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Getting Started

6
  • Account Settings: Organization Settings
  • Website: Web Pages
  • Website: Website Menus
  • Account Settings: Personalize the Dashboard
  • Website: Website Menus – Mobile
  • Getting Started Checklist

Account Settings

6
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Update your account main contact
  • Account Settings: Adding Administrators
  • Account Settings: Updating Billing Email Address
  • Account Settings: Back to School Guide

Registration - Requires Shared plan or higher

6
  • Registration: Customize Registration Page
  • Registration: Top 7 Ways to Improve Member Registration
  • Registration: How to Close Registration
  • Registration: Create a custom registration form
  • Registration: What the registration process looks like to a member
  • Registration: Build a custom Registration process

Members - Requires Shared plan or higher

9
  • Members: User Roles
  • Members: Profile Tabs
  • Members: Profile Fields
  • Members: Exporting Contacts
  • Importance of a Clean Database
  • Members: How to Create Print Grade or Classroom Lists
  • Members: How to Change a Username
  • Members: Importing and Creating Contacts
  • Members: Graduating Families

Messenger - Requires Shared plan or higher

10
  • Messenger: Why Are Emails Going to Spam?
  • Messenger: Lists
  • Messenger: Subscription Forms
  • Messenger: Understanding Messenger
  • Messenger: Importing Subscribers
  • Messenger: Personalize your emails
  • Messenger: How to forward successful subscribers
  • Messenger: Remove User from an Email List
  • Messenger: Add User to an Email List
  • Messenger: Creating Your First Email

Sign Ups - Requires Shared plan or higher

12
  • Sign Ups: Getting Started
  • Sign Ups: Create your first sign up
  • Sign Ups: Tasks/Slots
  • Sign Ups: Managing Volunteers
  • Sign Ups: Export Reports
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Review system emails
  • Sign Ups: Sign up not appearing on front-end
  • Sign Ups: Set plugin administrators
  • Sign Ups: Customize the display scheme
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Tips to Increase Volunteer Support and Retention

Project Notebooks - Requires Shared plan or higher

21
  • Project Notebooks: Getting Started
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Review system emails
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Display meeting minutes on the website
  • Project Notebooks: Create tasks
  • Project Notebooks: Create meeting minutes
  • Project Notebooks: Create a project budget
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Approve project administrator requests
  • Project Notebooks: Hide or show notebook sections on front-end
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Understanding Project Notebooks

Website

9
  • Website: What is a shortcode?
  • Website: Web Pages
  • Website: Website Menus
  • Website: Placing Shortcode
  • Website: Add a Google Calendar to Your Website
  • Website: Website Menus – Mobile
  • Understanding Cache – Why Can’t I See My Changes?
  • Troubleshooting: How to fix a 404 page error
  • Website: Set up your DNS to map your domain

News Articles

5
  • News Articles: Intro
  • News Articles: Posts module
  • News Articles: Posts Carousel module
  • News Articles: Posts Slider module
  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples

Fundraisers

12
  • Fundraisers: Review system emails
  • Fundraisers: Exporting Orders
  • Fundraisers: How to reconcile orders with Stripe
  • Fundraisers: Make a Test Payment
  • Fundraisers: Order Status
  • Fundraisers: Create your first fundraiser
  • Fundraisers: Customize the display scheme
  • Fundraisers: Create system pages with a shortcode
  • Fundraisers: Display fundraisers on Fundraiser Listing page
  • Fundraisers: Set plugin administrators
  • Fundraisers: Getting Started
  • Fundraisers: Sell Memberships

Troubleshooting

6
  • Messenger: Why Are Emails Going to Spam?
  • Sign Ups: Sign up not appearing on front-end
  • Troubleshooting: Admin getting “You do not have sufficient permissions” message
  • Understanding Cache – Why Can’t I See My Changes?
  • Report a bug
  • Troubleshooting: How to fix a 404 page error

Stripe

6
  • Stripe: How to set deposit interval
  • Stripe: How to process a refund
  • Stripe: Find my Client ID
  • Stripe: How to enable Connect on your account
  • Stripe: How to connect your fundraiser to Stripe
  • Stripe: Find my API Keys
  • Home
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  • Sign Ups - Requires Shared plan or higher
  • Sign Ups: Tips to Increase Volunteer Support and Retention
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Sign Ups: Tips to Increase Volunteer Support and Retention

The level of volunteer service can make or break an organization! Make sure you get the best out of your community by following these simple tips to increase volunteerism and retention throughout the year!

Be Prepared #

If you ask for volunteers, be ready to put them to work when they arrive. They didn’t come to twiddle their thumbs.

  • Make a volunteer’s job description clear from the get-go. This means before they have even signed up.
  • Don’t bring a volunteer in until you have everything ready. They must have the proper equipment to get the job done.
  • Lay out all tasks to be completed in outline form by priority. This will help volunteers concentrate on the high priority items first.
  • We highly recommend you create a project notebook which can be re-used year after year.

Communicate #

The rule of thumb is that over-communication is better than under communication. You never know when that one final ask will be the one they say “yes” to. Our Messenger is an excellent way to communicate and relay important information.

  • List specific volunteer needs on an online sign up, so people know exactly what is needed and when.
  • Schedule training sessions for new volunteers and invite them to sign up online. Need to distribute important paperwork.
  • Make it clear there is something for everyone with sign up slots for both more-involved and less-involved opportunities.
  • Email reminders are helpful so that volunteers don’t forget what they’ve signed up for!

Offer a Warm Welcome #

A volunteer has taken time out of her day to be there, so start with a personal greeting and a smile.

  • Treat your volunteer as if she were a guest in your home.
  • Show her around and introduce her to other workers. Help her make connections.
  • Have the “boss” stop by and meet her to say thanks.

Provide Training #

Although the job may seem easy to you, it is unknown territory for many volunteers. Take the time and effort to make them feel ready to do a good job.

  • Let a new volunteer shadow someone who’s more experienced, at least for the first hour or so. Don’t leave them to fend for themselves immediately after showing up for their first time on the job.
  • Always be sure there is a more experienced worker on the job who knows the ropes.
  • Be sure that instructions are clearly posted for volunteers, so they don’t get frustrated with the lack of information.

Respect their Time #

These days, everyone is busy. But when you show respect for someone’s time, they will be more willing to help out.

  • Don’t over use volunteers or take advantage of their willingness to help. This is hard when you are short on volunteers and there are some who will sacrifice to get the job done. But when that happens, they are more likely to burn out and move on.
  • Be honest. Don’t say it will only take an “hour or so” when you know it will actually probably take three or four.
  • Start on time and end on time.

Show Appreciation #

Thank your volunteers frequently. Look for creative ways to express your gratitude.

  • Send volunteers a thank you card.
  • Take several of them to lunch.
  • Give them a small present such as a gift card.
  • Recognize a volunteer that have gone beyond the call of duty in an email newsletter or on the wall of your establishment.
  • Plan a Volunteer Appreciation event.

In working with volunteers, you know their value is actually impossible to fully calculate. With these helpful tips, your organization will be in the best position to recruit and retain this priceless resource.

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Updated on January 9, 2024
Sign Ups: Create system pages with a shortcode

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Table of Contents
  • Be Prepared
  • Communicate
  • Offer a Warm Welcome
  • Provide Training
  • Respect their Time
  • Show Appreciation