Creating a Custom Add Impact Workflow - Guide for Group & Event Administrators

Group Administrators can customize the Add Impact Workflow at various levels of their network. This guide provides an overview of the various ways in which an administrator can create a unique add impact experience for users.

This article covers the following:

• Event Level Customization: Impact Settings and the Impact Form
• Group Level Customization: Group Settings and Group Impact Questions
• Network Level Customization: Global Settings and Impact Whitelabeling

Event Level Customization: Impact Settings and the Impact Form

Event administrators can toggle certain impact settings and create a custom event impact form to collect event attendance data from users/volunteers.

Impact Settings

An event's impact settings can be found when creating or editing an event. Learn more about creating an event on GivePulse.

Depending on how these settings are toggled, certain aspects of the add impact workflow will change. Below are explanations of each setting and, if applicable, how these settings change the Add Impact workflow.

• Allow Impacts: Toggle who (volunteers or admins) can create impacts. If toggled to Allow only admins to create impacts or Disable impacts for everyone, this results in the Add Impact button being disabled on the event page.

• Allow Early Impacts: Toggle if users can create an impact before the date of the event. If toggled to No, users cannot add their impact until the event begins.

• Prefill Impact Hours: Toggle if hours will be prefilled in the Impact Type & Measurement section based on the duration of the event. 

• Enable Timesheets: Toggle if users can add timesheet impacts to the event. If timesheets are not enabled, the Switch to Timesheet button is disabled (Note: If timesheets are disabled at the group level, this event-level setting will allow users to record timesheets to the event).

• Who Can Create Impacts?: Toggle if only users who are registered to the event or any user can create an impact. If toggled to Registrants Only, users who are not registered to the event will not be able to click Add Impact. 

• Share Impacts: Automatically share impacts created with this event with an existing affiliate/community partner group. If a group is selected here, when a user adds their impact, this group will populate in the Share section with a lock icon, indicating that a user cannot manually remove this sharing permission.

• Allowed Impact Types: Toggle which impact types users can select when adding their impact Learn more about the different impact types. This setting will dictate which impact types appear in the dropdown menu of the Add Impact workflow.

• Allowed Vote Type: If the Voting impact type is selected in the previous setting, toggle which type of vote (Federal, State, Municipal, Caucus, Primary, or General) a user can choose.

• Send Post Event Emails: Toggle the frequency at which users receive post-event email reminders encouraging them to log an impact for the event. 

• Customize Post Event Emails: If toggled, an event admin can create a custom post-event email. Learn more about shortcodes.

• Clockout Options: If users are clocked in/out via the GivePulse mobile app, event admins can toggle when users are automatically clocked out. Admins can choose whether the event has specific clockout instructions or if the clockout settings at the group level dictate this event.

• Auto-Verify Clockout Impact: Toggle if an impact is automatically verified after a user is clocked out.

• Turn on Geo-Fencing: Toggle if users must be within a certain range of the event's location in order for them to be signed into the event. 

Impact Form

Within an event, admins can customize the impact form to collect additional data/outcomes from users logging an impact. 

The event Impact Form mimics other form builders found throughout the platform. You can learn more about building custom forms by reviewing this guide on custom fields.

Group Level Customization: Group Settings and Group Impact Questions

Group administrators can toggle group customization settings and add fields to collect information on users recording impacts within their group.

Group Settings

To access Group Settings, from your group admin dashboard, navigate to Customize > Impacts > Group Settings.

Depending on how these settings are toggled, certain aspects of the add impact workflow will change. Below are explanations of each setting and how these settings change the Add Impact workflow.

• Prefill Verifier Info: Toggle if the verifier's information is pre-populated or if this field is blank. If the field is blank, the user/volunteer is expected to populate the verifier's name, email, and/or phone number.

• Users Can Share These?: Toggle if the user has the ability to share this impact with other groups. If toggled to Yes, users will see the Share section when recording their impact. If toggled to No, this section will not display in the Add Impact workflow.

• Always Share Impacts: Toggle if users must always share impacts they create with your group, even if they are created with other groups. If toggled to Yes, your group will automatically populate in the Share section of the Impact form.

• Impacts Must Be Linked to an Event/Opportunity: Toggle if users must select a specific event/opportunity to add their impact.

• Remove Event Options: Determine the maximum number of days after an event has concluded for which a user can add their impact. 

• Disable Impacts: Toggle if users can add impacts directly to the group. If toggled to Yes, the Add Impact button will become disabled. Note: If disabled, users can still add impacts directly to an event/opportunity within the group.

  

   

• All Private: Toggle if users' impacts are public or private (visible to other users within the group). If toggled to Yes, this field is locked and cannot be edited by the user.

  

   

• Start/End Times: Toggle if users are required to enter the Start and End Times when recording an impact. If toggled to No, users will not see the From and To sections.

• Enable Ratings: Toggle if users see the Rate Your Experience field in the Add Impact workflow. If toggled to No, users will not see these field.

• Economic $ Value: Toggle the economic value of donated hours within your group (Note: The default value is determined by the annual findings from the Independent Sector. Admins can toggle this value if they are using a different metric).

• Enable Timesheets: Toggle if users can create timesheet impacts. If toggled to No, the Switch to Timesheet button is disabled.

• Impact Button Behavior: Toggle if your group pre-populates when users add an impact. If toggled to Do Not Preset Group, users will be presented with a pop-up modal where they can search/explore groups to record their impact.

• Auto Clock-Out Limit: If a user is locked in via the mobile app, toggle after how many hours they are automatically clocked out.

• Auto Verify Clock-Out: Toggle if impacts are automatically verifier for this group when a user is clocked out via the GivePulse Mobile app.

Group Impact Questions

Group Impact Questions give admins the ability to create custom fields within an impact form that will be present within all events created within your group. If there are certain fields/responses that need to be collected after multiple events, admins are encouraged to add these fields here. 

Whenever a new event is created within your group, the event's impact form will automatically have these group impact questions listed within them. Event administrators can remove these fields, if they are not applicable to the event.

To access Group Impact Questions, from your group admin dashboard, navigate to Customize > Impacts > Impact Questions.

The Group Impact Questions page mimics other form builders found throughout the platform. You can learn more about building custom forms by reviewing this guide on custom fields.

Network Level Customization: Network/Global Settings and Impact Whitelabeling

Network administrators can customize network level settings and help text for users recording impacts within their network. 

Network/Global Settings

To access Network/Global Settings, from the parent group admin dashboard, navigate to Customize > Impacts > Network/Global Settings.

Depending on how these settings are toggled, certain aspects of the add impact workflow will change. Below are explanations of each setting and how these settings change the Add Impact workflow.

• Select Verifier: Toggle if users have the ability to select the verifier for the impact (Note: If toggled to No, the Verification box is removed from the Add Impact workflow. In this scenario, the primary administrator of the group will become the verifier for this impact).

• Email Required: Toggle if users are required to provide an email for the verifier of their impact.

• Phone Number Required: Toggle if users are required to provide a phone number for the verifier of their impact.

• Auto Share Impacts: Toggle if all impacts created under your specific subdomain are automatically shared with your group. If toggled to Yes, the top-level group will automatically populate in the Share section of the Impact form.

• Auto Share Impacts with Active Classes: Toggle if all impacts created under your specific subdomain are automatically shared with active classes. (Note: An active class is defined as a class contained with a term that is marked as Completed > No). When a user adds an impact, active courses, of which they are a member, will automatically populate in the Course Engagement section.

• Require Reflections Globally: Toggle if the Reflection field is required when users add an impact under your subdomain (Note: This setting applies to groups internal and external to your network).

• Require Reflections: Toggle if the Reflection field is required when users add an impact within your network (Note: This setting only applies to groups internal to your network).

• Require File Upload: Toggle if the File Upload field is required when users add an impact under your subdomain.

• Add Impact Behavior: Toggle if users see a pop-up modal to search for existing groups to add their impact. If set to Preset Group, then the user will enter the add impact workflow.

• Allow Impacts Outside Network?: Toggle if users can record impacts for groups external to your network. If toggled to Yes, users will be able to use the pop-up modal to search for groups across GivePulse.

• Write-In Organization: Toggle if users can add impacts for groups not found on GivePulse. If toggled to Yes, users will be able to create a blank impact.

• Enable Network Verification: Toggle the ability for administrators to use network verification. If toggled to Yes, you have the option of allowing group administrators or just network administrators the ability to network verify impacts.

Impact Whitelabeling

Impact Whitelabeling gives network administrators the ability to create help text and change certain labels found within the Add Impact workflow.

Subscription Note: Impact whitelabeling requires a Platinum-Tier subscription with GivePulse. Please review the GivePulse Pricing Page for more information.

To access Global Whitelabeling Settings, from the parent group admin dashboard, navigate to Customize > Impacts > Impact Whitelabeling. 

If you have any questions, please Submit a Support Ticket.