Quick Guide For Administrators

If you are an administrator for a group, you might be wondering how to utilize GivePulse's capabilities best, so we created this quick guide for you! This guide will cover a snapshot of the following:

• Access your group dashboard
• Create an event

Here is a quick guide for administrators. In this support article, you will find quick tips on how to navigate GivePulse as an administrator. 

• 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 toolbar 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 can 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 and publish when the settings are configured to your liking. You can learn more about creating an event here. 

Manage Registrations

After users have registered for your event, you can 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.

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. 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 participate in your opportunities, as an admin, you can 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 the name of your users.

Manage impacts

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 that describes 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 can use the configure layout setting to sort the columns you want 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.

Create surveys

Lastly, as an admin, you might want to collect specific information from your users by sending out a survey. To create a survey, select Survey > Add survey from the left menu. 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. 

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, you can 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.

GivePulse Training

In addition to this resource, we highly recommend utilizing our specialized training!

• Watch videos detailing how to navigate the site and perform certain functions: GivePulse Tutorials Playlist
  • Join us for a refresher webinar and learn quick tips as an Admin:
  • GivePulse 101 The Basics for Non-Profit on Tuesdays 
  • GivePulse 101 the Basics for Higher Ed on Wednesdays
• GivePulse Self-Paced Training- a comprehensive, self-paced modular training to learn and apply all of GivePulse's functions
• GivePulse Use Case Volume- for exclusive access to our Use Case Volumes:
  • Join our higher ed administrators group: The Pulse
  • Join our nonprofit administrators group: The Beat
    
    

GivePulse Specialized Training - If you and your team would like a personalized training package, reach out to support@givepulse.com, and our team will connect you with a GivePulse consultant. 

We hope this article is helpful as you become a power administrator for your group! If there is a program, event, use case, or report you are unsure how to set up on GivePulse, email us at support@givepulse.com, and our team will happily guide you!