📖 Table of contents


📋 Overview

Groups on Mobilize are a great way to build long-term relationships between you and specific groups of your supporters.

Using our event creation and sharing tools, you can quickly create a group, invite group members, add events to your group, and use our automated, one-to-one, and group chat messaging tools to connect with group members.

Groups on Mobilize allow you to:

  • Repeatedly engage with the same group of supporters

  • Communicate with a group of supporters using Mobilize Messaging

  • Use group chat to open up communication channels between supporters

  • Automatically curate events you create

  • Draw supporters into a cause through a small lightweight commitment that can seamlessly evolve into something bigger

📚 Related reading


📝 How to create a group

1. Create a new "event"

From your dashboard, the events list, click the "New event" button to get started, then choose "Group" from the options presented.

2. Provide the basic information for your group

Add a title and optional tags for your group to help supporters know what your group is about, and why they should join.

If you don't want the group to appear on your organization's feed or in event suggestions, you can set the group's visibility to 'private'. Supporters you send the link to will still be able to view the group page and join.

3. Add a description and a personal message

Add a description to your group that will be shown to supporters on the signup page. Use language that will motivate them to join. What is the importance of joining? What will they be doing?

We recommend also providing a personal message. This will be included in the confirmation email that supporters will receive after they join the group, and is a great place to thank supporters personally for joining, or make a follow-up ask.

Upload a compelling photo (1200x630px) to help the group stand out in your feed and partner feeds.

4. Add a location (optional)

Add a location to your group to indicate that the group is targeted to supporters in a particular location, so that it appears more prominently to supporters near that location. For example, if you were organizing a community group in Spokane, you could set the location to a Spokane, WA.

5. Provide contact information

Optionally set contact information if you are not the person who should receive notifications related to this group, or be included on replies to supporters' confirmation emails.

6. Link events to your group

By default, Mobilize automatically links events to this group that you and your co-hosts create for your organization. You can turn off this setting at any time.

When this is on, and you create a new event, it will show up in the "Linked events" section of the event creation form. You can link an event to one or more groups.

Additionally, you can link additional events for your organization that may not have been created by you or your co-hosts. You cannot link events from other organizations. You can always edit your group to add or remove additional linked events.

Any events you link to this group will show up in a carousel on the bottom of the group signup page.

7. Add any co-hosts

Add any co-hosts who should be able to access the group, edit it, and view and download members.

Learn more about co-hosting

8. Add additional fields

You can add up to two additional fields to your group sign up page to collect more information from group members when they sign up.

Learn more about additional fields

9. Configure member count and goal settings

By default, Mobilize shows the total number of members and a progress bar that automatically increases as more supporters join your group.

If you'd prefer that Mobilize doesn't display an auto-incrementing member goal, you can choose to hide the member goal or set your own custom goal. You can also toggle off "show current member total" to hide the progress bar entirely.

10. Configure nudges and communications

By default, Mobilize will prompt supporters who make a contribution to share the group with a friend, make a donation, or ask them to sign up for further events and actions.

These prompts may appear on the page immediately after the group is joined, in the confirmation Mobilize automatically sends via email and SMS to supporters who join, or in the five-days-later follow-up email.

You can turn these nudges off if you don't want Mobilize to encourage people to connect with their networks or sign up for more actions.

Learn more about automated communications

Learn more about post-signup donation asks

11. Set an end date

Set the end date for your group to the date the group will end, or when it should no longer appear on your feed and to your supporters. This can be far in the future, if there is no explicit end date.

12. Publish your group and invite past attendees

Hit 'Submit' to publish your group. If you marked your campaign as public, the campaign will appear on your feed, on Mobilize.Us, and on any of your promoting partners' feeds in a few moments.

After you publish your group, you have the option to invite your past attendees to join.

You'll also receive notifications when supporters join the group, and a summary when the group ends.


💬 This is a new Mobilize feature, and as always we're looking for your ideas and feedback. Let us know what you think


📚 Related reading

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