❖ Heads up! This article is intended for Sustain Site Managers only.
When you log onto your site, you'll be guided through your onboarding journey through a series of guided walkthroughs. Onboarding is divided into 101 Onboarding and Advanced Onboarding.
Getting Started
Here is a list of all of the pages you'll visit in Advanced Onboarding. You can use this to explore advanced features on your own!
Volunteerism > Users—here you'll learn how to add Program Facilitators and view other user data
Volunteerism > Responses—this page has the responses to all Opportunities
Settings > Skills—here you can customize your list of Skills
Communication > Notifications—customize the automated emails that go to your users
Content > Custom Pages—create custom pages for volunteer FAQs, organization info, and more
Settings > Response Questions—gather info from users when they respond to all Opportunities
Settings > Hours—gather info from users when they add volunteer hours to all Opportunities
Dashboard > Reports—view the available canned reports to gather more data
Volunteerism > Teams—add and manage volunteer Team responses
Settings > Donations—integrate your Stripe account to collect donations
Volunteerism > Benchmarks—reward your volunteers who enter hours
Volunteerism > User Groups—track and share Opportunities with dedicated groups of users
To view resources and info about any of the pages above, click the Resource Center button at the bottom corner of each screen. This is what it looks like:
Steps to success!
We want you to be set up for success so we're including each step of the onboarding journey here! This will help you stay organized and on track. We've also highlighted how each step benefits you and your volunteer community!
More Management Tools
Add one or more Program Facilitators
Learn how to view user information
Learn how to view and manage user Responses
You've added Program Facilitators to help oversee your Programs!
More customizations
Customize your Skills to match your organization
Custom Automated Notifications to add your own voice and information to volunteer communications
Add a Custom Page for Volunteer FAQs or to share important resources
You've customized your site to include information that's specific to your organization!
Gathering and Reviewing More Data
Add Response Questions
Customize hours settings
View canned reports to find the data you need
You've set up extra steps to collect data from volunteers! You also know where to view that data, and how to find it.
More About the User Experience
Learn how to manage our volunteers' Team Responses
Set up Donations on your site
Add Benchmarks for volunteer engagement
Explore User Groups
You've made your site more fun and engaging for volunteers!