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 Staff List?

Public Page

What is in the Organization Page Descriptions Pop-up?

What displays on the Opportunity Preview?

Can I search or filter Opportunity Preview cards?

Staff & Volunteers

How do I add someone to an Organization?

Import Staff and Volunteers

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

What can I search on the Organization Staff List?

How do I Export the Organization's Staff List?

What can I filter by on the Organization Staff List?

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

Where do I find my rejected applications?

Where do I find my pending applications?

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 user 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 Staff I can have in the Organization?

Can I Filter Staff and Volunteers based on Hours Worked?

What is the Organization Staff List?

How do I change a Staff member's permissions?

Create PDFs From Staff List Exports

How can I recruit Staff & Volunteers to my Organization?

How to manage Applications to your Organization

Can I perform check-ins at the Organization level?

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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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Opportunities

Manage your Opportunity list

How do I delete an Opportunity?

How do I bulk change settings across Opportunities?

How to Embed Public Opportunities on another site?

Create an Opportunity

How do allow someone to create Opportunities in my Organization?

How do I quickly edit settings for an Opportunity?

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 Staff?

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 staff lists by the primary languages of Organization Staff?

Does the system automatically translate my Organization?

Am I able to have my Organization in multiple languages?

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

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Salesforce Integration

Manually add Synchronize with Bloomerang Volunteer field to Salesforce Contact Layout

Creating Reports in Salesforce with Volunteer Data

Mapping Custom Data with Salesforce Integration

Creating a Volunteer Dashboard in Salesforce

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 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

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

Can I edit Templates in the Library?

What is an Email Template

How do I create an Email Template?

How do I edit the details of a template?

How do I edit or delete an Email Template?

Who can see templates I create?

Can I send messages from within the Library?

How do the folders in the Template Library work?

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

Can I delete Email Templates from the library?

What is the Template Library?

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Personalization Fields

How do I add Hours Worked into a message?

How do I create emails with Personalization Fields?

What are Personalization Fields?

Can I use Personalization Fields in Templates?

Email Communications

What are Special Links?

How do I see the Messages that have been sent?

Where can I see bounce rates on my Sent Messages?

Can I save a template with Special Links?