About Volunteer Engagement Search

Volunteer Engagement is a service included with Pro Membership that will allow you to better engage with your volunteers. 

The Search People (1) option from the left-hand navigation allows administrators to search any of your organization’s connections since the release of the Volunteer Engagement service; you may want to reach out to all your active connections, or prospects, or maybe you want to find anyone who hasn’t yet completed a training. Search People makes it easy! Use the search options below to find your connections  and email them or view/update their profiles.

Search by Last Name (2)—At the top of the Search People page, click the letter you want to search and it will return any connection that has a last name starting with that letter. If you want to see all your connections, you can simply click All at the end of the alphabet to pull them all up. 

Search by Other Criteria (3)—You can also use any of the fields in this section to create a filtered search; including general profile information as well as any of Custom Fields that have been added. For example, if you’ve added a qualification you can search for all connections who have that qualification completed (4). 

At the bottom of the search fields you can see your selections (5), once you’ve added your choices, click the Search People button to be taken to your results. See below.

Save a Search—Do you regularly need to search and find all those connections that have completed your on-site training? If so, you’ll want to save your search so that you can get to it quickly from the homepage in that third (far-right) column. First, build the search using the Search by Other Criteria to find the connections that meet that criteria, then click Save This Search (6) at the top under the Search Results.