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Opportunities

Responses

An overview of how MinistryPlatform manages responses, including their display, tracking, follow-up procedures, response fields and what they mean, and how to add responses from several places in the Platform.

  • No matter how it's added, responses display under People Lists > Responses. The Responses page holds information about the participant and the opportunity and provides a place to track the response's follow up.
  • Responses to a specific opportunity display in the opportunity's Responses tab.
  • We recommend you train anyone responsible for an opportunity in how your church wants to handle and follow up with responses. Once you add a Response Follow-Up to a response, the most recent follow-up date displays on many of the views on the Responses page. This way, anyone can quickly view the last time someone updated various responses.
  • For responses added through Opportunity Finder, MinistryPlatform assigns a Response record to the default contact if it can't match the respondent's first and last name with a current contact's first and last name and either a phone number or email address the system. When this happens, we generally recommend that you reassign the default contact to a real record. If the person doesn't have a record in the Platform, use the Add/Edit Family Tool to enter them and then assign the response accordingly. Be sure to assign any default contacts from the Responses page rather than from the Opportunity page to add the participants to the group specified in the opportunity.
  • The default Response Follow-up Process assigns a task when someone creates a Response record. To develop this process more, see Working with Processes or contact Support. Anyone with rights to the Responses page can place or close a response. However, if a response is closed, the task assigned to the person responsible for the opportunity still displays active until they approve the task.

Response Fields

Response Date
The date the response was added.
Opportunity
The opportunity the participant is responding to.
Participant
The participant responding to the opportunity.
Comments
Additional information about the response.
First Name
The respondent's first name as they completed it.
Last Name
The respondent's last name as they completed it.
Email
The respondent's email as they completed it.
Phone
The respondent's phone number as they completed it.
Response Result
If the response is placed and there is a group in the Add To Group field, the participant is added to the group specified.
Closed
If set to Yes, the response no longer displays on any of the open views.
Event
This field is pre-filled if the response comes from the Opportunity Details Widget or the Connection Card Tool and the opportunity is linked to an event. Complete this field with any event that the participant should be added to once they are placed.
Notification Sent
If the Opportunity Response Notification email was sent, this will be set to Yes. The routine runs every 15 minutes.

Add Responses

Instructions for the various ways you can add responses to an opportunity.

You can add responses to MinistryPlatform a variety of ways. But no matter how you add a response, it displays on the Responses page. Some methods require you to submit the response if a process is associated with responses. Others use the API and so the process triggers automatically.
On the Responses page
  1. In the navigation menu, click People Lists > Responses.
  2. Click New Response.
    Note: This requires you to submit the response.
On the Opportunity page
  1. In the navigation menu, click Opportunities.
  2. Open the opportunity.
  3. Click the Responses tab.
  4. Click New Response.
With custom fields on your Responses page
  1. In the navigation menu, click Participants or Members.
  2. Open the Participant record.
  3. Click the Responses tab.
  4. Click New Response.
    Note: This requires you to submit the response.
One person responds to multiple opportunities
  1. In the navigation menu, click Participants or Members.
  2. Open the Participant record.
  3. Click Actions > Add Responses.
    Note: This requires you to submit the response.
Many people respond to the same opportunity
  1. In the navigation menu, click Opportunities.
  2. Open the Opportunity record.
  3. Click the Responses tab.
  4. Click Actions > Add Responses.
    Note: This requires you to submit the response.
Enter information from a Connection Card
  1. Click Tools.
  2. Click Connection Card Tool.
  3. Enter the opportunity's information.
Opportunity Details widget
  1. In Widgets, click the Opportunity Details Widget.

Reassign a Response Record

For responses added through Opportunity Finder, MinistryPlatform assigns a Response record to the default contact if it can't match the respondent's first and last name with a current contact's first and last name and either a phone number or email address the system. When this happens, we generally recommend that you reassign the default contact to a real record.
Note: Be sure to assign any default contacts from the Responses page rather than from the Opportunity page to add the participants to the group specified in the opportunity.
  1. In the navigation menu, click People Lists > Responses.
  2. Open the Response record.
  3. Click Edit Record.
  4. In the Participant field, select the correct participant.
  5. Click Save.
  6. Click Close.
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Last updated: November 26, 2024