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Tips & Tricks

Tips & tricks for beginners & experts alike

Tips, Tricks and More

Get more from Groopit with these tips and tricks.

Search & filter reports

Results: A more informed team.

Skill level:  Beginner

Prep time: 5 minutes

Why it’s useful:

With the report search and filter features, you and your team will save time finding the information you need.

Reports are listed in the order in which they were created, but sometimes you will want to sort them by topic, or search for something specific. There are two ways to sort: search for individual reports by Data Model title, key words, or a contributor’s name, or filter views so you only see the reports that meet the criteria you choose.

Here’s how
  1. From the Data tab
  2. Type in key search words.
  3. Filter data by using the dropdowns.  You can filter by Data Model, Tag, People and Date.
  4. Search by tag:  Use the dropdown menu, select the tags you want to search to see all insights which include the selected tag(s). Results will immediately be shown in the feed.
  5. Search by People:  to see all the insights shared by a person, select their name from the dropdown.  You can search for more than one person. Results will immediately be shown in the feed.
  6. Filter by data:  You can choose to see only data from a specified period.  Select a date range from the dropdown and the feed will display only insights shared during that period.
Set up the Groopit App for Slack 

Results: Team members share data without ever leaving Slack

Skill level:  Beginner

Prep time: 5 minutes

Why it’s useful:

Groopit turns Slack conversation into structured data everyone can use. Without leaving Slack, team members simply type /groopit and share quantifiable data with three taps and in less than a minute.

Groopit’s app for Slack allows everyone in the Slack channel to see data shared. Stop intel from disappearing into a black hole. With Groopit and the Groopit App for Slack information is captured with structured, quantitative data and everyone involved sees it.  Groopit aggregates data shared across Slack so you can see patterns emerge and make better decisions.

Here’s how

Integration Requirements

  • You must be the administrator of an existing Groopit set up to use the Slack integration. If you don’t have a Groopit, schedule 15 minutes with Groopit to help you set one up.
  • Your Groopit email must match your Slack user email. If yours does not, email help@groopit.co.

Connect Groopit to Slack

Once Groopit has been set-up it’s time to connect it to Slack.

  1. From your Groopit, tap Share in the main navigation.
  2. Tap + Add to Slack above the list of Data Models.
  3. Review the instructions and tap Add to Slack
  4. Review the requested permissions, then click Allow

Note: During the installation process, you may be prompted to “request approval for app installation” from the Slack workspace administrator. Follow the Slack prompts to do so.

Once installed, connect Groopit to Slack channels.

  1. Log into Groopit with administrative privileges, if you arent already logged in.
  2. Click “About” in the left-side navigation menu
  3. Tap “Settings” in the upper right corner
  4. Scroll down to the “Set up Groopit App for Slack”
  5. Find “Grant permissions so Slack users can share data from any channel”, and tap the gray “Grant Permissions” button.

    This will bring up the Data Sharing page
  6. Tap +Connect new Slack channel
  7. Select the correct Slack Workspace from the drop-down
  8. Select the Slack Channel to connect from the drop-down
  9. Tap “Add”
  10. Repeat steps 6-9 for additional channels

Click here for the complete installation and configuration guide

Share Data from Slack

Type /groopit and start sharing data right from Slack

You can also connect the Slack integration from your Slack workspace.

  1. Tap Add app
  2. Search for Groopit
  3. Choose Groopit.
  4. Visit Site to Install
  5. Review the instructions and Tap Add to Slack
  6. Review the requested permissions, then click Allow.
Take it on the go with the Groopit mobile app

Results: Members stay more engaged and up to date.

Skill level:  Beginner

Prep time: 5 minutes

Why it’s useful:

You’ll get better results more frequently if contributors have a quick, easy way to participate while they’re out and about.

Groopit’s mobile app allows teams to work together seamlessly, see what’s important in the moment, and track progress from anywhere. Organizers can also make adjustments on the fly and invite people to join the group in order to keep momentum rolling.

The app is available on the iOS and Android platforms.

Here’s how

1. Download the iOS or Android application, and log in to your account.

 

2. Turn on notifications from Groopit using your mobile devices notifications, so you never miss an important moment.

Monitor, pin and flag reports

Results:   A more informed team.

Skill level:  Beginner

Prep time: 5 minutes

Why it’s useful:

Reports keep your team informed no matter how many people are involved, so it’s important to make sure everyone can see the most up-to-date info. Organizers can edit or delete any individual report in just a few taps, and use tools to monitor, pin, or flag reports to quickly communicate information to the team.

Reports are posted chronologically, but sometimes one will need to remain at the top of the feed for easy reference. Pinning gives a report a priority position so contributors can’t miss it; they’ll know that report needs attention. The report can be unpinned at any time and will return to its chronological order. Flags allow you to quickly communicate the status of a report, such as “under review,” “closed,” or “completed.” The organizer defines and sets the flags so they can be customized for any project. 

Here’s how:

Edit and delete reports

  1. Tap the three dots on the report you want to change and tap Edit or Delete.
  2. If you are editing a report, make sure to tap Save once you’ve made changes.

Pin a report

  1. Tap the three dots on the report that you want to Pin.
  2. Tap Pin post. To unpin the report, select Unpin post.

Flag a report

  1. Tap the three dots on the report you want to flag.
  2. Tap Flag and choose a flag or choose Manage to add additional flags.
  3. To add a new flag, tap Manage flags. Type in the name of the flag and tap the +. After you have added all additional flags, tap Save.
Check your privacy settings

Results: Control over who can see, join, and share your group.

Skill level:  Beginner

Prep time: 5 minutes

Why it’s useful:

Controlling your group’s visibility and privacy settings makes it easy to know who’s involved, where your group is being promoted, and who can view the group’s information.

There are two privacy settings to consider: public or private. Choose the right one for your group, and edit it any time.

  • Public: In a public group, anyone with a link and a Groopit account can join the group. No additional approvals are required. Groopit doesn’t currently list public groups, so it’s up to the organizer to promote the group to prospective members. The organizer can still control who is in the group by deleting members, but deleted members will be able to rejoin without prior approval. Also, any member can share the group via email or Facebook. When a member shares via email, Groopit creates a new email with a link to the group in the user’s email program. If the user chooses to share via Facebook, Groopit will create a post with a link to the group.
  • Private: In a private group, all membership requests must be approved by the organizer and each member must have a Groopit account. Members that have been sent an invitation via Groopit will automatically join the group when they accept the invitation and have an account.  Even if prospective members have a link to the group, the organizer will still need to approve their membership. If you don’t want members to be able to share the group, choose Private.
Here’s how
  1. Tap About in the menu and scroll to the bottom of the page.
  2. Tap Edit and scroll to the bottom of the page.
  3. Change any settings by tapping the blank circle.
  4. Tap Save.
Join an existing Groopit

Results:  New team members are ready to contribute.

Skill level:  Beginner

Prep time: 15 minutes

Why it’s useful:

As a member of a team powered by Groopit, your insights and contributions are invaluable. Before you can start contributing real-time data, take action, and follow what others are contributing, you will need to join the group and introduce yourself.

There are two ways to join an existing Groopit: via an email invitation or a link. We’ll walk you through both.

Here’s how:

Join a group via email:

  1. If you received an email invitation, open the email and click Join.
  2. You will be asked to create an account with a user name, password, and personal avatar, if you don’t have one. When you create your account, you will need to verify your email as a security precaution. This verification email will come from Groopit@groopit.co. Look in your spam or junk folder if it doesn’t arrive.

Join via link:

  1. If you have a link to the group , tap the link, enter your email and tap > to request to join.
  2. Groopit will verify whether you have an account and prompt you to login if you have one or prompt you to create one if you don’t have one. You will be asked to create an account with a user name, password, and personal avatar. When you create your account, you will need to verify your email as a security precaution. This verification email will come from Groopit@groopit.co. Look in your spam or junk folder if it doesn’t arrive
  3. If the group is private, you will need to wait for the organizer to approve your request to join.
  4. Download the Groopit mobile app and bookmark the web experience so you can find your way back to the Groopit.
  5. Make your first report! You can look through existing reports for examples. Some organizers will ask everyone to introduce themselves–this is a great first report to make.

 

Collect real-time data

Results: Data that can help you move faster.

Skill level:  Beginner

Prep time: 10 minutes

Why it’s useful:

People will record better data and help accelerate results if they can contribute in real-time. Reporting in the moment makes it less likely someone will forget to record key information. Start from scratch or with a template.

With flexible data fields, a Data Model can capture both structured and unstructured data to help you collect the most relevant data for your complex problem.

Here’s how
  1. Tap Share.
  2. Tap Create a new Data Model.
  3. Add a title to make it clear which report participants should use.
  4. Add instructions so people know the what to collect and why.
  5. Add an icon to make the Data Model easier to identify.
  6. Tap the data fields you want to add for structured data including numbers, tags, lists, date and location. This may be one of each type of field or multiple fields.
  7. Tap the data fields you want to add for unstructured data, like text and pictures.
  8. Tap Reorder field and then use the handle to reorder the fields.
  9. Tap Hide field and then tap the eye icon next to the field to make data entered in the field visible only to the organizer, if applicable.
  10. Check the settings. By default, everyone can use the Data Model to contribute. The status is set to Active.
  11. Tap Add.
  12. Make a report to the group explaining that there is a new Data Model to use to collect data, when they should start collecting data, and for how long.
Provide real-time direction using Data Models

Results: Eliminate time-consuming reporting.

Skill level:  Beginner

Prep time: 10 minutes

Why it’s useful:

Data Models tells people what to look for and why it’s important. Data Models are fast. With just a few quick taps, people can give you important information. Data Models are designed to capture data in three taps or less than one-minute.  Capture information in the moment, saving people from summarizing events from last week or last quarter. Data Models are an efficient way to collect the real-time information you need and get important work done by giving your team direction and actions they can take without your direct supervision.

Create Data Models to collect real-time data, provide direction and gather responses. With these clear goals and expectations, everyone will be aligned and ready to take the right action for increased impact.

Here’s how
  1. Tap Share.
  2. Select Start with a template.
  3. Select a template.
  4. Edit instructions for your needs.
  5. Tap the data fields you want to add for structured and unstructured data including numbers, tags, lists, date, picture, text and location. This may be one of each type of field or multiple fields.
  6. Tap Reorder field and then use the handle to reorder the fields to meet the needs of your application, if applicable.
  7. Tap Hide field and then tap the eye icon next to the field to make data entered in the field visible only to the organizer, if applicable.
  8. Add an icon to make the Data Models easy to identify.
  9. Check the settings. By default, everyone can use the Data Model to share insights. The status is set to Active.
  10. Tap Create.
Give people real time direction

Results: People collect the important data in real-time.

Skill level:  Beginner

Prep time: 10 minutes

Why it’s useful:

It’s not possible to anticipate every need and when things change, you’ll want to be able to re-direct your frontline to new requirements. Use Data Models to explain changes, updates, and new directions to your frontline to get everyone on the same page in a flash.

You can create a new Data Model or edit an existing one, then notify your team of changes by email.

Here’s how

To add a new Data Models:

  1. Tap Share.
  2. Tap Create a new Data Models.
  3. Add a title to make it clear which report to use.
  4. Add instructions so people know what to do.
  5. Add an icon to make the Data Model easy to identify.
  6. Add data fields for structured and unstructured data including numbers, tags, lists, date, photo text and location. This may be one of each type of field or multiple fields.
  7. Tap Reorder field and then use the handle to reorder the fields to meet the needs of your application by tapping Reorder field.
  8. Tap Hide field and then tap the eye icon next to the field to make data entered in the field visible only to the organizer, if applicable.
  9. Check the settings. By default, everyone can use the Data Modelto share data, the status is set to Active.
  10. Tap Create.

To edit an existing Data Model:

  1. Tap Share.
  2. Find the Data Model to edit and tap the three dots at the bottom right hand corner.
  3. Tap Edit.
  4. Make any adjustments to the data fields, visibility or other settings.
  5. Tap Save.

Once you have created a new Data Model or edited an existing Data Model, you can send mail to the group. Here’s how:

  1. Tap People and scroll down to the list of members.
  2. Tap the Send email icon.
  3. Write a short email explaining the new directions and tap Send. Each member of the team will receive your message and a link to the group, so they can quickly and easily respond.
Collect real-time structured data

Results: Data that can be analyzed and better understood.

Skill level:  Beginner

Prep time: 15 minutes

Why it’s useful:

Structured data, like numbers, tags, lists, dates, and location, can be analyzed to identify important trends and information about your complex problem so your group can make more informed decisions.

You can create and customize Data Models with structured data fields and text fields so that you get exactly the kind of data you need. They can easily be filled out by your team members, no matter their level of tech savvy.

Here’s how
  1. Tap Share.
  2. Tap Create a new Data Model.
  3. Add a title to make it clear which report to use.
  4. Add instructions so people know what to do.
  5. Add data fields for structured data including numbers, tags, lists, date, and location. This may be one of each type of field or multiple fields.
  6. Add data fields for unstructured data like text and pictures.
  7. Tap Reorder field and then use the handle to reorder the fields to meet the needs of your application, if applicable.
  8. Tap Hide field and then tap the eye icon next to the field to make data entered in the field visible only to the organizer, if applicable.
  9. Add an icon to make the Data Model easy to identify.
  10. Check the settings. By default, everyone can use the Data Model to share data, the status is set to Active and only the title of the report will appear.
  11. Tap Add.
Create direction ahead of time and launch when you’re ready

Results: Ability to provide direction and collect the right information at the right time.

Skill level:  Intermediate

Prep time: 10 minutes

Why it’s useful:

You don’t want to overwhelm people with too much information in the wrong order. Create Data Models in advance, and make them visible only when it’s the right time to take collect that particular data. Organizers can guide the group through the necessary steps in the right order.

Here’s how
  1. Tap Share.
  2. Tap Create new Data Model.
  3. Add a title to make it clear which report to use.
  4. Add instructions so people know what to collect and why.
  5. Add data fields for structured data including numbers, tags, lists, date, and location. This may be one of each type of field or multiple fields.
  6. Add data fields for unstructured data like text and pictures.
  7. Tap Reorder field and then use the handle to reorder the fields to meet the needs of your application, if applicable.
  8. Tap Hide field and then tap the eye icon next to the field to make data entered in the field visible only to the organizer, if applicable
  9. Add an icon to make the Data Model easy to identify.
  10. Check the settings. By default, everyone can use the Data Model to share data. The status is set to Active and only the title of the Data Model will appear above the Data feed.
  11. Tap the blank circle by Inactive to make the Data Model Inactive.
  12. Tap Add.

Make Data Model active

  1. When you are ready to use the Data Model, tap Share, scroll down to Inactive, tap the three dots by the Data Model you want to activate and choose Make Active.
  2. After the Data Model is active, if appropriate, send a message to the group letting them know there is a new insights to share. Tap People, scroll down to the members’ names and find the email icon. Tap the icon and write a message, then tap Send. They will be given a link back to the project.
Make data visible only to the organizer

Results: Confidential information is only visible to the organizer.

Skill level:  Beginner

Prep time: 5 minutes

Why it’s useful:

Some data that is collected does not need to be seen by the whole group. Organizers can control data visibility settings and hide data fields that shouldn’t be accessible to the whole group.

Here’s how
  1. Tap Share.
  2. Tap the three dots by the Data Model you want to edit or choose +Add an Data Model.
  3. Scroll to data collection section.
  4. Tap Hide field.
  5. Tap the eye icon next to the field to make data entered in the field visible only to the organizer.
  6. When a user makes a report, they can fill in the details and then add information that only the organizers can view.
Create a response or sign-up

Results: Easy signups and responses with one tap.

Skill level:  Beginner

Prep time: 5 minutes

Why it’s useful:

Signups and responses make it easy to divide work, coordinate tasks, and get everyone on the same page about who is doing what. Skip the hassle of coordinating via email by creating signups and response options to a Data Model.

You can add multiple response options for participants so they can commit to different tasks, or simply make it possible for them to confirm an action with a response like “Count me in” or “I’ll take the pledge.” When people make a public commitment, it increases the likelihood of that action being completed.

Sometimes, you might just need a few participants to do each task, so you can set the number of responses allowed for any given option, or leave it “unlimited” so everyone can respond.

You can also send a message to people who have signed up right from the response page, so if any updates are needed, it’s just a tap away.

Here’s how
  1. Tap Data.
  2. Tap Data Model which has a response option.
  3. Fill in the details.
  4. Scroll down to where it says “Create a response or sign-up.”
  5. In the box enter response instructions (or use the default) – “Count me in!”, “Yes, I can help” “Record your response”
  6. Tap + Add Response Option to add choices to respond.
  7. If spots are limited, enter the number of responses in the second box next to the response.
  8. Grab the handles to reorder or tap the trash can to delete the option.
  9. Tap Report.
  10. Members will be able to respond by tapping the response bar. Organizer can also respond for other members by tapping the response in the report and checking names from the list.
Add a view for real-time visibility into your aggregate data

Results: Everyone will be able empowered with real-time data and results.

Skill level:  Intermediate

Prep time: 5 minutes

Why it’s useful:

Groopit Views display aggregate data, calculate results and help everyone see the big picture. Everyone on the team can see who is engaged, track progress to goals, count reports and visualize aggregate data for additional insight, all in real-time.

There are 5 views you can use: progress meter, leaderboard, counter, bar chart and map view, if you are collecting location.

Here’s how
  1. Tap Views.
  2. Tap Add a view.
  3. Choose Data Model to view the collected data.
  4. From Field drop down, choose data, such as “Count of reports” for a count of all reports or “Count of [field name]” for a count of a specific data field.
  5. Choose the kind of view you want:  Progress to a goal, counter, leaderboard or bar chart.
  6. Choose who should be able to see the view.
  7. Select a date range, if applicable.
  8. Add a title.
  9. Add a description, if applicable.
  10. Add a label for the data to be displayed
  11. Start the counter at the correct number, if not zero.
  12. Tap Publish.
Map data using location data field

Results: Mapping of your data that can be embedded in a website.

Skill level:  Intermediate

Prep time: 5 minutes

Why it’s useful:

If your team is collecting location data, it’s helpful to see that information on a map so people know where things are happening.

Any report that gathers location data can be displayed on a map to see location-specific data for your project like business locations, activity locations, and more. If you have added tags to your Data Model, the view can also be filtered by tag.

Here’s how
  1. Add a location field to an Data Model.
  2. Add a tag data field with appropriate tags to filter the points on a map, if applicable.
  3. Tap Views.
  4. Tap Add a view.
  5. Choose Data Model to be mapped.
  6. From Field drop down, choose “Map of”
  7. Choose who should be able to see the Map view.
  8. Select a date range, if applicable.
  9. Choose any tags to filter location, if applicable.
  10. Add a map title.
  11. Add a description, if applicable.
  12. Tap Publish. The map will appear in the view.
Download data

Results: Data in a spreadsheet.

Skill level:  Intermediate

Prep time: 5 minutes

Why it’s useful:

With so many people on your team collecting data on the go, you may want to download it so that it can be analyzed or integrated with other systems. Groopit automatically provides an archive of data, and all information from all reports of the selected report type can be downloaded to a comma separated file (csv) or Excel file.

If you plan to download data, it will be helpful to give some thought to the structure of your data before you collect it and build this into your Data Models. Tags and lists can provide a way to categorize your data so make sure to create ones that reflect your data needs. If you are trying to integrate your data with other systems like a CRM or other database, the data may need to be collected in a specific way. This will be much easier if you consider these requirements when creating Data Models.

Here’s how
  1. Tap Share.
  2. Find the Data Model that has the data to be downloaded.
  3. Tap the three dots at the lower right corner of the Data Model.
  4. Tap Download Data. A csv file will automatically be downloaded.
Recognize value of sharing data

Results: More data, more insights, more empowered team.

Skill level:  Beginner

Prep time: 5 minutes

Why it’s useful:

Recognize the value of sharing data and the people contributing it – OFTEN. Whenever someone contributes, lift them up. Employees need to know that the data they are contributing is valued. You’re helping people be part of something bigger, something that works, and yields results.

Here’s how
  1. Identify who is on point for recognizing contributions – champions, executives, you.
  2. Recognize contributions in big and small ways.
    • Acknowledge each contribution – it can be as simple as an emoji.
    • Celebrate wins, milestones, and events – it can be done with a simple announcement.
    Promote reporting by multiple members

    Results: Faster results and more impact.

    Skill level:  Beginner

    Prep time: 30 minutes

    Why it’s useful:

    The organizer’s role is not to do it all, but to inspire others to take action. You can amplify your impact, save time, and build group rapport by delegating to key members of your team.

    Figure out who can help you report and give them a specific reporting responsibility, which could be as simple as offering encouragement to the rest of the group.

    Here’s how
    1. Brainstorm a list of 10 people, depending on the size of the group, to give specific reporting responsibility
    2. Talk and email with them to explain their role, and how often they need to report or take other actions.
    3. Send a follow-up email to anyone who hasn’t joined the group to see what is keeping them from joining. If they need help or have questions, this is your chance to connect.
    Get the group talking about progress and highlights

    Results: Keep people engaged.

    Skill level:  Beginner

    Prep time: 20 minutes

    Why it’s useful:

    Building engagement in your group helps people stay informed and interact with each other. You can do this by sending a weekly highlights email to showcase reports, highlight work, and give a shout out to team members.

    When you send a message using the Groopit email tool, it will include a link back to the group, which helps participants build a habit of checking in and contributing.

    Another way to get people talking is to share a short, repeatable story (we call it a Sparkler) in a report or an email. It should be concise, easy to remember, and use conversational language, so one person can tell it to another. Don’t confuse a thank you with a Sparkler, though. Thanking people is an important part of leading your team, but in this case you are telling a story from the group.

    Here’s how

    Spotlight

    1. Tap People and scroll down to Members.
    2.  Tap Send Email.
    3. Create an email that highlights what has been happening in the group and inspires them to check the project to learn more.

     

    Sparkler

    1. Craft the Sparkler story. Imagine you are telling a friend about something that happened. Can they repeat it? If so you have a Sparkler.
    2. Make a report including your Sparkler and a photo.
    3. Optional: Highlight a sparkler in email and send people back to the project to get the details.
    Perfect your Groopit onboarding experience

    Results: A launch strategy that works for your whole team.

    Skill level:  Intermediate

    Prep time: 60 minutes

    Why it’s useful:

    When people know what to do, how to do it, and why it matters, they can immediately get to work. You can launch your group quickly and efficiently by making a ten-day plan to get key people on board with a constant flow of information.

    Plan your message and content for emails, reminders, updates and social media up front. You can change and adjust as you go, but this step will make launching a group easier. At minimum, you’ll want to craft 4 messages to engage your group. These include:

    Introductory message – This is the first communication to potential members, explaining what you’re doing, why, where, how, and the importance of their contribution.

    Reminder message – This is a short message reminding people about the introductory message, with a prompt to join the group.

    Thank you message – A message for the whole group that includes a thank you to those that have already joined and highlights how many people have already taken this action. Current members will be rewarded for joining and it will encourage others to join the group.

    Inspirational leader message – Sometimes you may have to call an inspirational leader or senior person in your organization to help deliver your message. This message should reinforce the important work members of the group are doing, the importance of this work to the organization’s efforts, and model involvement in the group.

    Here’s how
    1. Send an Introductory message. Add a call to action to join the group with a link. Give clear directions about what they should do when they join and add a link to download the Groopit app.
    2. 2-3 days later send a reminder message. Keep it short with the key details and a call to action to join the group with a link.
    3. After a week, send a Thank You message to the whole group. Thank people who have already joined and highlight progress towards your membership goal, if you have one. Remember to add a call to action to join the group.
    4. Write a message for the inspirational leader to send. Work with the leader to get it approved and have them make a report under their name.
    5. If you are using social media to reach your team members, you can adapt these core messages to social media. Remember to add images to reinforce your message.
    Invite people by email

    Results: Key people can join the team.

    Skill level:  Beginner

    Prep time: 20 minutes

    Why it’s useful:

    You can quickly and easily invite multiple people to join your team with an email invitation from within Groopit.

    From the People page, you can enter individual email addresses and send a customized invitation to potential members. Groopit will send an email with a link to join the group. Once the invitation has been accepted, the person will be automatically added to the group. Invitations are specific to an email address. If a contributor creates an account with a different email address, the invitation will need to be reissued. On the People page, the organizer will be able to see all pending invitations, as well as all people who have accepted the invitation..

    Here’s how
    1. Tap People.
    2. Under Members, tap Invite.
    3. Edit the invitation message and tap preview to see what your members will see.
    4. Enter one or more email addresses.
    5. Tap Send Invitations
    Cut through the noise and get their attention with messages

    Results: People stay in the know.

    Skill level:  Beginner

    Prep time: 10 minutes

    Why it’s useful:

    Let’s face it: people on your extended team have a lot going on because they are on the front lines of the challenges you are trying to tackle.

    Groopit’s message features and notifications make it easy to reach people in multiple ways, so you can cut through the noise and encourage them to act and collect data on their own time.

    Here’s how
    1. Tap People.
    2. Tap Send email.
    3. Craft a message that prompts members to check the project for updates, new work or member contributions. You will also find a history of all the messages that have been sent.
    4. Send a message to people who have signed up or responded to a request. Just tap the response and craft your message. It’s an easy way to send reminders and any additional information.
    5. Encourage people to turn on notifications in the Groopit app. Each time someone on the team makes a report, everyone will be notified.
    Create a user-friendly URL to invite people

    Results: Friendly URL that can be used in many communications.

    Skill level:  Beginner

    Prep time: 5 minutes

    Why it’s useful:

    You’ll probably be sharing the link to your Groopit with a lot of people. A memorable, user-friendly URL catches everyone’s attention and can help spread the word about your project.

    If you are planning to reach people by email, social media, newsletters, and your website, then generating a user-friendly URL is a must. Make it short and recognizable to people you want to invite.

    Here’s how
    1. Tap About.
    2. Tap Edit and scroll to the bottom of the page and the Friendly URL section.
    3. Enter the name you want to use in the box and tap Save. If your group name is already in use, you can try entering another name, then tap Save.
    4. Copy the URL, which will appear like this: https://app.groopit.co/friendlyname
    5. Copy link into emails, social media or your website.
    Import an existing list of people

    Results: Invitations issued to people you want on your team and the ability to message them from Groopit.

    Skill level:  Expert

    Prep time: 20 minutes

    Why it’s useful:

    You’ll save time and resources by importing contact information for people you need to reach instead of loading them manually. You can create a list in a spreadsheet, then import it directly into Groopit.

    Once emails have been imported, you can send email to every member, not just those who have accepted your invitation. Invitations are specific to an email address. If a contributor creates an account with a different email address, the invitation will need to be reissued. On the People page, the organizer will be able to see all pending invitations, as well as all people who have accepted the invitation and joined.

    Here’s how
    1. Identify a list of names and email addresses of people who you want on the team and who have opted in to receive email from your organization.
    2. Prepare the comma separated value (csv) file in a spreadsheet program like Microsoft Excel or Google Sheets. Create one column that includes both first and last names and another column that includes email addresses.
    3. Save the file in csv format. If you use another file type, we won’t be able to process the file.
    4. Tap People in the main menu and under Members, tap Invite.
    5. Edit invitation to the imported list telling them about your project, how they can contribute and how to join.
    6. Tap import a list instead of entering email addresses.
    7. Tap Select File and select the file you saved in Step 3.
    8. Set the column with names to Name and the column with email to Email.
    9. Tap Add Members.
    10. Send an email to the imported list telling them about your project, how they can contribute and how to join. Once people respond to your invitation and join Groopit, they will be able to see all the reports in the project and take action.
    Break the ice and make introductions

    Results: Increased connection between team members.

    Skill level:  Intermediate

    Prep time: 15 minutes

    Why it’s useful:

    Even in a extended team, we like to know about each other. Putting a face to a name increases connection between team members and can reduce confusion later on.

    Run a short campaign where everyone in the group can introduce themselves, and set the expectation that new members will introduce themselves when they join. You’ll also want to encourage all members to welcome new people by liking and commenting on the introduction report.

    Here’s how
    1. Create an introductions Data Model.
    2. Team members use the Data Model to introduce themselves.
    3. Everyone welcomes new members as they share.
    4. Organizer sends link to Data Model via email so that as members join, they can introduce themselves.
    Provide a clear purpose and direction

    Results: Team alignment for faster success.

    Skill level:  Beginner

    Prep time: 20 minutes

    Why it’s useful:

    You’ll want everyone working on your extended team to understand the Groopit’s purpose, why it matters and how they can contribute. When people are on the same page, they are more likely to contribute their valuable time and insights, providing your Groopit with the real-time data you need to make progress. The About page is where people can get instructions, learn how to contribute and understand how the group works so be sure to include that information.

    Here’s how
    1. Tap About and scroll down to bottom of the page.
    2. Tap Edit.
    3. Under Purpose, make a short statement about what you’re doing. Try starting with “We are…”

    We are speeding up…
    We are outsmarting …
    We are accelerating …
    We are eliminating …
    We are tackling…
    We are solving…

    If someone were skimming the first sentence of your About page, this is what you would want them to learn.

    1. This is where you will explain why they should take share data, provide more detail about the data you are trying to collect, and emphasize the importance of their contribution. Keep it concise! This section has a 500-character limit.
    2. Explain the real-time data employees will be contributing. These should explain the Models that people can use to share the precise data you need.
    Member profiles

    Results: Additional information about each member.

    Skill level:  Intermediate

    Prep time: 20 minutes

    Why it’s useful:

    A member profile consists of profile attributes such as a member’s role, skills, expertise, organization or availability, questions to answer before joining the group and location information. In addition to capturing more information about members, the organizer can connect member attributes with real-time data for additional insights. The organizer can also add rules or agreements that members must agree to before they can join.

    Member profiles are only available to groups with a professional or enterprise subscription.

    Here’s how

    Add a member profile or edit an existing profile:

    1. Tap People in the top navigation menu
    2. Tap Profile in the Member menu

    By default, role, location, and a question that can be customized are included.

    When someone receives a link or invitation to your group, they’ll see a member profile form that includes the attributes and questions the organizer has set. The organizer can require people to fill out a member profile before joining the group.

    Add Profile attributes

    1. Tap add profile attributes, then add field.
    2. In the box, replace the text that says “Tag it” with a description of the attribute.  For example: Role, Skills, or Expertise.
    3. Add custom tags for members to select from.

    Add Location

    1. Tap Add location

    Add Questions

    1. To edit the default question, type your question after the text “Please answer this question:”
    2. To add a new question, Tap Add Question.  All questions are text.
    3. Replace the text that says “Description” with your question.

    Rules or Agreements

    1. Tap “Add text” under Member Rules and Agreement to add your rules or agreements.
    2. Tap Save.

    Keep in mind that:

    • Prospective members can respond to only one question or all questions, responding is not mandatory.
    • By joining the group, the member agrees to the rules and agreements of the group.
    • When a join request is made, the organizer will receive an email to view the prospective member’s profile and accept them to the group.