Account Set-up: Where to Start (Enterprise Considerations)

Overview

This help article outlines the services Better Impact provides as part of your purchase and the timeframe required for those services. In addition, we’ve listed the areas of the software that require your input for content and the estimated time it will take you to accomplish that work.

Summary of Time

Services Included in Your Purchase

Typically 12-25 business days for Better Impact to complete all services
This timeline is dependent on timely receipt of materials required for application configurations and data imports purchased

Typically 12-25 business days for Better Impact to complete all services

This timeline is dependent on timely receipt of materials required for application configurations and data imports purchased

Work done by the Organization

Enterprise Account Set-Up: Approx. 12 hours
Enterprise Sub-Account Set-Up: Approx. 5 hours each

Enterprise Account Set-Up: Approx. 12 hours

Enterprise Sub-Account Set-Up: Approx. 5 hours each

Task & Timeline Breakdown

Note: Services provided by Better Impact will begin once payment (or a Purchase Order number) is received. Once payment is confirmed, you will receive a Welcome email from the Member Success Advisor in your region with instructions based on your specific purchase.

The summary included here is provided to help you plan a realistic start date based on your purchased services.

Work done by Better Impact (when purchased)

Setting Up of your Accounts – Once we receive the information for how you wish your accounts to be named, we ask for 1-2 business days to complete this work.
Application Configuration (if purchased) – Once we receive your application and onboarding materials, we ask for 7-10 business days to complete this work.
Data Import (if purchased) – Once we receive your import data, we ask for 7-10 business days to complete this work.
Training (if purchased) – When multiple training sessions are purchased, we recommend scheduling sessions 1-2 days apart with no more than 4 weeks between the first and last session for best retention of the material covered.

Setting Up of your Accounts – Once we receive the information for how you wish your accounts to be named, we ask for 1-2 business days to complete this work.

Application Configuration (if purchased) – Once we receive your application and onboarding materials, we ask for 7-10 business days to complete this work.

Data Import (if purchased) – Once we receive your import data, we ask for 7-10 business days to complete this work.

Training (if purchased) – When multiple training sessions are purchased, we recommend scheduling sessions 1-2 days apart with no more than 4 weeks between the first and last session for best retention of the material covered.

Work done by the Organization: Enterprise Set-Up

Always maintain at least two Full admins in each account. This crossover reduces access issues for your organization during unplanned admin changes

Enterprise Settings
- Branding Considerations – 10 Minutes
- Web Banner – 5 Minutes
- Setting the Colour – 5 Minutes
- Default Rich Text Box Options– 5 Minutes
- Social Media – 10 Minutes
- Mission Statement Box – 5 Minutes
- Enterprise News and Messaging – 10 Minutes
- Communication Considerations - 5 Minutes
Create Classifications – 1 – 2 Hours
Create Content
- Custom Fields – 2 Minutes per Custom Field
- Qualifications – 2 Minutes per Qualification
- Feedback Fields – 5 Minutes per Feedback Field
- E-Learning Modules – 30 Minutes per Module
Create Templates
- Activity – 30 Minutes per Activity to start
- Email – 5 Minutes per Email
- General Interests – 10 Minutes per General Interest
Upload Documents – 5 Minutes per Document
Create Limited Admin Roles – 20 Minutes per Role
Set-up Activity Report Groups – 45 Minutes

Enterprise Settings

Branding Considerations – 10 Minutes

Web Banner – 5 Minutes

Setting the Colour – 5 Minutes

Default Rich Text Box Options– 5 Minutes

Social Media – 10 Minutes

Mission Statement Box – 5 Minutes

Enterprise News and Messaging – 10 Minutes

Communication Considerations - 5 Minutes

Create Classifications – 1 – 2 Hours

Create Content

Custom Fields – 2 Minutes per Custom Field

Qualifications – 2 Minutes per Qualification

Feedback Fields – 5 Minutes per Feedback Field

E-Learning Modules – 30 Minutes per Module

Create Templates

Activity – 30 Minutes per Activity to start

Email – 5 Minutes per Email

General Interests – 10 Minutes per General Interest

Upload Documents – 5 Minutes per Document

Create Limited Admin Roles – 20 Minutes per Role

Set-up Activity Report Groups – 45 Minutes

Work done by the Organization: Enterprise Sub-Account Set-Up

Application Settings – 30 Minutes
Create General Interests – 10 Minutes per General Interest
Create Activities – 10 Minutes per Activity
Create Activity Shift Templates – 10 Minutes per Template
News and Messages – 10 Minutes
Upload Documents – 5 Minutes per Document
Create Email Templates – 5 Minutes per Email

Application Settings – 30 Minutes

Create General Interests – 10 Minutes per General Interest

Create Activities – 10 Minutes per Activity

Create Activity Shift Templates – 10 Minutes per Template

News and Messages – 10 Minutes

Upload Documents – 5 Minutes per Document

Create Email Templates – 5 Minutes per Email

Where to Start

Below you’ll find the order we recommend you follow when creating the elements in your software.

Review the features unique to enterprise accounts

Develop the look, feel and function of the database

Upload your Web Banner so volunteers feel connected to your organization.
Branding: Setting the elements on the volunteer side of the software to align with your organization website
- Setting the Colour
- Default Rich Text Box Options
Add your Mission Statement so both volunteers and prospective volunteers understand how they can contribute to the greater good.
Add your Social Media so your volunteers have access to everything related to your organization in one place.

Upload your Web Banner so volunteers feel connected to your organization.

Branding: Setting the elements on the volunteer side of the software to align with your organization website

Setting the Colour

Default Rich Text Box Options

Add your Mission Statement so both volunteers and prospective volunteers understand how they can contribute to the greater good.

Add your Social Media so your volunteers have access to everything related to your organization in one place.

Create your Sub-Account Applications

Determine your Application Settings so your application(s) work the way you want them to work.
Create General Interests that allow volunteers to indicate how they’d like to be involved with your organization. This will allow you to screen and train them properly.
Create Qualifications to determine who is or is not suitable for specific volunteer roles.
Create Custom Fields to capture other information you need to build a better relationship with your volunteers.

Determine your Application Settings so your application(s) work the way you want them to work.

Create General Interests that allow volunteers to indicate how they’d like to be involved with your organization. This will allow you to screen and train them properly.

Create Qualifications to determine who is or is not suitable for specific volunteer roles.

Create Custom Fields to capture other information you need to build a better relationship with your volunteers.

Note: Contact items such as name, address, email, and phone are already built into the application(s).

Create your Activities

Create as many Activities as you need to manage volunteer positions as well as other tasks, such as interviews, orientations/trainings, and meetings.
Apply the Qualifications you create to specific Activities so Better Impact can help you determine a volunteer’s suitability to those activities.
Create Feedback Fields so you can understand what volunteers did as they gave their time.

Create as many Activities as you need to manage volunteer positions as well as other tasks, such as interviews, orientations/trainings, and meetings.

Apply the Qualifications you create to specific Activities so Better Impact can help you determine a volunteer’s suitability to those activities.

Create Feedback Fields so you can understand what volunteers did as they gave their time.

Adding Volunteers to your Account

Starting Out: Adding current volunteers to your account

Existing volunteers can be added to your account in one of three ways:

Via Online Applications – Volunteers create their own profiles by completing your organization’s application form
Added Administratively – Administrators create the profiles and provide the login information if volunteers are expected to access their profiles
Bulk Import – Please note that importing volunteer profiles and information to multiple volunteer profiles in bulk, is a billable service. Reach out to support find out to more!

Via Online Applications – Volunteers create their own profiles by completing your organization’s application form

Added Administratively – Administrators create the profiles and provide the login information if volunteers are expected to access their profiles

Bulk Import – Please note that importing volunteer profiles and information to multiple volunteer profiles in bulk, is a billable service. Reach out to support find out to more!

For profiles added via an import or administratively, you will need to communicate with volunteers that a profile was created for them. Here is a Sample Welcome Letter to Volunteers to assist you with this.

Recruiting New Volunteers

Via Online Applications – Volunteers create their own profiles by completing your organization’s application form as part of the onboarding process. Links to the applications can be shared on your organization’s website or through social media.
MyImpactPage.com Public Search – Enterprises can choose to make their Public Page searchable on the user login page, to help volunteers who use Better Impact find other opportunities available to them. This feature can be enabled and disabled at any time by a Full administrator on the account. Requesting this is easily done using the chat at the bottom right corner of their admin screen. Location keywords, such as relevant city, town and/or county, can be used for this search.

Via Online Applications – Volunteers create their own profiles by completing your organization’s application form as part of the onboarding process. Links to the applications can be shared on your organization’s website or through social media.

MyImpactPage.com Public Search – Enterprises can choose to make their Public Page searchable on the user login page, to help volunteers who use Better Impact find other opportunities available to them. This feature can be enabled and disabled at any time by a Full administrator on the account. Requesting this is easily done using the chat at the bottom right corner of their admin screen. Location keywords, such as relevant city, town and/or county, can be used for this search.

Account Set-up: Where to Start (Enterprise Considerations) | Better Impact Help Center