Step 5: Managing Your Member Community

After successfully mobilising a large number of volunteers through your recruitment campaign, it's now time to manage your community efficiently and organise your teams.

1. Member Profile Cards


The Members module brings together all volunteers registered for your event. In this space, you can view individual profile cards containing the information submitted by each volunteer.

You can customise the display of this information by clicking the icon at the top right of the member list.

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A profile card is created for each volunteer who registers via the form. It gathers all personal details, availability, and assigned tasks.

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From this profile, you can carry out various actions, such as changing their status, assigning them to a task, or granting accreditation. You can also add private notes if needed.

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In addition, the Tasks tab allows you to see assigned tasks, preferred tasks, and availability for each volunteer.

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2. Segmentation Filters


The search module enables you to filter your volunteers using several criteria (tasks, availability, T-shirt size, etc.).

Click the Filters button, then select the criteria you'd like to apply.

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Then click Filter members.

A list of members matching your criteria will appear. You can then save this view by selecting Create a new view.

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Give this view a name so it can be easily identified.

This new view will be saved and accessible from the left-hand menu. You can create as many views as needed, depending on your requirements. These views can be used to send targeted email campaigns or to organise your team on the day of your event.


To learn more about how to use filters, follow
this article.



Note: At Weezcrew, your volunteer data belongs to you. It is entirely stored within the "Members" module. You are the sole owner of your volunteers’ information, which is never shared or pooled with other organisers.

 

Now that you are familiar with the Members module, you can start assigning tasks by following this article