You only need to log in if you want to see your ticket history.

RSS Feed
Latest Updates
Nov
20
VolunteerHub November 2018 Mini-Release Notes
Posted by Gabrielle Long on 20 November 2018 11:15 AM

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

Group Membership Sync for RE Integration BETA

Based on overwhelming feedback, we've added functionality to our integration with The Raiser's Edge to sync User Group memberships from VolunteerHub into RE. 

How do I get it?

Note that this Beta version is currently available only to customers with a locally installed instance of The Raisers Edge. We hope to have the final version of the sync available to NXT and hosted (Citrix login) clients by late Q1 of next year once Blackbaud has approved and installed the update in their hosted environments.

If your organization currently has a locally installed version of our VolunteerHub Synchronizer plug-in for The Raiser's Edge, please send us a message to request the installer for this new version!

What does it do?

Version 1.2(Beta) of the VolunteerHub Synchronizer plug-in for The Raiser's Edge allows you to sync specific User Groups in your VolunteerHub site with specific Organizations and default Relationship Types in RE. As a result, new users belonging to those user groups in VolunteerHub will have the default relationship to that Organization in their constituent records in RE. 

How do I use it?

  1. First, you'll need to install the new Beta version of our plug-in. Then, deduplicate in VolunteerHub and run your VolunteerHub Synchronizer plug-in in RE as you normally would. This will sync your Organizations and Relationships into your VolunteerHub site for the first time.
  2. Then, navigate to People > User Groups and click on one of your user groups that you'd like to sync with an Organization in RE.  
  3. Click Edit.
  4. Notice there are some new fields in this page. Click into the Raiser's Edge Organization field and select or type in the name of the organization that your user group should sync with. (Note that the Organization must first exist in The Raiser's Edge.)
  5. Click into the Raiser's Edge Relationship field to select the default relationship type for this group. Any users with this User Group membership in VolunteerHub will have this relationship to the selected Organization in their constituent record in The Raiser's Edge. (Note that the Relationship must first exist in The Raiser's Edge.)
  6. Click Save User Group.
  7. Run your VolunteerHub Synchronizer plug-in. Once complete, review the changes to the constituent record of a user that belongs to the User Group you edited by opening the constituent record in RE and navigating to the Relationships tab.

Territory Support for US Addresses

Standard two-letter territory codes have been added to the State field for Address-type User Form questions. Your volunteers may now enter the following into the State field successfully:

  • AS (American Samoa)
  • FM (Federated States of Micronesia)
  • GU (Guam)
  • MH (marshall Islands)
  • MP (Northern Mariana Islands)
  • PW (Palau)
  • PR (Puerto Rico)
  • VI (Virgin Islands)

Read more »



Oct
18
Help Us Shape the Future of VolunteerHub!
Posted by Gabrielle Long on 18 October 2018 12:22 PM

As VolunteerHub continues to grow, we want to ensure your voice is heard. After all, it's feedback from real customers like you that help shape the future of VolunteerHub's product and support.

We Want Your Feedback!

Click the button below to answer just a few questions about your satisfaction with VolunteerHub. It only takes 2 - 3 minutes, while the value of your feedback is immeasurable!

(Sorry, this survey is now closed. To submit feedback, please send us a message.)

Thank you in advance for your willingness to share your experience with us!


Read more »



Sep
25
Reported Reminder Email Issue on September 24, 2018
Posted by Gabrielle Long on 25 September 2018 09:16 AM

VolunteerHub encountered a technical issue with outgoing automatic reminder emails on September 24, 2018, beginning around 12am and lasting until about 9pm. During that time, reminder emails may not have been sent to volunteers for their registered events.

The issue has been resolved and your volunteers should now continue to receive those emails. We apologize for any inconvenience that may have resulted from this technical issue.


Read more »



Sep
23
VolunteerHub September 2018 Mini-Release Notes
Posted by Gabrielle Long on 23 September 2018 11:57 PM

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

Name Auto-Capitalization in Volunteer View

Now, cases in users' names will automatically be corrected upon submission of the User Form. For any field in a name-type User Form question:

  • The first letter of each word will be capitalized automatically when names are entered entirely in lowercase. For example, "john smith" will be changed to "John Smith" automatically.
  • Names entered in ALL CAPS will be converted to lowercase with only the first letter of each word capitalized. For example, "JOHN SMITH" will be changed to "John Smith" automatically.
  • Names with at least one uppercase letter and one lowercase letter will not be altered. For example, "John deSantos" will not be altered by the system automatically.

Minor Updates & Bug Fixes

In addition, several minor bug fixes and optimizations were made to VolunteerHub, including an update to the final page of the Batch Modification Wizard to accept the wizard's terms upon completion.

NOTE: Links to event Sign Up pages have changed! If your organization sends volunteers links directly to the Sign Up button for events, please send them the link to the events' Detail pages instead, as that URL has not changed.


Read more »



Aug
20
5 Simple Strategies to Bridge the Gap Between Volunteers and Donors
Posted by Gabrielle Long on 20 August 2018 05:53 PM

You probably already know that individual contributors make up the vast majority of financial donors in the nonprofit sector. But did you know that financial contributions made by volunteers average ten times higher than non-volunteer donations? Or that the most common reason someone participates in a cause is because they were asked to do so?

If your organization currently manages donors and volunteers separately, it’s probably missing out on a huge potential source of donations and volunteerism. This article will give you some tips for bridging that gap using various features offered by VolunteerHub.

Before getting started, we recommend involving a member of your organization's donor management team to ensure your teams and goals are aligned. For instance, you might share the link to this article with them via email or print this article and bring it with you to your next meeting with them.

1. Develop a Targeted Email Strategy to Convert Volunteers to Donors.

Email is a powerful and universal communication tool that everyone is familiar with (including my 90-year-old grandmother). And best of all, it’s 100% free and easily accessible in every VolunteerHub site in a variety of manual email areas. Rather than using that feature solely to promote upcoming activities or send announcements/reminders, use it to engage your volunteers in your fundraising initiatives.

Sending an email from VolunteerHub can be done in one of several ways. For this strategy, we’ll focus on the two non-transactional email options as well as automated thank-you emails. These emails are the most powerful options you have for engaging volunteers since they allow you to be more targeted in your approach, which is key for ensuring your solicitation efforts appear more personalized as well as relevant to your volunteers. As with any email, be sure your message and the volunteer’s next steps are very clear.

Note that in order to send non-transactional emails, you must have the Email Opt-In question in your site with the Allow Email token enabled. Click here to learn more about this requirement, or click here for troubleshooting tips and instructions on how to rebuild the Email Opt-In question.

Solicit by Type/Location of Opportunity

This email is based on your Event Group structure and is useful for targeting volunteers signed up for events that occur within a specific date range (e.g., everyone who volunteered last week, volunteers who helped in the office since January 1st, etc.). For instance, you might ask your volunteers to give based on a specific location, program or activity they’ve provided their time to in the past.

To send an email from an Event Group, navigate to Events > Event Groups and click on an event group. Then, click into the group’s Email page. From there, select your date range and build/send your email right there on the page. (Don’t forget you can send emails from “All Events.”)

Solicit by Type/Classification of Volunteer

This email is based on your User Group structure and is great for targeting a specific group of people based on common interests, affiliations, etc. For instance, you might ask volunteers to donate based on the type of group they volunteer with, the church they belong to, specific skills or interests they have, and so on.

To send an email from a User Group, navigate to Events > Event Groups and click on an event group. Then, click into the group’s Email page. From there, select your date range and build/send your email right there on the page. (Don’t forget you can send emails from “All Users.”)

Solicit by Activity Follow-Up

There are a variety of ways to email based on events. For the purpose of soliciting your volunteers for donations, the most effective method would be to customize the content of the automated Thank-You email as a natural follow-up to a recent volunteer activity. For instance, you might thank volunteers for participating in a Fundraising event, describe what kind of difference volunteering made for that event and then invite them to make a monetary donation for the same fundraising effort.

To edit the Thank-You email on an event, navigate to the event (or, if applying to a recurring event, navigate to Events > Masters and click on the master) and click Edit. Scroll down to the Email Notifications area and click on the Thank-You Email tab. From there, draft your custom message and click Save Event.

Don’t forget that the Thank-You Emails setting in the Setup > Organization page will affect whether all registrants or just those who checked in/received hours will receive your thank-you message.

2. Develop a Targeted SMS Strategy to Convert Volunteers to Donors.

If you’re using email to solicit volunteers for donations, why not also use texting? Each of the two non-transactional Email pages mentioned in the section above include an option to use an SMS (Short Message Service, the techy term for “text message”). Since texting is a more immediate communication type, it imbues a sense of urgency and puts your message immediately into the fingertips of your smartphone users. In addition, as of this recent update you can do all that for just a penny.

To get started using the Texting feature, navigate to an Event Group or User Group in your site and click Email. This will open the email page mentioned in the section above on emailing, but this time scroll all the way to the bottom of the page to view the SMS option. From there, draft your message in 155 characters or less. For instance, you might direct volunteers to a specific donation link and briefly mention you need them to help your organization reach its specific goal (telling potential donors the specific goal you’re trying to reach has been shown to increase the chances that they will make a donation).

Note that in order to send non-transactional emails, you must have the SMS Opt-In question in your site with the Allow Email token enabled. Click here to learn more about this requirement, or click here for instructions on how to reinstate your site’s SMS Opt-In question.

3. Prompt Volunteers for Donations During Event Registration.

There’s no better time to ask for a donation than when your volunteer is already in a giving mood. Capitalizing on that little-known fact that volunteer donations are ten times higher than the average non-volunteer donation, the Volunteer Fundraising feature helps you get the absolute most out of your volunteers while forming a long-term approach for converting volunteers to donors at the same time. 

This feature allows you to:

  • Make donation requests specific to a cause the volunteer’s already interested in.
  • Keep volunteers in your VolunteerHub site, ensuring a higher potential for donation than if you were to send them to a separate website to make a donation.
  • Prompt for up to three static amounts, making donating fast and simple for volunteers in a hurry.
  • Allow a custom donation amount for those who want to give more.
  • Accept not only credit card payments but PayPal donations as well, making it easy for volunteers to donate without having to fish for a credit card or checkbook.

Ask Gala volunteers to donate $5 to make the Gala even better, or prompt your office volunteers to make a general donation of $10, $25, $50 or a custom amount to help pay for administrative support and office materials. Customize the message they see when prompted, and even include a custom thank-you message and email (with an automated receipt) to recognize them and let them know how their contribution will make a difference. Finally, if your organization already has our integration with either The Raiser’s Edge or eTapestry, watch the donations sync into your CRM without having to deal with manual entry.

VolunteerHub offers a variety of pricing options for this feature, including a risk-free option with no annual or setup fees as well as a long-term investment option that can practically pay for itself in a relatively short amount of time. If you’re interested in adding this feature to your site, please send us a message.

4. Include a Donation Link in Your Site.

This is probably the simplest change you can make to your site, making it an easy win to start your efforts to bridge your volunteer base with your donor base. Asking volunteers to donate can start simply with the click of a button in your default landing page’s Schedule Message.

First, you’ll need to decide where you plan to send your volunteer. Will it be an external link to a PayPal payment page or Luminate Online campaign, or will it be an internal link to a donation page you’ve created with the Volunteer Fundraising feature? While either can work, a donation page not only makes the experience much more streamlined for the user but also ensures your volunteer isn’t taken away from your volunteer site (after all, that’s why they’re here to begin with!). In addition, donations made through a donation page will appear in the three donation reports in VolunteerHub and provide a more holistic view of your volunteer’s contributions to your organization right in their VolunteerHub profile.

Using the Volunteer Fundraising feature to create a donation link is simple: Navigate to Setup > Donation Pages, click Add Donation Page, draft your custom Ask and Thank-You Messages, and choose the donation amount options you want volunteers to see, then click Save Donation Page. Once saved, you’ll see a unique link for the new donation page that you can share with your volunteers.

Now that you have a donation page, follow the steps in this FAQ to insert a button or text link to the page in your default page’s Schedule Message. Don’t forget to change it up every few months to ensure returning volunteers notice it.

5. Sync Your Volunteer and Donor Databases.

Each of the four tips we’ve discussed are focused solely on converting volunteers to donors. What if you could have it both ways? How might you unify your Development and Volunteer Management teams in the effort to support your organization’s mission?

The single most powerful and most efficient strategy to accomplish this task is to put all those givers – volunteers and donors – “under one roof,” so-to-speak. In other words, put all your volunteers’ information into your organization’s donor database so you can solicit volunteers for donations with the rest of your donors while also including your donors on newsletters and volunteer announcements. That said, manually exporting and importing can be very time-consuming and error-prone, making this a daunting and sometimes even an unrealistic goal. That’s where VolunteerHub’s partnerships with Blackbaud and Salesforce can lend a helping hand.

VolunteerHub is the only volunteer management solution with a true integration with every Blackbaud donor platform, including The Raiser’s Edge, eTapestry, Blackbaud CRM, Altru and Luminate CRM, as well as with SalesForce. Our integration with The Raiser’s Edge lets you sync volunteer information from your VolunteerHub site into your donor database with the click of a button and includes a variation of our Intelligent Deduplication feature built right into the sync, while all of our other integrations are fully automated, syncing volunteer updates into your donor platform every 15 minutes.

Check out the table below to see what each integration can automate for your data management teams, or click on the name of an integration to view its corresponding article in our Knowledgebase.

Volunteer Data Synced to Donor Database

The Raiser’s Edge Integration

eTapestry Integration

SalesForce or Luminate CRM Integration

Blackbaud CRM Integration

Altru Integration

First, Middle and Last Name

X

X

X X

X

Home Address

X

X X X

X

Up to 3 Phones

X

X X X

X

Email Address

X

X X X

X

Email Opt-In Status

X

X X X

X

Date of Birth

X

X X X

X

Gender

X

X X X

X

Group Memberships

 

 

 

X

X

Emergency Contact
Name and Phone

 

X

 

 

 

Date of Last Sync (per User)

X

X

X

X

X

VolunteerHub ID

X

X

X

X

X

Event Registrations (Event Name, Date, and Hours)

X

X

X

X

X

CRM Job Name (per Event Registration)

X

 

 

X

X

Interested in integrating your volunteer data with your donor database? Send us a message to get started. 


Read more »