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Volunteer Impact Videos

A comprehensive collection of Volunteer Impact training videos covering configuration, content creation, communications, scheduling, reporting, and more - designed to guide you through setup, management, and optimizing your volunteer program.

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Overview

This collection of Volunteer Impact training videos is designed to guide administrators through every stage of setting up and managing a successful volunteer program. Organized into structured playlists, the content walks through key areas such as configuration, profile and application setup, communications, scheduling, reporting, and data management.

Each section focuses on practical, real-world use of the system - helping you understand not just how features work, but how they connect to create an efficient and engaging experience for both administrators and volunteers.

Whether you are building your program from the ground up or refining existing processes, these videos provide the knowledge and tools needed to confidently manage your organization and maximize volunteer engagement.

📌 Tip for administrators: Use the Table of Contents on the right to quickly jump to the video section you need.

Please note:

The majority of these videos feature our previous branding; however, the steps and functionality remain the same. If you need any additional guidance, please reach out to our support team.

Configuration

Introduction

(This is a playlist that includes the 3 videos below)

  1. Navigating the Software

  2. Understanding the Volunteer Experience

  3. Explanation of Modules

Admin Profile Settings

(This is a playlist that includes the 5 videos below)

  1. Introduction

  2. Add an Administrator

  3. Making an Existing Profile an Administrator

  4. Administrator Settings

  5. Limited Admin Roles

Branding & More

(This is a playlist that includes the 4 videos below)

  1. Introduction

  2. Updating your Organization's Contact Information

  3. Uploading your Banner

  4. Setting the Color

  5. Setting Default Text Box Options

Creating Content

(This is a playlist that includes the 9 videos below)

  1. Introduction

  2. Custom Fields

  3. Permission and Display Settings

  4. Custom Field Types

  5. Qualifications

  6. Ranked vs Exact Qualifications

  7. Badges

  8. General Interests

  9. Feedback Fields

Creating your Application

(This is a playlist that includes the 4 videos below)

  1. Three Approaches to Using Applications

  2. Adding Content to Your Application

  3. Determining How You Want Your Application to Work

  4. Reviewing Your Application

Setting up your Communications

(This is a playlist that includes the 2 videos below)

  1. Document Library

  2. Social Media

How to Recruit

(This is a playlist that includes the 2 videos below)

  1. Creating Your Home Page

  2. Creating Web Links

How to Collect Hours

(This is a playlist that includes the 6 videos below)

  1. Introduction

  2. Understanding Permissions for Logging Hours

  3. Setting the Options for Logging Hours in a Profile

  4. Setting Up the Timeclock

  5. Setting Up the Express Timeclock

  6. Automating Hours Logging

Interface Experience

(This is a playlist that includes the 2 videos below)

  1. Scheduling Options

  2. Alert Settings

Group Volunteer Management

(This is a playlist that includes the 4 videos below)

  1. Introduction and Considerations

  2. Setting Up Your Account

  3. Group Scheduling Process

  4. Considerations for Data Collection and Reporting

Maximizing Support

Data Security

(This is a playlist that includes the 3 videos below)

  1. Setting Up the Security of your Software

  2. Changing Passwords

  3. Setting up Two Factor Authentication

Communications

eLearning

(This is a playlist that includes the 6 videos below)

  1. Introduction

  2. Creating the Module

  3. Creating the Training Content

  4. Searching for Qualifications

  5. eLearning as an Activity

  6. eLearning as an Activity - Volunteer Sign-up

Communications

(This is a playlist that includes the 9 videos below)

  1. Introduction

  2. Sending Emails

  3. Email Templates

  4. Phone Lists, Mailing Labels and Mail Merges

  5. SMS/Text Messaging

  6. News and Messages

  7. Note Log

  8. Allowing Volunteers to Communicate with You

  9. Committees

Rich Text Boxes

(This is a playlist that includes the 3 videos below)

  1. Introduction

  2. Basic Use

  3. Advanced Use

Surveys

  1. Creating Surveys

  2. How to Access + Complete Survey

Reporting on Volunteer Engagement

Searching

(This is a playlist that includes the 4 videos below)

  1. Introduction

  2. Running a Search

  3. Saving and Pinning

  4. Dynamic Dates

Reporting

(This is a playlist that includes the 4 videos below)

  1. Standard vs Raw Data Reports

  2. Personal Profile Raw Data report

  3. Managing Saved Reports

  4. Advanced Options

Hours and Feedback

(This is a playlist that includes the 8 videos below)

  1. Introduction to Data Collection

  2. Logging Hours and Feedback by Volunteer through their Profile

  3. Logging Hours and Feedback by Volunteers through Timeclock

  4. Logging Hours and Feedback for Individuals by Administrator

  5. Logging Hours and Feedback for Multiple Volunteers by Administrator

  6. Cumulative Hours Report

  7. Individual Hours Report

  8. Feedback Reports

Volunteer Scheduling

Volunteer Scheduling

(This is a playlist that includes the 6 videos below)

  1. Scheduling Process

  2. Understanding Self-Scheduling

  3. Assigning an Individual Volunteer by an Administrator

  4. Assigning Through the Schedule/Roster by an Administrator

  5. The Volunteer’s View of their Schedule

  6. Accessing Printed Schedule Reports

Application and Profile Creation

Application and Profile Creation

(This is a playlist that includes the 7 videos below)

  1. Introduction to the Application Process

  2. The Volunteer Experience

  3. Responding to a New Applicant

  4. Understanding Statuses

  5. Add a Volunteer

  6. How Does a Volunteer Access Their Profile?

  7. Archiving vs. Removing a Volunteer

Role Creation

Role Creation

(This is a playlist that includes the 17 videos below)

  1. Introduction to Activities

  2. Organizing Activities

  3. Creating the Description

  4. Determining How Hours Get Logged

  5. The Backup List

  6. Different Schedules for Different Opportunities

  7. Shift Templates

  8. Understanding the Sign Up Process

  9. Choosing Who Can Sign Up for the Activity

  10. Understanding the Application Form

  11. Using Self-Scheduling

  12. Limiting How Many People can Volunteer

  13. Self-Removal and Sign Up Cut Offs

  14. Determining What You Want to Collect

  15. Relationship Between Schedule Classifications and General Availability

  16. Activity Notification Settings

  17. Editing Activities

Related Articles
Comprehensive Guide to Hours
Group Volunteer Management
Donor Impact Videos
Client Impact Videos
Enterprise Videos
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