Are you a self-starter who thrives working from a checklist?
Below, we’ve outlined the key tasks involved in configuring your Better Impact account, along with the estimated time required to complete each one.
There are a variety of services and support options available for new Better Impact clients. Reach out to your Implementation Advisor to learn more.
Work done by Better Impact
Setting Up of your Account – Once we receive the information for how you wish your account to be named, and the identity of your primary administrator, we ask for 1-2 business days to complete this work.
Data Import (if purchased)- Once we receive your import data, we ask for 7-10 business days to complete this work. Work done by the Organization
Work done by the Organization
Always maintain at least two Full admins in each account. This crossover reduces access issues for your organization during unplanned admin changes
Branding Settings
Web Banner – 5 Minutes
Setting the Color – 5 Minutes
Default Rich Text Box Options– 5 Minutes
Social Media – 10 Minutes
Mission Statement Box – 5 Minutes
News and Messages – 10 Minutes
Application Settings – 30 Minutes
Create Content
Custom Fields – 2 Minutes per Custom Field
Qualifications – 2 Minutes per Qualification
Create General Interests – 10 Minutes per General Interest
Feedback Fields – 5 Minutes per Feedback Field
E-Learning Modules – 30 Minutes per Module
Create Activities – 10 Minutes per Activity
Create Templates
Activity Shift Templates – 10 Minutes per Activity Shift
Email – 5 Minutes per Email
Upload Documents – 5 Minutes per Document
Create Limited Admin Roles – 20 Minutes per Role
Where to Start
Below you’ll find the order we recommend you follow when creating the elements in your software.
Upload your Web Banner so volunteers feel connected to your organization.
Branding: Setting the elements on the volunteer side of the software to align with your organization website
Add your Mission Statement so both volunteers and prospective volunteers understand how they can contribute to the greater good.
Add your Social Media so your volunteers have access to everything related to your organization in one place.
Determine your Application Settings so your application(s) work the way you want them to work.
Create General Interests that allow volunteers to indicate how they’d like to be involved with your organization. This will allow you to screen and train them properly.
Create Qualifications to determine who is or is not suitable for specific volunteer roles.
Create Custom Fields to capture other information you need to build a better relationship with your volunteers.
Note: Contact items such as name, address, email, and phone are already built into the application(s).
Adding Volunteers to your Account
Starting Out: Adding current volunteers to your account
Existing volunteers can be added to your account in one of three ways.
Option 1: Volunteers Create their Own Profiles
Configure one of your application forms to function as a registration form for your current volunteer base. Through this process volunteers will create their own Better Impact profiles and provide any additional information you choose to collect.
Option 2: Administrators Manually Create Volunteer Profiles One by One
Administrators can create a profile for each volunteer one person at a time by entering their basic contact details and creating a username and temporary password for the volunteer. This basic profile creation process takes 1-3 minutes per volunteer.
Option 3: Bulk Data Import (billable service)
Submit a spreadsheet containing your volunteer data to be bulk imported into your account, creating a profile for each volunteer. Your Implementation Advisor will provide detailed guidance to ensure your spreadsheet meets system requirements. Administrators are responsible for compiling and formatting their user data according to these requirements.
For profiles added via an import or administratively, you will need to communicate with volunteers that a profile was created for them. You can find more information on this topic here.
Recruiting New Volunteers
Via Online Applications – Volunteers create their own profiles by completing your organization’s application form as part of the onboarding process. Links to the applications can be shared on your organization’s website or through social media.
MyImpactPage.com Public Search – Organizations can choose to make their Public Page searchable on the user login page, to help volunteers who use Better Impact find other opportunities available to them. This feature can be enabled and disabled at any time by a Full administrator on the account. Requesting this is easily done using the chat at the bottom right corner of their admin screen. Location keywords, such as relevant city, town and/or county, can be used for this search.
Once volunteers have access to their profile, they can log in through myimpactpage.com