VolunteerMatters Support

All the training and support you need to take full advantage of your volunteer management system.

It's Time to Accomplish More Without Increasing Your Workload.

Getting Started

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Welcome, and thank you for subscribing to VolunteerMatters!

 

We also have solutions to further assist you on your rollout, how we help, and the available add-on support packages:

Steps for a successful rollout 

 

Important Links

When getting started with your VolunteerMatters account the following links can be used to advertise your VolunteerMatters system from your website, email, marketing materials, etc.:

Login (for existing volunteers): https://customercode.volunteermatters.org

Volunteer Registration (for new volunteers): https://customercode.volunteermatters.org/register

Project Catalog (for all volunteers): https://customercode.volunteermatters.org/project-catalog

Kiosk (for all volunteers): https://customercode.volunteermatters.org/kiosk (note: you must have support configure your system for kiosk initially).

Custom Project Page URLs (for all volunteers): Sometimes you may want to direct or advertise a specific pre-defined subset of projects and that's where the ability to create custom Project Catalog URLs comes in. Click here for more information

Project Page URLs (for all volunteers): You can link directly to a specific project page via their project catalog URL from the project dashboard on the administrative side.  This URL is beneficial for hidden projects, etc. 

ProjectCatalog_URL.png

You can also deep link to any specific project needs from a project by navigating to the project page either by the Project Catalog URL noted above or via the Project Catalog "Learn More" button and then clicking on individual project needs and then copying the URL from your browser.

ProjectCatalog_URL_4.png

 

NOTE: "customercode" is assigned to your account when you subscribe to VolunteerMatters. Typically your customercode is your base domain name from your web address. For example if your web address is http://www.acme.net, your base domain name and customercode is 'acme', so your login would be https://acme.volunteermatters.org. If you have any questions on your customer code please contact support.

 

Training Resources

When getting started, it is important to familiarize yourself with the terms and functionality of the VolunteerMatters system.

VolunteerMatters Glossary - Here you can a listing of terms used within VolunteerMatters and their associated definition and function in the system.

Video Tutorials - Here you can review online training videos on:

  • Project Setups
  • Project Needs
  • Need Assignments
  • Contacts
  • Credential
  • Credentials - Manual Background Check
  • Reporting
  • Feedback

Online Support Portal - Where you can review individual solutions from the guides in a searchable format and submit support tickets. You have a boat load of resources at your finger tips:

Live Training - If you would like to utilize some form of personalized live online training (via the internet or in person) there are few options available with our coaching/consulting packages:

  1. Virtual Training can be purchased in two-hour sessions as add-ons* to any of the coaching/consulting packages. Up to 10 individuals can attend each session, plus we will host a recording of that training for up to a year.
  2. Onsite Training - includes daily cost plus travel.

If you are interested in scheduling one of these please contact sales@volunteermatters.com.

*The packages themselves include either virtual or in person training so these would be additional sessions.


Standard Quick Start Steps

  1. Customize your credentials
  2. Import contacts (if desired)
  3. Create projects and their associated needs
  4. Invite volunteers to register, or if they were imported, have them create their login account via the Contact Portal Invitation note tool.
  5. Volunteers login and signup for available needs

Please do not hesitate to contact support for questions on any of these steps! We will work with you to get your system ready and live.

 

Happy Volunteering!

 

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