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The Class Agent Blackbaud Volunteer Network Fundraising Solution is a Reeher Blackbaud Best Practice module that is designed specifically for college and university annual fund giving and reunion giving programs, Class Agent Fundraising . This tool helps your staff manage volunteer fundraisers more efficiently, while making it easy for those volunteers to complete their solicitations.
The Class Agent Fundraising module in the Reeher Blackbaud Platform is a simple one-stop dashboard that lets managers create volunteer assignments, monitor class agent Volunteer Network Fundraising activities, and view campaign results. The tools make it easy to track volunteer activity and exchange information.
Class Agent Blackbaud Volunteer Network Fundraising is composed of three components:
- The Management Dashboard for Volunteer Managers (or Class Agent Managers) who are on staff at our customer institutions.
- The volunteer Web Portal allows your Class Agent (volunteers) Volunteers to easily and quickly contact their assignments, file status reports, and even send thank-yous.
- A Class Agent Mobile App for iOS , and Android gives your volunteers Volunteers the same great tools available in the Web Portal on their Apple mobile device.
When enabled, this module provides your institution with a new layer of the Platform called Class Agent Volunteer Network Fundraisingas well as access to the Class Agent Blackbaud Volunteer Network Fundraising Web Portal for your volunteers.
Management Dashboard
The
Management Dashboard is integrated within your Platform subscription. Users of the Platform will have access to a new layer titled
Volunteer Network Fundraising. Within this layer, users will be able to create campaigns, assign
Managers, add
Volunteers and assign them constituents, and track your
Volunteers' progress.
Managing Campaigns
Campaigns are available via the blue Campaign Menu tab along the left side of the page. From here, you can choose from a previously created campaign or choose to Add Campaign where you will walk through the campaign creation wizard.
The roles for each campaign are broken into two levels, each with differing access to the
module. The
Manager is a Platform user on your staff who manages a set of volunteers and will utilize the tools available in the
Volunteer Network Fundraising layer of the Platform. The
Volunteer will utilize the
Web Portal and Mobile App to manage their assignments. Their progress and results are reported to the
Manager via the Platform.
Managing a Campaign
The Campaign Management page allows the campaign administrator and the Class Agent Managers access to view the progress of the reunion campaign and the volunteers.
Learn more about working with campaigns in the module here.
Web Portal
Accessible to your Class Agent Volunteers, the Web Portal (wwwvolunteernetworkfundraising.classagentblackbaud.com) provides tools to help view and contact assignments, track progress, and send thank-yous.
The portal makes it easy for agents to find new assignments by using the Reeher Blackbaud predictive scores to recommend prospects with similar interests who are likely to donate. Agents Volunteers can also search through the list of available prospects if they are looking for a particular friend or classmate.
Once their list is set, volunteers can begin the solicitation process. The portal takes away the guesswork and walks them through the steps, recommending a next action for each prospect. When an agent a volunteer is ready to start contacting prospects, they can access the prospect’s profile screen to review information about the prospect. Three different contact buttons give them the option to call, text, or email the prospect. Clicking one of the buttons serves up the appropriate script to the agent that was provided by the manager along with the phone number or email address, so that the agent has everything they need to get startedThey will have access to phone, email, and mail scripts provided by their manager at your institution. They will also see that they are asked to report the result of their contact once they are finished. They may indicate that the prospect will donate, won’t donate, or will need to be re-contacted. If re-contact is needed, the agent volunteer can choose to be reminded in one week, two weeks, or on a specific date in the future. Agents Volunteers may also provide notes for their manager to review in case they need to report a change in contact information or if a prospect wished to no longer be contacted. After prospects donate, agents are reminded to send a thank you. The agent volunteer will also have a script for the thank you, which can easily be launched in the agent’s gmail, yahoo, or outlook accountbe copied into their preferred email. With a few quick edits, the agent volunteer can send it off and move on to the next prospect on their list.
Mobile App
The Class Agent mobile app is available for iOS and Android devices via the iTuneseach app store. The app provides similar tools to your volunteers as the Web Portal to help view and contact assignments, track progress, and send thank-yous.
