The filters and table display organizes volunteer metrics, voter turnout among each volunteer’s contacts, the last time each volunteer logged into the app, and more!

Use the Manage Columns button to show the data points you actually need, and hide anything that is not relevant to your day to day work. Focus on the metrics that match your goals.

 

User Labels, the key to organizing your volunteer program

User Labels help you group and organize volunteers, the same way tags help you group and organize voters.

 

Use User Labels to quickly answer questions like:

 

• • Which volunteers belong to a specific precinct, synagogue, campus, or community group?

  • Who are my lead volunteers?

  • Which volunteers attended a specific event or training shift?

 

Why do User Labels matter?

They turn a long volunteer list into clear teams you can manage. They make it easy to filter the table and instantly see how a specific group is performing. 

 

Using Filters to Segment Volunteers and Target Directions

At the top of the Volunteers page you will see mini Advanced Search filters. Use them to drill down to specific subsets of volunteers. Once you have a filtered list, you can send targeted texts and notifications that give people a clear daily or weekly goal.

 

For example: Filter for volunteers who have not logged in yet, then text them:

 

“Challenge of the week: Log in and add 5 contacts today.

First person to hit 5 will get a shout out on our socials!”

 

This way you can make volunteer management targeted and intentional.

 

Additional tools on the Volunteers page

• Excel export: Export your full volunteers table or a filtered subset to Excel.

 

• Bulk actions: Assign or change privileges for multiple volunteers at once.

 

• Message templates for Bulk SMS: Create up to three customizable message templates. Templates appear inside the volunteers’ bulk texting flow