Bloomerang Volunteer Knowledge Base

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Bloomerang Volunteer Knowledge Base

Managing Your Organization (Administrator)

Managing Your Organization (Administrator)

What is an Organization?

What is the Organization Volunteer List?

Public Page

Add or Edit the Public Page Description for an Organization

What displays on the Opportunity Preview?

Can I search or filter Opportunity Preview cards?

Highlight Top Volunteers with a Leaderboard

Volunteers

How do I add someone to an Organization?

Import Volunteers

Import Hours Worked

How do I add/remove columns on the Organization Volunteer list?

What can I search on the Organization Volunteer List?

How do I Export the Organization's Volunteer List?

What can I filter by on the Organization Volunteer List?

Can I bulk-remove users from Opportunities at the Organization level?

Can I add a user to an Opportunity from their profile?

Can I move someone from the Waitlist to Scheduled at the Organization level?

Can I remove a user from Shifts at the Organization level?

Can I remove a volunteer from an Opportunity at the Organization level?

Can I see the Schedule and Opportunities tabs for users in pending Applications?

What Shift actions can be taken at the Organizational Level?

Where can I see a volunteer's entire Schedule?

How do I see a volunteers schedule from the Organization level?

How do I see which Opportunities a user is in at Organization level?

How can I see a user's schedule as a read-only Manager?

Can I filter by permission levels for the Organization?

What is a basic user?

What are the different Organization permissions?

How do I grant Read Only permissions?

Is there a limit to the Volunteers I can have in the Organization?

Can I Filter Volunteers based on Hours Worked?

Change a Volunteer's Permissions

Create PDFs From Volunteer List Exports

Set Up Recruitment for Your Organization

Can I perform check-ins at the Organization level?

Enable and Manage Organization Notifications

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Form Questions

What answer types allow Multiple Sub Questions in my Organization?

Why can't I have the same nickname for multiple Form Questions?

How do I use Multiple Sub Questions in my Organization?

What does it mean to Auto-Tag a Qualification?

How do I Auto-Tag Qualifications?

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Applications and Background Checks

Start and Monitor Background Checks

How to manage Applications to your Organization

Where do I find my rejected applications?

Where do I find my pending applications?

Opportunities

Manage Your Opportunity List

Delete Opportunities

How to Embed Public Opportunities on another site?

Create Opportunities

How do I allow someone to create Opportunities in my Organization?

Bulk Edit Opportunities

How do I limit people from seeing Opportunities?

What is Live, Upcoming, and Past Opportunities?

Can I duplicate/copy an Opportunity?

How do I display my Public Opportunities?

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Languages & Translation

How do I need to format the .CSV file when importing Language Strings?

How many languages can I add to an Organization?

How do I check the preferred language of Organization Volunteers?

What is the Organization Language Settings tab?

What happens if a volunteer’s preferred language is not one that has been included in the Organization?

How do I delete a language from my Organization?

Where do I set the language options for my Organization?

Am I able to filter volunteer lists by the primary languages of Organization Volunteer?

Does the system automatically translate my Organization?

Am I able to have my Organization in multiple languages?

How will volunteers choose what language to view an Organization in?

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Salesforce Integration

Creating a Volunteer Dashboard in Salesforce

Creating Reports in Salesforce with Volunteer Data

Manually add Synchronize with Bloomerang Volunteer field to Salesforce Contact Layout

Mapping Custom Data with Salesforce Integration

Connecting Salesforce from Bloomerang Volunteer

How can Salesforce and Bloomerang Volunteer be Connected?

Tips for Connecting Salesforce through Bloomerang Volunteer

Salesforce and InitLive Integration Overview

View Salesforce Activity Logs

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Bloomerang Donor Integration

Bloomerang Donor Integration

Sync Volunteer Data with Bloomerang

View Bloomerang Donor Logs

Organization Qualifications

What are Organization Qualifications?

Reports

What is the Organization Mid Level Email Sent Email report?

What is the Organization Deep Level Sent Email Report?

Organization-Level Reports

Download Contributions Reports (for an Organization)

Signup Workflow / Recruitment

Creating a Custom Approve/Reject to Organization Message

How do I send out the Shift Selection Link at the Organization Level?

Tags

What are Tags?

Can I Auto-Assign Tags to Users?

Email Templates

How do I create an Email Template?

Can I edit Templates in the Library?

How do I edit the details of a template?

How do I edit or delete an Email Template?

Can I send messages from within the Library?

Who can see templates I create?

How do the folders in the Template Library work?

What is an Email Template?

Can I edit an email without updating the existing Email Template?

Can I delete Email Templates from the library?

Manage Templates in the Template Library

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Personalization Fields

Can I use Personalization Fields in Templates?

How do I add Hours Worked into a message?

How do I create emails with Personalization Fields?

What are Personalization Fields?

Email Communications

Can I save a template with Special Links?

What are Special Links?

How do I see the Messages that have been sent?

Where can I see bounce rates on my Sent Messages?

Measure Volunteer Impact

Measure the Impact and Frequency of Volunteer Contributions

View Time Contributions

Change the Active Contribution Status Time Period

Download Active Status Reports

Value of Hours

View Value of Hours Data in Volunteer Lists, Reports, and Analytics

View Engagement, Impact, and Recruitment Analytics for an Organization

View a Giving Summary for Each Volunteer

Download Value of Hours Worked Reports (for an Organization)

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