Overview
This article outlines how to manage messaging settings within AdvocateHub, including enabling or disabling the messaging feature, designating a primary administrator for messages, setting up automated welcome messages for new members, and using the reports tab to identify top messaging advocates. It provides a step-by-step guide for administrators to customize their messaging system to enhance communication within their community.
Information
- Enabling Messaging
- Setting up Primary Administrators for Messages
- Setting a welcome message for new advocates
- Reporting on Messaging usage
Enabling Messaging
When Messaging is turned on, all users within the program will be able to see profiles and direct message each other. When it's turned off, administrators and members will still be able to message each other, but the members will not be able to see other member's profiles nor direct message them.
To turn Messaging on or off, head over to the Admin View > Gear icon > Messaging > Messaging Settings.
Setting a Primary Administrator for Messages
You can choose which administrator(s) receive messages from members under the Primary Admin section of Messaging Settings . The Primary Admin will receive messages when a user tries to contact you using AdvocateHub's messaging system or by filling out the Contact Admin form on the sign-in page .
You have the option to select one or multiple administrators who will receive all messages from your members. By selecting multiple admins, the likelihood of a message being missed is reduced. The first person chosen (in order of whom you clicked on first) in the Primary Admin settings will be the sender of the welcome message.
Once you've made your selection, ensure to Save the changes.
Setting a Welcome Message for new members
You can also set an automated welcome message from the Primary Admin to new advocates. This is a great way to inform new users of who you are and how to contact you.
You can access this setting right under the Primary Admin setup. As a recap:
- From Admin View, click the gear icon on the top-right corner
- Select Settings from the dropdown menu that appears
- On the left bar, choose Messaging > Messaging Settings
- Scroll down to Welcome Message section
From here, you can turn this function on or off by using the toggle on the right-hand side and edit the message as well. When turned on, new advocates will automatically receive this welcome message to their Hub inbox once they join the program. You can choose the sender of the message from the list of chosen Primary Administrator(s).
Reporting on Message Usage
In the Reports tab, you can pull stats on how many messages were sent and who your most active advocates are on messaging via the "explore" feature in reporting. This will include all messages sent (including messages sent to admins and other advocates).
Here is an example of how'd you would pull the top messaging advocates for a sample hub.
1. Go to the Overview tab and click on the " Explore from Here " gear on the Engaged Advocates tile.
2. Scroll down on the left side and click the " Filter " button next to the Type row under Engagements . Under Filters section make the filter "Engagement type is equal to message_sent ".
3. Click Run and you will get your list.
FAQ
How do I enable or disable messaging in AdvocateHub?
To enable or disable messaging, navigate to Admin View > Gear icon > Messaging > Messaging Settings, and use the toggle switch to turn Messaging on or off.
How can I designate a primary administrator to receive messages from members?
In the Messaging Settings under the Primary Admin section, you can select one or more administrators who will receive messages from members and be notified when a user contacts your organization.
Is it possible to have multiple administrators receive member messages?
Yes, you can appoint one or more administrators to receive all member messages, which can help ensure messages are not missed.
How do I set up an automated welcome message for new members?
To set up an automated welcome message, use the toggle switch in the Messaging Settings to enable the feature and edit the content of the message. New members will receive this message in their Hub inbox upon joining.
Where can I find statistics on messaging activity and identify top messaging advocates?
Statistics on messaging activity can be found under the Reports tab, where you can generate reports and use the "explore" feature to view all messaging interactions and identify the most active advocates in your network.