Groups in MinHub Kids
Kurt Libby
Last Update 3 года назад
Tracking valuable data in children's ministry starts with collecting the information that matters most for the people involved in your ministry.
The Power of Groups
Creating groups is one of the most powerful things you can do to help manage and process the data you collect on the people and events in your ministry. While most of ministry happens in moments in one-on-one situations, grouping kids based on event and demographic data proves to be extremely valuable in getting the right information to the right people at the right time.
There are two main types of groups, managed groups and smart groups.
In managed groups, you will select all the members of the group manually.
In smart groups, the members of the group will automatically populate based on smart filters. You can create filters for kids or parents. If no parent filters are selected, the parents for every kid in the list will be shown.
Groups can be shared with every leader in the app, just with staff that are leading the group, or only visible within your profile.
Adding Groups
Tap on the Groups tab. Tapping on the + button at the top of the screen will bring up the Add a Group options.
If you are a Group Admin, you will be able to create groups that are for every leader in your ministry. You will be asked “Who is this group for?” If you select Personal, this will create a group for your devices that only you will see in your list of groups. Selecting Shared will create a group that can be viewed by other staff.
If you are not a groups admin, then the groups that you create are all personal, accessible and only viewable when you log in. You will also be able to access any shared groups in which you have been designated as a leader.
Selecting a shared group will require one additional selection before getting into the creation of the group that deals with visibility, “Who can see this group?”
Selecting All Staff will allow every staff member to view the group in their shared list. Selecting Leaders will limit the visibility to only the staff that you select as the leaders of this group.
Enter a name for the group that describes the participants.
Next, select the type of the group. Remember, in managed groups, you will select all the members of the group manually. Members can be parents and/or kids. These groups might be your leadership kids or kids that are interested in attending an event, retreat or missions trip. In smart groups, you will select smart filters that will automatically populate the members of the group with either information about the kids, the parents, or attendance/moment data.
If you select Smart groups, you will then select filters that will automatically populate kids and parents into the group. Adding multiple filters in combination can create some very interesting groups. If you add a filter and decide you don’t want it, you will need to tap Cancel and start over creating your group. Filters are pieced together with an AND function, meaning each filter will be applied individually and will look for the kids or parents that meet all of their respective filters.
Available filters include:
- Gender
- Male
- Female
- Not Selected
- Birthday
- Today
- Tomorrow
- This Week (Sunday through Saturday)
- This Week (Next 7 Days)
- This Month (Calendar Month)
- This Month (Next 30 Days)
- Between a start date & an end date
- Age
- School
- Grade
- Belongs to Group
- Date Added
- Last Week
- Last 2 Weeks
- Last 3 Weeks
- Last Month
- Last 2 Months
- Last 3 Months
- Last 6 Months
- Last Year
Parent Filters
Gender
- Male
- Female
- Not Selected
- Birthday
- Today
- Tomorrow
- This Week (Sunday through Saturday)
- This Week (Next 7 Days)
- This Month (Calendar Month)
- This Month (Next 30 Days)
- Between a start date & an end date
- Age
- Under 20
- 20s
- 30s
- 40s
- 50s
- Over 60
- Belongs to Group
- Date Added
- Last Week
- Last 2 Weeks
- Last 3 Weeks
- Last Month
- Last 2 Months
- Last 3 Months
- Last 6 Months
- Last Year
- Has Picture
Event Filters
- Attendance at an Event for Kids
- Present or Absent
- At a Single Event
- At any event in a selected Event Type during...
- Last Week
- Last Month
- Last 3 Months
- Last 6 Months
- Last Year
- Forever
- Attendance Classification for Kids
- Visitor, Casual, or Regular
- for a selected Event Type during...
- This Year
- Last Year
- The Year Before Last
- (these are calculated based on Graduation date set in the ••• tab)
- Recording of Ministry Moments for Kids or Parents
- Has Had or Has Not Had during...
- Last Week
- Last Month
- Last 3 Months
- Last 6 Months
- Last Year
- Forever
After adding filters, the final option is to add leaders if you are a groups admin. Adding leaders will create implicit connections between the kids in the group and the leaders. This means that the personal contact data for these kids will be accessible by leaders that have linked devices. Because of this, adding leaders to a group requires that the staff person have a role assigned to them.
If you have not already assigned roles, go to the ••• tab and tap on Manage Roles. You can create roles and then add your staff members to these roles.
Then, simply select the role to see available staff members and then select the staff member that should be connected to these kids and a leader of this group.
Again, if the group is visible only to leaders, these staff members that were just selected will have the group appear in the Shared Groups section of their Groups tab. If the group is visible to all staff, the shared group will show up on every staff member’s device. But only group admins will be able to edit the shared groups.
Editing Groups
When attempting to edit a group, it is important to remember that only Group Admins can edit shared groups. However, everyone can edit the Personal groups that you have created.
To edit a group, go into the detail screen by tapping on the name of the group in the group tab. In the upper right corner, tap on the Edit > button. Here you can change the name of the group or delete the group all together.
If a group is a smart group, it can be converted to a managed group which will automatically move all the kids and parents that fit the current filters into the group. No new kids or parents will be added and no existing kids or parents will be removed based on the filters any longer.
If a group is a managed group, you can edit which kids and parents are in the group, but you cannot convert the group into a Smart group.
To delete a group, simply swipe left on the group name in the main Groups tab and tap the Delete button. Deleting a shared group will remove it from every staff device, not just your own.
Group Features
Some of the great uses of the groups come in the checklists, messaging through SMS or Portal, and reports. These three features are available in shared groups for leaders of the groups. In personal groups, checklists and messaging through Portal are available, messaging through SMS and reports only work for kids that are connected to the staff member.
Check out guides for these features here:
- Checklists
- Reports
- Messaging