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. Gloo automatically asks for someone's 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 the 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.
How do I add a new person?
You can add people via a Planning Center integration, Church Community Builder Integration, Rock RMS integration, Salesforce integration, Hubspot integration, or a CSV upload.
People are automatically added to the People page upon texting in for the first time (if they are not already in your account).
You can also add people manually via the People page.
1. Under your Engage menu, navigate to My People -> People. Click Add New Person.
2. Fill out the fields. Note that the Email and Groups fields are optional.
3. Click Create and add another if you are putting in multiple people, or click Create User to complete.
What information do people's profiles show?
You will see a name, mobile phone number, email, address, groups and what date/time their profile was created. The mobile phone number and name are assigned when a person first texts into the system. 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 status- Active, Inactive, Unsubscribed, Blocked, or Archived.
How do I edit a person's profile?
1. Click the Edit icon above the photo.
2. Edit any of the information.
3. Click the Save icon to save any changes.
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.