The document provides instructions for setting up and customizing an account on the Guild messaging platform. It outlines steps for setting up account administrators, creating groups, customizing group branding, posting welcome messages, inviting members to groups, and accessing analytics data. Tips are provided throughout for effective community building and engagement.

2. 1
Account Owner
& Admin(s) set up
2
First group(s)
set up
3
Custom branding
set up
4
Who’s Hosting?
5
Welcome message(s)
posted
6
Invite your members
7
Analytics & data

3. 1. Account Owner
and Admin(s) set
up with access
Decide who needs Admin access and
invite them in. Admins have the ability
to:
• Access web admin suite, including
analytics/data
• Invite/remove other admins
• Set up/close groups
• Edit/customise group info.
• Invite/remove members
• Delete inappropriate content (if
they are part of a group)
TIP: only the Account Owner
cannot be removed. Contact us to
change the Account Owner.

4. 2. First group(s)
set up
Create your first group(s) by heading
over to “Groups” in the admin section.
Click “Create new group”
and decide who’s hosting. Usually this
is you to start with and you re-assign
host status later.
Click ‘Continue’ and fill in the * starred
fields.
TIP: Hosts can invite/remove members
in their group, and delete content, but
not access the admin back end.

5. 3. Custom
branding set up
Brand and customise your groups by
visiting the groups page and clicking
on the group name.
Click ‘Edit’ to update group
information in the relevant cells. Scroll
down to the ‘Logo’ and ‘Web/mobile
header’ sections to choose your own
header image or select from our
gallery.
TIP: you can customise the info and
branding at each individual group level,
not just across your whole account.

6. 4. Check who’s
hosting
You typically want the welcome
message to come from the Host of the
group.
You can reassign Host status to any
other member of the group via the
group page as shown.
If you need to, invite the Host-to-be
into the group (see Section 6), and
then make them Host.
TIP: you can customise the info and
branding at each individual group level,
not just across your whole account.

7. 5. Post a
welcome
message
Make your members feel at home by
posting a welcome message in the
group.
We find that this increases
engagement and helps the group get
‘warmed up’.
TIP: it is a good idea to ‘Pin’ the
welcome message to the top of the
feed for a while in a new group.
Message subject line: Welcome to [your group name]
Welcome to our group. You can find out more about the group and its members by tapping the group name
above or via the three dots icon top right.
If you click the nav icon top left, or swipe right, you’ll see the navigation with the Groups you belong to, Direct
Messages, your Profile (which you are encouraged to add to/update) and Settings.
You can use a web version of Guild on your desktop/laptop too – can be easier to type etc. That is at
https://guild.co/app/ (only viewable on desktop/laptop).
Feel free to post a message to the group – which anyone in the group can see – or direct message individuals
which is entirely 1-to-1 and private.
We look forward to your contributions.
Suggested copy for your welcome message (we can email you this to save you retyping!)

8. 6.1 Invite
process (Invite
link)
You can send invitations to a group(s)
two ways:
1. Invite link (shown here)
2. Email invite via Guild
(see next screen)
Let us know if you need help with email
invite copy and we will send you some
examples.
TIP: anyone who has the invite link can then
join that group. You can regenerate links at
any to invalidate the existing link.

9. 6.2 Invite
process (Email
invite - desktop)
Invite members by email, generated
via Guild. All you need is first name,
last name, email.
You can send via the Admin or via the
mobile app if you are in the group.
Hosts can also invite members into
the group via the app.
You can edit the default invitation
message in the email in the group info
admin.
TIP: we can batch process large numbers of
invites for you. Email invites are more secure
as only the recipient can accept the invite.

10. 6.3 Invite process
(Email invite -
mobile)
Send invitations on the go via mobile.
Click on the header of the group you
want to invite a member into and
locate the “Invite Members” button.

11. 6.4 Invite
process (Email
invite - mobile)
Edit invitations on mobile too!

12. 7. Analytics &
Data
Analyse trends and find out how
engaged your members are by
downloading a CSV file of:
Conversation data: A full download of
group-level conversation data to
analyse for trends/topics or store for
regulatory/compliance reasons.
User & engagement data: List of all
users (name + email) with individual
level activity and engagement data.

13. Features

14. Email Digest
An email digest goes out to all
members Mon-Fri @ 12 with any
new/unread messages
Pin & Feature
content
Pin important posts to the top of
message threads. Star featured
content.
Swipe threads left to pin or feature
Post
Pictures and videos
Link
Link out to:
With a URL
Attach
Documents of all types:

15. Best Practice Tips & Community Expertise
Inside Guild is a
community of Guild
account owners.
We share app updates,
community building
tips and best practice.
Read
Get off to a great start with
your Guild group(s)
Read
22 ways to create
engagement in your Guild
group(s)

16. Pricing &
upgrading
You can have as many groups as
you want. Members only count
once even if in multiple groups.
They don’t count if they leave or
you remove them.
Find out how many members via
Admin > Groups.
You can upgrade at any time if
want more users. Contact us to
agree price (£6/user/yr but often
fixed price for unlimited).

17. We’re here to help… ☺
DM your Customer
Success Manager via
Guild
Ask in the “Inside Guild”
group
Contact
support@guild.co
Live chat – click the
message icon bottom
right in Admin suite