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Organization Default Settings vs. Event Settings
March 21, 2019
Organization Default Settings apply to any new events that are created (except the Colors and Tracking settings, which apply to all new and existing events). It is therefore advisable to customize these in the beginning so that they can apply to any new events you create. Note: You can ...
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About Variables
November 1, 2018
About Variables Variables allow you to use data entered into the system in emails and screen messages. A variable when used MUST be surrounded by the variable brackets. I.e.
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About the Rich Text Editor
November 1, 2018
The Rich Text Editor allows you to edit HTML messages while having only a limited knowledge of HTML. Editing using the Rich Text Editor is similar to editing you would do using popular word processors but with a few differences. Most important, you can insert variables using the Insert ...
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About Event Kiosk Mode
November 1, 2018
Kiosk Mode is a special mode for the signup sheet which allows participants to sign up without having to confirm by email. It is intended as a way to easily signup volunteers at a meeting or some other gathering. When you check that you want the Kiosk Option and ...
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Event Payments
October 30, 2018
With a premium subscription you can accept payments for your Events. You can select Manual Payments, PayPal, and/or Stripe as a payment method. Each provides additional options for display and payment preferences.
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Event Logo
October 30, 2018
On this tab you may select or upload a logo to appear in Instructions, Messages, Emails, and Facebook as well as on name badges. Click Set Logo… and then click Select… to choose an existing image or to add a new one. Optionally provide your preferred width, height, and ...
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Event Date/Time
October 30, 2018
In this tab you can adjust your Event’s date and time settings, such as choosing the preferred date format, time format, and time zone as well as the input date and report date formats. You can also choose your preferred currency format. Languages: Core texts on the Home, Event ...
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Event Emails
October 30, 2018
The Emails tab under Event Settings lets you define the subject and body of all of the email types. The Body field is edited using the Rich Text Editor. Variables or tokens can be used in the subject and body. See below for variables that are available for all emails. ...
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Event Info Messages
October 30, 2018
These settings allow you to modify Signup and Event Availability messages, as needed. Click on each message type to view and modify the default message. Signup Messages: These messages show up when a volunteer goes to sign up for a slot. Confirmation Instructions: This message tells the volunteer how to ...
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Event Prompts Tab
October 26, 2018
Prompts Tab On this tab you can add prompts to request additional information from volunteers. You also can control the visibility of prompts. Prompt Visibility: Controls who will be able to see the entered values of Email, First Name and Last Name once a slot has been confirmed. Note: ...
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Event Layout Tab
October 26, 2018
The Event Layout tab allows you to select what information will appear on the signup sheet. This form operates much like the Layout tab in the Organization Settings tab > Display/Layout. You can toggle on/off options such as the header and clock, the title of the Event, the top ...
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Event Display Tab
October 26, 2018
Display Tab The Display tab is where you can choose your event-specific Terminology and the way your Tasks and volunteers in Slots are displayed. The Event section includes additional settings for how an event is displayed. Terminology – Participant Actions (Verbs): Sets the verbs used for the event. E.g. ...
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Send Email Tab
October 10, 2018
The Send Email tab lets you send, schedule, and edit scheduled emails to people in your database. Send or Schedule Button: Used to schedule emails to go out to all of your Database Participants, or emails to Participants in certain groups, and to create templates for emails to be ...
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Groups Tab
October 10, 2018
The Groups tab lets you sort your volunteers into groups to send email, to restrict volunteering, or for just maintaining sanity. Groups List (left side): The list of all your groups you have created. If you have not created any groups, this will be empty. Add Button: Use to create ...
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Participants Tab
October 10, 2018
The Participants tab lets you view and manage the participants in your database. Click the More… button to see additional options. Add Button: Allows you to manually add a volunteer/participant to your database. Remove Selected Button: Remove all selected volunteers/participants from your database. Refresh Button: Get the latest entries ...
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Database Menu
October 10, 2018
The Database Menu is where you can add, remove, and edit Participants in your Database, create Groups for your volunteers, and schedule emails to go out to the participants in your Database.
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Activity Log Tab
October 10, 2018
The Activity Log tab allows you to see the most recent activity for an event. This includes: Event Saves: When an event is saved and who saved it. Event Confirmations & Cancellations: When someone confirms or cancels for an event. Event Emails Sent: Whenever an email is sent for ...
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Sign-In Tab
October 10, 2018
The Sign-In tab allows you to sign in your volunteers electronically at your event. A connection to the Internet at your event is required for sign-in. To use the Electronic Sign-In: A Primary Administrator or an Event Administrator (with Design permission), must first navigate to the new Sign-In tab ...
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Reports Tab
October 10, 2018
The Reports tab allows you to display data from the event in an Excel, PDF or HTML format. Choose the Report and then select the Format. Select any other options as appropriate (each report offers a slightly different set of choices). Available reports include: Activity Log: A log of ...
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Send Email Reminders, Thank Yous, and Invitations
October 10, 2018
The Send Email tab gives you the ability to invite participants to sign up for your event and to schedule and send other types of emails to participants. Note: You can define a default schedule for any new events in your Organization’s New Event Settings. To send an invitation ...
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Preview Tab
October 10, 2018
The Preview tab allows you to see the event signup sheet just as volunteers will see it. The preview tab can be helpful to use while you are making changes to your event. Use the View as field to see how the signup sheet will look for different viewers. ...
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Manage Tab
October 10, 2018
The Manage tab allows you to see which volunteers are signed up for which slot. You can edit information, sign up, confirm, or cancel a volunteer from this tab. Use the Add from DB button to add volunteers whose info is stored in your database.
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Working with the Task Signup Sheet
October 10, 2018
Adding Columns and Rows Use the Add Column and/or Add Row button to obtain the proper number of columns and rows. After pressing Add Column or Add Row, you will be prompted to enter the header information for the new row or column. New columns are added to the far ...
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Working with Tasks
October 10, 2018
Creating a New Task Click on the Add Task button. Give the task an appropriate title. This is the title that will appear in the tab for this task on the signup sheet. Check the date of the task. The value in the Date field defaults to the start ...
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Signup Sheet Design Tab
October 10, 2018
The Signup Sheet Design tab allows you to design the signup sheet for your Event. See Design Your Event Signup Sheet for a quick tutorial on building the signup sheet.
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Organization Administrator Login

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