When viewing campaigns in the Class Agent tool, you have a number of options. You can view either by a Manager view, the Campaign view, and view by either all segments or by an individual segment (e.g. all class years or just 1999).
Campaign Overview
To access the Campaign Overview, click on the manager's name in blue on the left, and choose Campaign Overview in the drop down. This view will list all of the managers assigned to the campaign as well as each managers' segments' Agents, Assignments, Activity, and Results. To edit any campaign settings, you must be in the Campaign Overview. The edit options will appear at the top right of the page.
Manager Overview
To access the Manager Overview, click on Campaign Overview or the manager's name in blue on the left, and choose the appropriate name in the drop down. This view will list all of the manager's Agents, Assignments, Activity, and Results.
Segment View
In the top right, you will see all of the segments either assigned to the manager or associated to the entire campaign (depending on the view) listed at the top right. Choose the specific segment to narrow the view below to only volunteers and results from that segment or click all to include all segments.
Agents
To view the agent list, click on the Agents box at the top of the page. The table below will list all of the agents either for the campaign, the selected manager, and the selected segments.
From the table, you can click on the volunteer's Entity ID to see the agent profile with a list of their activity, such as logins and contacts, as well as a list of assignments. You can add additional assignments 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, so which assignments has the volunteer completed, through either thanking for a donation or by getting a "will not donate."
Activating Class Agents
To access the Simulate function, click on the smaller Activate button in the table, next to the Class Agent you wish to simulate, and choose Simulate from the drop down. See the two images below for more details. (And See step "g" for how to Simulate a volunteer.)
When you activate your Class Agents (Volunteers), what happens? An activation notice will be emailed to them with instructions on how to Login to their volunteer account for the Class Agent volunteer application – available via Web browser at classagent.com or via our mobile app in the Apple and Android app stores.
Remember: The volunteer Class Agents use a different application, designed specifically for volunteers, to manage their assignments and activity reports. You and other staff will use the Class Agent layer of the Platform to see reports of how the volunteers are doing and to track your campaign results.
Activation Email Sample:
Simulating Volunteers
If you want to Simulate instead of actually Activating a volunteer, go back to Agents screen and click the agent Status button and choose Simulate from the drop down as shown to the right.
After you click Simulate, you will be presented with the volunteer application in a simulated environment as if you were that volunteer user. This is a convenient way to help troubleshoot any issues or resolve questions for your volunteers.
See the iHelp section on the Class Agent Portal 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 campaign updates, training materials, instructions for alumni follow-up, etc.
From the same Agents screen, click the green button on the left of the agent table, New Notification.
Choose which Segments you want to notify, and select if you want In-App notification, Email notification, or both (turn them both on). Give the notification a Title, fill in your Message, and Submit. All volunteer Class Agents in the campaign who belong to the selected Segments will receive the notification. Note that choosing Email will send an email to the volunteers.
You can also see previous notifications by click on the arrow on the button and choosing View History.
Assignments
To access, click on the Assignments square towards the top of the page. This is a list of the constituents eligible to be assigned in the campaign. Click on the Assigned Agent column to sort the assigned volunteer. If not assigned, click on Not Assigned to choose the appropriate volunteer and click Add. You an search for a specific constituent using the search bar at the top right.
To find more specific details on the constituent, click on the Entity ID to pull up their Relationship Profile to view their full summary.
Activity
Staff can easily see how volunteer Class Agents are doing by viewing the Activity button at the top of the screen. In the Activity view, managers view how the agent's 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 agents based on the view (Manager vs. Campaign). You can search through the list via the search bar at the top right. You can also export the list to Excel by clicking on the gear icon then 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 section.
The Agent Login viewport will let you know which agents have logged in and how recently. Just click on the bar to drill into that specific section and get list of the agents.
Results
The Results tab will tell the manager how their class years are performing based on dollars, donors and participation rate. Results are based on the Gift Rules setup during Campaign Creation. It will total the donations from all constituents available to donate in the campaign. For Example, if you campaign was set to accept all Annual Fund Cash Gifts in FY2016 and you are segmenting by Class Year, this page will sum up the total of all Annual Fund Cash Gifts in FY2016 by any constituent with the corresponding Class Year.
Entities:Total number of available constituents from this segment.
Dollars: Sum credited dollars raised by the donors in the segment. Gifts must match the campaign Gift Rules.
Donors:Total number of donors in the segment whose gifts met the Gift Rules.
Participation Rate: Total donors divided by entities.
