeded to retry the questions.

Not required video attribute

Comprehension Question Attribute ConfigurationIn this example, we are going to make sure our watchers comprehended the material beforeletting them move forward in the class.

Form Action

Checking for ComprehensionFor this workflow I started by setting an attribute to True

Then for each comprehension question we would check if the value was correct and if not setthe previous attribute to False to indicate they could not continue

If all answers were correct the user would continue to the next section

Otherwise we would set an error message and have the user retry the section, this time withthe video attribute that was not required.

Processing CompletionOnce someone had finished the set of training videos we then added a person attribute andupdated their volunteer connection request.

Reporting and AnalyticsWe created a dashboard for our staff to view where people were in their class as well as providean easy way to copy the links to their specific workflows in case they lost their email.

You can also write some simple queries to give you quick overview of your class and also someanalytics.

Here we can see that the Registration and Security (Not Required) Activity was repeated 51times. This could indicate we need to take a look at the comprehension questions or thetraining video to see what was confusing for people.

Here is the SQL for that query.