Each month our rock star team of Client Relations Managers shares one tip related to employee engagement, using VolunteerMatch Solutions tools, and running a great volunteer program. Apply these tips today to improve your program! (You can also learn more about how VolunteerMatch can help your company’s CSR activities.)
This month’s tip comes from Tess Marstaller, Client Relations Associate.
If you’re running a big service event for your company (or even a small event), sometimes it’s difficult to keep track of all of your participants. What if you need to know who has given you their T-shirt size? What if you want to view by RSVP status? After the event, how do you easily see who has tracked hours?
On VolunteerMatch’s newly updated Manage Participants Page, each column in the Participant table can be filtered. This lets you get a clear picture of the status of each attendee, without having to do any manual downloads into Excel.
For example, on the Tracked Hours column, you can see those who have or have not tracked hours. Use this filter to prevent double-tracking when you add hours on participants’ behalf.
You can also filter by Attendance Status, to see who has not confirmed they’ll be attending. You could use this list to easily send a reminder email to the group by checking all names and clicking the email icon.
Filtering by Signup Method will let you see guests who were signed up someone else, and you can put a name into the “Signed Up By” filter to see everyone signed up by a specific person.
Whether it’s ordering your list of names alphabetically, checking who has not completed the sign-up questions, or reviewing who’s tracked hours so you can send a thank-you note, filters make managing your participants a snap!
You can use the filters by clicking on the grey arrow at the top of each column on the Manage Participants Page.