❖ Heads up! This article is only intended for Site Managers.
Your User Filter is a fantastic tool for reviewing important data about your volunteers, communicating quickly with a selected group, or making bulk actions to save you time with tasks! You will encounter user filters throughout the site, but the one we're talking about here is housed in the Users area of your dashboard! With the User Filter, you can:
Create a list of targeted volunteers, e.g., volunteers who responded to the same Need or Opportunity or who share an Interest or Skill.
Export important data, e.g., who has reached a specific benchmark or has the most submitted hours.
Perform bulk actions, e.g., remove tags from multiple users, reset passwords, schedule volunteers, etc..
Build a list to send a mass email to.
ℹ️ So you know: Some sites have language overrides in place. This means you might see Needs in place of Opportunities, Agencies in place of Programs, or Prerequisites in place of Qualifications.
Using the User Filter
Go to Volunteerism > Users.
Select the User Filter.
Apply the filter(s) you want.
Click Submit.
You can also save filters. Once you've applied the filters you want, click Save User Filter. You can come back and select a saved filter as necessary.
You can also access a User Filter in Communications > Email Blasts to build a list for sending mass emails.
Filter Options
The list of available filters depends on your site and how it is set up. Every site is set up differently, so you may not see all of the listed filter options.
Filter | Description |
Agency | Select this filter when you want to see Agency-specific data.
Use this filter to see when an Agency added a new Need or to export a list of Agencies with the same assigned Causes. |
Events | This filter is great for reviewing information about event participation.
|
Program | This filter is great for seeing Program-specific data.
Use this filter to see when a Program added Opportunities or to export a list of Programs with the same assigned Causes |
User Data | Select this filter when you want to filter by user-specific data.
Use this filter to export a list of volunteers who share a birthday or user tag, send the password reset email, deactivate volunteers in bulk, or email a list of User Group members. |
Volunteer | Select this filter when you want to filter for volunteer data.
Use this filter to export a list of volunteers in an Agency/Program or on a waitlist for a specific Need/Opportunity, to schedule a group of volunteers who responded to the same Need/Opportunity, or to export a list of current Agency/Program Managers. |
Available Bulk Actions
The list of available bulk actions varies for every site. You may not see the same bulk actions in your dropdown. When you're done filtering your users, you can apply a bulk action to the list.
Filter your users with the User Filter.
Use the Select An Action dropdown to select a bulk action.
Follow the steps for that bulk action.
Additional steps depend on the bulk action being taken, e.g., Add/Remove Tags makes you select Add or Remove and then type the Tag before clicking Update Tags.
Bulk Action | Description |
Assign/Remove Program | Quickly add or remove volunteers from a Program in one go. |
Add/Remove Tags | Quickly add or remove user tags from users. User tags are a great way to filter users by special skills outside of the listed Interests/Skills or Causes provided with your site.
You can also add special tags to users to keep track of important user data when you need it. |
Add/Remove User Group | Quickly add or remove volunteers from a User Group. User groups let you group volunteers with special Interests or Skills.
We also recommend creating a user group if you offer court-mandated volunteer Needs/Opportunities and want discretion when working with those volunteers and their information. |
Export Users | Use to export a list of volunteers. A CSV of that data is emailed directly to you or another valid email address. |
Deactivate Users | Use this filter to deactivate a bulk list of volunteers.
Note: Users with an inactive status are already deactivated. |
Send Password Reset | Quickly send the password reset email to selected volunteers to save time! |
Activate Imported Users | Use this filter to activate imported users. |
Remove Benchmark | Use this filter to remove benchmarks from users. |
Schedule Users | Use this filter to schedule users in bulk. |
Send Track Invite | Send an invitation to volunteers to continue or start a Registration Track. |
Add users to default track | Use to add a list of users to your site's default Track. |