VolunteerEasy
We offer free daily training on VolunteerEasy; go to http://fundlyevent.com/fundly-connect/ to see a list of all of our upcoming webinars. We also have a live drop-in help session every Friday.
Webinars
Getting Started
Account
- Account Key Guide
- Changing/Viewing your Subscription
- Generating Account Statements
- Managing Account Users and their Roles
- Updating Credit Card on file
- Updating Username and/or Password
Configurations
- Opportunity Configuration: Causes
- System Configuration: Agreements
- System Configuration: Custom Datasets
- System Configuration: Sync (Addresses)
- Volunteer Configuration: Ethnicities
- Volunteer Configuration: Skills
Opportunities
- Application Form for an opportunity
- Creating a Basic Opportunity
- Creating Advanced Opportunity Part I: Basic Info
- Creating Advanced Opportunity Part II: Requirements
- Creating Advanced Opportunity Part III: Scheduling and Shift
- Creating Advanced Opportunity Part IV: Publish
Manage Volunteers
- Assigning a Volunteer to an Opportunity
- Assigning a Volunteer to an Orientation Session
- Assigning Tags to Volunteers
- Deactivating a Volunteer
- FAQ: How can I Mass Inactivate/Remove Volunteers and/or Teams?
- Guest Login
Scheduling Volunteers
Logging and Verifying Volunteers Hours
Manage Teams
Manage Partner Organizations
Features
- Donation Widget
- Opportunity Search Widget
- Pledge Campaigns (Add-on)
- Programs
- Social Sharing
- Sterling Volunteers Integration
Reports
- Report Request Form
- Using Volunteer Saved Searches as Report Filter
- FAQ: How to Use a Saved Search in a Report
- Exago User Guide
- Exago Support Library Link (Connect)
- Basic Reporting (Webinar Recording) (Connect)
Communications/Notifications
- Adding Additional Recipient to an Email Notification
- Direct Email: Sending Communication
- FAQ: What Is the Difference Between A Hard Bounce and a Soft Bounce?
- List of Email Notifications
- Newsletter: Creating a Communication Template
- Newsletter: Populating a Communication Template
Public Site
- Design your Public Site
- Design Your Public Site (Video)
- Display Scheduled Volunteer Names Online
- FAQ: How can I add Social Media Links on the Public Site?
- Featured Opportunities
- Google Analytics - Tracking & Reporting Website Traffic
Volunteer Coordinators
Volunteer Account/Portal
Resources
University
- Consent Forms
- Courses, Course Types, Departments & Schools
- Restricting an Opportunity for Specific Course(s)
- Students' Ability to Create Opportunities On Behalf of Partner Organizations
- Admin: Import Utility
- PDF User Guide: University Admin
Meals on Wheels (add-on)
Business Module (Add-On)
Newsletters
- March 2020 New Release News
- October 2019 New Release News
- April 2019 New Release News
- May 1, 2017 New Release News
- March 24, 2017 New Release News
- March 1, 2017 New Release News