Group Chat Messaging

Group Chat makes communication with your digital communities fast, simple, and efficient. Follow these steps to get started:
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Step 1: Access Group Chat: Navigate to the "Messages" section in the Side menu, and then select "Group Chat." If you cannot locate Group Chat in your dashboard, initiate a chat with us directly from your dashboard and request our team to enable Group Chat for your account. It's important to note that Group Chat is included at no extra cost in Gold Plans, while for Silver Plans, it is available as an add-on at a monthly fee of $10.
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Step 2: Activate Pre-Curated User Group: Upon entering Group Chat, you'll find a pre-curated user group called "Active Clients for you." Activate this group to get started.
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Step 3: Create a New Group: To create a new group, click on the + icon on the top right corner of the centre panel or select "Create Group" and Choose between creating a Smart Group or a Custom Group.
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Smart Groups: Create an Automated Smart group using client filters. This Smart Group member list is dynamic and will be auto-updated based on the filters you selected while creating this group. The member list of a smart group changes based on the client status filter. Smart Groups will have lightning labels on the group photo to help differentiate them from the custom groups.
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Custom Groups: Create a Custom Group by manually selecting the clients from the list.

Any changes in the client status (lead/ active/ inactive) will not affect the members list of these kinds of groups.
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Step 4: Set Filters and Clients: Select the type of group that suits your needs. Choose filters for Smart Groups or manually select clients for Custom Groups. Click "Next" to proceed.
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Step 5: Add Group Info: Complete the filters/clients selection. Click "Next" and add the Group Name and description.
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Step 6: Finalize and Activate: Once done, click "Next" to finalize. Your group is now created and ready for use.
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Step 7: Manage Your Group: Use the three dots on the top right to manage the group. You can Edit Group Info: Modify the Group Name and Description. You can Manage Members (Custom Groups only) by Adding or deleting members from the group. Lastly, you can delete the group and Permanently remove the group from the group chat.
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Step 8: Group Chat in Client App: In the Client App's Messages tab, your clients will find the "group chat". Clients can switch between groups and Direct Messages and choose to Mute/unmute notifications by clicking on the group name/icon.

You've successfully set up and managed your Group Chat. Enjoy a faster and better way of communicating with your digital communities. If you have any questions, feel free to reach out. Happy Training! 😊