Hello Tidy Customers!
Welcome to HeyConnect!
HeyConnect provides a dedicated space to bring your community together, enhancing communication, supporting different chapters or groups and keeping everyone on the same page with an activity feed, shared calendar and chat.
Lets get your TidyHQ organization on mobile!
Quick guide to get started!
2. Connect
your org
HeyConnect logo (top left)> + Community > Select your org in Tidy > Authorize
3. Verify your
community
Go to Groups > Directory" to see synced members
We also sync your events from Tidy!
4. Create member content
Add groups - can be public or private: + Create group.
Post a welcome message: + New Post
5. Invite your
members
From Tidy: Communicate-> New Email -> Select the group > Write welcome email - add community link
Detailed Instructions
Step 1: Download and sign up
1. Sign into TidyHQ.
2. Go to your mobile phone and download Heyconnect available in both the Google and Apple stores.
3. Sign up using your Tidy admin email address.
Pro Tip: turn on notifications and put the app on your home page so you can see new activity in your community.
Step 2: Connect your organization
a. Tap the "HeyConnect" logo at the top left to access community options.
b. Select " + Community" and find your TidyHQ Organization.
c. Authorize the connection to sync users and data securely
What's Synced?
-
All accounts in TidyHQ which means any user that has signed into your organization in TidyHQ. Note: nobody has been notified about the app yet so you can get it set up as you'd like, before inviting them.
-
Your recently posted events in Tidy will appear in the HeyConnect calendar.
-
Your logo from TidyHQ. If you don't see it go back to Tidy to check you have uploaded one - Org Settings>Logos & Colors
Step 3: Verify your community
Check user sync:
Go to Groups > Directory" to see synced members.
Want to invite others?
Tap your community icon in the top left, select settings for your organization
Select "share invite link".
Coming soon! Anybody that signs up to join your community in Hey will be added to Tidy
Step 4: Create and manage groups
Why groups?
Groups help you create private spaces for teams, captains, volunteers, or any subset of your community. Each with their own private events and chat!
How to set up groups
1. Click + Create Group
2. Add a group name, image and description
3. Decide if it's private or discoverable by your members.
Pro Tip: Assign group admins to invite group members and, manage communications and activities. The best way to do this is to start off just adding the admin to the group
Step 5: Create member content
Get members Excited
It's a great idea to personalize your community and add some content to make sure members have a great first experience!
Post a welcome message
Click + New Post > Select community
Step 6: Launch your community app!
Invite members to the app
There are a couple of ways to invite your members into your community app.
From Tidy
Communicate-> New Email -> Select the group that you'd like to invite to use the app. Craft your message and don't forget to add the community link.
From HeyConnect
1. Share the community link: Click on the logo in the top left. Select the settings button for your community. This will display a link that you can share.
2. Share a group link: Go to your HeyConnect. Groups>Select Group> Click share icon
Pro Tip: Start with a smaller subset of users first - just one team or group, or perhaps just the group admins or captains. Create group>Share link>send a text
Data in Tidy vs HeyConnect
Manually Sync HeyConnect with Tidy
If you have updated your logo or added new members to Tidy that you'd like to add to HeyConnect. Go to the mobile app, click logo in top left > Find your community > Settings > "Sync with TidyHQ"
Who's been added to HeyConnect?
There's a new group in Tidy called "Hey app users" that matches the member directory in HeyConnect. If someone joins your community via a link, we will create an account for them in Tidy and you will see them added to this group. If you want to know which HeyConnect users in your community are not members, you can run a report in Tidy.
Who has signed up for HeyConnect?
Users in HeyConnect that have signed up with have a profile picture. If it's grey - they haven't signed up yet.
Coming soon
A new group in Tidy that will show which of your community members have signed up for the app.