❖ Heads up! This article is intended for site managers. If you're a program facilitator looking for more information about how to review your programs, click here!
When you log onto your site, you'll be guided through your onboarding journey through a series of guided walkthroughs. Onboarding is divided into 101 Onboarding and Advanced Onboarding. This article covers the steps in Advanced Onboarding.
Where to begin?
Here is a list of all of the pages you'll visit in Advanced Onboarding. You can use this to explore advanced features on your own!
1. Volunteerism > Users—here you'll learn how to add Program Facilitators and view other user data
2. Volunteerism > Responses—this page has the responses to all Opportunities
3. Settings > Skills—here you can customize your list of Skills
4. Communication > Notifications—customize the automated emails that go to your users
5. Content > Custom Pages—create custom pages for volunteer FAQs, organization info, and more
6. Settings > Response Questions—gather info from users when they respond to all Opportunities
7. Settings > Hours—gather info from users when they add volunteer hours to all Opportunities
8. Dashboard > Reports—view the available canned reports to gather more data
9. Volunteerism > Teams—add and manage volunteer Team responses
10. Settings > Donations—integrate your Stripe account to collect donations
11. Volunteerism > Benchmarks—reward your volunteers who enter hours
12. Volunteerism > User Groups—track and share Opportunities with dedicated groups of users
To view resources and info about any of the pages above, click the Resource Center button at the bottom corner of each screen. This is what it looks like:
Steps to success!
We want you to be set up for success so we're including each step of the onboarding journey here! This will help you stay organized and on track. We've also highlighted how each step benefits you and your volunteer community!
More Management Tools
- Add one or more Program Facilitators
- Learn how to view user information
- Learn how to view and manage user Responses
You've added Program Facilitators to help oversee your Programs!
More customizations
- Customize your Skills to match your organization
- Custom Automated Notifications to add your own voice and information to volunteer communications
- Add a Custom Page for Volunteer FAQs or to share important resources
You've customized your site to include information that's specific to your organization!
Gathering and Reviewing More Data
- Add Response Questions
- Customize hours settings
- View canned reports to find the data you need
You've set up extra steps to collect data from volunteers! You also know where to view that data, and how to find it.
More About the User Experience
- Learn how to manage our volunteers' Team Responses
- Set up Donations on your site
- Add Benchmarks for volunteer engagement
- Explore User Groups
You've made your site more fun and engaging for volunteers!
Additional Resources
Want some extra info about each step in Advanced Onboarding? See these resources for more info about each step.
More Management Tools Resources
- Make a User a Program Facilitator
- Viewing and Editing Volunteer Information
- Adding and Viewing Responses
More Customizations Resources
- Create Custom Skills for Your Opportunities
- Review and Edit Automated Notifications
- Notifications for Volunteers
- Share Extra Information with Custom Pages
Gathering and Reviewing More Data Resources
More About the User Experience Resources
- Viewing and Editing Team Responses
- Add Benchmarks for Volunteer Appreciation
- Using Donations With and Without Stripe
- Creating User Groups