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Gloo Messaging Platform Onboarding Guide
Aug 28, 2024
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Glue Messaging Onboarding
Introduction
Hosts: Austin and Kylie from the Glue Success Team
Purpose: Guide on messaging platform for congregations
Discover Tab Overview
Content Library/Resource Library
Partner-specific channels called Hubs
Resources to enhance ministry, such as:
The Chosen Hub
: Historical drama resources
American Association of Christian Counselors Hub
: Scholarship for mental health coaching
Glue Marketplace
Offers church supplies and services
Recent acquisition of outreach services
Account Settings
Setup
:
Complete profile information (name, website, email, etc.)
Claim a free toll-free number for exclusive use
Profile Management
:
Add team members with unique profiles
Customize notifications (email, text, push notifications)
Assign roles and permissions to team members
My People - Adding Contacts
Integration Methods
:
Church Management System: Integrate with systems like Planning Center
CSV Import: Use a template to upload contacts manually
Manual Entry: Add individual contacts one by one
Group Creation
: Segment audience for targeted communication
Messaging Features
Outbox
:
Broadcast: Send texts or emails to individuals/groups
Series: Automate a series of messages based on themes
Fixed Series: Scheduled by date
Rolling Series: Continuous based on subscription date
Templates: Pre-written messages for broadcasts and series
Keywords: Trigger auto-responses for specific terms
Inbox Management
Message Handling
:
Respond to individual messages privately
Assign messages to specific team members for follow-up
Prayer Requests
:
Texts with "prayer" are logged and can be marked "prayed for"
Tools
Texting Simulator
: Test messaging features as a user
QR Code Generator
: Create codes for easy contact through scanning
Additional Resources
Help Center
: Articles and guides for troubleshooting
Glue University
: How-to videos and best practices
Success Center
: Office hours and onboarding sessions for further support
Closing Remarks
Open invitation for questions during office hours or via email
Gratitude for participation in the onboarding session
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