Volunteer Management - Invite Mode

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    tiina

    First, I want to say THANK YOU for these great improvements to volunteer scheduling! Yay! This is going to make scheduling SO much easier on several fronts. 

    But, I do have a couple questions...

    1. Is there a way to invite multiple tags to sign up on the signup sheet? If I could add multiple tags, that would mean sending one signup for each monthly worship volunteer signup, which would be AWESOME! 

    2. Is there a way to attach documents to the signup invitation such as instruction sheets in PDF form? 

    Thanks!

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    Rob N.

    Hey @adrianalmeida, 

    That's a great question!  The way to do this is to keep everything in one event, and then assign multiple roles when you do the signup sheet.  When setting up the signup sheet, scroll down and select "Allow users to sign up for more than one role for a single event."

    I hope this helps!

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    smithdevinr

    First I guess I'll add the request for a 'public' invite mode for sign ups, but I am asking for a different reason.

    We have many older members in the congregation and almost all of them seem to have a single email address that is shared between them.  When they are invited to volunteer it only sends I believe to the 'Head of Household' (can't 100% confirm this but from the feedback I've heard that is where I'm leaning).  Often time both the husband and wife would like to sign up to volunteer but they have no way of doing that since they are only getting the email one time between them.  It would be extremely helpful for us if they were able to make us aware that they both plan on participating.

     

    Thanks,

    Pastor Devin

     

    (edit: it was pointed out to me after I posted by my Family Ministries director that she runs in to the same type of issue with some of her students and younger children because they do not have their own email so it is Mom or Dad's on file, she has tried to use it a couple of times but it is more of a hassle for her since families can only get one student signed up through her invite email) 

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    duptonpepincastle

    Is there are way to customize the text message that goes out when you select "also send this invite as a text message" in invite mode? 

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    messiahroseau

    Just a quick question - I have not been getting e-mail notifications when a volunteer signs up and clicks submit in Volunteer 2.0 like we would when someone signed up using the old Volunteer invite e-mails.  Is this correct or is there a setting I'm missing?  This became a problem recently when someone used the Volunteer 2.0 Sign-up sheet e-mail to "opt out" of a role she was already signed up for.  Because we did not receive a notification e-mail when this happened we were unaware this role now needed to be filled again.  Hopefully that makes sense.

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    Stephen Ivey

    @judy

    Thanks for reaching out to the breeze community!

    Yes! You would do this by simply customizing the name of the role to include the time. For example: Prayer Slot 8:30am-10:00am. 

    This will allow you to have people sign up for the specific role time that they want!

    Prayerfully, this is helpful for you!

     

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    Stephen Ivey

    @pastor

    Thanks for reaching out to the Forum! Unfortunately, that functionality isn't available currently. We have had several requests for this feature and our Product Team has this under heavy consideration. Thanks for your feedback here!

    Cheers!

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    pastor

    Hi there! I've been experimenting with the Beta and have run into a problem. Once people click "Submit" on the sign up form, they aren't able to access it again. This is a problem because people will click the button to early, but then they can't go back in to access the form again. Any chance this is in the works? 

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    ericd

    This looks promising.

     

    Can you create/copy a "public" link to the sign up sheet?  Perhaps I want to promote a sign up opportunity in the bulletin or some other communication outside of a specific email.  Would this be possible?

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    Stephen Ivey

    @ericd

    Great question! That functionality is not currently programmed into Breeze. We have had a few other customers requested, in our product development team is currently looking at it. If you have any additional questions, please don't hesitate to let us know! 

     

    Blessings!

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    Stephen Ivey

    @duptonpepincastle

    Great question! Unfortunately, this is a limitation of our Volunteer Management at this time. Feel free to submit this functionality as a feature request!

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    sbhadley87

    When sending out invites to volunteers, can we send out to "Status" groups rather than tags?

    Thanks!

    Sherri

     

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    Rob N.

    Hey @shumphreys,

    Great question!  Yes, we've made several improvements since we first released VM2.0 beta.  Also, yes, volunteers can now go back to their sign-up link to re-submit their responses or simply look at their signups.

    I hope this helps!

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    Judy

    I am trying out the Beta volunteer for an upcoming event, and see a couple of recommendations that would improve the functionality and ease.  

    1.  Having a link to share as in the forms feature would be most helpful.  For our use, we could easily miss someone having a chance to volunteer because I don't know they want to.  I hope you will consider adding that feature.

    2.  For multiple sign ups within an event, it would be helpful to be able to rearrange the sheets in the order you would like them, in case you add another time slot, so that it would go in the correct order of the like shifts.  Otherwise, when you print the schedule in pdf, they may not be in the correct order. Maybe there is a way to do that, but I don't see it.  Time slots are needed for what we do.

    3.  The mobile device (ipad or phone) beta version....when you preview the sign up sheet, there is no way to close tha window, and you have to go all the way back out of breeze and go back to the event and al the steps to get to the sign up sheets. That's a little cumbersome.

    These are just a few thoughts I've experienced, and hopefully will help strengthen the feature!

     

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    shumphreys

    Thank you! 

    When I go to grid mode, I see the option to view or hide blockouts. How do blockout dates work? 

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    adrianalmeida

    Is there any way to send out a sign up sheet that would include multiple events?

    We have people that volunteer within the service and in the nursery, as well as two services each Sunday, with Sunday School in between. This would mean people getting many invites to sign up for different events and having to keep track of them separately.

    Having one sign up with multiple events merged would be nice!

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    Stephen Ivey

    @tiina

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

    There's currently not at way to invite people to multiple tags all at one time. However, you Can invite them one by one! It's not the Breeziest option, but definitely possible. 

    Additionally, the attachment capability is available for Volunteer notifications, But not for the initial sign-up sheet invite email. I am looking Further into this to see if it is expected behavior!

     

    Please let us know if there is anything else we can do deserve you!

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    Stephen Ivey

    @shumphreys

    Thanks for reaching out to the Breeze community! They wouldn't need to have Login access to be invited for an event, but they will need to have their profile in the database! As long as you have their information in Breeze, they can be invited to Sign Up and they can Accept it as well. 

    Let us know if there's anything else that we can assist you with!

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    Rob N.

    Hey @adrianalmeida,

    Thanks for responding.  That sounds right, but I'm going to follow-up with you privately to understand a little more about your particular situation.

    Thanks, 
    Rob

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    Stephen Ivey

    @suedudley661

     

    Great question! Unfortunately, there is not a way to resend this request to the entire original group, However, the group can re-access the request page to change their selections again by using the same link that was originally sent to them. We certainly apologize for any inconvenience this may cause you!

     

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    Stephen Ivey

    @shumphreys

    Thanks for reaching out to the Breeze Community! Block out dates are a very useful tool and Volunteers can block out dates that they wont be available through a notification email that looks like this:

     

    The Volunteer will be able to select the button in the email and then select dates that they would not like to serve!

    Hopefully this is useful for you, If you have any additional questions please let us know!

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    chriszuraff

    We're also VERY interested in a 'public' sign up sheet. I have many outreach volunteer opportunities that I'd like the whole church to be invited to sign up for, but don't want to send out an email for every volunteer opportunity. That being said, I'm so thankful to see the Breeze has been working so hard on this Volunteer feature! Thanks for an awesome product!

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    Stephen Ivey

    Thanks for the feedback here, @michael!

    We will pass this information on to our Product Team. 

     

    Blessings, 

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    Stephen Ivey

    @chriszuraff

    Thanks for reaching out to the Forum with your Feedback! We are working diligently to make sure that this is a feature that can give maximum functionality to our customers. Stay tuned for the updates and feature enhancements as we go along!

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    Stephen Ivey

    @smithdevinr

    This sounds like a great Feature Request! However, you will want to post it in the area designated for these requests to make sure it gets considered! Click here to Submitting Feature Requests

     

    Cheers!

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    messiahroseau

    I want to add my request to keep the sign-up invitation link active after a volunteer clicks submit to the others' comments and requests.  This is the largest limitation I have run into in Volunteer 2.0.  We currently only have 1 of our events moved over to Volunteer 2.0 and this limitation is giving me pause in transitioning the others over.

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    michael

    +1 on the public URL sign up for the new volunteer invite beta. Clearly that will be hard to program since there wouldn't be a direct link to the user's account in the database but it would still be incredibly helpful for dissemination through websites, social media accounts, etc...

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    adrianalmeida

    Hi Rob,

    That’s what I assumed would be my only option.

    And just so I’m not missing anything...

    The way I would go about it is that I would create a “Sunday Volunteer” weekly event, and then keep my separate events for each program that day to keep track of attendance and differences with name tag printing?

    (I just want to make sure I’m going about this the best way, and not missing something obvious.)

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    Stephen Ivey

    @messiahroseau

    Thanks for reaching out to the Forum today! To my knowledge, 2.0 is performing as intended, but we will take a deeper look into this as Volunteer 2.0 is still being revised. I'll be submitting this for further review. Thanks for your feedback here!

    Blessings,

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    Stephen Ivey

    @sbhadley87

    Great question! Unfortunately, no...you can only send out to Tags or individuals at this time! We sincerely apologize for any inconvenience that this may cause you. 

    Please let us know how we can continue to serve you. 

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