This guide provides a full walkthrough of the Gloo Impact platform for champion organizations—nonprofits and community organizations that deliver impactful programs funded through Gloo. Whether you're just getting started or looking to manage existing participants and programs more effectively, this guide covers the essentials.
🚀 Home Dashboard: Participant Overview
When you log in, you’ll land on your Dashboard, where you’ll see your active participants and program data.
Column | Description |
Participant Name | The client's name (demo data may be scrambled). |
Program Name | The program they’re enrolled in. |
Status | Current progress stage within the program. |
Assigned Champion | Coach, teacher, or frontline leader working with them. |
Milestone Progress | Tracks how far along they are in the program milestones. |
Enrollment Type | Shows whether they self-enrolled or were added by a team member. |
Last Active | When they last used the platform. |
You can filter participants or review your assigned tasks using the controls at the top and right side of the screen.
📘 Programs Tab: Create, Edit, and Track Program Content
Go to the Programs tab to create and manage your organization's programs.
🛠 Creating a Program
Click Create Program to begin. You'll set up:
Overview: Name, tagline, cover photo, and target participant info.
Milestones: The measurable steps participants complete.
Application: The questions new applicants will fill out.
Test Mode: Preview the program from a participant’s perspective.
📌 Note: New programs are saved under Drafts until published. After publishing, they move to the Published tab.
🎯 Milestones: Track Progress and Trigger Funding
Milestones are critical to tracking real-world outcomes and unlocking funding.
Milestone Types Include:
Participant/Champion Survey
Meetings or Events
Online/Offline Activity
Reflections or Admin Tasks
Autocomplete (auto-tracked by integration)
Each milestone can include:
Title & Description
Verification Method (Participant, Champion, Admin, or Integration)
Payout Value (dollar amount released upon completion)
📝 Application Setup
Applications collect important participant info before program start.
Question Types Include:
Short Text / Paragraph
Multiple Choice / Dropdown
Checkboxes (Select all that apply)
External Link (Redirect to off-platform form)
Edit your application anytime by clicking Configure in the Application section of your program.
📊 Impact Dashboard: Measure Your Program’s Effectiveness
Once a program is published and running, click into it to see its Dashboard and Impact Dashboard.
Dashboard View
Applications received
Participants currently enrolled
Total payout to date
Waitlist count
Assigned champions
Impact Dashboard View
Shows how your program is creating change.
Includes:
Participant ratings & reviews
Attendance trends
Weekly data & AI insights
Pre/Post survey comparisons
Dimensions of human flourishing
Testimonials from short answers
Suggested areas for program improvement
📸 Example Screenshot (AI Insights + Attendance)
AI Insights + Attendance Chart IMAGE
⚙️ Program Settings and Tools
Once your program is published, access these tabs for fine-tuning:
Tab | Purpose |
Settings | Edit program details |
Milestones | View and update milestone structure |
Application | Edit participant application form |
Champions | Manage coaches or frontline leaders |
Participants | View all participants in one place |
Accounting | Track payments released per milestone |
💵 Banking & Transfers
Only visible to org owners
Set up direct deposit via Plaid, then:
View available funds
Click Transfer Money to deposit into your bank
📸 Example Screenshot (Transfer Money Flow)
Banking tab with 'Transfer Money' IMAGE
🧾 Organization Settings
Access this from your initials in the top-right corner and navigate to Settings.
Manage:
Org Profile & EIN
Team Members (Admin vs. Champion roles)
Forms (e.g., to apply to be a Champion)
Integrations (e.g., connect to Teachable or another LMS)
Organization Profile (Update public-facing info)
📌 Pro Tip: You can invite new team members and set their roles directly from this section.
✅ Summary: What to Do First
Set up your org profile in Settings.
Create and publish your first program using the Programs tab.
Define Milestones tied to funding outcomes.
Test your program to see the participant experience.
Invite Champions and participants to start using the platform.
Track outcomes and access funds as participants complete Milestones.