Getting Started
How to Invite Members to your Group
How to invite someone to become a member of your group There are two ways to invite people to your group: Invite Codes (This is the recommended way) RSVP Link Click Groups from your dashboard menu. Under the Actions column, click the Share icon beside the group you're wanting to share. (https://storage.crisp.chat/users/helpdesk/website/8a7f9756357e2000/share-group-1-231PopularSet Up | Create a New SocialGlow Group
How do I create a new SocialGlow Group? You can watch the full video tutorial below or continue reading for written instructions. From the dashboard menu: click Groups, then click the Create New Group button. There are 4 steps to complete, where you'll be selectinPopularSchedule Posts and Templates to your Group
How do I schedule posts or templates to my group? You're able to schedule posts to your group. You can both create and schedule individual posts, or you can schedule one of the templates you have saved to your account. From your SocialGlow dashboard, select Groups from the menu, then click on the name of the group you want to schedule posts to. At the top of the page are two buttons: Add New Post and Schedule New Template. (https://storage.crisp.chat/users/helpdesk/websSome readersLocate your Group Code
How to find your Group Code Each of your SocialGlow groups has a unique code, which can be used to invite others to join the group. Locating your Group's invitation code: From your SocialGlow dashboard, click Group. Click the Share icon beside the group name you're wanting to invite members to. A new window will pop up, which lists both your Invitation Code and RSVP LinSome readersCreate a New Post in a Group, Template, or Library
How to Create a New Post At the top of every Template, Group, and Library, there is an option to add a new post. Start by clicking on either the template, group, or library you want to add a new post to. Then click either the Add New Post or Create New Post button, located at the top of thaFew readersRenaming Roles: Custom Names for Admins, Moderators, and Members
Renaming Roles: Custom Names for Admins, Moderators and Members Instead of using these default titles of different roles in groups, you can assign custom names. Renaming roles in a group you've already created: From your dashboard menu, click Groups Under the Actions column, click the Group Settings icon (looks like a gear) beside the group you want to edit. Select the Step 4 -Few readersHow to Share your Group
How to Share your Group You can watch the full video tutorial below or continue reading for written instructions. There are two ways to invite members to your group: From the SocialGlow dashboard From the mobile app (if you had enabled sharing, in that group's settings) From the SocialGlow dashboard Click Groups from your dashboard menu. Under the ActFew readersPosting a Video Link
Posting a Video Link Video links can be posted directly to your group from both the mobile app, and via the group room from your browser. They can also be scheduled to post at a later time, from your dashboard. You can watch the full video tutorial below or continue reading for written instructions.Few readers
Features and Customization
Assigning Roles | Moderators and Admins
Assigning Roles You are able to assign a group member's Role to either Moderator or Admin Moderators Have the ability to: Create posts within the group room Privately chat with the members of that group Pin posts Disable comments on posts Delete posts Admins Have the same privileges as Moderators, plus have the ability to: Access that group via their own SocialGlow dashboard Schedule posSome readersGamification
Gamification Gamify your community and courses! You can award points to build community and boost engagement. Adding Gamification to your Groups This can be added while creating a new group, or to an existing group. When creating a new group The Gamification option will be given on Step 3, during the creation of your new group. Toggle on the switch for Add gamification to group. (https://storage.crisp.chat/users/helpdesk/website/8a7f9756357e2000/screenshot-3001r7iugb.pSome readersAdd a Button to your Group
Add a Button to your Group You can add clickable buttons to your SocialGlow groups, which will direct your group members to a link you've supplied. From your SocialGlow dashboard, click Groups. Under the Actions column, click the Group Settings icon (looks like a gear) Select the Step 4 tab at the top of the page. (https://storage.crisp.chat/userSome readersFiles Feature
Files Feature When posting directly to your groups, you have the ability to add a variety of file types, such as .pdf, ,doc, .docx, .pptx, .xls, and .xlsx. Any files added to your posts will show in the easily-accessible Files section of that group. This can be done from both the mobile app and the website. The directSome readersHow to Record Sales
How to Record Sales You're able to keep track of the sales amount made in any of your groups. This is for personal record, and will not be publicly displayed. Click Groups from the dashboard menu. Under the Actions column, select the Record Sales icon, which looks like a dollar bill. Enter the sales amount you want to record for that group, and click Save. (https:/Few readersGroup Settings | Options and Features
Group Settings Options and Features When editing an existing group, there are a series of steps with various optional settings. This article is a compilation of all available settings. First, navigate to your Group Settings. Use the tabs at the top of these pages to navigate to the step(s) you want to view. (https://storageFew readersCreating Topics
Creating Topics You can assign your posts to different topics, making it easy to browse a collection of posts you've made about that topic. From your SocialGlow dashboard, click Groups. Under the Actions column, click the Group Settings icon (looks like a gear) Click Create Topic Type in the name of the topic. You can keep clicking the Create ToFew readersMembership Questions
Membership Questions You can add questions to your groups, that members will encounter when joining that group. They can be either optional, or required. Enable the Member Approval feature Navigate to your Group Settings: From your SocialGlow dashboard, click Groups. Locate the name of the group you're wanting to add membership questions to, and click the Group SettinFew readersUsing Member Levels in your Groups to Increase Engagement
How to enable and customize Levels in your groups Using the Levels feature can help incentivize your group members to continue earning points to advance in rank. Enable Levels Go to your group settings: From your SocialGlow dashboard, click Groups Find the name of the group you want to edit, and click the Settings icon to the far right (looks like a gear)Few readersArchive a Group
Archiving removes a group from being accessed by its members, while preserving it on your dashboard for you to refer to. This can be a helpful tool in several different scenarios, such as wanting to move your members' activity from one group to another, or archiving briefly while you make changes to that group. How to Archive a Group From your SocialGlow dashboard, click GroupsFew readersTrack Member Activity
How to view and track your group members' activity There are two ways to view your members' activity in your groups. From your dashboard: Viewing from the dashboard shows you the volume of their activity Views Posts Likes Comments From the SocialGlow mobile app: Viewing from the app shows you the content of their most recent activity Comments Posts made Mentions View from your dashboard: Select Groups from your dashboard Locate the group you wantFew readersLeaderboard
If Gamification is enabled in a group, there will be a Leaderboard available to view. This shows the top 3 members with the most points, and ranks all other members who have earned points in that group. Website view: Click the Leaderboard tab at the top of that group. Mobile App view: Click the 3-line icon at the top of that group, aFew readersStart a Group Chat
How to start a group chat Communicate with all members of your group at once Enable Group Chat Before you can start a group chat, you have to enable this feature in that group's settings. Navigate to your Group Settings From your SocialGlow dashboard, click Groups. Locate the name of the group you're wanting to edit, and click the Group Settings icon to the far right.Few readersPost Approval
Post Approval If you want approve any posts your members create before they publish to that group, you'll need to enable Post Approval in that group. Enable the Post Approval feature Navigate to your Group Settings: From your SocialGlow dashboard, click Groups. Locate the name of the group you're wanting to edit, and click the Group Settings icon to the far right.Few readersMember Approval
Member Approval How to enable member approval, and approve any new member requests Without Member Approval turned on, anyone with your group's link or code will be able to join that group. If you want to restrict who has access, enabling this feature requires your approval for any new members requesting to join that group. Enable the Member Approval feature Navigate to your Group Settings From your SocialGlow dashboard, click Groups. (https://storage.crisp.chat/users/helFew readersEdit a Group's Settings
How to edit the settings of an existing group Navigate to your Group Settings From your SocialGlow dashboard, click Groups. Locate the name of the group you're wanting to edit, and click the Group Settings icon to the far right. A series of tabs will show at the top of tFew readersView your Members' RSVP Answers
View your group members' answers This article reviews how to view the answers given for any Membership Questions you've already added to a group. Navigate to the list of your Group Members From your SocialGlow dashboard, click Groups. Locate the name of the group you want to check and click the number listed in the Members column. (https://storage.criFew readersTracking Forms
Tracking Forms This feature allows you to create your own surveys and forms for your group members to fill out. You can watch the full video tutorial below or continue reading for written instructions. How to Create a New Tracking Form Forms can be accessed by clicking Tracking Forms from your SocialGlow dashboard menu. (https://storage.crisp.chat/users/helpdesk/website/8a7f9756Few readers
How to Schedule Comments
Scheduling Comments Did you know you as a SocialGlow subscriber can add comments ahead of time to any of your posts? These scheduled comments can include texts, pictures, videos, emojis, and GIFs There is no limit to how many comments you can schedule to a post Comments can be scheduled to both scheduled posts and posts that have already been published How to Add scheduled comments to an existing post From your SocialGlow dashboard, click either Groups, or Templates (depending oSome readersHow to Save and View Favorites
About the Favorites List Feature for Posts The Favorites List is a handy feature that allows your group members to save any post that they love or want to view again at later time. The ability to save a post as a Favorite automatically applies to any post you create. The group's Admin will be notified of any post that has been “Favorited” in that group. Saving a Post as a Favorite Under each post are options to Glow, Favorite, and Comment. Click Favorite orSome readersBlock or Restrict a Member
Block or Restrict a Member Sometimes you may find it necessary to block a member from one of your groups. There are several variations of this action available: Ban: Banned users will not be able to come back to that group. Block: You will not be able to see that user’s content in SocialGlow anymore, and the blocked user will not be able to publish any content to your groups. Mute: The same as blocking, except you will be able to privately message each other. Remove:Few readersAdding Members to another Group
Add Members to another Group You're able to add a Member of one of your groups over to another, without needing to invite them. From your SocialGlow dashboard menu, select Contacts. Members from all of your groups will be listed here From this page, find the member(s) you are wanting to add to another group and check the box to the left of their names. Click the Add SelecteFew readersHow to Delete or Stop Scheduled Posts
How do I STOP scheduled posts from going to my group? From your SocialGlow dashboard, click Groups from the menu. Click on that group's name to view the scheduled posts. Check the box on the left of the posts you want to delete from the list. Choose Delete Posts from the Activities drop down menu. Select posts and click the Activities menu for more options (https://storage.crisp.chat/users/helpdesk/website/8a7f9756357e2000/screen-shot-2021-10-16-at-63031krdy4o.pnFew readersHow to Pin a Post
How to Pin a Post You can pin a post to the top of your group. This can help highlight certain info you want easily accessible for your guests. Go to your group, and navigate to the post you want to pin. Click the 3-dot icon in the top right corner of that post and select Pin. That post is now pinnedFew readersTag members in posts and comments
To bring attention to a certain post or comment, you can tag group members in that post/comment. You can tag: Individual group members If you're an admin or moderator, you can also tag all group members once To tag an individual member: Type the @ symbol, followed by their name. Select their name from the box that will show once you begin typing. To tag all members of a group: This option oFew readersDelete a Group Post or Comment
Posts and comments made to groups can be deleted You can delete any posts and comments from groups you are an admin or moderator of. Group members are only able to delete posts and comments they have authored. How to delete a post: You must either be the author of the post, or be an admin/moderator of the group that post is in to be able to delete it. Click the 3-dot icon beside the post you want to delete. SeFew readers