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Flagging your Volunteers

This guide will walk you through the steps to flag which stage of the Volunteer Recruitment Program your volunteers have attained.  You can easily do this using Quick Mark and selecting the Survey Question for Recruitment, Mobilization or Status.

Remember the Survey Questions and when to use them:

2015 Volunteer : Field Recruitment – Is used to flag whether or not someone is interested in volunteering.

2015 Volunteer : Field Mobilization – If someone has requested information by email, has been scheduled for an orientation, wants to work for the elections or work from home or no longer wants to volunteer.

2015 Volunteer : Field Status – To flag the status of your volunteers as active, Orientation complete, Lapsed, or cannot be reached but we left a voice message.

1. Begin on the Shared Contacts tab.

Under Shared Contacts

2. In the Main Menu, click Quick Mark.

Quick Mark 1

3. Select Add a Survey Response. Click Next.

Select a Survey Response

4. This is where you specify the code, question, activity, etc. that you wish to apply.

  1. Select your Survey Question from the drop-down menu
    • Remember the Survey Questions and when to use them:2015 Volunteer : Field Recruitment – Is used to flag whether or not someone is interested in volunteering.2015 Volunteer : Field Mobilization – If someone has requested information by email, has been scheduled for an orientation, wants to work for the elections or work from home or no longer wants to volunteer.2015 Volunteer : Field Status – To flag the status of your volunteers as active, Orientation complete, Lapsed, or cannot be reached but we left a voice messag
  2. When – enter today’s date
  3. Canvasser – enter your name (last name, first name)
  4. How – enter how you contacted your volunteer (phone, email, etc.)

New status QM

5. Click Finish.

6. A page that looks similar to Quick Look Up will appear. Enter the name of the individual you would like to tag. Press Save / Search.

Save and Search page

7. All individuals by that name will appear in the section below.  Identify the person that you wish to append this Survey Question to and select the appropriate response from the drop down menu.

Active Vol

8. Press Save / Search.

For more information on the different options when flagging your volunteers, see our guide on the Stages of the Volunteer Program.