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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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Sep
9
New Support Forum and Administrator Community
Posted by Gabrielle Long on 09 September 2016 04:34 PM

Our support site now includes a forum for VolunteerHub administrators to connect with each other and our staff to ask for advice on managing your volunteer program, VolunteerHub site design and management, special types of events, and anything else you need help with. You can also answer other administrators' questions, vote questions and answers up and down, or ask us a question at any time.

Accessing the Administrator Community

To access the forum for the first time, click the Administrator Community link in the blue navigation bar at the top of our Support Site.

Then, click on Login on the right side of the screen and click Register to create your forum account.

You must create an account in the forum first in order to accept the Privacy Policy for the forums. Your credentials for other pages will not work.

Asking a New Question

To ask a new question, simply click the Ask a Question button at the top of the page. You'll then be prompted to type out your question and any supporting information you have. Be sure you provide enough detail for someone outside of your organization to be able to answer the question. If you want feedback on your site or a specific event, don't forget to include a link!

Note that any links posted in the forum will be visible to all VolunteerHub administrators, so be sure you're not posting links to private information and that all posts conform with our Terms & Conditions and Privacy Policy.

You can also choose to have the system email you if anyone replies to your question. Once you're finished, click Ask the Question.

Answering Questions

Any VolunteerHub site administrator can answer a question in the community forum. In the list of questions (accessed by clicking the Questions button), click on the question you'd like to answer, then click the Answer button to post your answer. If a question has already been answered by another admin or our staff, you can also provide an answer.

Rating/Commenting on Questions and Answers

For any question that's already been answered, you can also comment on an existing answer by clicking the Comment button below it or mark it as the "Best Answer" by clicking the large grey checkmark to the left of it.

You can also vote questions and answers up or down to help other administrators find the most useful information more quickly. This can not only improve the rating of the question or answer itself, but actually gives you points. The more ratings you give and the more questions you answer successfully, the higher your ranking/title.


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Jul
30
New Support Options Available!
Posted by Gabrielle Long on 30 July 2016 11:44 AM

In an effort to make it easier for you to connect with fellow VolunteerHub administrators and our Support Staff, we have added new options for you to get your questions answered!

New Administrator Community Forum

Our support site now includes a special community for VolunteerHub administrators to connect with each other and our staff to ask for advice on managing your volunteer program, VolunteerHub site design and management, etc. Please feel free to use this forum service to connect with us and other admins at any time.

We’ve added a link at the top of our support site for the Administrator Community. Once there, you may post questions and reply to other administrator’s questions as much as you like!

Free Webinars on VolunteerHub Functionality

Don’t forget we now offer free webinars for every VolunteerHub administrator. The “Everything You Never Knew About VolunteerHub” webinar series was created to boost both new and seasoned administrators’ knowledge of system functionality, best practices and, of course, everything you never knew the system could do! You can register for an upcoming live webinar anytime for free (or view past webinars) on the Webinars page of our support site.

New sessions will be posted every few weeks, and sessions are usually held every other Thursday. Topics offered in these webinars include:

  • Basic instructions on how to use VolunteerHub’s features
  • New/advanced use of basic functionality to customize the user experience
  • Best practices and recommendations
  • Ways to improve your program through VolunteerHub
  • Tutorials on special or new features

Best of all, every session will include at around 30 minutes of moderated Q&A, which offers a great forum for getting your questions answered live and hearing what questions other organizations have! Your questions can be on any topic and don’t necessarily have to be related to that webinar’s focus.

If you have a suggestion for a future topic, please email it to training@volunteerhub.com


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Jul
18
Upcoming Change to the Registered Users Page
Posted by Gabrielle Long on 18 July 2016 10:51 AM

An upcoming change will allow you to add users to user groups while registering them manually for events.

In the coming weeks, a change will be applied to the Registered Users page in events. In order to maintain consistency with the registration method in the OnSite app, adding a user to a group reservation in the Registered Users page will also add the user to the user group for which the reservation was made.

For example, if you reserve slots on an event for Wells Fargo, then you register John Smith under Wells Fargo’s reservation, John Smith will ALSO be added to the Wells Fargo user group (see below example).

In addition, the change will also include logging of registrations made using the Batch Modification Wizard in the user's activity log.

This change will be deployed in an upcoming mini-release in the next few weeks. While we cannot provide a specific release date, a notification will go out once the change is deployed!


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Jul
11
The Help Link Has Moved!
Posted by Gabrielle Long on 11 July 2016 10:30 AM

In order to make the Help link more accessible for administrators, we have moved it into the main navigation bar at the top of your site. Administrators will continue to access our support site and submit tickets by clicking the "Help!" link in the top navigation of your site.


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