How should I onboard my existing volunteers?
You have a few methods to successfully onboard your existing volunteer base. This is the flow we recommend for most organizations:
1. Upload your volunteer list into your Database (For detailed steps, read How should I format my fields to successfully upload them to my database?
1. Upload your volunteer list into your Database (For detailed steps, read How should I format my fields to successfully upload them to my database?
2. Map fields from your spreadsheet (File Column Headers > Vome Fields).
On the Recruit and Pro plan, you can only import the fields in the template (see the Download template button in the initial import view), which Vome provides by default. In the import process, you can assign profile tags, opportunities, sequences or shifts.
On the Enterprise and Ultimate plans, you can import and map unlimited custom database fields.
3. Check for errors
If there are no errors, continue to the next step. If there are are errors, fix your spreadsheet and re-upload
4. Customize actions and pre-assigned characteristics for your imported list.
If you decide to pre-assign opportunities, once a person claims their profile to become a Vome User, they will be able to immediately begin reserving spots for those opportunities. If you do not pre-assign them to opportunities, they will need to apply or register for opportunities and wait for your approval before they can begin reserving spots for shifts.
In most cases, organizations decide to pre-approve volunteers to opportunities for which they are already actively volunteering. In other cases, organizations may require volunteers to submit the form for data collection purposes before they can approve them.
5. Choose to invite them to claim their profile on Vome!
Why should I upload my volunteer list to start?
For example, imagine you have 100 volunteers at your organization. Ideally, each volunteer would sign up to Vome. However, only 80 (80%) of your volunteers may opt to join.
By importing your entire volunteer list of 100 volunteers to your database, you will start off with 100 offline profiles. Then, once the 80 volunteers sign up as Vome Users, you will have 80 online profiles and 20 offline profiles. This ensures that your database is always up-to-date and does not contain any duplicates.
Additionally, you will be able to add offline volunteers to shifts and track their hours and activity. This makes it easy to manage all your volunteers on Vome!
Related Articles
Why Zip/Postal Codes Might Be Missing in Volunteer Addresses & How to Fix It
Why Zip/Postal Codes Might Be Missing in Volunteer Addresses & How to Fix It When volunteers fill out a form and share their address, you might notice that some addresses in your Database do not display a Zip Code (U.S.) or Postal Code (Canada). This ...Why can't an admin see a profile in the database?
Why Can't an Admin User See a Profile in the Database? If you're an admin user and cannot see a specific profile in the database, there could be several reasons why. Below are the most common explanations and best practices for ensuring proper ...How do I collect sensitive information from my volunteers?
Sensitive profile information on Vome includes the following: i) Address ii) Date of birth iii) Age iv) Gender As of now, volunteers must provide explicit consent to share this sensitive information with your organization. Therefore, you can collect ...Can I send individual emails to Offline Volunteers in my database?
Sorry! This feature isn't available yet! PLease be advised that individual emails can only be sent to Vome Users for now. We are looking into methods to allow Offline Volunteers to receive individual emails as well. Tip: You can filter the database ...How do I log manual hours for a user in my database?
If you want to log hours for specific shifts (including dates, opportunities, and locations), you can use our Log past shift feature. Please see our FAQ to where to find this. If you simply want to adjust a user’s total hours without creating shifts, ...