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.
Here is what the activation email to volunteer Class Agents looks like:
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
Activating Class Agents
OR you can Simulate activating a user, which will not send the email. 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.
Here is what the activation email to volunteer Class Agents looks like:
If you want to Simulate instead of actually Activating a volunteer, go back to this screen and click Simulate from the drop down as shown:
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 section below on the ClassAgent.com application, as well as the Volunteer training documentation, for more information.
Let's practice sending a Notification to your volunteers. From the same Agents screen (shown again below), click the green button on the left, New Notification.
Choose which Class Years 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. Easy! (All volunteer Class Agents in the campaign who belong to the selected Class Years will receive the notification.)
If your staff has already assigned the Class Agent some prospects for them to contact, they will see those prospects on their list. (In the below example, the volunteer has 2 prospects assigned.)
At the top of the page are buttons to access any Notifications that have been sent to Class Agents or Resources that have been supplied by staff (such as training information, instructions, etc.). Try sending a notification Agents section of the Campaign in the Platform. You will see both a popup on the top left of the page and see the waiting notification count from the button.
The charts in the center of the dashboard give your volunteers in up-to-date view of how they are doing on completing their assignments, and by clicking on the arrow on the right-hand side, a view of how their Class Year's campaign compares to other active campaigns.
The orange bar in the center of the dashboard (just below the charts) indicates the next recommended action the volunteer should take. This is usually an indication to contact the next prospect in the queue or to follow up again after a previous contact attempt.
The image below shows a list of the Notifications available from the Notifications folder in the upper right corner.
See how your volunteers are doing!
Staff can easily see how volunteer Class Agents are doing by viewing the Campaign Activity and Results from the Class Agent layer in the Reeher Platform.
Click on Activity and Results buttons to see reports on how many activities have been completed by your volunteers and how much your campaign has raised.