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Nov
21
Expand Your Program with Social Media Integration
Posted by Gabrielle Long on 21 November 2016 07:05 PM

Share events from your VolunteerHub site and help volunteers find your organization’s social media sites.

VolunteerHub now lets you publish your organization’s social media links and enable event sharing, allowing you to boost your social media presence and reach new potential volunteers. Share up to six social media pages with volunteers, post events on your organization’s Facebook and Twitter pages and let volunteers share opportunities with their friends. Best of all, this new feature is 100% free to any organization using the new Volunteer View!

Post Links to Your Social Media Sites

You can now instantly post direct links to your organization’s Facebook, Twitter, Instagram, Pinterest, YouTube and Tumblr sites at the top of every landing page. Once the Social Media integration has been turned on in your site, just navigate to the bottom of the Setup > Organization page and enter the web address of each page.

Once you’ve entered the links and saved your changes, click on Volunteer View in the navigation bar to see your new clickable social media links beside your organization’s logo.

Share Events and Registrations on Facebook and Twitter

You and your volunteers can easily share links to specific events on both Facebook and Twitter by clicking the corresponding links in the bottom-left page of every event’s detail page.

After clicking the link, you can edit your post before publishing it.

Note that you will need to be logged into your social media account to post the event. When not logged in, the site will ask the user to log in first.

Your volunteers can also share their event registrations! Immediately after signing up for an event, volunteers will see a confirmation message with links to share with their friends that they just signed up for an event. The post will include a link to the original event.

 

For more details on this feature including step-by-step instructions, please review the detailed Social Media Integration article in our Knowledgebase, or sign up for our upcoming webinar on December 1st for a walkthrough of the Social Media Integration and live Q&A session.


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Nov
7
Boost Participation with VolunteerHub’s New “Volunteer Recognition” Feature
Posted by Gabrielle Long on 07 November 2016 04:33 PM

Apply gamification to your volunteer program by adding points and leaderboards to increase volunteerism and engage users.

Gamification is a growing trend among websites and programs and allows you to promote site activity and engagement by applying basic competitive elements to your program. VolunteerHub’s new Volunteer Recognition feature adds gamification options to your volunteer site, allowing you to assign point values to your opportunities. Volunteer Recognition includes automated leaderboards, new report options and the option to grant points automatically and add or remove points manually from any user’s account.

The Volunteer Recognition module is available in the new Volunteer View only. This feature is available at no extra cost to Enterprise plans and may be added to any Plus or Pro plan for an additional fee. To learn more, please contact the VolunteerHub Sales Team.

Reward Your Volunteers with Points

Every event can be assigned a different point value, whether it’s a single occurrence, recurrence master or individual instances of a master. As soon as your volunteer receives hours (e.g., after checking in/out in OnSite or Kiosk), he or she will automatically gain the number of points assigned to that event.

In addition, you can add or remove points at will for a specific volunteer and include a comment as to the reason for the added/deducted points. VolunteerHub will keep a running total of each user’s points within the Points page of the user’s profile.

Encourage Friendly Competition Among Volunteers

Nothing is a bigger motivator than peer pressure and light competition. We’ve added the My Points page to the Volunteer View, allowing volunteers to see their point total and recent history, along with automatically updated leaderboards for most gained points of all time as well as most gained points for the last 30 days. Volunteers can access the My Points page by clicking on the point value beside their name at the top of the site OR by navigating to My Account > My Points.

In addition, you can customize the message on the left side of the My Points page. Use that section to explain how you apply the points system or describe how volunteers might exchange their points for prizes offered by your organization!

Track Point Totals in Your Reports

In addition to offering the total number of accumulated points for each volunteer in the User Roster report, the Volunteer Recognition feature includes a brand new report for generating the number of points granted to volunteers within a specific date range. Moreover, this report allows you to pull a list of users for which hours were granted manually by an admin only, points were granted automatically for event participation only, or both.

Administrators can access this new report by navigating to Reports > Points by User.

Learn More About This Feature

If you’re interested in learning more about VolunteerHub’s new Volunteer Recognition feature, try one of the options below:


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Oct
12
VolunteerHub October 2016 Release Notes
Posted by Gabrielle Long on 12 October 2016 01:07 PM

Several updates to existing functionality have been added in VolunteerHub. Each update contained in this release is listed below.

New Volunteer Experience

You will now see a new Volunteer View button at the top of your VolunteerHub site when logged in as an administrator. This button gives you the ability to preview the new Volunteer View, a sleek new interface for your volunteers that separates their experience from that of the administrator. The Volunteer View is faster, mobile-friendly and easy to use, providing your volunteers with the best possible experience in your site.

Check out the new Volunteer View and its features in a brief walkthrough by clicking below:

You can learn more about the new Volunteer View and how to start using it in our webinar on November 3rd (including design tips) or by clicking one of the links below:

Message for Restricted Opportunities

Volunteers will now receive a more user-friendly message if they click on a link to an event for which they do not have sufficient permissions to view. This update replaces the old system error message and affects only organizations using the Advanced Permissions module.

If a volunteer or administrator receives this error by mistake, check the group memberships of the user to ensure he or she does not belong to a group that shouldn’t have access to that event.

Bug Fixes

  • A recent update had stopped new user accounts from automatically being logged in upon creation. New users creating accounts are now logged in immediately after creating an account.
  • Occasionally, confirmation emails were not being sent once users were removed from a waitlist. This issue has been resolved, so users should be receiving confirmation emails within 30 minutes of being removed from a waitlist automatically or manually by an administrator.
  • Extra spaces are now being removed from user first, middle and last names in name-type User Form questions to ensure proper formatting in reports and when syncing those names via one of our CRM integrations.
  • Special characters entered into the Username field would previously throw a system error. Tobe more clear that usernames cannot contain special characters with accent marks, this has been replaced with the message “Please enter a username that begins with a letter or number.”
  • When registering for an event with multiple group options available, users will no longer be able to select a group affiliation for which the reservation is full. Previously, users were able to select that group and would receive a message that the event is full, forcing them to start over.

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Oct
7
Quick Tip: Boost Efficiency with Your Browser’s Search and Tab Options
Posted by Gabrielle Long on 07 October 2016 05:51 PM

Did you know you can review information and make updates much more quickly by opening several records at once? Because VolunteerHub can be opened in any web browser, you can take advantage of your browser’s tab and search functionality when managing your volunteers and events. Check out the tips below to boost efficiency when viewing and editing data in your VolunteerHub site. 

View or Edit Several Users or Events at Once

Need to view several users’ accounts or events at once? Need to add a handful of users to a group or make a change to their profiles? Need to update several events’ Edit, Registered Users or Hours pages at the same time? Follow these steps to speed up the process:

This trick is also particularly useful when updating or viewing several past events, recurrence masters or landing pages at once!

  1. Find users or events to view or edit. First open a list of all the users’ accounts or events you need to view or edit. For example, if you are looking for users in a particular group, navigate to People > User Groups and click on the name of the group those users belong to. If you are looking for events in a particular Event Group, navigate to Events > Event Groups and click on the name of the group those events belong to. If you are looking for events or users with a certain name, use the search bar at the top of your site or navigate to the Instances page of a specific Recurrence Master.
  2. Ctrl + click on each. While holding down the Control (Ctrl) key on your keyboard, click on each user or event you want to edit. This will open each in new tabs in your browser. (For Mac users, hold the Cmd or ⌘ key while clicking.)
  3. Edit each and close the tab. If you simply need to view those events or users’ accounts, you may do so be switching back and forth among the various tabs you opened in your browser (tabs will be shown at the top of the browser above the address bar). If you are editing each user or event, make any necessary changes to each one-at-a-time, clicking the Save button at the bottom of the page when finished. Once you’re done editing a particular user or event, simply close the current browser tab and move to the next.

See below for an example on editing a list of users in a particular user group:

Instantly Find a Landing Page or Past Event

The search bar at the top of your VolunteerHub site can be used to find users, future events, email addresses, user groups and event groups. However, how can you quickly find other items such as landing pages or past events? It takes time to browse through hundreds of landing pages or past events in your calendar, so use this trick to have the browser find it for you:

  • To find a specific Landing Page: Navigate to Setup > Landing Pages and press the Ctrl and F keys on your keyboard to open the browser’s Search function. In the search field that pops up, type either a portion of the page name or URL. The browser will then immediately jump to the first item on the page that matches what you typed in. You can use the next/previous options beside the search bar to jump from one match to another.
  • To find a specific past event: Navigate Events > Event Groups > and click on the “All Events” event group). Above the list of events, select “Previous 0-X months” (the event date ranges will be different depending on the number you’ve entered in the Months to Display on Schedule field in the Setup > Organization page) to view events in that range. If the page displays a large number of events, you can jump straight to a specific date or event by pressing the Ctrl and F keys on your keyboard to open the browser’s Search function. In the search field that pops up, type either a portion of the event name, description or date. The browser will then immediately jump to the first item on the page that matches what you typed in. You can use the next/previous options beside the search bar to jump from one match to another.


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Sep
23
Opt-In Questions and Why They're Important
Posted by Gabrielle Long on 23 September 2016 04:47 PM

The Email Opt-In and SMS Opt-In questions in every VolunteerHub site allow you to email or text your volunteers right from your VolunteerHub site. These questions are required by federal law in order to enable mass communication capability within any website.

Does the Email Opt-In question affect all emails?

According to the CAN-SPAM Act, users must be able to opt in or out of receiving non-transactional emails only.

  • Non-transactional emails are typically sent to many recipients at once, and the sender chooses what, when and how to send the content. An example of a non-transactional email in VolunteerHub would be a bulk email sent to all users within a particular user group. Click here to learn all the ways to send bulk emails in VolunteerHub.
  • Transactional emails, on the other hand, are typically sent to only one user, and the recipient has some control over what, when and how content is delivered. In addition, transactional emails typically pertain to one particular event. Transactional emails in VolunteerHub may include registration confirmations, password reset requests, event reminders, and thank you emails. Click here to view examples of automatic event-related emails in VolunteerHub.

Therefore, in order to comply with the CAN-SPAM Act, no non-transactional (bulk) emails or text messages will be sent to users if the two opt-in questions are deleted from the User Form.

Need to disable the automatic (transactional) event emails on the event or for a certain user? Click here for instructions.

Does the SMS Opt-In question affect all text messages?

If the SMS Opt-In question is not present in your VolunteerHub site, no SMS options will be available in your site. The only way to send a bulk text message or set up text reminders on your events is to have that question present in your User Form.

My Opt-in Question was deleted. How do I recreate it?

If your SMS Opt-In question was deleted, you must create a new question in your User Form for it by following the below steps:

  1. Navigate to the Setup tab > User Form sub-tab (if using Multiform, go to People > User Groups > "All Users" group > User Form)
  2. Click on the Create New Question button below the User Form Questions header
  3. Select the "Boolean" option from the Question Type field
  4. Enter "SMS Opt-In" in the Name and Prompt fields
  5. Enter "May we send you text reminders (carrier rates may apply)?" in the Subprompt field
  6. Check the Require a response to this question and SMS Allowed checkboxes
  7. Select "True" as the default option.
  8. Enter "Yes, you may text me" in the True Text field and "No, do not text me" in the False Text field
  9. Click on the Save Question button

If your Email Opt-In question was deleted, you must create a new question in your User Form for it by following the below steps:

  1. Navigate to the Setup tab > User Form sub-tab (if using Multiform, go to People > User Groups > "All Users" group > User Form)
  2. Click on the Create New Question button below the User Form Questions header
  3. Select the "Boolean" option from the Question Type field
  4. Enter "Email Opt-In" in the Name and Prompt fields
  5. Enter "May we send you occasional announcements and updates?" in the Subprompt field
  6. Check the Require a response to this question and Email Allowed checkboxes
  7. Select "True" as the default option.
  8. Enter "Yes, you may email me" in the True Text field and "No, do not email me" in the False Text field
  9. Click on the Save Question button

 


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