Efficiently Manage Volunteers and Events

Efficiently Manage Volunteers and Events

Efficiently Manage Volunteers and Events


  • Managing and deploying your team of volunteers and training your new volunteers in a timely manner is important to the success of your campaign. How can your party organize and train volunteers effectively, maximizing your resources and ensuring all-around efficiency?

We Can Help

  • Organize and train volunteers effectively
  • Personally engage volunteers with targeted messages

Here's How

Personally engage volunteers with targeted messages and effectively organize and train volunteers while building loyalty through personalized automated message flows.

  1. Set Up a Simple Volunteer Signup Process

    Create a signup process using the SimplyCast 360 drag-and-drop tool. You can engage your subscribers with different communication methods, such as SMS and email. Subscribers can specify their preferred method of communication, either SMS or email, so this way they get information in the form that is most convenient for them.

  2. Quickly Capture Volunteer Information

    Each volunteer fills out a web form on your site (or a dedicated landing page) that collects all their relevant information. They select specific boxes on the signup form to indicate which topics they are interested in or how they want to contribute to your campaign. The volunteers' information is fed directly into the CRM. The CRM begins to build a personal profile for each volunteer so they will receive relevant messages. A task is sent to one of your campaign staffers to review the volunteers' applications.

  3. Welcome Volunteers and Start Their Training

    Every volunteer receives a welcome message right away after signing up. After a short delay, they get the initial volunteer training message to get them started. You will know when each volunteer opens the message and clicks the link to read the training content. Once the volunteer reads each training message, the next training message is triggered and automatically sent to them. The CRM keeps track of each volunteer's training progress so you know where they are.

  4. Keep Volunteers Excited, Engaged and Enthusiastic

    A newsletter is sent out every month to update volunteers and supporters on the status of your campaign. Share inspiring stories, recognize outstanding staffers and volunteers, promote your campaign platform, and so on. Send personal messages from the party leader or candidate. Volunteers will feel rewarded for their contributions and supporters will be kept up to date on your campaign.

  5. Seamlessly Manage Campaign Events

    Send out event invitations to all your staffers, volunteers, and supporters with one click. All RSVPs are automatically organized and replies are sent out to all confirmed guests with more information about the event. As the event date approaches, email and SMS reminders are sent out to guests so they don't forget the time and date.

Access More Resources

Use Case Identification for Efficiently Manage Volunteers and Events

Use Case ID: WUC017


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