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Client Impact Videos

A collection of Client Impact training videos covering configuration, applications, communications, reporting, and client-volunteer connections - designed to help you manage client data and interactions effectively.

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Overview

This collection of Client Impact training videos is designed to guide administrators through the full setup and management of client-based programs. Organized into structured playlists, the videos cover key areas such as configuration, profile and application setup, communications, reporting, and managing client interactions.

You will learn how to build and customize your account, collect and manage client information, streamline your application process, and effectively communicate with clients. The collection also explores how to report on client engagement and understand interactions between clients and volunteers.

Whether you are setting up your system for the first time or refining your workflows, these videos provide practical guidance to help you confidently manage your clients and optimize your organization’s processes.

📌 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

Overview

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

  1. ​Navigating the Software

  2. ​How to Understand the Client Experience


​Admin Profile Settings

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

  1. Introduction

  2. ​Add an Administrator

  3. ​Administrator Settings

  4. Limited Admin Roles

Making your Account Feel like your Organization

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

  1. Introduction

  2. Updating your Organization’s Contact Information

  3. Uploading your Web Banner

  4. Setting the Color

  5. Setting Default Text Box Options

Creating Content

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

  1. Introduction

  2. Custom Fields

  3. Permissions and Display Options

  4. Custom Field Types

  5. Creating Client Reporting Fields

Creating your Application

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

  1. Introduction

  2. Determining How you Want the Application to Work

  3. Reviewing your Application

Setting up your Communications

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

  1. Adding Documents to Document Library

  2. Adding your Social Media

How to Recruit Using Client Impact and Creating Web Links

Data Security

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

  1. Introduction

  2. Changing Passwords

  3. Setting up Two Factor Authentication

Application Process

Application Process

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

  1. Introduction

  2. The Client Experience

  3. Responding to a New Applicant

  4. Understanding Statuses

  5. Add a Client

  6. How does a Client Access their Profile?

  7. Archiving vs. Removing a Client

Reporting on Client Engagement

Searching

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

  1. Introduction

  2. Running a Search

  3. Saving and Pinning A Search

  4. Dynamic Dates

Reporting

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

  1. Personal Profile Report

  2. Raw Data Tools

Reporting on your Client – Volunteer Interactions

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

  1. Introduction

  2. Running a Client Encounter Report

  3. Running a Feedback Field Report

Communicating

Communications

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

  1. Introduction

  2. ​Sending an Email

  3. Creating Email Templates

  4. Printable Tools – Phone Lists, Mailing Labels and Mail Merges

  5. SMS/Text Messaging

  6. News and Messages

  7. Note Log

  8. Allowing Clients to Communicate with you

Rich Text Boxes

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

  1. Introduction

  2. Basic Use

  3. Advanced Use

Connecting Volunteers with Clients

Connections

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

  1. Allowing for Client Connections

  2. Associating a Client to an Activity

  3. Associating a Client with Volunteers

  4. Seeing Who is Connected to Whom

Related Articles
Comprehensive Guide to Communications
The Client Module - All you need to know
Donor Impact Videos
Volunteer Impact Videos
Enterprise Videos
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