5 tips for getting started in Pumble

From creating your first channel to gathering your team with all the resources they need to communicate and collaborate better, this guide will help you get to know the basics about using Pumble — via 5 tips to help you get started.

A tour of Pumble and its features

Watch more Pumble tutorials on how to get started in Pumble.

Learn Pumble basics

Before we start with the tips, you have to know what a Pumble workspace is. 

A Pumble workspace is your team’s virtual workplace. If you have joined one lately, this guideline will help you get started. Make sure you have downloaded the desktop app before jumping in and you’re able to sign in to the workspace.

Every team member should set their profile starting with a profile photo, position in the company, and other profile details. A profile will help other coworkers get to know each other.

How to set up a profile?

To set up a profile in a Pumble workspace, you’ll need to do the following:

  1. Click on your profile picture in the top right corner.
  2. Select the Edit profile button.
  3. Fill in the missing info or add more details about yourself.
  4. Click on the Save changes button when you’re done.
Set up a profile in Pumble

Tip #1: Learn how best to chat in Pumble

The channels are how Pumble works. If you need to communicate with a group of people, just create a channel

Pumble works best if the entire team commits themselves to sharing important information, updates, and files in a specific Pumble channel. Instead of dispersing team discussions about a project or issue across a wide range of different email topics, the channels give a single area for easy searching teams can use and everyone can join.

Channels provide a place for teamwork that can be easily searched and that anyone can join or leave as needed. With the whole team working in channels, people can enjoy the following benefits: 

  • Everybody gets access to the most up-to-date information, allowing everyone to focus on problem-solving and decision-making rather than handling conversations.
  • You get quicker responses, which means you don’t have to wait as long as you usually wait for responses to your emails.
  • Files, decisions, and people are easy to discover thanks to structured channels and a great search feature.
  • Project and discussion histories are saved in Pumble so that new members can get up to speed swiftly.

To have conversations in Pumble, you can use public and private channels. You can also DM individuals and groups, in the direct messages section of the app. You can also create threads.

Here’s what each of these means of communication is about.

Chat discussion within #marketing public channel

Public channels

When you want to communicate with your colleagues, with full transparency and inclusivity, use public channels in your Pumble workspace. Any member of your workspace (except guests) can view and join a public channel, giving everyone access to the same shared information.

Any member in a Pumble workspace can join — and contribute to — a public channel. For example, an organization may create public channels for #company_news or #system_issues. The rationale here is simple: all employees should be able to view this critical company information.

💡 Each public channel serves a different purpose, so you can create as many as you want.

Private channels

Like public channels, private channels also exist under a specific workspace. Public and private channels fundamentally serve the same purpose: to share context-specific information with a group of people. 

For confidential discussions in #payroll_issues, #research, and #hr_staffing_plans, discussions probably aren’t fit for public consumption and that’s why we have Pumble’s private channels.

Unlike public channels, private channels appear only in users’ channel directories if they are already a member of that private channel. Put differently, if you’re not a member, then in theory, you wouldn’t know that a private channel even existed.

Unlike public channels, private channels require invitations to join. That is, you cannot browse private channels and join them.

When you add users to private channels, they will be able to see the entire history of all previous communications.

💡 You can leave a public channel at any time and rejoin at your leisure. However, if you leave a private channel, an existing member will need to invite you back.

Direct messages

If you want to communicate with just one team member (or a small group of team members), use a direct message. Direct messages (DMs) are ideal for messages that do not need the participation of the whole channel. Direct messages are smaller chats that take place outside of the channels and can include up to seven additional team members.

The main difference between group direct messages and private channels is that in group messages you can communicate with the group members about any topic, no matter whether it is marketing staff, sales, or product. When it comes to private channels there is only one topic that is important for discussions in that channel. 

Threads

Within DMs and channels, threads help you organize conversations around certain messages. They allow for focused and structured conversations and let you go further into a topic without disturbing a channel or direct message chat. Replies are linked to the original message when you initiate or reply to a topic. 

Thread conversation within the channel

Tip #2: Reach colleagues quicker with mention

Work can sometimes require an emergency answer or approval from your coworkers. When the problem becomes time-sensitive, you can mention your colleague to answer your need by using the @ symbol (e.g. @leslieduke). The colleague you’ve mentioned will get a notification.

In one message, you can mention as many people as you want — share with them their tasks, check if the tasks are finished, or how much time they need to finish them.

💡 To notify a larger audience, you can mention an entire channel, workspace, or user group.

Mention your colleague in the channel to check important information

Examples of when should you use the mention

🔸 Example #1:

Before every meeting, go to the dedicated Pumble channel and write bullet points as an agenda on what you will discuss during the meeting. Make sure you write key information such as:

  • Which decisions do you have to make at the meeting
  • What are the next steps for each team — for each step, make sure to mention team members for their part of the task.
  • Topics or questions they possibly have for you as a team leader.

🔸 Example #2:

You have updates for three different teams within your company. Use the Pumble channel to notify all of them in one message. Here is how:

  • Type the updates
  • Use mention to notify user groups you need — for design team use @designers, for development team use @developers, and for business analytics team use @analysts.
  • All members of mentioned user groups will be notified about updates.

🔸 Example #3:

If you want to notify your colleagues about some administrative stuff use @everyone which notifies every person in the #general channel. If you want to notify only members of the channel, use @channel, and if you want to notify only the active members on the channel use @here.

Tip #3: Add emoji reaction to messages

We all use emojis in our everyday communication. They can be really fun, but in Pumble, we also use them to express reactions to different messages. 

In the example below, you can see how you can use emojis in Pumble:

  • Seeking feedback, a marketing colleague has shared the final version of a scenario for the video in the #marketing channel 
  • Teammates used the 👍 emoji to let the colleague know they’ve reviewed the plan, so she knows she doesn’t need to follow up (she can hover over the 👍 emoji to see who responded)
  • The ✅ emoji is used by the approver to indicate that the work is approved.
Add emoji reactions to the messages

Tip #4: Adjust notifications for your needs

By default, channels and direct messages will appear bolded in your sidebar when there’s unread activity. They’ll also show a red notification badge if someone mentions your name.

You can change your preference to be notified about all new messages sent in conversations you’re a part of — or nothing at all.

Conversely, you can mute channels that you want to be in but don’t follow closely. This is especially handy for channels with lots of messages or channels you visit only for specific, one-off requests.

Muted channels won’t appear as bolded when there’s unread activity, letting you read through them at your own convenience. If someone mentions your username in the channels you’ve muted, don’t worry — you’ll still receive a red badge.

Under Do Not Disturb, select your preferred hours for silencing notifications from Pumble.

Tip #5: Set your current status

Whenever you step away from Pumble — to grab lunch, take a week off or just focus on a task for a few hours — you can use a custom status to manage your coworkers’ expectations. Your status is also an easy way to share what you’re working on or whom coworkers should contact in your absence.

Pumble comes with five default choices for status, including:

  • 🗓 in a meeting, 
  • 🍔 lunch break,
  • 🏝 on vacation,
  • 🚌 commuting, or
  • 🤒 out sick. 

For anything else, you can create your own custom status that says exactly what you want your team to know. Maybe you want them to know that you’re on deadline and will be slow to 🐢respond to new messages. Or, that you stepped out for ☕️. Each status can be up to 100 characters long and feature an emoji of your choice.

Set your status

Conclusion

When you’ve got a busy day and a big workload to get through, finding ways to put your tools to work on your behalf can save you time, hassle, and headache. And Pumble goes above and beyond to give you options that make your life easier.  Use the tips provided in this guide to make your start in Pumble easier for you and your team, and adopt a more effective communication practice in your organization.

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