It’s important to make sure that no message falls through the cracks so that people feel heard and engaged with. Fortunately, Gloo has plenty of built-in features to prevent this from happening. One way to make sure you’re up to date on all your communication is by setting up notifications - there are three places in Gloo where you can do this.
1. Profile notification settings
There are three notification options in your profile which you can toggle on or off. In a new account these settings have the Email Me and Send a Push Notification options turned on by default, and each team member is able to configure their own settings. For each type of notification, you can choose to receive a text, an email, a push notification in the mobile app, or any combination of the three.
The first option, when toggled on, will notify you every time a new prayer request is submitted, and the second option notifies you when any new unresolved message comes in, including messages sent from explorers once you have already started to interact with them. The third option will notify you whenever a brand new explorer is routed into your account.
If a team member is an administrator or has their permission levels set to be able to interact with all groups, they will receive prayer and unresolved message notifications for all incoming messages of those types. However, if a team member only has access to specific groups in their permission levels, they will only receive notifications for incoming messages from people in those groups.
At this time, any team member with access to the "Explorer Conversations" permission level who turns on the unresolved message and new Explorer notifications will receive notifications for all Explorers, not just Explorers assigned to them.
Note: In order to receive text notifications, you will be prompted to first verify your phone number in your main profile settings.
2. Manually assigning messages to trigger a notification
Some team members may not want the notifications above turned on since they are sent out for every single prayer request, unresolved message and new explorer. It may be helpful to have one main administrator with those notifications turned on who can then assign individual messages to different team members. There are three places where individual messages can be assigned to a team member, who will then automatically receive an email notification.
When a new prayer request comes in, it can be manually assigned to a specific team member in the Prayer tab. That team member will receive an email notification.
When a new unresolved message comes in, it can be manually assigned to a specific team member in the Messages tab. That team member will receive an email notification, regardless of how their profile notifications are set.
Explorers can be assigned to team members at any time in the Explorer Inbox. The team member the explorer is assigned to will receive an email notification, regardless of how their profile notifications are set.
3. Using Effects
Effects can be added to Automations, Keywords, and Series to perform several additional administrative tasks. The “Email team members” effect can be added to send a notification email to a specific team member each time someone interacts with that particular Automation, Keyword, or Series.
For example, the effect can be added to your “Mission Trip” keyword so that each time someone texts in “Mission Trip” the team leader gets an email notification of the signup. Or you could add the effect to your “giving” Automation so that each time someone asks about giving, one of your team members will get an email notification so that they can reach out to follow up and thank them for their gift.