Website Integration Guide – Volunteer Sign Up

Much like the Contact Sign Up pages available to every Sumac Website Integration client, the Volunteer web page allows contacts to sign up online to be entered into your database. What makes the volunteer page unique is that contacts are also able to enter volunteer specific facts to their profile from this page. See below an example of the Volunteer Sign Up page.

What the web page looks like

Website Integration

Fields available

Note that you can customize similar fields as regular sign up. For this add-on, you also get the option to include Volunteer Facts. In the table below, basic contact fields have been omitted, and only fields specific to the Volunteer pages are outlined.
Website Integration

Customization

Which Programs are you interested in?

Before you are able to show volunteering Programs online, you must first define them in your database Then tell Sumac to show them online. Perform the following steps:

  1. Open Sumac Console/Utilities/Customize Database/Lookup Lists. Select Areas: Volunteers, and Lookup Lists: Programs.
  2. Either select an existing Program from your lookup list, or click New to create a new item if you do not see any in your list.
  3. Set the Show on Web checkbox in the Program definition dialog. Click OK

Which volunteer opportunities are you interested in?

Before you are able to show volunteering opportunities online, you must first define them in your database. Then tell Sumac to show them online. Perform the following steps:

  1. Open Sumac Console/Utilities/Customize Database/Lookup Lists. Select Areas: Volunteers, and Lookup Lists: Task Types.
  2. Either select an existing task type from your lookup list, or click New to create a new item if you do not see any in your list.
  3. Set the Show on Web checkbox in the Task definition dialog. Click OK

Indicate which skills you would like to use when volunteering

Before you are able to show volunteering Opportunities online, you must first define them in your database. Then tell Sumac to show them online. Perform the following steps:

  1. Open Sumac Console/Utilities/Customize Database/Lookup Lists. Select Areas: Facts, and Lookup Lists: Skills.
  2. Either select an existing Skill from your lookup list, or click New to create a new skill if you do not see any in your list.
  3. Set the Show on Web checkbox in the Skill definition dialog. Click OK

Follow Up Email

In Sumac Console/Utilities/Customize Database/Preferences/Volunteers, you are able to set a template for Sumac to send an email to the volunteer after they sign up online. The templates must first be added in Sumac Console/Utilities/Customize Database/Lookup Lists/Communications, before they appear in this preference tab.

This web page can help with uploading templates: https://www.sumac.com/how-to-upload-templates/

Communication Record

In Sumac Console/Utilities/Customize Database/Preferences/Volunteers, you are able to set a communication type for Sumac to link to a volunteer after they sign up online. The communication types must first be added in Sumac Console/Utilities/Customize Database/Lookup Lists/Communications, before they appear in this preference tab.

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Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

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Donations flow from your website forms, straight through payment processing, and to your database, so there's less effort and less errors.
What's Included
All Basic features:
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  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
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Includes:
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  • Member & membership tracking
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  • Workflow management
  • Quickbooks integration
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Manage your donations and fundraising campaigns, engage donors, and increase revenue.
What's Included
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
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  • Event management
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  • Reporting
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  • Workflow management
  • Quickbooks integration
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All Basic features:

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  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

Need more contacts, storage, or users? Just ask us!

Basic Case Management Package

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Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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