Getting Started

• Set 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. How to Create a Group | TIP: Click on any underlined text throughout this article to read a more in-depth tutorial of that feature. From the dashboard menu: Click Groups Click the Create New Group button. ![](https://storage.crisp.chat/users/helpdesk/website/-Popular

• How to Invite Members to your Group

  How to invite someone to become a member of your group | This video link may be helpful to share along with your invitations: https://youtu.be/m8pOQGW8OK0 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-1-23_1Popular

• Schedule 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 readers

• Create a New Post in a Group, Template, or Library

  How to Create a New Post || This article covers how to create a new post from your SocialGlow dashboard. 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 thSome readers

• Renaming 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: || If you're renaming roles while creating a new group, go directly to Step 4 below. 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 -Some readers

• Locate 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 readers

• How to Share your Group

  How to Share your Group You can watch the full video tutorial below or continue reading for written instructions. How to Invite Guests and Share your Group 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 readers

• Posting 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. Posting Video Links || The video link used needs to be frFew readers

Features and Customization

• Track Member Activity

  How to view and track your group members' activity There are several ways to view your members' activity. 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 View activity within a specific group: Select Groups from your dPopular

• Gamification

  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-300_1r7iugb.pPopular

• 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 | Any group member with a free account can be made a Moderator. Admins Have the same privileges as Moderators, plus have the ability to: Access that group via their own SocialGlow dashboard ScheSome readers

• Add 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. || The steps below cover how to add buttons to an existing group. If you're creating a new group, jump to step 3 below. 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 readers

• Group 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. | TIP: Click on any underlined text throughout this article to read a more in-depth tutorial of that feature. 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 readers

• Files 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 is really handy for files you want your guests to be able to access and download easily or frequently. For example: schedules, recipes, flyers, charts, etc. This can be done from both the mobile app and the website. The directFew readers

• Membership 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 readers

• Start 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 readers

• Archive 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. | This feature is available to those with a Premium subscription. How to Archive a Group From your SocialGlow dashboard, click **GroupsFew readers

• Creating 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. || The steps below cover how to add topics to an existing group. If you're creating a new group, jump to step 3 below. From your SocialGlow dashboard, click Groups. Under the Actions column, click the Group Settings icon (looks like a gear) Select the Step 4 tab, near the top of the page. Click Create Topic Type in theFew readers

• Using 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 readers

• Edit 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 readers

• How 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 readers

• Leaderboard

  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 readers

• Member 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/heFew readers

• Post 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 readers

• View 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. | See here to learn how to create Membership Questions. 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 readers

• Tracking 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. Tracking Forms 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

• Visible Groups

  Visible Groups Make your group joinable for any of your contacts. This eliminates the need to manually share a group link with your community, and provides the opportunity for them to request to join a group themselves. Enable the Visible Group option From your SocialGlow dashboard, navigate to your group settings. At the top of your group settings, select the Step 2 tab. ![](https://storage.crisp.chat/usersFew 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 readers

• How 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 readers

• Events

  Add an Event to your Group Events are an easy way to ensure your guests have all the important days or times in an easy to find spot in your group. Create an Event From your SocialGlow dashboard, select Groups. Locate the name of the group you want to add an event to, then click the number that appears under the Events column beside that group. Click the **CreateFew readers

• Block 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 readers

• Add 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/8/a/7/f/8a7f9756357e2000/contacts-select-name_1a3y9hh.png =700xFew readers

• How 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. | This can be done both from the website view, and from the mobile app. 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 readers

• How 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-6303_1krdy4o.pnFew readers

• Tag 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 readers

• Delete 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: | This can be done from both the website and the mobile app 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

• Allow a Member to Join after Declining

  How to allow member approval to be turned back on after a decline of a member join request.Few readers

• Edit Chat Settings

  To edit the settings of a group or subchat: Go to your SocialGlow dashboard. Select Groups from your dashboard menu. Locate the group your chat is in, then click the number in the Chats column to the far right of that group name. This page will list all group chats and subchats created in that group. Click the Edit icon to the far right of the chat you'd likFew readers

• Set a Primary Group

  Set a Primary Group Do you have a group that you consider your main community? This can be set as your Primary Group. | Only 1 group can be set as your primary. You can change this within your preferred group's settings anytime. Benefits of having a primary group: The group will be listed at the top of your SocialGlow groups. Members who donate on your EGiving page will automatically be added as a memberFew readers

• Manage your Group Members

  Manage your Group Members Description of the management tools available within your group member dashboard Navigate to your list of group members From your dashboard menu, select Groups. Locate the group you want to work on. To the far right of that group's title, click the number listed below the Members column. This will open a list of all members who haveFew readers