By creating teams in Groove, you enable users to easily share content and you also enable managers and team leads to breakdown analytics for their different teams.

Creating Teams

To create a new team in Groove do the following:

  1. Go here
  2. Click Teams
  3. Click Add New Team
  4. Name the team
  5. Click Create

Note: You'll see the option to Auto Include Unsubscribe Link and by enabling this, any emails users in this team sent from Flow will automatically include an unsubscribe link in them. When a customer clicks this link, they email opt out field in SFDC will be populated and Groove will prevent users from sending additional Flow emails to that customer.

Adding users to a team(s)

Note: A user must already have a Groove account before you can assign them to a team. If they don't have account yet, direct them here.

You can add a user(s) to a team by doing the following:

  1. Go here
  2. Select the Users you would like to add to a team
  3. Click Actions | Update Flow Team
  4. Select them team you would like to add them to
  5. Click Save

If you'd like someone to belong to multiple teams, follow these additional steps:

  1. Go here
  2. Click Teams
  3. Scroll to the team you would like to add the user to
  4. Search for their name in the search box at the end of the team
  5. Click on their name to add them to the team

What's next?

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