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Gloo Messaging Platform Onboarding Guide

Aug 28, 2024

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