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When viewing campaigns in the Blackbaud Volunteer Network Fundraising to= ol, you have a number of options. You can view Managers, Agents, Assignment= s, Activities, and Results. From the drawer you have the option to add a ne= w campaign as well as make edits to and review rules for existing campaigns= .
Manager Overview
To access the list of Managers in a campaign, click on the Managers box = at the far left. This will show you a list of all the managers for that cam= paign, the segments, volunteers, and assignments that have been assigned to= that manager as well as activity and results for that manager's volunteers= .
Segment View
In the top right, you will see a drop-down for the segments that have be= en selected. You can select all segments to view the campaign as a whole, o= r you can choose to view specific segments to review.
Volunteers
To view the list of volunteers, click on the Agents tab= at the top of the page. The table below will list all of the volunteers fo= r the campaign and the selected segments.
From the table, you can click on the Entity ID to = see the volunteer profile with a list of their activities, such as logins a= nd contacts, as well as a list of assignments. You can add additional assig= nments from the table at the bottom. Click Add Assignments and search through the available prospects and click +Assign to add as a prospect. Click Done when finished.
The graphs will show the number of assignments that have been counted as= Donors in the campaign or the number of Completed contacts. Completed cont= acts are those which the volunteer has completed, through either thanking f= or a donation or by getting a "will not donate."
**Note: if you are not seeing a volunteer that you have added to the cam= paign, double check that their segment is selected in the drop-down. If the= ir segment is not selected, they will not appear under the Agents tab.
Activating Volunteers
To activate a volunteer, click on the green Activate button in the table=
.
When you activate your volunteers, =
what happens? An activation notice will be emailed to them with instruction=
s on how to log in to their account for the volunteer portal =E2=80=93 avai=
lable via Web browser at https://vol=
unteernetworkfundraising.blackbaud.com/volunteer/ or via our mobile app=
in the Apple and Android app stores.
Remember: The volunteers use a different application, desi=
gned specifically for volunteers, to manage their assignments and activity =
reports. You and other staff will use the Volunteer Network Fundraising lay=
er of the Platform to see reports of how the volunteers are doing and to tr=
ack your campaign results.
Activation Email Sample:
Simulating Volunteers
If you want to Simulate a volunteer, click the blu=
e Simulate button under the Actions column in th=
e table.
=
After you click Simulate, you will be presented with the =
volunteer application in a simulated environment as if you were that volunt=
eer user. This is a convenient way to help troubleshoot any issues or resol=
ve questions for your volunteers.
See the iHelp section on the VNF Agent Por=
tal for more information about using the the application as a volunteer=
.
Notifications
As you will see when we look at the volunteer experience, volunteers can= receive Notifications from you and your staff, such as ca= mpaign updates, training materials, instructions for alumni follow-up, etc.=
From the same Agents screen, click the green button
Choo=
se which Segments you want to notify, and select if you wa=
nt In-App notification, Email notificatio=
n, or both (turn them both on). Give the notification a Title, select if you want to Share a Facebook Post=
strong>, fill in your Message, and Submit. All volunteers in the campaign who belong to the selected Segments will r=
eceive the notification. Note that choosing Email will send an email to=
the volunteers.
You can also see previous notifications by clicking on the arrow on the = New Notification button and choosing View History.
Assignments
To access, click on the Assignments tab at the top of t= he page. This is a list of the constituents eligible to be assigned in the = campaign. Click on the Assigned Agent column to sort the a= ssigned volunteer. If not assigned, click on Not Assigned = to choose the appropriate volunteer and click Add. You can= search for a specific constituent using the search bar at the top right.= p>
To find more specific details on the constituent, click on the E= ntity ID to pull up their Relationship Profile to view their full = summary.
Activity
Staff can easily see how volunteers are doing by viewing the Act= ivity tab at the top of the screen. In the Activity view, managers= view how the volunteers' solicitations are going, how frequently they log = in, and the number of non-contacted participants.
The Activities Table will list all activities completed= by the volunteers based on the selected segments. You can search through t= he list via the search bar at the top right. You can also export the list t= o Excel by clicking on the gear icon and choosing Export > Excel= (Table Only).
The Activity Summary viewport will show a graph of who = of the assignments have Not Been Contacted, Contacted but Not Completed, or= who has been Completed. Click on the bar to drill into that specific secti= on. You can export this viewport into a PDF, Image, or Excel file.
The Agent Login viewport will let you know which volunt= eers have logged in and how recently. Just click on the bar to drill into t= hat specific section and get a list of the volunteers. You can export = this viewport into a PDF, Image, or Excel file.
Results
To view the Campaign results click on the Results tab a= t the top of the screen. The Results tab will tell the manager how their cl= ass years are performing based on dollars, donors, and participation rate. = Results are based on the Gift Rules setup during Campaign Creation. It will t= otal the donations from all constituents available to donate in the campaig= n. For example, if your campaign was set to accept all Annual Giving Cash G= ifts in FY2018 and you are segmenting by Class Year, this page will sum up = the total of all Annual Giving Cash Gifts in FY2018 by any constituent with= the corresponding Class Year.
Entities:Total number of available constituents from th= is segment.
Dollars: Sum credited dollars raised by the donors in t= he segment. Gifts must match the campaign Gift Rules.
Donors:Total number of donors in the segment whose gift= s met the Gift Rules.
Participation Rate: Total donors divided by entities.= p>