If you are an administrator for a group, you might be wondering how to best utilize all of GivePulse's capabilities, so we created this quick guide for you! This guide will cover a snapshot of the following:
- Access your group dashboard
- Create an event
- Manage Registrations
- Create a fundraiser
- Manage your users
- Manage impacts
- Create surveys
- GivePulse Training
Access your group dashboard
After logging in, you'll want to use your navigation tool bar at the top left of the screen to select Manage and select your group.
After selecting your group, you will be taken to your Group Dashboard. This is where you will be able to fulfill all of your administrative duties for this group.
Create an event
To create an event for your group, you can use the left menu to select Event > Add event. From there, you will complete the event workflow then publish when the settings are configured to your liking. You can learn more about creating an event here.
After users have registered for you event, you will be able to see their registrations via Events > My Registrations. This is where you can see what day, shift, event, etc. users have signed up for. If you are viewing My Registrations from your general group's dashboard, you will see the registrations for the whole group, however, you can use the filtering options to configure the specific information you'll need visible.
Create a fundraiser
To create a fundraiser or giving campaign, you can use the left menu of your group dashboard to select Giving > Add Fundraiser. From here, select whether you want to create an item based Donation Drive, or Fundraiser and complete the giving workflow. You can learn more about our Giving modules and set up here.
Manage your users
To manage your group's participants and members, go to Users > Manage Users. Here is where you can see their names, emails, role within the group, and much more. You can use the "configure layout" setting to choose the specific information you would like to have visible. Using configure layout is also helpful for sorting through your user's information for reporting purposes. You can learn more about reporting within GivePulse here.
In addition to managing users who participates in your opportunities, as an admin, you have the option to add your own users via Users > Add a User. You can add a single user or use the import option to upload a csv with your user's names.
Now that you have created your opportunities and managed your users, let's take a look at managing your impacts. Impacts is an umbrella term used to describe all potential forms of community engagement (volunteer work, monetary donations, gifts in kind, training hours, etc.,). All of your group's impacts will be accessible via Impacts > Manage impacts. Similar to managing users, you will be able to use the configure layout setting to sort the columns you would like to see.
As an admin, there are a few ways to verify these impacts. If you receive impact verification emails, you can do so by selecting "Yes to verify" within the email itself. Additionally, wherever you see ‘Manage Impacts’ any pending impacts will be visible for an admin to verify. You can do this by using the options in the Actions column. And lastly, you can verify impacts via the GivePulse mobile app by signing in, clocking in/out, or scanning QR codes for users. You can read more about verifying impacts here.
Lastly, as an admin you might want to collect information from your users by sending out a survey. To create a survey, use the left menu to select Survey > Add survey. Once here, follow the survey workflow by adding a logo/ description, configuring the settings, and adding questions. You can use the invite function to send these surveys to specific groups within GivePulse or just simply message out the link. You can read more about surveys here.
In addition to this resource, we highly recommend utilizing our specialized training!
GivePulse Tutorials Playlist - watch videos detailing how to navigate the site and perform certain functions
GivePulse Self Paced Training- a comprehensive, self paced modular training to learn and apply all of GivePulse's functions
GivePulse Specialized Training- If you and your team would like a personalized training package, reach out to email@example.com, and our team will connect you with a GivePulse consultant.
We hope that this article is helpful as you become a power administrator for your group! If there is a program, event, use case, or report that you are not sure how to set up on GivePulse, email us at firstname.lastname@example.org, and our team will happily guide you!