This document summarizes a presentation about tracking volunteers in Bloomerang. It discusses setting up custom fields and groups to track volunteer data, including availability, interests, skills, and activities. It also covers creating forms for volunteers to submit hours and activities. Reports can then show volunteer metrics and impact. The presentation demonstrates these features in Bloomerang and promotes an additional volunteer management add-on for more advanced tracking across platforms.

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4. Volunteer Tracking In
Bloomerang

5. Poll
What data does your organization currently track
related to your volunteers?
a.) Names of past volunteers
b.) Activities they did while volunteering
c.) Dates and times they worked
d.) Availability schedules
e.) Special skills/qualifications they possess
f.) None of these
g.) All of these
h.) Other

6. What will we cover
today?
1. Volunteers are vital–and so is tracking
them
2. Set up Bloomerang to track volunteers
and volunteer activity
3. Groups: Volunteer group in Bloomerang
4. Volunteer reports to show value and
build relationships
5. Demo in Bloomerang Donor database
6. Bloomerang Volunteer add-on for more
in-depth tracking
7. Q&A and Resources

7. Volunteers are vital–good reasons to track
and maintain those relationships
● 25% of American adults, or 63 million
people have volunteered their
energy, time, and talent.
https://www.enterpriseappstoday.com/stats/volunteering-statistics.html
● Every year, on average, volunteers
donate almost 50 hours of their time.
● In the United States, it is estimated
that each hour a volunteer works is
worth around $29.95-$31.80.
● In 2022, the economic value of
volunteers has resulted in almost $123
billion.
● Volunteers take the workload off of
paid staff, reducing stress and
turnover; and volunteering makes
volunteers happier and healthier.

8. Key takeaways:
● Demand for services is UP
● Delivery of services is UP
● Staff is DOWN
● Hours worked by staff is UP
● Amount of organizational funding is
FLAT
Meaning that nonprofits need to be
(and are) delivering more service with
the same (or less) funding with fewer
staff who are working more hours.
VOLUNTEERS can help fill that
void!
THE STATE OF VOLUNTEER ENGAGEMENT: INSIGHTS FROM NONPROFIT LEADERS AND
FUNDERS
Changes in program
operations over last year

9. If you are
struggling to
get and keep
volunteers, you
are not alone.
33% of volunteer managers
reported volunteer
recruitment as their biggest
challenge in 2023.
How to Create a Volunteer Recruitment Plan: 5 Strategies

10. Why track volunteers?
If you track your volunteers, you are more likely to improve your volunteer
experience and volunteer retention.

11. CONSTITUENT:
About the Volunteer
● Availability
● Interests
● Skills/Talents
Custom Fields/Custom Data
INTERACTION:
About the Activity
● Volunteer Activity
● Volunteer Hours
● Event/Program
Interesting fact: The actual financial impact of an
hour of skilled volunteering in areas like
marketing, strategic planning, HR, technology,
and finance is valued at closer to $195/hr.
The value goes beyond monetary support: 92%
of nonprofits report that skilled volunteers are a
strong resource to build capacity.
Interesting fact: Tracking volunteer hours and
impact could make a case for funders to support
volunteer efforts. And funders need convincing.
Examples of difference of perception:
● Volunteers to a “great extent” provide cost
savings (73.9% for nonprofits vs. 38.9% for
funders)
● Increase the quality of services or
programs provided (72.2% for nonprofits vs.
25.2% for funders)

12. BEFORE:
● Set-up in your database
○ Custom Fields Custom Data under Settings
○ Email Interests Delivery Settings/On the Constituent’s profile
○ Volunteer Reports Reports
○ Volunteer Signup Form Communication, Forms
● Engage Volunteers
○ Email Call to Action Communication, Emails, Link
Bloomerang Online Form to Sign Up
Volunteer Tracking Pieces in BLG Donor

13. ● Use a Constituent Information Form
● Include Custom Fields
Volunteer Sign-Up Form

14. Set-up: Email Interests Communications, Email, Delivery
Settings
● Decide whom you would like to ask.
● Showcase different activities and opportunities.
● Lay out needs and expectations.
● Include a link to your Volunteer Sign-Up form.
Email Interests
Email Call to Action

15. Volunteer Tracking Pieces in BLG Donor
AFTER:
● Post volunteer opportunity data entry
○ Volunteer activity form Communication, Forms
OR
○ Import volunteers and volunteer activity Data Tools,
Import
● Reporting
○ Reports for metrics Reports

16. ● Volunteers can submit
their volunteer
information including
hours worked through
the volunteer activity
form.
● Use either the
volunteer activity form
or do an import. Using
both will create
duplicate interactions
on the constituents’
timelines.
Volunteer Activity Form

17. Import Interactions
VOLUNTEERS:
● Use Account Numbers for an exact match
● Include:
○ Volunteer Hours
○ Volunteer Activity
○ Event (optional)

18. ● Constituent Reports:
○ Generate a list of people who volunteered
○ Identify potential volunteers for an upcoming
opportunity by using their availability
○ Generate a list of all potential volunteers
Report on Volunteers

19. ● Interaction Reports:
○ List all volunteer activities
○ Report on type of activity and hours
○ Volunteer recognition based on milestones
(first-time, anniversary)
○ Annual reports -- for organizations that translate
person-hours into dollars
○ What areas need more volunteers?
Report on Volunteer Activity

20. Volunteer Group in Bloomerang
This group is Bloomerang-Created,
but not Bloomerang-Managed. You
will need to add any new volunteers
to this Group.
NOTES:
1. You will want to make adding
volunteers to the Bloomerang
Volunteer Group part of your
data entry process.
a. Adding to your Custom
Fields–Edit profile
b. Adding to
Group–Summary or within
the Group
2. If you have the Bloomerang
Volunteer add-on, new
volunteers from that system are
automatically added to the
Bloomerang Volunteer Group.

21. Into the database we go!

22. Bloomerang Volunteer
Management

23. How does this work?
Bloomerang Donor Database
Bloomerang Volunteer

24. Profile Data Sync (Two-way)
Email
First name
Last name
Date of Birth
Mobile #
Address
Activity Timeline
Email
First name
Last name
Date of Birth
Mobile #
Address
Hours Worked
Volunteer Group

25. Hours Worked Sync (One-way)
Activity Timeline
Hours Worked =

26. Consider these points. Can you relate?
● Volunteer experience is very important
to your organization
● Finding and managing volunteers
currently feels overwhelming
● Volunteers are organized through
multiple tools and it’s hard to see
everything in the same place (or you
just don’t like your current software!)
● There are many moving parts (shifts,
volunteers and other data) to manage
your processes without automation

27. Manage the
entire volunteer
lifecycle.
Best-in-class volunteer
management for:
● Nonprofit programs
● Fundraising events
● Corporate volunteerism
SOLUTION

28. Volunteer recruitment
& qualification
● Build a beautifully branded volunteer
sign-up page.
● Gather key information online with
custom forms.
● Collect volunteer waivers,
certification documents, and
background checks.

29. Volunteer scheduling
● Create schedules your way, with
multiple calendar and list views,
filters, and bulk actions.
● Match the right volunteer to the right
role and shift with Bloomerang
Volunteer’s RosterMode™.
● Empower volunteers to view and sign
up for their preferred activities and
missions.

30. Engaging mobile
management &
communications
● Using the Bloomerang Volunteer
Mobile App, view the entire master
schedule and respond to schedule
problems in an instant.
● Keep your team informed with
automated notifications and shift
reminders.
● Two-way communications to keep
volunteers connected.
Volunteer
View
Manager
View

31. Data management &
reporting
● Collect and manage all your volunteer
data.
● Measure your impact with advanced
service time reporting and hours
tracking.
● Easily filter, review, and report on
your volunteer program data to help
you secure funding.

32. Poll
Are you interested in seeing a live
demo, viewing an online tour or
speaking to a Bloomerang rep
about Bloomerang volunteer?

33. Resources
Bloomerang Knowledgebase and Support Portal

34. Resources
Knowledgebase
Track Volunteer Activity
Create Volunteer Activity Forms
Customize Confirmation Emails
for Forms
Add Bloomerang Forms to Your
Website
Bloomerang Volunteer
Other Resources
Bloomerang Volunteer: General
Reporting (article)
Crafting Memorable Volunteer
Journeys: Tips For Success (article)
A Guide To Building Lasting
Bonds With Volunteers (article)
23 Best Volunteer Appreciation
Gifts to Show Your Gratitude (article)

35. Live Chat has a new look and a
new location!

36. Thank you for attending!
And thank you for all you are doing
in your communities!
Visit our website to see more upcoming
Bloomerang Academy webinars!