Table of Contents
Introduction
Getting Started
Creating Your First Program
Testing Your Program
Creating Program Integrations (Optional)
Finalizing Your Program
Frequently Asked Questions
Introduction
Welcome to Gloo Impact! This guide is designed to help Champion Organizations create, test, integrate, and launch programs on our platform. By following these steps, you'll ensure your program is ready for potential sponsors and applicants. Let's get started!
Getting Started
Accept Email Invitation
Look for an invitation email from Gloo Impact in your inbox.
Click on the provided link to begin the onboarding process.
Create a New User Profile
Fill in your personal information (name, email, etc.).
Choose a strong password for your account.
Agree to the terms of service and privacy policy.
Create a New Champion Organization
Enter your organization's name.
Provide your organization's Employer Identification Number (EIN).
Creating Your First Program
Navigate to the Program Creation Page
Look for a "Create New Program" button or link in your dashboard.
Configure Milestones
Define each milestone in your program.
Provide clear descriptions for each milestone.
Set the order of milestones.
Best Practice: Break down your program into logical, achievable milestones that demonstrate progress.
Set Milestone Payments
During the testing phase:
Set all milestone payments to $0.
This allows for unlimited testing without financial transactions.
Submit for Review
Review all information for accuracy.
Click the "Submit for Review" button.
Wait for approval from Gloo Impact's internal admin team.
Note: Approval times may vary, but the process is typically quick.
Testing Your Program
Prepare for Testing
Copy the URL link for your program. (This link is unique and unlisted, so keep it secure.) To get this link:
Select the Program you will be testing.
Click Settings in the left hand panel.
Click Configuration to view visibility controls and get the Program URL.
Click the copy icon next to the URL under Sponsor Program Link.
Log out of your Champion Organization account.
Apply as a Test Applicant
Open a new incognito/private browsing window.
Paste the copied URL and access your program page.
Create a new applicant account:
Use a different email address from your Champion Org account.
Fill in required information.
Apply for your program as a test applicant.
Simulate the Program Experience
Log back into your Champion Organization account.
Approve your test applicant.
Go through each milestone of the program:
Complete tasks as both the Champion Org and the participant.
Use an incognito browser for the participant view to easily switch between roles.
Tip: Test various scenarios and edge cases to ensure your program works as intended.
Creating Program Integrations (Optional)
Integrations allow you to connect Gloo Impact with your existing tools and systems, enhancing the functionality and automation of your programs.
Practical Use Cases for Integrations
Integrations can significantly streamline your workflow and enhance the experience for both your organization and your participants. Here are some practical use cases:
CRM Integration: Use webhooks to automatically add new applicants to your Customer Relationship Management (CRM) system when they join your waitlist or begin your program.
Learning Management System (LMS) Integration: When an applicant is approved for a program, use a webhook to trigger an automatic enrollment in your LMS. This seamlessly connects the Gloo Impact application process with your educational content delivery.
Milestone Verification Automation: Utilize API keys to automatically verify milestones based on data from your internal systems. For example, if a milestone requires attending a workshop, your attendance tracking system could automatically call the Gloo Impact API to verify completion once attendance is recorded.
Financial System Integration: When a payment is received, use a webhook to automatically update your accounting software, ensuring your financial records are always up-to-date without manual data entry.
Communication Automation: Set up webhooks to trigger personalized email or SMS notifications to stakeholders when milestone statuses change, keeping everyone informed in real-time.
Custom Application Processes: Implement API calls to create a fully customized application process on your website, while still leveraging Gloo Impact's backend for managing programs and funds.
These integrations can significantly reduce manual work, minimize data entry errors, and provide a more seamless experience for both your team and your participants. By leveraging webhooks and API keys, you can create a powerful, interconnected system that enhances the efficiency and effectiveness of your social impact initiatives.
For more information on setting up integrations in Gloo Impact, see Integrating Your Tools on Gloo Impact.
Finalizing Your Program
Review and Adjust
Analyze the test results.
Make any necessary adjustments to milestones, descriptions, or processes.
Update Milestone Amounts
Once satisfied with your program:
Navigate to the program Settings page.
Update milestone payment amounts to their intended values.
Save the changes.
Important: Double-check all payment amounts for accuracy before saving.
Prepare for Launch
Your program is now ready to be added to a real sponsor's Fund.
Make sure to change your program from ‘unlisted’ to ‘public’ when ready for anyone to see it.
Note: You can continue to make edits to your program, but substantial changes may require re-approval from sponsors.
Frequently Asked Questions
Q: How long does the program approval process take?
A: Typically, approvals are processed quickly, but times may vary. If you haven't received a response within 48 hours, please contact support.
Q: Can I edit my program after it's been approved?
A: Yes, you can make edits. However, significant changes may require re-approval, especially if the program has already been sponsored by a sponsor.
Q: What if I need to delete a test applicant?
A: Contact support for assistance in removing test data from your account.
Q: How can I ensure my integrations are working correctly?
A: Regularly monitor your Webhook Logs and test your API calls. If you encounter any issues, double-check your configurations and reach out to support if needed.
For additional support or questions, please contact our support team at support@impact.xyz or visit our Help Center for more resources.