❖ Heads up! This article is only intended for Advanced Program Managers.
Your User Filter makes managing your volunteers simpler and more efficient. It allows you to review and export key volunteer data when you need it and apply bulk actions to your filtered volunteers. Here are some examples of what you can do:
Add or remove tags in bulk to organize volunteers and make searching for them easier.
Manage user groups efficiently by adding or removing multiple volunteers at once.
Export targeted volunteer lists based on specific criteria instead of exporting your entire user database.
You can use the User Filter to create customized exports for volunteers who share a birthday, live in a specific ZIP code, have matching availabilities or share Causes or Skills.
Additionally, the User Filter can help with other tasks like sending password reset links to multiple volunteers quickly or scheduling volunteers in bulk.
The User Filter is your go-to tool for managing and organizing your volunteer data with ease and precision.
Using the User Filter
Go to Volunteerism > Users.
Click User Filter.
Select your filters and click Submit.
You can repeat this process to add multiple filters as necessary.
Available Bulk Actions
Once you've filtered your list, you can apply bulk actions to those volunteers.
Use the User Filter to filter the list of users.
Use the Select an Action dropdown to select a bulk action.
Complete any required fields that appear depending on the action you select.
Click the action button that appears for the action you selected, e.g., Update, Send, Export, or Schedule.
