A Gloo profile in the People page is created for every person. Gloo profiles can be created via Church Management System integration, manual creation, and/or any time someone texts in for the first time. If someone texts in and they don't already have a profile created, Gloo automatically asks for their name and (optionally) their email.
Note: If you are using your Gloo account to receive and respond to Explorers, the Explorer will be automatically added to People when we match them with your account. At this time, Explorers who only provided an email address cannot be added to the People page- a phone number is required.
How do I add a new person?
There are 3 easy ways for people to get profiles created in your Gloo account. First, you can manually add people one by one via the My People page.
Under your My People menu, navigate to My People, and click Add New Person.
Fill out all required fields- First Name, Last Name, and Phone Number. Note that the Email and Groups fields are optional. Make sure to check the box showing you have permission to text this number. Then click Create and add another if you are putting in multiple people, or click Create Person to complete a single new entry.
Second, if you have a large number of contacts to add in, you can bulk add people via a Planning Center integration, Church Community Builder Integration, Rock RMS integration, Salesforce integration, Hubspot integration, MinistryPlatform integration, or a CSV upload. Check out these articles for more information on how to use each.
Third, if someone texts in for the first time and the Gloo system doesn't already recognize their phone number, the system will ask for their name and automatically create a profile for them on the My People page. For more information on how you can customize this process, go check out our User Onboarding Settings Guide.
Note: If you see this error message, that means the phone number is assigned to a person already in your account. Search for the phone number under People to update the contact name.
What information do people's profiles show?
When you click on a person you will see a name, mobile phone number, email, address, groups and what date/time their profile was created. If you chose to do a Church Management Software integration, the other items can be pulled from there.
Lastly, you'll see each person's current Contact Status- Active, Inactive, Unsubscribed, Blocked, or Archived.
How do I edit a person's profile?
Click Edit Profile.
Edit any of the information- any piece of information can be changed except for the date of profile creation- and click Save Profile.
Note: You can also update profiles for a large group of people using a CSV upload. Simply add the phone numbers of the people you’d like to edit, along with any relevant details that are changing. Gloo will update all of those contacts once the CSV is uploaded.
How do I export people?
Click the Export Data icon in the top right corner.
Choose the timeframe you'd like to export people from. This way you can export just the people added from a recent event, or everyone in your account.
If you select Include Unsubscribed, the report will also include people who have texted back STOP and opted out of your communication. If you select Include People's Groups, the report will include a column listing the Gloo groups each person is part of.
When you're finished, just click Download Now to download your csv file.
