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Aug
7
VolunteerHub August 2017 Release Notes
Posted by Gabrielle Long on 07 August 2017 05:48 PM

Several updates have been made to VolunteerHub functionality, including the official launch of the long-awaited fundraising feature, a minor interface update and added support for organizations with opportunties in multiple time zones.

New "Volunteer Fundraising" Feature

We are excited to announce the official launch of VolunteerHub's latest Volunteer Fundraising feature, which allows you to solicit your volunteers for donations in your VolunteerHub site without ever sending the volunteer to a separate website for payment. Post direct links to various fundraising efforts, add custom messages to your donation pages and even prompt volunteers to donate automatically when they sign up for specific events in your site!

Getting started with Volunteer Fundraising is easy. Just follow the steps below to start soliciting volunteers for donations.

STEP 1: Create a Donation Page. Build an unlimited number of custom donation pages in your site, each with a different ask message, thank you message and donation amounts. Once this feature is active in your site, just navigate to Setup > Donation Pages and click Add Donation Page to create a new donation page.

STEP 2: Link to the Page. Select your donation page at the bottom of an event's Edit page to automatically prompt volunteers to donate when they sign up for that event (or an instance of the event if it's a recurrence). Or, use the page as a standalone donation option outside of your events by creating a button or link in your website or in your site's Schedule Message.

STEP 3: Watch Donations Roll In. Once you've done the above, volunteers will be able to interact with your donation page. Any donations you receive can be viewed in the new Donations page of a volunteer's profile, within two new donation-specific reports or, if you already have our integration with The Raiser's Edge or eTapestry, in your donor database against the fund of your choosing. 

Every time a volunteer donates to your organization via Volunteer Fundraising, they will receive a thank you email containing your custom Thank You Message from your donation page as well as a PDF receipt they can use for tax purposes.

For more detail on this feature, please review the full Knowledgebase article. We'll also be launching the first webinar of the season with a complete walkthrough of this feature in September, so click here for early access to registration for our first webinar!

Removed "Sign Up" in Admin View

As part of our continued effort to separate and improve the administrative and volunteer experiences in VolunteerHub, the event "Sign Up" buttons are no longer visible in the administrative view of VolunteerHub sites with the Volunteer View enabled. Going forward, in order to sign up for an event, administrators will need to either sign up within the Volunteer View or manually register themselves in the Registered Users page of the event.

Calendar Toggle for Multi-Time-Zone Organizations

We have added a configuration to an organization's account to allow them to remove all "Click here to add an event reminder to your calendar" links from confirmation emails sent from the organization's VolunteerHub site. This adds greater scheduling consistency for national organizations with volunteer opportunities existing in multiple time zones. To request the calendar link be removed from your organization's events, please contact support.

Bug Fixes

  • Confirmation emails for events where the Location field's integrated map was enabled were previously causing some versions of Outlook to crash.
  • When Javascript is disabled in the volunteer's browser, the resulting paging "GO" button in the Volunteer View should now be the correct size. Calendar view, however, continues to require Javascript in the browser.
  • We've added the ability to pull up subgroups as well as exact matches in the User Group fields within reports. Now, when typing in the name of a group, the field should also show results for its subgroups.
  • Some toolbar options in the rich text editors for emails did not function and therefore have been removed from the toolbar. 
  • When registering a user for an event in OnSite and leaving the User field blank, a more user-friendly error message has replaced the original server error.
  • Some organizations were previously unable to edit Skill-type questions after users had answered the questions. 
  • A caching issue that was previously stopping some events from appearing in search results in OnSite has also been fixed.
  • Added a fix to prevent waitlist-only events from appearing in the Kiosk.
  • For organizations with The Raiser's Edge Integration, the newest version of the plug-in will now support Completed Jobs. This will stop the system from removing that job assignment from past events once the job is marked as complete. (Note that this version is not yet available to organizations with databases hosted by Blackbaud, but will be automatically updated for them soon. If your organization's RE database is hosted locally by your own organization, you may request the latest version by submitting a ticket to our support team.)

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Jun
15
New Default Administrative Color Scheme (for Volunteer View sites)
Posted by Gabrielle Long on 15 June 2017 10:04 AM

To resolve readability issues with the options in the administrative navigation bar, we have updated all VolunteerHub sites in the latest version (Volunteer View) to have a default administrative color scheme. All sites with the Volunteer View enabled will now have a dark/light blue color scheme in the Admin View for consistency and readability.

Your landing pages' Primary and Secondary Colors will still be in place for every page in the Volunteer View; however, the administrative interface's color scheme will not be customizable.


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May
7
VolunteerHub May 2017 Release Notes
Posted by Gabrielle Long on 07 May 2017 12:25 AM

Several updates to existing functionality have been added in VolunteerHub, including a number of highly requested optimizations and features sent in by VolunteerHub administrators like you! Each update in this release is listed below, or jump straight to a specific update using the contents list below:

  1. Performance Enhancements and Updated Views
  2. Prevention for Double-Booking
  3. Updated Text Editors (including Spellcheck!)
  4. Social Media Link Toggle for Landing Pages
  5. Bug Fixes

1. Admin/Old Interface Performance Optimizations

We’ve made some considerable enhancements to the administrative and classic interfaces in VolunteerHub to increase site performance as well as improve user experience. Some of these changes were initially announced on 4/28/2017, and all are now in full effect.

Note that administrators must have JavaScript enabled in their browsers to access some functionality in VolunteerHub. If you encounter any issues with the updated Rich Text Editor fields or with event loading or saving, click here for instructions to enable JavaScript.

Please see the below changes based on your site’s version.

Sites Using the Volunteer View (latest version of VolunteerHub)

The following changes have been applied to the Admin View of all sites using the Volunteer View:

Incremental Loading: Events now load incrementally as they do in the Volunteer View in all views, which should drastically reduce admin page load times. Instead of loading all events at once, the page will now load the first one or two months’ worth of events and, once you scroll to the bottom of the page, it will load the following month’s events. You may need to press Ctrl/Cmd + Shift + R on your keyboard to refresh the page and enable the incremental loading.

New Date Selectors: You can now change the start date for viewing activities quickly by selecting a date from the pop up calendar and clicking the Go button. This will be much faster than browsing through the previous “Previous 0-X Months” and “Next 0-X Months” options. This also means that when you select a previous date range and click on an event, then click Back in your browser, you will be taken back to the date range you selected rather than the default date range!

This change has a minor impact on your personal view and the ability to show deleted events in the schedule, as you will now select a view or check the “Include deleted events” box and also click Go to reload the page with your changes.

Headers Removed: In the Admin View of Volunteer View-enabled sites only, the header information (i.e., Title Elements from the old/classic view) has been removed to save vertical space, reduce the amount of scrolling needed to view activities and increase page load times.

New Event Group Filter: The “Event Group” List Style has been removed, as it was not compatible with Volunteer View. We’ve replaced it with the same event group filter your volunteers have so you can filter by the same options they do. In addition, we’ve also updated the “Event Group Schedule View” field’s description in the Edit page of your event groups for clarity.

If you need to filter by event groups that are not visible to volunteers, please use the Event Groups page – do not make all your event groups visible as this will cause poor user experience for your volunteers!

Improved Calendar View: The calendar view has increased spacing between events for better readability.

Sites in the Old (Classic) Interface

The below are changes that have been applied to sites that have not yet updated to the latest version of VolunteerHub. These changes affect both volunteers and administrators, so please read the below carefully.

Incremental Loading: Events now load incrementally in all views, which should drastically reduce page load time for your Events pages. Instead of loading all events at once, the page will now load the first one or two months’ worth of events and, once you scroll to the bottom of the page, it will load the following month’s events. You may need to press Ctrl/Cmd + Shift + R on your keyboard to refresh the page and enable the incremental loading.

New Date Selectors: You can now change the start date for viewing activities quickly by selecting a date from the pop up calendar and clicking the Go button. This will be much faster than browsing through the previous “Previous 0-X Months” and “Next 0-X Months” options. This also means that when you select a previous date range and click on an event, then click Back in your browser, you will be taken back to the date range you selected rather than the default date range!

This change has a minor impact on your personal view and the ability to show deleted events in the schedule, as you will now select a view or check the “Include deleted events” box and also click Go to reload the page with your changes.

New Event Group Filter: The “Event Group” List Style has been removed and replaced with and event group filter in the standard Date view, so both you AND your volunteers can jump straight to certain event categories easier, rather than scrolling down trying to find the category you like. The event groups appearing as filters in the drop-down will be the same event groups previously displayed by event (determined by the “Event Group Schedule View” box in the event group’s Edit page). This is much more user-friendly than the previous Event Group view, as it requires less scrolling and hunting for activities from the volunteer and allows them to find the desired activities much more quickly. We’ve also updated the “Event Group Schedule View” field’s description in the Edit page of your event groups for clarity.

This feature is a much better alternative to the landing page buttons, especially if you intend to switch to the Volunteer View in the future, which does not support buttons and fully utilizes the event group filter as a more mobile-friendly alternative. If you have a number of landing page links/buttons in your schedule message, we recommend you switch to the event group filter or disable event groups from appearing in it – do NOT use both, as the event groups that are visible in the drop-down are limited to the event group behavior you’ve selected in the landing page.

If you need to filter by event groups that are not visible to volunteers, please use the Event Groups page – do not make all your event groups visible as this will cause poor user experience for your volunteers!

Improved Calendar View: The calendar view has increased spacing between events for better readability.

Updated Grid View Functionality: The grid view no longer pre-populates with 1-4 event groups. Instead, it provides 4 columns for the user to choose and compare the categories of their choosing. Grid view is generally not recommended as the selected default view in your Setup tab – volunteers should be defaulted to List or Calendar, as these are the only two views we will continue to support in the Volunteer View going forward.

To change which event groups appear as filters, you'll need to edit your event groups. When in the event group's Edit page, check the Event Group Schedule View box if you want that event group displayed as a filter option in the grid drop-downs. However, note that this changes what event groups appear as filters to your volunteers. If you want to look at particular event groups as an admin, it's best to go to the Event Groups page.

2. Prevention for Double-Booking

We have added a brand-new feature in the Volunteer View that alerts your volunteers when signing up for two events that overlap. Administrators can choose whether the system will simply warn volunteers of the schedule conflict or if the system will prevent schedule conflicts altogether by checking or unchecking the “Allow volunteers to register for concurrent events” box at the bottom of the Setup > Organization page.

3. Text Editor Fields Now Include Spellcheck!

By popular demand, we have updated our text editor toolbars for larger text fields, and this update includes spell-checking as you type. A red line will appear below misspelled words, and you can right-click on those words for spelling suggestions.

Note that you must have JavaScript enabled in your browser to access this functionality. If you don’t see the updated text editor fields, click here for instructions to enable JavaScript.

4. Social Media Share Link Toggle for Landing Pages

We’ve enabled the Social Media integration for any site in the Volunteer View going forward and added a toggle within each landing page’s “Look & Feel” section that allows administrators to turn the Facebook and Twitter share links off and on within specific landing pages. This allows greater flexibility so you can choose which, if any, landing pages have sharing links within specific events.

To enable the sharing links on a landing page, click Edit beside the landing page, check the box to override the default page’s “Look & Feel” section and check the box beside “Display social media sharing links on events within this landing page.”

5. Bug Fixes

  • The “More Information” web address in the event detail page of some events was overlapping the detailed description in the Volunteer View.
  • Users were previously unable to update their profiles without reuploading their profile photos in the old (classic) version of VolunteerHub (non-Volunteer View sites).
  • In some occasions, volunteers were able to see past events in the My Schedule page of the Volunteer View.
  • Users who did not previously belong to a specific user group who attempted to sign up for events using that group’s private landing page were unsuccessful in registering for reserved events due to a glitch that prevented them from being added to the user group. This issue was only present when Event Visibility was enabled in the reserved event.

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Apr
28
Changes to VolunteerHub are Coming!
Posted by Gabrielle Long on 28 April 2017 03:20 PM

Please read the below carefully, as these changes will affect all VolunteerHub sites!

Our May release is just around the corner! In addition to a set of highly requested new features, this release will include a major improvement to the way VolunteerHub lists events in the main Events tab. This change will improve site performance, decrease page load times and make it easier for your volunteers to find the activities that interest them. As such, we want to give you a head’s up on some of these changes, as this could drastically change what your volunteers and administrators see depending on your site's current settings.

This change will affect sites still in the older (Classic) version of VolunteerHub as well as administrators of sites that have turned on the new Volunteer View functionality for their volunteers. We plan for this change to go into effect in the next couple of weeks, once testing is complete (we cannot provide an exact release date due to the nature of our release cycles).

Click below to jump straight to the changes that will affect your site:

How will this change affect sites in the older (Classic) version?

As you know, we officially released the mobile-friendly Volunteer View last fall, which provides a new user experience for volunteers and includes lots of new functionality. However, some sites are still using the older version of VolunteerHub for their volunteers and have not yet been able to update what their volunteers are using. In these sites still using the old (Classic) interface, this change will affect both volunteers and administrators.

Below are some of those changes that we wanted to give you a head’s up on so you are prepared for any questions that come after the change takes effect. We will post the official release notes for the release once it’s deployed.

As of our next release, the following changes will go into effect for sites in the Classic Version:

Performance Enhancements

  • Events in the schedule will be displayed as you and your volunteers scroll down to improve page load times.
  • A new “as-of” date selector will replace the old “View Previous X-X Months” and “View Next X-X Months” drop-downs to increase performance and usability for administrators. This does not affect your volunteers.

Default Event List Style (Schedule View) Changes

We are replacing the old “Event Group” list style (Setup > Organization > Default Event List Style) and personal view option (Events > All Events) with an event group filter in the “Date” view. Any sites defaulting to the old Event Group view will now be defaulted to the Date view, and you and your volunteers will be able to jump to a category using the drop-down instead. The event groups appearing as filters in the drop-down will be the same event groups previously displayed by event (determined by the “Event Group Schedule View” box in the event group’s Edit page).

This is much more user-friendly than the previous Event Group view, as it requires less scrolling and hunting for activities from the volunteer and allows them to find the desired activities much more quickly. We’ve also updated the “Event Group Schedule View” field’s description in the Edit page of your event groups for clarity. Note that volunteers will need to click a Go button to change their view or filter option.

Grid Event List Style (Schedule View) Changes

In order to allow you and your volunteers greater flexibility when using the grid view, as well as to greatly increase site performance, the grid view will no longer pre-populate with 1-4 predetermined event groups. Instead, it will provide 4 columns for the user to choose and compare the categories of their own choosing.

Note that Grid view is generally not recommended as the selected default view for volunteers (Setup > Organization > Default Event List Style) – volunteers should be defaulted to either “Date” or “Calendar,” as these views are by far more user-friendly and are the only two views we will continue to support in the Volunteer View going forward. Grid view is primarily intended for administrators, and note that you can easily change your personal view in the event schedule without defaulting all your volunteers to that view.

How will this change affect sites using the Volunteer View?

A number of improvements are being made for the Admin View only in sites that have enabled Volunteer View, so this change won’t affect what your volunteers see. Below are some of those changes that we wanted to give you a head’s up on – we’ll provide more detail in the official release notes once this change goes into effect.

The following changes will go into effect for sites in the Volunteer View:

  • To improve readability, the color scheme in the Admin View will be fixed based on VolunteerHub’s branding guidelines. This will not affect the landing page color schemes for volunteers.
  • Old Title Elements (organization name, old banners) above the search bar will be removed to improve page load times and decrease unnecessary scrolling.
  • Events in the schedule will be displayed incrementally as you scroll down to improve page load times.
  • A new “as-of” date selector will replace the old “View Previous X-X Months” and “View Next X-X Months” drop-downs to increase performance and usability.
  • An event group filter will be added to the administrative view of the schedule so you can filter events the same way your volunteers do.

 


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Apr
12
Volunteer Fundraising BETA: Now Available!
Posted by Gabrielle Long on 12 April 2017 01:27 PM

Solicit donations from volunteers without them ever leaving your VolunteerHub site. 

Ever wish you could prompt volunteers to make a donation as they're signing up to volunteer at your annual gala? Want to put a "Donate" button at the top of your site without sending volunteers to a completely separate website?

Volunteer Fundraising is a new beta feature that allows you to solicit your volunteers for donations right in your VolunteerHub site without ever sending the volunteer to a separate website for payment. Post direct links to various fundraising efforts, add custom messages to your donation pages and even prompt volunteers to donate automatically when they sign up for specific events in your site!

SPACE IS LIMITED for beta access to the first 10 organizations to participate (and for this beta launch only, we will be waiving the setup fee). Check the "How can I add this feature to my site?" section below for details on eligibility.

How does it work?

Getting started with Volunteer Fundraising is easy. Just follow the steps below to start soliciting volunteers for donations.

STEP 1: Create a Donation Page. Build an unlimited number of custom donation pages in your site, each with a different ask message, thank you message and donation amounts. Once this feature is active in your site, just navigate to Setup > Donation Pages and click Add Donation Page to create a new donation page.

STEP 2: Link to the Page. Select your donation page at the bottom of an event's Edit page to automatically prompt volunteers to donate when they sign up for that event (or an instance of the event if it's a recurrence). Or, use the page as a standalone donation option outside of your events by creating a button or link in your website or in your site's Schedule Message.

STEP 3: Watch Donations Roll In. Once you've done the above, volunteers will be able to interact with your donation page. Any donations you receive can be viewed in the new Donations page of a volunteer's profile, within two new donation-specific reports or, if you already have our integration with The Raiser's Edge or eTapestry, in your donor database against the fund of your choosing. 

Every time a volunteer donates to your organization via Volunteer Fundraising, they will receive a thank you email containing your custom Thank You Message from your donation page as well as a PDF receipt they can use for tax purposes.

How much does this feature cost?

Unlike other fundraising solutions on the market, Volunteer Fundraising does not require any flat monthly, per transaction or annual fees. Instead, you pay only a setup and configuration fee (waived for the beta release as described below) and a flat 10% of donations received per month via Volunteer Fundraising, which will be billed to your account in the subsequent month.

In other words, if you don't receive donations through Volunteer Fundraising in January, you won't see a bill for January's donations in February.

How can I add this feature to my site?

Space is limited to the first ten organizations to submit a request to participate in the beta launch of Volunteer Fundraising. The first ten organizations to request access will be provided full access to this feature and enjoy a waived setup fee. We will also keep a waitlist for additional organizations that are interested and let you know if space becomes available, so don't wait to let us know you're interested!

In order to qualify, your organization must have:

  1. A current Plus, Pro or Enteprise site that is already using Volunteer View (the latest version of VolunteerHub) and the Multiform feature (included with current Enterprise plans).
  2. An external billing processor (allows you to collect credit card payments electronically). Supported processor services include American Express, Cielo Payments, Elavon, FDMS Nashville/North/South, Global Payments Central/East, Heartland, Litle & Co, Moneris, Paymentech Salem/Tampa, Planet Payment, SecureNet, TSYS, Telecheck 2, Vantiv, World Pay and PayPal (this is NOT a regular paypal account that's linked to your email address - PayPal also offers payment processing services).
  3. A Canadian Charity Registration Number (Canadian organizations only)

If you're not sure if your organization meets the above criteria, please submit a ticket and we'll provide next steps.

GET STARTED: To request this feature and start receiving donations from your volunteers, please submit a ticket requesting access to Volunteer Fundraising.


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