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GroupLife

With GroupLife, your group leaders can manage their small and community groups (about 50 people or fewer).

Note: While you could use GroupLife to manage larger groups, we recommend using Check-In Kiosk and/or Classroom Manager. Those tools were specifically designed for efficient event tracking and management – large group meetings included!

GroupLife is a fully responsive and integrated app where group leaders can see, manage, and engage with their groups. It's a one-stop shop for seeing who is in the group, scheduling meetings, taking attendance, managing volunteers, and sending messages.

  • To access GroupLife, start from the My Groups Widget and click the GroupLife button on a group.
  • GroupLife requires authentication. Bonus: When navigating to GroupLife from the My Groups Widget, authentication will be passed and you will not have to log in again!
    Note: If two or more group leaders have the same email address on their User records, they cannot log in to GroupLife, even if they lead different groups. You'll need to remove the duplicate email addresses from the User record(s).
  • Authenticated users who are the Primary Contact or have a Group Role Type of Leader can:
    • Add or remove participants.
    • Schedule activities.
    • Mark attendance or indicate that an activity was canceled.
    • Respond to group sign-up requests.
    • Send an email with attachments to the entire group or just selected participants.
    • Send a text message to the entire group or just selected participants.
      Note: Want to let group participants communicate with each other? We have an app for that! Check out PocketPlatform.
  • Authenticated users who are active, current participants in the group can:
    • View information about the group(s) they are in.
    • View certain information about fellow group participants, but only if they have allowed it to be shared.
    • Set their privacy options to share or hide their information with other participants.
    • See the next upcoming activity for their group(s).
    • RSVP to indicate which activities they plan to attend, might attend, or won't attend.

Sections

  • Info: Dynamic display of information about the group, including meeting cadence and time, location, leaders, and description. The next upcoming activity also displays with an option to RSVP.
  • Participants: Toggle between all current and past participants. Displays their contact information (if available), and their Group Role, start date, and last attended date. And to help put a face to the name, if there's an image attached to their Contact Record, you'll be able to see that, too!
  • Sign-ups: View Group Inquiries by name or date. Includes contact information, the inquiry date, and a comment, if one is left by the pending participant. Group leaders can add or reject the pending group participant.
  • Activities: See past (up to three months ago) or future (within the next 30 days) events and their location. You can also take attendance from this tab.
  • Attendance: Mark group participants' attendance for an activity that happened in the past 14 days or is currently in progress.
Note: Admins: You can customize the language used in GroupLife, including these tab names! Go to System Setup > Application Labels, and update the appropriate records under the Application Name "TM.LifeApps".

Actions

If configured by an admin, group leaders and primary contacts can:

  • Add or remove group participants. And if the "new" participant is already in the group, they won't be added a second time.
  • Edit information about their group (like the description, meeting details, maximum target size, and group photo) and information about participants.
  • Respond to a group sign-up request.
  • Accept volunteers into the group.
  • Schedule an activity and review RSVPs.
  • Mark attendance for attendees and guests.
  • Send a message to the entire group or selected participants.