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Marking your Attendees

Posted on March 3, 2015

It is imperative that you flag your scheduled volunteers that attended your events as completed.  This will allow you to be able to flag these volunteers as active volunteers moving forward.

1. Begin on the Shared Contacts side of Liberalist.

Shared Contacts

 

 

 

2. Go to the Event Management tool and select Calendar.

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3. On the Calendar page, select your event, and click on the 3 figures icon. This will bring you to a list of your participants.

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4. From the Participants page, select Completed in the drop-down for all those volunteers that were scheduled and attended your event.

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This is an important step to remember as it is only by flagging your volunteers as having completed the event that they committed to that you can flag them as active.  This will also help to identify the volunteers that you must send a Thank you note to.

Adding Walk-Ins

There will always be volunteers who show up the day of your event as walk-ins. You can easily schedule them in Liberalist with the Quick Mark tool.

1. Begin on the Shared Contacts side of Liberalist.

Shared Contacts

2. Click on Quick Mark.

Quick Mark 1

3. Select Schedule for Event

Schedule for Event

4. Select the date of your event and write the name of the event under Event.

5. The page will refresh and you will have the option to select a shift if you have more than 1. Under Status, select Walk In.

 

Status Walk In

6. Search for the volunteer you would like to mark as a Walk In. Click Save / Search.Search for volunteer

7. Check the box next to the volunteer and click Save / Search. When the data is applied, the checkbox will be greyed out.

Check box

8. If you cannot find the person, you can also search the Voter File.

Search the Voter File - Step 3

9. If you find them under the Voter File, you can then add them to Shared Contacts or create a new person profile.

Add new ppl

 

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