Pro Tip: Managing Volunteer Shifts with MyCampaign

For any campaign office, volunteers play an essential role. Once you have a team of volunteers, it's best to match them with campaign initiatives that utilize their strengths and passions.

A great way to do this is to keep track of volunteer shifts. MyCampaign, the volunteer management side of Votebuilder, also known as VAN, can help you do this. MyCampaign can help you manage campaign tasks, and match them with available and appropriate volunteers. 

Follow these steps to create a list in MyCampaign of volunteers who have not completed a shift. 

  1. Use the “Events” parameter > Select Exclude and leave everything else blank. This will capture everyone who has never been assigned a shift.

  2. Next, select Add People/Contacts > Events > Include > and then click the “Status” link to select the statuses that indicate non-completion of the shift. This pulls together everyone who has been a no-show at some point.

  3. Then, select Narrow People > Events > Exclude > Status: Completed (or you might select Walk-in, if your campaign uses that designation). This removes anyone who the last step added who has missed a shift, but come to other shifts.

If you have supporters in your MyCampaign who aren’t volunteers, or people who are tagged as volunteers based on a Survey Question or Activist Code, you’ll need to exclude those individuals. You can do this by adding additional parameters in Step 3, or by repeating step 3, and using the Narrow People step to exclude individuals with those characteristics.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.