November 2024 – 4x.10.0 Update | Better Impact Help Center

November 2024 – 4x.10.0 Update

New feature release: Monday, November 4th, 2024, 10:00pm EDT

Surveys

Collect more information from your Volunteers, Donors, Clients and Members with the new Survey feature!

Surveys in Better Impact are completely customizable and can be anonymous or linked to a user’s profile. Surveys can be shared via a link and users will need to log into MyImpactPage.com to access it. We’ve also added a response visualizer to effortlessly create graphics using the data that has been collected. Visualizations include word clouds, graphs and more! If you need to export the data out of Better Impact, it takes just a few clicks.

The ability to customize Surveys allows for a variety of applications and uses. Here are a few examples we’ve thought of:

• Volunteer Satisfaction and Feedback Survey

• Volunteer Exit Survey

• Collection of Diversity and Equity information (if anonymous, is not tied to a specific profile)

• RSVPs for events, dietary restrictions

• Collection of weekly meal selection from clients

• Post event surveys

• Collection of information at time of sign up for an activity

Volunteer Satisfaction and Feedback Survey

Volunteer Exit Survey

Collection of Diversity and Equity information (if anonymous, is not tied to a specific profile)

RSVPs for events, dietary restrictions

Collection of weekly meal selection from clients

Post event surveys

Collection of information at time of sign up for an activity

Customizable elements include:

• Choosing if users can fill the survey out once or multiple times

• Setting an end date or leaving it open

• Various question formats which include:

  • Single-line input

  • Long Text

  • Drop-down

  • Check boxes (multiple select)

  • Radio Button select

  • Rating scale (stars, smiley faces or customized labels)

  • Ranking

  • Yes/No

Choosing if users can fill the survey out once or multiple times

Setting an end date or leaving it open

Various question formats which include:

Single-line input

Long Text

Drop-down

Check boxes (multiple select)

Radio Button select

Rating scale (stars, smiley faces or customized labels)

Ranking

Yes/No

If you are ready to start using surveys, see this article for more information.

Signed Document Custom Fields (Waivers)

Say goodbye to downloading and re-uploading signed documents! The Signed Document Custom Field type allows administrators to upload a document and indicate where users are required to provide an e-signature or additional information. This feature functions like a fillable PDF but users will not be required to download the document or to have a specific program on their device to complete it. Users will be able to sign the document wherever they are updating custom field such as on an application or through MyImpactPage.

Administrators are not able to complete the document on behalf of a user.

This custom field type will be a great option for any documents that require an e-signature such as

• Waivers

• Volunteer Agreements

• Policies

• Media Releases

Waivers

Volunteer Agreements

Policies

Media Releases

Check out this link to get started.

Administrator Calendar Subscriptions

Volunteer Impact administrators can now set up calendar subscriptions to copy their activity schedules into an external calendar. This can be done for

• all activities

• a single category

• a single activity

all activities

a single category

a single activity

Multiple subscriptions can be created in the account so that each administrator can customize their own. Please note that this does not include assignment information, only the date, time and activity and category name. See this article to learn more.

Folders for Email Templates

Keep all your email templates organized with folders! Folders will make it easier for administrators to manage and find email templates. When composing an email and selecting from your list of templates, you can now type to search for the desired template. Click here to learn more.

Volunteer Anniversary Message

Similar to the Birthday Message feature, the Volunteer Anniversary message can be customized and configured to display on a volunteer’s profile on their anniversary. This includes MyImpactPage, the MyImpact App and the timeclock. Click here to learn more.

My Impact App Enhancements

• Menu Updates

  • 'Logging' (Hours and Connections), and 'Training' will be found in the main menu

  • 'Files' has been moved to the 'My Profile' menu

  • The 'Theme' page has been renamed to 'Preferences'. Font size settings can be adjusted here,

    • This selection will only be applied to the device where the setting was selected

• Schedule Classifications will display when a volunteer is viewing an opportunity on the MyImpact App

• Enhancements made to the Additional Info page to allow for collapsible headings

• If a user changes their Region (language) they will be prompted to refresh their page

Menu Updates

'Logging' (Hours and Connections), and 'Training' will be found in the main menu

'Files' has been moved to the 'My Profile' menu

The 'Theme' page has been renamed to 'Preferences'. Font size settings can be adjusted here,

This selection will only be applied to the device where the setting was selected

Schedule Classifications will display when a volunteer is viewing an opportunity on the MyImpact App

Enhancements made to the Additional Info page to allow for collapsible headings

If a user changes their Region (language) they will be prompted to refresh their page

Other Updates

• Updates to Hours and Feedback raw data reports

  • Additional client field related fields have been added to hours and feedback raw data reports. These fields include

    • Activity Client Database User Id

    • First Name

    • Last Name

    • Username

  • Username and EntryType fields moved to the Basic Info section within the Columns to Include section

Updates to Hours and Feedback raw data reports

Additional client field related fields have been added to hours and feedback raw data reports. These fields include

Activity Client Database User Id

First Name

Last Name

Username

Username and EntryType fields moved to the Basic Info section within the Columns to Include section

• “Set Up File Exchange” has been renamed as “Secure File Exchange”

“Set Up File Exchange” has been renamed as “Secure File Exchange”

• Line Height – Rich text boxes now allow for the line height to be adjusted to allow administrators compose more accessible content. This addition allows administrators more control over the spacing in their paragraph content.

Line Height – Rich text boxes now allow for the line height to be adjusted to allow administrators compose more accessible content. This addition allows administrators more control over the spacing in their paragraph content.

• Usernames will now display on the User Dashboard

Usernames will now display on the User Dashboard

• We’ve added background toggle buttons to more places, making it easier to use dark mode

We’ve added background toggle buttons to more places, making it easier to use dark mode

• “Select All” option now available after loading a pinned search allowing you to select or de-select profiles manually

“Select All” option now available after loading a pinned search allowing you to select or de-select profiles manually

• When creating or editing an activity, a message with display when “if qualified” is selected on the Visibility and Automation tab, but no qualifications have been selected on the Qualification tab

When creating or editing an activity, a message with display when “if qualified” is selected on the Visibility and Automation tab, but no qualifications have been selected on the Qualification tab

• The [Donate Now] button will not display on the public page if the donation settings of the account are not configured

The [Donate Now] button will not display on the public page if the donation settings of the account are not configured

• Improved layout on donation receipts to allow for more flexibility in the signature space

Improved layout on donation receipts to allow for more flexibility in the signature space

• API alternate date-time parameter format is now supported

API alternate date-time parameter format is now supported

• Qualification and Background date expiry date filtering - bug fixed

  • When "will expire between" was selected as the Expiry Date - Match Type, those with an expiry date on the first date in the range were not being included

Qualification and Background date expiry date filtering - bug fixed

When "will expire between" was selected as the Expiry Date - Match Type, those with an expiry date on the first date in the range were not being included

• Email history and email templates will now list the number of attachments, name of attached files(s) and file size(s)

Email history and email templates will now list the number of attachments, name of attached files(s) and file size(s)

• Limited admin role permissions added for Surveys, Calendar Subscriptions and Volunteer Anniversary Messages - make sure to update your limited admin roles if your colleagues need access to these new features!

Limited admin role permissions added for Surveys, Calendar Subscriptions and Volunteer Anniversary Messages - make sure to update your limited admin roles if your colleagues need access to these new features!

Help Articles Are Moving!

Our administrator help articles and user site guide have moved. This change will allow you to access help articles from within your Better Impact window and will allow us to create an even better support experience for you.

Please reach out directly to our support team if you need assistance following this switch.

One thing to note is that any help article links you previously bookmarked or shared with others will no longer work. New links will need to be generated for these help articles.

The url for our administrator help site will be staying the same: support.betterimpact.com

The url for our user site guide is changing to: siteguide.betterimpact.com

This site is currently live and ready for you to explore.