Getting Started with Volunteer by EverTrue
Ready to start using Volunteer by EverTrue? Follow the steps below to get started on everything from creating pools and adding volunteers and prospects, to getting your volunteers on the platform and using the product!
With the team managing the Volunteer program at your institution, first, you will need to decide how you would like to run your program. Then, have a phone call with your implementation manager to determine how your will set up the program in EverTrue.
Questions to answer:
- Do you plan on manually creating your assignments or importing them in bulk via our Volunteer Assignment File? If you are unsure, be sure to discuss this with your implementation manager who can walk you through the pros and cons of each option, including which data points are best added in bulk via our importer tool.
- What types of pools will you need? Class-based or Affinity-based?
- Should volunteers be able to choose their own assignments?
- Do prospects have ask amounts?
- What stages do you need for tracking volunteer progress
- Who owns the initial pool setup in EverTrue and who owns the process of making updates mid-program?
- Components of Volunteer by EverTrue.
- Creating a Pool - Whether you end up with 2 pools or 50 pools, start your set up by creating your first pool. If you are unsure of what a pool is, check out our article "What is a Pool?" Your Pool Settings and Goals can be set when you first create your pool - but don't worry, you can always come back and change the settings of a pool at any time.
- Adding Volunteers to a Pool
- Adding Prospects to a Pool
- Viewing the Volunteer Experience - Before inviting your Volunteers, you may want to test Volunteer by EverTrue yourself. Setting up an admin pool and allowing your Volunteer Program staff to test the product will help set them up to successfully support your Volunteers once you go live.
- Inviting Volunteers - Once you're ready, you can begin inviting your Volunteers to the platform.