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RunSignup
Volunteer Platform
Volunteer Registration Setup
Race Dashboard
Volunteers
Setup
Setup Steps
1 2 3
Volunteer Tasks: Specify what the volunteer will be doing
Awards
Ceremony
Packet
Pickup
Water
Station
Managing Tasks
Export Tasks03 Click the Download Current Tasks CSV link located
under the Jump to a Task
Edit Tasks02
Scroll down to your task OR click the links under Jump
to a Task to quickly jump to your desired task
Add Tasks01
Click the green add task button under current tasks
(left hand side)
Adding Tasks
Information: Input details about
the task
Location: Where will the volunteers
do their task
Age Limits: Enable if certain tasks
are not fit for certain age groups
Private/Public: Keep tasks public
unless you already know how you
are filling them (i.e. a large school
group is volunteering)
Task Coordinators
Task Coordinators are the leaders for a specific task
Task coordinators receive an automated email
containing a link to create an account on the RunSignup
System
They can view, manually add, and email volunteers
Setup Steps
1 2 3
Timeslots and Resources
Volunteers Needed
๏ Min/Max: Set the minimum
and maximum amount of
volunteers
๏ Timeslots: Enable timeslots if
you need multiple shifts of the
same volunteer task
Resources Needed
๏ WARNING: Resources needed
are visible to volunteers when
signing up
Setup Steps
1 2 3
Task Categories
๏ Task Categories take groups
of similar tasks and list them
under one category
๏ Category Coordinators
๏ Similar to Task
Coordinators, but have
coordinator access to
every volunteer under the
entire category
Volunteer Questions
Volunteer Questions
Custom Questions
Create custom questions for additional information that is not a
RunSignup default. For example, ask for t-shirt size since volunteers
don’t get counted towards race giveaways
Question Logic
Edit your question logic to only display questions for certain users.
For example, you ask a volunteer if they have any dietary restrictions.
If yes, another question can display asking for clarification. If no, the
question is skipped
Other Tools
and Features
Setup - Email Customization
When do volunteers receive
automated emails?
๏ When they sign up for a task
๏ When they are switched to a
different task
Click the links to enter the editor
and customize your emails for
volunteers, directors, and
coordinators
Setup - Advanced Options
Password Protection
Require volunteers to
enter a password to
sign up for a task
Volunteer Comments
Allow volunteers to
leave a comment when
they sign up
Task Overlap
Restrict volunteers
from signing up for
tasks with overlapping
times
Import Page - Import volunteers from offline signup
Import Page
Import users from an
existing CSV file
OR
Manually input users
directly on the
volunteer import page
Reports Page - Overview
Two types of reports
๏ Summary Reports: Gives
a summary of all tasks
and if minimums and
maximums have been
met
๏ Volunteer Report: Allows
you to view volunteers
per task and manage
your volunteers
Reports Page - Summary Report
Summary Report: Breakdown of progress and volunteer goals
Volunteer Report: Complete list of event volunteers
The volunteer report gives the volunteer
coordinator a detailed breakdown of each
volunteer
Can be split into a per task list of
volunteers
The manage button allows you to change
individual pieces of information for your given
volunteer
Allows you to resend a confirmation email if
needed
Gives the volunteer coordinator the option to
completely remove a volunteer from a task
Communication Tool
Used to send out mass
communication to
selected recipients
๏ Select recipients from
pre-set parameters
๏ Manually input
recipient email
addresses
Communication: Special Tags
Special tags are used to make a mass email more
personal
When placed in a mass email, the tag will transform into
information specific to the recipient
Tags are case sensitive. They will not convert if there is a
spelling/capitalization error
%TASKS% Your Assignment is %TASKS% → Your Assignment is
Water Station 1
%EMAIL% %EMAIL% → bob@mail.com
%FIRST_NAME% Dear %FIRST_NAME% → Dear Bob
Special Tags: Examples (full list on volunteer page)
Coordinator Notifications
Coordinator notifications are accessible by each task/category coordinator
๏ Coordinators are given the option to opt-in to email notifications each time a
volunteer signs up
FAQ
Can volunteers sign up for
multiple tasks?
Answer: Yes, volunteers can sign up for multiple tasks
๏ Be careful when you allow volunteers to sign up for more than one task
๏ Check off prevent volunteers from registering for overlapping timeslots for
all volunteer tasks under the advanced options tab
Can I set up automated
volunteer emails?
Answer: The volunteer platform has a very simple email platform, so it does
not support automated emails
Two solutions to this:
๏ If you have access to the whole RunSignup dashboard, you can use that
automation feature (marketing→send emails→send emails to volunteers)
๏ Download the CSV from volunteers and paste the email list into whatever
email platform you use
Questions?

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RunSignup Volunteer Platform

  • 2. Volunteer Registration Setup Race Dashboard Volunteers Setup
  • 4. Volunteer Tasks: Specify what the volunteer will be doing Awards Ceremony Packet Pickup Water Station
  • 5. Managing Tasks Export Tasks03 Click the Download Current Tasks CSV link located under the Jump to a Task Edit Tasks02 Scroll down to your task OR click the links under Jump to a Task to quickly jump to your desired task Add Tasks01 Click the green add task button under current tasks (left hand side)
  • 6. Adding Tasks Information: Input details about the task Location: Where will the volunteers do their task Age Limits: Enable if certain tasks are not fit for certain age groups Private/Public: Keep tasks public unless you already know how you are filling them (i.e. a large school group is volunteering)
  • 7. Task Coordinators Task Coordinators are the leaders for a specific task Task coordinators receive an automated email containing a link to create an account on the RunSignup System They can view, manually add, and email volunteers
  • 9. Timeslots and Resources Volunteers Needed ๏ Min/Max: Set the minimum and maximum amount of volunteers ๏ Timeslots: Enable timeslots if you need multiple shifts of the same volunteer task Resources Needed ๏ WARNING: Resources needed are visible to volunteers when signing up
  • 11. Task Categories ๏ Task Categories take groups of similar tasks and list them under one category ๏ Category Coordinators ๏ Similar to Task Coordinators, but have coordinator access to every volunteer under the entire category
  • 13. Volunteer Questions Custom Questions Create custom questions for additional information that is not a RunSignup default. For example, ask for t-shirt size since volunteers don’t get counted towards race giveaways Question Logic Edit your question logic to only display questions for certain users. For example, you ask a volunteer if they have any dietary restrictions. If yes, another question can display asking for clarification. If no, the question is skipped
  • 15. Setup - Email Customization When do volunteers receive automated emails? ๏ When they sign up for a task ๏ When they are switched to a different task Click the links to enter the editor and customize your emails for volunteers, directors, and coordinators
  • 16. Setup - Advanced Options Password Protection Require volunteers to enter a password to sign up for a task Volunteer Comments Allow volunteers to leave a comment when they sign up Task Overlap Restrict volunteers from signing up for tasks with overlapping times
  • 17. Import Page - Import volunteers from offline signup Import Page Import users from an existing CSV file OR Manually input users directly on the volunteer import page
  • 18. Reports Page - Overview Two types of reports ๏ Summary Reports: Gives a summary of all tasks and if minimums and maximums have been met ๏ Volunteer Report: Allows you to view volunteers per task and manage your volunteers
  • 19. Reports Page - Summary Report Summary Report: Breakdown of progress and volunteer goals
  • 20. Volunteer Report: Complete list of event volunteers The volunteer report gives the volunteer coordinator a detailed breakdown of each volunteer Can be split into a per task list of volunteers The manage button allows you to change individual pieces of information for your given volunteer Allows you to resend a confirmation email if needed Gives the volunteer coordinator the option to completely remove a volunteer from a task
  • 21. Communication Tool Used to send out mass communication to selected recipients ๏ Select recipients from pre-set parameters ๏ Manually input recipient email addresses
  • 22. Communication: Special Tags Special tags are used to make a mass email more personal When placed in a mass email, the tag will transform into information specific to the recipient Tags are case sensitive. They will not convert if there is a spelling/capitalization error
  • 23. %TASKS% Your Assignment is %TASKS% → Your Assignment is Water Station 1 %EMAIL% %EMAIL% → bob@mail.com %FIRST_NAME% Dear %FIRST_NAME% → Dear Bob Special Tags: Examples (full list on volunteer page)
  • 24. Coordinator Notifications Coordinator notifications are accessible by each task/category coordinator ๏ Coordinators are given the option to opt-in to email notifications each time a volunteer signs up
  • 25. FAQ
  • 26. Can volunteers sign up for multiple tasks? Answer: Yes, volunteers can sign up for multiple tasks ๏ Be careful when you allow volunteers to sign up for more than one task ๏ Check off prevent volunteers from registering for overlapping timeslots for all volunteer tasks under the advanced options tab
  • 27. Can I set up automated volunteer emails? Answer: The volunteer platform has a very simple email platform, so it does not support automated emails Two solutions to this: ๏ If you have access to the whole RunSignup dashboard, you can use that automation feature (marketing→send emails→send emails to volunteers) ๏ Download the CSV from volunteers and paste the email list into whatever email platform you use