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Managing Site Settings

This article applies to all Connect site administrators.

The Settings menu is perhaps the most important part of the manager panel. These settings affect how everyone—admins, agency managers, and volunteers—views, experiences and uses the entire site.

Rather watch the movie? Check out our Site Settings playlist for admins!

Accessing Site Settings

Access your site's settings from the Settings dropdown in the utility bar.

Categories of Settings

The Settings menu lists a number of different areas, as shown here.

This article covers the Main Settings tab shown above. Below are brief descriptions of what's covered under the other tabs. Click the accompanying links to learn more. Click here to skip this section and move on to the Settings tab.

  • User Registration — Indicate what fields a usershould complete in order to register for your platform; create custom registration fields; set restrictions on who can open an account on your platform. Click here for more on user-registration settings.
  • Agency Registration — Indicate what fields an agency manager should complete in order to register their agency for your platform. Click here to learn more.
  • Interests and Causes — Make changes to the default volunteer interests and agency causes provided in the system. Click here to learn more.
  • Response Questions — Add custom questions to the need-response form (the form that appears when a volunteer clicks to respond to a need). Click here to learn more.
  • Hours — Create up to two volunteer questions to be answered whenever a volunteer logs his or her volunteer hours. Click here to learn more.
  • Spotlights — Create up to three spotlights on the volunteer dashboard. Click here for more information on spotlights.
  • Rotator Images — Add images for a slideshow to be displayed on the volunteer dashboard. Click here for more on the image rotator.
  • Community Impact — Set volunteerism goals; these goals are used when generating certain graphs on your Volunteer Impact Pages (VIPs). Click here to learn more about setting community impact goals; click here to learn more about VIPs.
  • Donations — Set up your system to collect online donations. Click here to learn more.
  • DNS Information — Provides basic information on the URL you are using for your platform.

The Settings tab features controls for the following elements of your site's settings:

Site Information

API Details

Site Design

Social Media

Approvals

Volunteers

Surveys

Needs

Custom Codes

States and Supported Counties 

Site Information 

The Site Information area is located at the top of the Main Settings page.

They display the following information about your site:

  • Site Information PDF — Click on the PDF icon to view your platform's access and domain details.
  • Coming Soon Mode — Toggle this box to ON to shut down your platform temporarily. If a site is in "Coming Soon" mode, any user who tries to access it will be directed to a page indicating that the site is unavailable.
  • Domain Name — The URL or web address for your Connect platform.
  • Organization Name — The organization name appears in some automated notifications and in your platform's browser tab
  • Organization Home Page — Your Connect platform's volunteer dashboard includes a button with the default text, Return To Our Website. If a link is provided in the Organization Home Page field, clicking the Return To Our Website button will take the volunteer to that link.

    Note: If desired, you can change the text of the Return To Our Website button. Contact our Customer Care team with your change request.

  • Default Manager Account — The dropdown lists all of your site managers. Select the name of your site's primary administrator.

    Note: To make someone a site administrator, open their profile (from Manage Users) and change their user type from User to Manager.

  • Time Zone — Select your platform's time zone.
  • Email From Name - If left blank, all emails sent from your Connect site will show a return address "from" name of "No Reply." To override this default, type the desired "from" name into this field.

    Note: We do not recommend overriding the "from" name, as it may result in more of your Connect emails being marked as spam.

  • Disable Email Delivery — Toggle this box to ON to prevent all automated notification from going to users.

    Note: This setting is recommended for sites that are just starting up and are still in the testing/learning phase of their launch.

API Details

The API (application-programming interface) allows for software integration between companies. Contact us for more information.

Important: Because your key provides access to all data on your domain, do not give it out. Guard it wisely.

Site Design

Site design is covered in a separate article, located here.

Social Media

Social media links are covered in a separate article, located here.

Approvals

Note: This section may not apply to all Connect sites.

You can choose whether changes to the site require your approval before being made public.

Approving Changes by Agencies

As a site manager, you can decide if approval will be required when the following items as they are added by agency managers to your site:

  • Agency profile updates — any updates to an agency's profile page
  • Needs — any new need posted by the agency
  • Note: This setting does not apply if an agency updates or reactivates an existing need, or if a need is submitted from the admin panel.

  • Events — any event submitted by an agency
  • Note: This setting does not apply if an agency updates or reactivates an existing event, or if an event is submitted from the admin panel.

  • New agencies — any new agency that has been added to the site

To require approval of new agencies, needs, events, or profile updates before they can be publicly displayed on your site, toggle the applicable fields to ON.

Pending Item Notifications

The Approval settings include the option to notify site managers when there are agencies, needs, events, or agency profile updates that are pending approval.

If this field is toggled ON, all site managers will receive an email whenever there is a new pending item.

Note: Notices of pending items go out at 10:00 a.m. Eastern. At this time, it is not possible for a site manager to opt out of pending-notification emails without opting out of all notificatdions.

If this field is toggled OFF, site managers will still be able to see if there are pending items by clicking the Volunteerism menu in the manager panel's side navigation.

In this example, there are two pending agencies and one pending event.

Note: To access pending items, click on the number in parentheses. To approve a pending item, click on its name or title and change its status from Pending to Active. Remember to save your changes.

Approvals for Volunteer Hour Submissions

You can decide how many steps are involved from when a volunteer enters hours to when an agency manager can approve them. You have three options under the Approval area.

  • Volunteers must submit hours for approval — When entering hours, a volunteer must verify the information before submitting it for approval. This option offers the the opportunity to edit entries before finally submitting them. Once hours are submitted, an agency manager must approve them.
  • Hours logged will automatically be submitted for approval — (Note: This is our recommended approach.) The volunteer simply submits the hours, without any extra verification or editing. Once hours are submitted, an agency manager must approve them.
  • Hours logged will be automatically approved — Hours are approved upon submission. In fact, the agency manager may never see the logged hours except when viewing the agency’s Stats tab.

Volunteers

Additional settings that relate to volunteer signups and reporting are listed below.

Default User View — There are two possible views for volunteers who are looking up agencies, needs, and events: list and grid. The list view displays items in a list, while grid view displays agencies, needs, and events as rectangular boxes, as shown here: 

Grid View:
List View:

By default, your Connect platform displays the grid view for all volunteers, which tends to be easier to view from a mobile device. To change the default, select List from the Default User View field.

Note: Volunteers have the option to switch to list view if they wish, as described in this article.

Value of a Volunteer Hour — By default, your Connect platform applies the accepted state rate. To change this rate, enter a new one here.

Require Emails for Team Registrations — This setting relates to when someone responds to a need as a team. You have two options here:

  • Yes — To sign up a team, a volunteer must provide the names and email addresses of all team members.
  • No — The volunteer signing up the team only has to provide the number of people on the team. No names or email addresses are required.

    Note: A selection of No makes sign-up easier for team leaders (since they don’t need to know the names and email addresses of each member), but a selection of Yes (recommended) makes it easier for you to collect data and track responses to the various needs in your community. If you select No, unnamed team members will show up in your records as “Name Needed.” 

Allow Individual Hours — Individual hours are those hours performed by a volunteer on their own—not as a response to a need posted on your site. Individual hours are not required to be verified, but they do show up on the volunteer resume.

  • Yes — Volunteers can enter volunteer hours for a need not posted on your site.
  • No — A need must be posted on your site, and the volunteer must have responded to it, in order to enter their hours.

Allow Anonymous Hours — Anonymous hours are volunteer hours assigned to one or more individuals who do not have an account on your site.

  • Yes — Agency managers will have the ability to submit volunteer hours on behalf of volunteers who do not have accounts on your site. (This is done in the Time Tracking area of the agency manager view.)
  • No — Agency managers will not be able to submit anonymous hours for needs.

Notes: Admins can post anonymous hours, regardless of the setting selected here; this setting applies only to agency managers. Anonymous hour data can be seen in the agency manager's Stats area (and in the accompanying export) and in the admin's Volunteer Hours Logged report.

Agency Contact Information — As an admin, you can decide whether or not an agency's contact information (contact name, email, phone, and fax) can be viewed as part of an agency's profile.

  • Show publicly on agency profile — Volunteers will be able to see the agency's contact information as part of the agency's profile.
  • Hide - Contact information will be hidden.

Note: Some admins prefer to hide this information so that volunteers will respond to needs through the Connect platform (rather than by reaching out to the agency by phone or email), thus making volunteerism easier to track in Get Connected.

Surveys

Automatically Send Need Response Follow-Up Survey — Mark this box to have a short survey sent to a volunteer 72 hours after he or she has responded to a need. The survey asks the volunteer about their experience volunteering with the agency.

Need Response Survey — Select the need-response survey to be sent. If you wish to edit the default survey or create your own, you can do so in the Surveys area of the manager panel.

Automatically Send Event RSVP Follow-Up Survey — Mark this box to have a short survey sent to a volunteer 72 hours after an event to which he or she has RSVP'd "yes."

Event Survey — Select the event survey to be sent. Your site does not currently provide a default survey, so you will need to develop your own in the Surveys area of the manager panel. Once you've created and saved the event survey, it will appear in the Event Survey dropdown.

Needs

Your site settings offer two options regarding needs.

Show Full Needs

Agency managers posting "runs until" and "happens on" needs can specify how many volunteers they require for a particular need. Once the needed number of volunteers have responded, the need is designated as "full." By default, "full" needs are hidden from the volunteer view, since no additional volunteers can sign up.

If you wish to change this default so that full needs continue to be displayed, toggle the Show Full Needs field to On.

options_needs.png

Initiatives

By default, only a site manager assign a need to an initiative. If you want your agency managers to be able to select initiatives for the needs that they post, toggle the Agency can assign initiatives to needs field (shown in image above) to On.

Custom Codes

Code Areas for Tracking Pixels

The Header Code and Footer Code fields are for Galaxy Digital clients who wish to use a tracking pixel in the header or footer of their Connect platform. The code entered here applies only for the front end of the site—not the manager panel.

WARNING: Unless you are familiar with tracking pixels, you probably will not need to use these fields. If you want to use a tracking pixel and have questions, please reach out to our Customer Care team.

Also, they can give us their google analytics key and we will pass info to their account.

Google Analytics

Use the Google Analytics field to add your Google Analytics tracking code to use your own custom analytics tracking.

Note: To get a tracking code, you must first open an Analytics account at google.com/analytics. You will receive your tracking code by email, but you can also access it by going to your Analytics account and selecting the Admin tab.

To learn more about setting your site up for Google Analytics, click here.

States and Supported Counties

Take time to select your state and the counties that will be served using your site. This information relates to volunteers’ ability to run searches by county. Note that, once you select a state, the counties show up automatically.

Note: To select multiple counties, hold the CTRL key down while selecting.

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