Adding a Volunteer
CustomerSuccess Team avatar
Written by CustomerSuccess Team
Updated over a week ago

Follow along with the video to learn how to add a volunteer, aka a champion.

Admin and super admin have the ability to manually add champions as needed. Learn how to do so below.

Adding Champions:

To begin adding a champion, click the +Add Champion button, located to the right of the date selector.

As prompted, check to see whether the user already exists by inputting an email or phone number.

If the user exists, simply add the volunteer by selecting Add Volunteer, as shown below. The member is now part of your Champions tab.

If the user does not exist, click Create New Volunteer, and continue to the next steps.

Next, input general information about the new volunteer. First and last name are required and so is an email or mobile phone number; you should also add the member's birthday, as Civic Champs is for users 13 and older. Be sure to toggle on Send Invitation to alert the new volunteer of their status via the email and/or phone number provided and have them sign up.

When finished, click Create New Volunteer, as shown below.

The new volunteer will immediately receive an email and/or mobile text alerting them that they have been added and asking them to sign up. It will look like this:

The volunteer has been added to your organization as a champion! You will now be able to view them on your dashboard. The dashboard will display their name, email, mobile number, and home phone number, as well as their total volunteer hours, total dollars donated, and last activity done in the timeframe selected.



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