Blog

Transform the way you manage baptisms with our detailed guide to creating an automated, efficient process in Rock RMS. Follow our step-by-step approach to streamline everything from initial interest to post-baptism follow-up. By harnessing Rock’s powerful tools—such as Workflows, Connections, and Reports—this guide simplifies scheduling, communication, and tracking, ensuring a memorable experience for participants and a seamless process for your team.

Testing workflows, and forms within your database is essential—but without a structured process, it can quickly lead to clutter and data issues. Our guide walks you through a step-by-step approach, from setting up a dedicated Test Family to implementing effective cleanup practices. Maintain a clean, organized testing environment that protects your database and keeps workflows running smoothly.

Updating Rock doesn’t have to feel like opening a mystery box. With a solid plan in place, you can test safely, communicate clearly, and roll out new versions with confidence. This guide walks you through the full process—from using planning tools and setting up a development site to testing across departments and scheduling a smooth production update. Whether you're new to updates or just looking to tighten up your process, these steps will help you stay secure, organized, and ready for what’s next.

Let’s explore the often-overlooked power of the Guest Card and challenge ourselves to rethink how it’s used. From evaluating whether to go digital, to streamlining duplicate forms across ministries, to improving follow-up and safeguarding data, each question helps uncover opportunities to better connect with guests and congregants alike. By assessing the process behind the card—not just the card itself—we can turn a simple form into a meaningful tool for engagement, care, and next steps in someone’s spiritual journey.

The Connection Card is a powerful tool—often underestimated—that captures everything from first-time guest details and newsletter signups to prayer requests, contact updates, and even volunteer interest. It collects information that spans multiple departments and requires varying levels of follow-up. In this article, we walk through a detailed process used by one of our clients to turn connection card data into meaningful next steps.