Managing Your Organization (Manager)
Managing Your Organization (Administrator)
Public Page
Your organization's public page helps volunteers learn about your organization
Volunteers
Volunteers can sign up for opportunities manually or be signed up by administrators
- How do I add someone to an organization?Add a user to your Organization by inviting them through a Registration Signup Link, importing from a CSV, or adding Volunteers individually
- Import VolunteersUse the import tool to efficiently migrate volunteers from another database
- Import Hours Worked
- Manage Columns on the Volunteer ListBloomerang Volunteer
- What can I search on the Organization Volunteer List?
- Export Volunteers
- What can I filter by on the Organization Volunteer List?
- Remove Volunteers from an Opportunity in BulkBloomerang Volunteer
- Can I add a user to an Opportunity from their profile?
- Schedule a Waitlisted Volunteer at the Organization Level
- Remove a Volunteer from Shifts at the Organization Level
- 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 volunteer's schedule from the Organization level?
- How do I see which Opportunities a user is in at the 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 PermissionsAdjust permissions of Volunteers within your organization.
- Create PDFs From Volunteers List Exports
- Set Up Recruitment for Your Organization
- Can I perform check-ins at the Organization level?
- Enable and Manage Organization Notifications
- Format a CSV File to Import Data
- Create and Manage Views on the Volunteers ListBloomerang Volunteer
- Combine Filters with And or Or Logic on the Volunteers ListBloomerang Volunteer
- Filter Volunteers by Date Joined OrganizationBloomerang Volunteer
Form Questions
Form questions allow you to streamline recruitment for your opportunity and gather important information about volunteers
Applications and Background Checks
Background checks help you create a safer environment where only trusted, vetted volunteers fill sensitive roles
- Start and Monitor Background ChecksBackground checks help you create a safer environment where only trusted, vetted volunteers fill sensitive roles
- How to Manage Applications to Your OrganizationSet up how you want volunteers added to your organization in Bloomerang Volunteer.
- Where do I find my rejected applications?
- Where do I find my pending applications?
Opportunities
You can create opportunities if you are an Organization Manager or if an Organization Manager grants you permission to create opportunities
- Delete OpportunitiesDelete opportunities in Bloomerang Volunteer.
- Embed Available Opportunities on a Website
- Create OpportunitiesCreate Opportunities
- How do I allow someone to create Opportunities in my Organization?
- How do I limit people from seeing Opportunities?
- How do I display my Public Opportunities?
- About the Central ScheduleAbout the Central Schedule
Languages & Translation
Volunteers can select their preferred language for Bloomerang Volunteer, and Organization Managers can add custom language strings for multiple languages
Salesforce Integration
This integration brings together the Bloomerang Volunteer platform and Salesforce’s CRM to create a unified system
- 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
- Tips for Connecting Salesforce through Bloomerang Volunteer
- How can Salesforce and Bloomerang Volunteer be Connected?
- Salesforce and Bloomerang Volunteer Integration Overview
- View Salesforce Activity Logs
Bloomerang CRM Integration
Manage all aspects of your fundraising in Bloomerang CRM, a robust donor management solution that integrates with Bloomerang Volunteer
- Bloomerang CRM Platform ConnectionConnect Bloomerang Volunteer to Bloomerang CRM to manage all aspects of your fundraising
- View Bloomerang CRM Logs
- About Bloomerang Giving Platform SettingsBloomerang Volunteer
- Sync Volunteer Data with Bloomerang CRMUse Bloomerang Volunteer to turn on automatic syncing or to start a manual sync. You can also confirm that a sync completed successfully.
Organization Qualifications
Organization Qualifications act as tags that can help identify if volunteer meets a particular requirement
Reports
Download high-level Organization reports that help you gauge your team's performance, track volunteer activity, and keep your operations organized
Signup Workflow / Recruitment
Your organization's signup workflow can help you gather important information about volunteers
Email Templates
An email template is a message body or email that is available for administrators to save and reuse in the future
- Can I edit Templates in the Library?
- How do I edit the details of a template?Edit the title and description of your Template at any time in your Template Library.
- How do I edit or delete a volunteer email template in my organization?Manages can update and delete templates in Bloomerang Volunteer
- 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 a Volunteer Email Template?Understand what email templates are and how they're used in Bloomerang Volunteer
- Can I edit an email without updating the existing Email Template?
- Manage Templates in the Template Library
Measure Volunteer Impact
Bloomerang Volunteer helps you understand and quantify how your organization benefits from the generosity of your volunteers
- Measure the Impact and Frequency of Volunteer Contributions
- View ContributionsBloomerang Volunteer
- Change the Active Contribution Status Time Period
- Download Value of Hours Worked Reports (for an Organization)
- Download Active Status ReportsDownload Active Status reports to better understand how engaged volunteers are with your organization, see who is active and inactive, and keep an eye on trends
- View Value of Hours Data in Volunteer Lists, Reports, and AnalyticsIn the Volunteer List, reports, and analytics, see how much money your organization saves thanks to volunteers who donate their time
- View Engagement, Impact, and Recruitment Analytics for an Organization
- View a Giving Summary for Each Volunteer
- Value of Hours