Post Mortem on Flexible Opportunities

  • Resolved eroesch

    (@eroesch)


    5 years, 5 months ago

    There has to be a better way…
    We are a school – who ran a flexible volunteer opportunity campaign to solicit donations from parents for teachers to have all 106 staff members receive a gift card for coffee to say Thanks! Here are the challenges we ran into (not in any order – just top of mind):

    1) Labor intensive set up – 106 separate opportunities
    2) Inability to sort flexible opportunities by title of opportunity (I believe the sort order is by entry date/time)
    3) Inability to “hide” requests that are “closed” without manual intervention (we switched them to draft, but this requires a human)
    4) Inability to easily email volunteers to remind them to do their job (buy the gift card)
    5) Instances where the volunteer thinks they signed up, but they are not recorded as a volunteer, and the opportunity is not logged as complete.

    We are going to do another similar campaign in 2021 and would like to make this easier. Any tips/tricks/suggestions you might have would be GREATLY appreciated!

    The page I need help with: [log in to see the link]

Viewing 2 replies - 1 through 2 (of 2 total)
  • Thread Starter eroesch

    (@eroesch)

    5 years, 5 months ago

    6) We need to be able to add the volunteer to the opportunity from the backend (for the folks that say they signed up, but don’t reflect).

    Plugin Author Jonathan Goldford

    (@jg-visual)

    5 years, 5 months ago

    Most importantly, thank you so much for the feedback @eroesch. Feedback from the community is the number one way we prioritize what to build next, so this level if detailed feedback is incredibly valuable to us. It’s also really helpful you provided your specific use-case so we could better understand where we can make improvements.

    I’ve made sure every one of your notes was added to our database of client suggestions. We review that list every quarter when we roadmap what our team plans to work on.

    There are a few items I wanted to address specifically:

    2) Inability to sort flexible opportunities by title of opportunity (I believe the sort order is by entry date/time)

    I don’t know how comfortable you are with code, but there is a WordPress hook in place within the plugin that would allow you to add code to sort all flexible opportunities by their title. If that’s something you’re interested in let me know and we can help guide you through it.

    4) Inability to easily email volunteers to remind them to do their job (buy the gift card)

    With the number of volunteer opportunities you have this could be a little tedious, but there is a way within the WordPress admin to email volunteers that completed the form for that opportunity. Simply go to the edit screen for that volunteer opportunity and look for the “Email Your Volunteers” metabox. From there you should be able to email them.

    5) Instances where the volunteer thinks they signed up, but they are not recorded as a volunteer, and the opportunity is not logged as complete.

    This isn’t an issue we’re aware of. Have you been able to replicate this on your end? If you can, then it’s a bug and we’ll want to fix it. It would be great if you could send us step-by-step instructions to replicate the issue so we can find the cause and take care of it.

    Thank you again for all your input. We really appreciate it.

Viewing 2 replies - 1 through 2 (of 2 total)

The topic ‘Post Mortem on Flexible Opportunities’ is closed to new replies.