Volunteer Management - Getting Started

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  • Avatar
    bfaber

    I am using 2.0 Beta and can't find where to edit the email reminders for those who are serving. it comes across with Subject: Test Subject 1.

     

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    Emily W.

    Hey @bfaber!

    Try this:

    Navigate to Volunteer 2.0<To the right, select Volunteers will receive "1 or 2, etc" reminder <Select the Gear Icon to customize.

    Hope this is most helpful.

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    Katherine Clark

    Good afternoon!  Just working on adding a fall volunteer schedule and saw the Volunteer 2.0 explanation here.  1st- I don't have the Volunteer 2.0 Beta listed as it appears above.  Should I?  2nd- Would you recommend we just wait at this point to input volunteer schedules until 2.0 rolls out in a couple weeks?  Thanks for your guidance!

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    Stephen Ivey

    @Katherine

    Thanks for taking a moment to reach out to the Breeze community!

    Volunteer 2.0 hasn't been fully released yet, so that's why you don't see it. We post the documentation first in preparation for the release so that everyone can get acquainted with the updates and how it will function.

    Since we are so close to the launch, I would certainly wait until 2.0 is released before making your extensive schedules into the fall. Any schedules made in volunteer 1.0 will not transfer over into 2.0.

     

    Prayerfully this was helpful for you!

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    snowfargo

    I understand that the Volunteer 2.0 is still being rolled out and it will be a couple of weeks before everyone has access.  I am doing my research so that once it is accessible I can add the information in as quickly as possible.   In reviewing the videos I have a couple of questions -- 

    It shows that you can add teams to your events to then request volunteers -- However, there is no description on how to do that.?  Is that available at this time?

    Also, when you set up a sign up sheet the video did not show the option of setting up time blocks.  For instance, we do a fall festival every year.  I would want to set up volunteers up by booth and for a certain time period will that be possible with 2.0?

     

    Thank you. 

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    Stephen Ivey

    Hello @snowfargo!

    Thanks for taking a moment to reach out to the brief community!

    In reference to your first question, it is possible to create teams Within the new Volunteer 2.0! See the picture below.

     

    In reference to your second question, you would create ROLES that represent your Time Slots. For example, 8:30-9:00 Prayer Slot would be a Role. Here's how it would look after you created a few:

     

    Prayerfully, this has been helpful for you!

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    Joan Dicker

    We would like to delay implementing Volunteers 2.0 until Sept/Oct.  Will the old version still be available until we rollout 2.0?  Once we've fully implemented 2.0 and deleted all info in the original, how do we remove the original from our options?  Thanks so much!

    Joan

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    Stephen Ivey

    @JDicker

    Thanks for reaching out to the Breeze community today! 

    The option for volunteers2.0 will be available for use within the month and will be used alongside The current volunteer management platform for a limited time. Unfortunately, I am unable to say with any assurance exactly how long that will be. Communication is usually sent out to all of our customers during implementation of new updates that would clarify this for you more in the near future!

    I hope this helps!

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    boehmerclan7

    How does Breeze choose who is in the drop down choices when assigning a leader.  The names I need to use are not there.  It is giving me names I don't need.  How do I get the right names in there as a choice?

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    Sarah Webber

    I used volunteers 2.0 to invite my team to sign up to volunteer in our kids program.  Two of my volunteers clicked the link and only signed up for one date before they clicked "submit".  They are no longer able to use the original invite to sign up to volunteer and I don't have to option to re-invite them.

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    Stephen Ivey

    @boehmerclan7

    Thanks for taking a moment to reach out to the breeze community!

    The games that drop down box are decided based off of who has permissions for volunteer management. If someone has permissions for volunteers, their name will be appropriately available in the drop-down menu!

     

    I hope this information is helpful for you!

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    Stephen Ivey

    @Swebber

    Thanks for reaching out to the community!

    There actually is a way to re-invite someone to sign-up sheet! Here's how: https://cl.ly/e2a61e794798

    If you have any additional questions, please don't hesitate to let us know!

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    Sarah Webber

    When I click that link, it doesn't take me anywhere:(

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    Stephen Ivey

    @swebber

    So sorry for that! Try it again, it should be functional now. Thanks!

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    Sarah Webber

    Thank you so much for your help.  The problem I am having is that once people click on their invitation to serve, they are unable to use that same link again.  So, a couple volunteers used the link but accidentally only signed up for one date when they meant to sign up for more, and one of my volunteers needed to change something they signed up for but couldn't get back into the sign up sheet with the original invitation link.  The only people that have the "resend" option by their name are people who have not yet responded.  I need to know how people can get back into a sign up that they have already signed up for:)

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    Stephen Ivey

    @swebber

    Great question here! Unfortunately, this may not be possible at the moment. Once someone has made their selections for a sign up sheet, the only way to edit that decision is by the Leader changing it. In the meantime, We will certainly take this feedback to help development volunteer 2.0 further!

    Thank you so much for your patience with us as we continue to develop this feature. 

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    Kathy

    Hi, We are adding our nursery volunteers to our Nursery on Sundays, some of who volunteer every 1st Sunday, or every 2nd Sunday, etc and some of who volunteer every week. When I set up the recurrence for their serving and then wanted to remove them (because I switched their role), it only deleted the first occurrence of their serving -- they were still assigned for all other dates. Is there a way to delete all of their future serving?

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    bfaber

     

    I was looking for that myself and found it a few days ago!  Remove all Future Assignments is listed under the schedule area. That's what you are looking for.

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    Stephen Ivey

    @kkluthe

    Yes! You would need to change it within their personal recurrence. Here's how: https://cl.ly/447fb75adeed 

    Simply make a selection within the person's personal recurrence of "Remove from all future Assignments".

     

    If you have any additional questions please let us know!

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    helen

    My first impression is I love Volunteers 2.0!  However there are a couple of things I need to ask.  When emailing volunteers in the original version there were more options available than I can see in 2.0.  The main thing I am looking for is the templates - are they hiding somewhere in 2.0?  Would also like to still have the option to send a notification to volunteers immediately in 2.0 like you can in 1.0.

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    Stephen Ivey

    @helen

    Thanks for taking a moment to reach out to the breeze community!

    Both features that you're looking for are still available within 2.0. Here's how: https://cl.ly/6bc57c0c90da 

     

    If you have any additional questions, please don't hesitate to let us know!

     

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    helen

    Hi Stephen

    Your response was helpful thanks.  However I still don't see the "templates" feature that is usually available when you select "email people" from either a selection of people, or from tags or from volunteers 1.0 (see my screen dump), but I'm not seeing when I select email people from within Volunteers 2.0.

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    Stephen Ivey

    @helen

    Thanks for the clarity here and further feedback! We will be taking a closer look at this functionality soon. 

    Thanks again!

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    helen

    Hi Stephen

    Another refinement I would like to see is being able to choose what time of day reminder emails are sent to volunteers.  It is currently set to  send between midnight and 2am.  I would prefer to have them sent when they are much less likely to be sleeping!  Perhaps we could be given a choice of several time blocks to choose from?

     

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    Stephen Ivey

    @helen

    Thanks for the followup! I think you may have accidentally misread the times! It's actually between 12pm (Noon) and 2pm. See here:

    That being said, we don't have any options to customize this time or choose from blocks, but we appreciate your patience with us as we continue to develop!

     

    Blessings, 

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    mackenzie

    Hello,

    I am wondering how are volunteers are able to go back in to volunteer through the link after they have signed up for a certain date. As it is now, there is no confirmation sent to them after signing up and there is no way they can go back in to sign up for another shift. 

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    helen

    Hi Stephen

    In your timezone the reminder arrives just after lunch, but in my timezone (Australia) that is just after midnight, that's why I would like some options for time blocks.

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    Stephen Ivey

    @helen

    Thanks for the clarification here! That is a tremendously helpful point and I have passed that information on to our Product Team. 

    Thanks again!

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    Stephen Ivey

    @mackenzie

    Thanks for reaching out to the Breeze Community!

    The functionality to have a volunteer re-sign up after making a selection is currently not available. There have been several comments about this and our development team is currently discussing the use of this particular feature. Thank you for your feedback can be will certainly pass it along!

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    bryanlaue

    Loving the new look of 2.0! One issue I have faced was the reminder text went out at 5:25 am. Had a few people not thrilled with that. Any way to get them to go out later or a specific time? Thanks

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