Volunteer Campaigns

Volunteer campaigns are a time-bound way to categorize volunteer opportunities within a community. For example, your organization could run an Earth Day volunteer campaign during the month of April that includes several events and projects benefiting environmental charities.

Note: Unlike tags, categories, and types, volunteer campaigns are categories limited to a specific date range.

Admins create volunteer campaigns. Event and project creators can then tie their events or projects to an active volunteer campaign. Participants looking for volunteer opportunities can filter for active volunteer campaigns from Search Opportunities.

Manage Volunteer Campaigns

From CSRconnect Admin Portal, Community setup, Volunteer, Volunteer Campaigns, you can manage your community’s volunteer campaigns. Your role must include the Can Access Volunteer Campaigns permission.

• Under Volunteer Campaigns Section Header, you can customize the heading that appears in the event or project creation forms when employees are prompted to select a volunteer campaign. The default text is “Choose Your Volunteer Campaign.” This field is segmentable.

• To view the events or projects tied to a volunteer campaign, select the number in the NO. Of Events or NO. Of Projects columns.

• Under Options, you can select:

  • Edit to edit a volunteer campaign.

  • Archive to archive an active volunteer campaign.

  • Restore to make an archived volunteer campaign active again.

Create a Volunteer Campaign

1. Select New Campaign.

2. Enter a Campaign Name. This name will be visible to employees in the CSRconnect Community. 50 characters maximum.

3. Under Create Event Date Range, select the date range when employees can create events and projects for this volunteer campaign. Select a Start Date & Time and an End Date & Time.

4. Under Search Opportunities Date Range, select the date range when employees can search for events and projects from this volunteer campaign. Select a Start Date & Time and an End Date & Time.

5. Select a Time Zone.

6. Under Campaign Description, you can enter a description explaining this volunteer campaign. Employees will see this description when they select this campaign on the event or project creation forms. 1,000 characters maximum.

7. You can select a Custom Question Set that participants must answer when signing up for a volunteer campaign event or project.

8. If enabled, Disclaimer requires employees to agree to a disclaimer when they sign up for a volunteer campaign event or project.

   • To enable, select the toggle and enter your custom disclaimer text.

9. Select Save Changes.

Volunteer Campaign Reporting

Standard Reports

The following Volunteer reports include volunteer campaign information:

• Volunteer Participation Report: Indicates when a volunteer participation is tied to a volunteer campaign.

• Volunteer Events Report: Indicates when a volunteer event is tied to a volunteer campaign.

Volunteer Campaign Reports

From CSRconnect Admin Portal, Community setup, Volunteer, Volunteer Campaigns, you can pull two reports for your community's volunteer campaigns.

• To export a list of your community's volunteer campaigns and their details, select Export Summary from Volunteer Campaigns.

• To export a list of events and projects associated with a volunteer campaign, select the number in the NO. Of Events or NO. Of Projects column from Volunteer Campaigns. Then, select Export Summary to export the event or project list.