Management Dashboard
The Class Agent Management Dashboard is integrated within your Platform subscription. Users of the Platform will have access to a new layer titled Class Agent. Within this layer, users will be able to create campaigns, assign Class Agent Managers, add Class Agent (volunteers) and assign them constituents, and track your Class Agents' progress.
Working with 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 Class Agent Fundraising module. The Class Agent Manager is a Platform user on your staff who manages a set of volunteers and will utilize the tools available in the Class Agent layer of the Platform. The Class Agent is a volunteer who will utilize the Class Agent Web Portal and Mobile App to manage their assignments. Their progress and results are reported to the CA Manager via the Platform.
Creating a Campaign
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.