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The Volunteer Management dashboard gives organizers a quick overview of all the information they need and easy access to their most common tasks.
If the dashboard is not already set as your default Home Page, you can open it from the sidebar menu. You can set the dashboard as your Home Page by selecting it from the dropdown menu under your name on the right-hand corner and choosing Manage Profile > Home Settings > Landing Page.
Viewing the dashboard
At the top of the Volunteer Management landing page, you'll see quick links to your files and folders as well as a link to Quick Lookup.
You will also see a link to Volunteer Management Settings which allows you to customize which searches and reports you will see on the dashboard.
What else you see on this dashboard depends on the User Profile assigned to your account. Since every user will see slightly different options depending on their user profile and individual preferences, the following are descriptions of cards and links you might see with a typical setup.
Recruit Volunteers
This card contains quick links to commonly used tasks when recruiting volunteers or contacting voters.
On the right-hand side of this card, you will see links to Create a List, Load a List, or My List.
You can change which lists and searches you see in this area by using the Settings link in the top menu and selecting up to 5 searches or lists to use as your default.
On the left, you will see links to some pre-selected searches you can choose to create a new list, create a new phone bank or add to an event. These include:
- Active Volunteers are contacts who have completed at least one shift in the last 30 days.
- Hot Leads are contacts added in the last 7 days but who have not signed up for an even shift in the last 30 days. F
- Lapsed Volunteers is a list of previously active volunteers who have not completed a shift in the last 30 days.
Selecting one of these will give you a description of the search, as well as, the option to Load to My List, Create a Virtual Phone Bank, and Run Event Participant Report.
If you have a setup that includes My Voters, you will instead see links to Make Calls and Manage Turf.
Track Activity
Track Activity gives you easy access to your reports. There are a few defaults offered here as a suggestion, but you can switch these out and add up to 5 reports of your choice using the Settings link from the top of the page.
You'll also see links in the section to manage your data, including a dropdown menu linking to different types of data entry.
Recent Contacts
Recent Contacts is a list of the last 20 contact records you accessed so you can quickly return to the records you were recently viewing.
Events
Events gives you an overview of your followed or auto-followed event activity. An event will only display if the start date was within in the past 7 days or will start up to 7 days in the future.
Events are grouped by Today, Upcoming, and Past. You can see up to 5 events in each of these sections. If you have more than 5 events, you will see the 5 most recently followed.
Events are auto-followed if you create them or schedule volunteers. You can also manually choose to follow events using the button at the top of the event details page.
Event sign-ups scheduled via Bulk Upload or by API users will not be auto-followed.
Phone Banks
You'll see links at the top to create a new phone bank, join a phone bank, or see a list of all active phone banks assigned to you.
You'll also see a summary of calls you've made in the last 30 days via a Virtual Phone Bank.
- Total Calls are the total call attempts.
- Contact Rate is the number of successfully canvassed voters or volunteers divided by the total calls made.
- Number of Days Since Last Call is the number of days since a Virtual Phone Bank call was made.
You will also see a list of up to five of your assigned phone banks with the most recent end date appearing at the top. From here you can click through to your phone bank to start making calls.
The progress bar displays total call attempts by all callers for that phone bank.
Distributed Canvasses
Distributed Canvasses is our tool for knocking doors without cutting turf. It's easy for organizers to set up and get canvassers the information they need.
This card displays a list of the 10 most recent Distributed Canvases you created and provides a quick link to create a new one. To learn more about how to set up a distributed canvassing effort, read Distributed Canvasses.
Tips
Tips is a roundup of help links and Support Center documentation.