Manage Content
Create, edit, and manage content in multiple languages for your workplace or organization in Content Management.
Philanthropy Cloud supports the following types of content:
- Campaign - a specific, branded effort to raise money and/or volunteer hours. Campaigns typically have a start date, an end date, and a goal. They can be configured with a variety of options for how users can give and volunteer.
- Impact Fund - a curated portfolio of nonprofits focused on a specific cause or issue. Donated funds are distributed to the portfolio of nonprofits.
- Story - a news item, blog post, or article that informs employees about a relevant cause, giving opportunity, or impact.
- Volunteer Opportunity - an opportunity to volunteer with a school or nonprofit organization.
To get started creating content, visit our library of prepackaged content kits and guides in Trailblazer.
By default, the Content Management page displays content filtered by the organization's default language. You can filter content by language and use the search functionality to easily view and locate content. When a content item exists in more than one language, you can expand its table entry to view all of its language versions.
Content Management functionality is available based upon your roles and their associated privileges. For example, Champions have limited administration access to Content Management for their organizations, while Organization Administrators have full access. Champions can create, edit, delete, and archive Volunteer Opportunity, Campaign, and Story content. Their content can be featured, and is both indexed for search and available to be recommended. Champions can also view the volunteer lists for all volunteer opportunities.
Note: Based on organization preferences or your user role, some Philanthropy Cloud features may not be available.
Important for WAMs:
WAMs must make sure that they're in the right workplace context before performing any tasks. Functionality may differ based on workplace context and the associated privileges for that site.
WAMs can switch between the workplaces they administer and the context of their own organization, which itself may be a workplace. To switch between workplace contexts, enter the name of the workplace or organization in the Search field located in the toolbar.
Manage Content States
You can manage your content from creation to completion by displaying it to end users as required.
Content can be in the following states:
- Draft - Draft content is not visible or searchable by end users. It is only available to OAs, Champions, and WAMs in Content Management. Draft content cannot be added to the Home page. You can view, edit, publish, archive, and delete draft content.
- Scheduled - Scheduled content is not visible or searchable by end users. It is only available to OAs and WAMs in Content Management. Scheduled content cannot be added to the Home page. You can view, edit, publish, archive, and delete scheduled content.
- Published - Published content is visible to end users and it is searchable in global searches. Published content can be added to the Home page. You can edit, view, and archive published content. You cannot delete published content; you can only archive it.
- Deleted - Only draft content can be deleted. You cannot delete any item that has a transaction against it.
- Expired - Expired content is not discoverable through search and recommendation. End users who have interacted with the content, such as via donations or volunteering, will find the content listed in their Profile. You can view, edit, and publish expired content. Expired content is still available for reporting.
- Archived - Archived content is not discoverable through search and recommendation. End users who have interacted with the content, such as via donations or volunteering, will find the content listed in their Profile. You can view, edit, and publish archived content. Archived content is still available for reporting.
Note: Content can have a published date and/or an expiration date but not be visible or searchable unless it is within the window defined by these dates.
Important: Since published content is visible to everyone, make sure to publish only content that you have the right to share publicly.
Content items can have explicit relationships to other content items. Depending on your Philanthropy Cloud role, you can scope content to limit its visibility and determines which users can see it.
Content created by Organization Administrators and Champions is always implicitly scoped to their workplace, and it is visible to only that company's employees.
Workplace Account Managers and Organization Administrators of Workplace Account Management Partners can create content that is unscoped, or global, and is available to all Philanthropy Cloud users in all workplaces, or they can scope content to one or more of their workplaces.
The order and priority of the published content displayed to users on their Home page is determined by machine learning and predictive analytic tools that determine the most relevant content recommendations based on their context within the application.
Content recommendations are driven by user actions within the application, such as making a donation or volunteering for an opportunity, as well as by preferences set in the user profile. Tags applied to content also drive recommendations.
Published content is displayed to users in the following ways:
- Detail View - The full detail view for a content record takes up the entire content area of a page. It includes a banner image, title, subheading, description, and related content section.
- Card/Feed View - The card view is a summary view of a content record, where that record is featured in a collection of other cards. The card view includes a card image, content type, title, excerpt, and call to action button/link.
- List View - The list view is similar to the card view. It is most commonly displayed in search results.
Create a Campaign
Campaigns are specific, branded efforts to raise money and/or volunteer hours.
Volunteer opportunities that are connected to giving campaigns enable users to choose whether to volunteer or give in support of the campaigns, or both. You can create joint giving and volunteering campaigns, as well as giving-only campaigns and volunteering-only campaigns.
When creating or managing a campaign that includes volunteering, you can indicate a goal for volunteering hours and specify volunteer opportunities to connect to the campaign. Campaign information is displayed on the selected volunteer opportunity pages for user reference and registrations are attributed to the campaign when users sign up.
You can similarly indicate a campaign goal and specify impact funds and/or nonprofits to connect to the campaign.
You can alternatively choose to have the selections displayed to users based on their location, skills preferences, cause preferences, and past history.
Note: Volunteer opportunities must be published before they can be selected for a campaign.
Note: External volunteer opportunities, such as HandsOnConnect, can be selected for volunteering campaigns. However, volunteer time logged for external opportunities is not actively tracked or reflected in the volunteering hours goal totals for the campaign.
To create a campaign:
Navigate to Admin and select Content Management.
Select Create New > Campaign.
The organization’s default language is selected as the content language by default. To create new content in a different language, select the appropriate Language.
Note: To add a translation of an existing content item, you must first edit the appropriate content, and then select the language for the translation you want to add.
In the Featured Image section, drag an image file into the appropriate area or browse for an image file. The optimal size for an image is 1500 pixels wide by 600 pixels high (2.5:1 aspect ratio).
Note: Animated GIFs are not supported or recommended.
Customize your content as required in the Content section.
Enter a Title (100 max character length).
Note: Title is a required field.
Enter a Subheading (320 max character length). This short, one sentence description appears under the title.
Enter an Excerpt (160 max character length). This quick description appears when users hover over the content in the card, or summary, view. It also displays in the search results list.
Enter a Video link.
Note: The video must be a YouTube or Vimeo URL.
Enter detailed Body Content (15,000 max character length). You can add images, links, lists, and styling.
Drop an image file directly into the content area. If the file does not import, create an empty line and drop the image file onto that line.
You can customize the Button Text that displays when this content is featured in the hero carousel, or headline, section of the Home page. Users select this customized button to view the content in more detail.
Note: Default button text is used for this content in all other pages and circumstances, and is based on content type. “Donate” is the default button text that displays for campaigns and impact funds, “Volunteer” displays for volunteer opportunities, and “View” displays for stories.
For a giving campaign, customize the Giving Options as required.
Select Enable Giving for this Campaign to create a giving-only or a joint giving and volunteering campaign.
You can include the ability for users to give to Impact Funds as part of the campaign.
(United Way only) Enable Impact Funds from Local United Way to include the impact funds from your Where Raised United Way.
Enable Selected Impact Funds to select the appropriate impact funds. You can search for and select the appropriate nonprofits by typing the first few letters of their name.
(United Way only) This option includes impact funds regardless of the Where Raised United Way.
Enable Allow Nonprofit Designations to allow users to either give to any nonprofit or give to selected nonprofits. Based on your selection, you can search for and select the appropriate nonprofits by typing the first few letters of their names.
Select the Allowed Payment Methods, such as Credit Card, Cash, Check, Payroll, and/or Stock. Only the payment methods you have enabled on your workplace will be available. Note:Credit card payments are always enabled and cannot be disabled.
Enter a One-time Ask Ladder Base Amount and a Recurring Ask Ladder Base Amount. A one-time ask is a single occurrence, while a recurring ask is an amount set up to be allocated over a specified period of time.
Enter a Campaign Goal and its associated Currency.
For a volunteering campaign, customize the Volunteering Options as required.
Select Enable Volunteering for this Campaign to create a volunteering-only or a joint giving and volunteering campaign.
Enter a Volunteering Hours Goal.
Indicate whether users can volunteer at any opportunity or volunteer at selected opportunities. Based on your selection, you can search for and select the appropriate opportunities by typing the first few letters of their names.
Note: Volunteer opportunities must be published before they can be selected for a campaign.
Note: External volunteer opportunities, such as HandsOnConnect, can be selected for volunteering campaigns. However, volunteer time logged for external opportunities is not actively tracked or reflected in the volunteering hours goal totals for the campaign.
For a joint giving and volunteering campaign, customize both the Giving Options and the Volunteering Options as required.
You can preview a summarized view of your content in the Card Preview section. When published content is featured, this card, or summary, view indicates how your content is displayed to users both in the featured content section of their Home page and in the search results list.
To display a preview of how your content will look in detail when it is published, select Preview.
Set an Expiration Date for the content in the Settings section if you want it to expire on a certain date.
Note: Expired content is not visible or searchable by users after the expiration date.
If you are a WAM or administer a WAMP, you can limit the visibility of your content in the Scope and Visibility section. Unscoped, or global, content is available for all Philanthropy Cloud users to see. You can also scope content to one or more of your workplaces, limiting its visibility to those designated workplaces.
To limit content visibility to one or more workplaces, enter the appropriate workplace names in the Workplace field. You can search for and select the appropriate workplaces by typing the first few letters.
Select applicable Causes and UN Sustainable Development Goals in the Tags section. Tags help drive search results, recommendations, and reporting.
You can search for and select the appropriate tags by typing the first few letters.
To preview your content at any time, select Preview. A separate window opens to display a preview of how your content will look in detail when it is published.
A summarized content view is also available in the Card Preview section of the page. When published content is featured, this card, or summary, view indicates how your content is displayed to users both in the featured content section of their Home page and in the search results list.
Select Save to save your content as a draft.
You can continue to edit and save your draft content as required before publishing it and making it visible and searchable by end users. You can also immediately publish, schedule, or delete your draft content.
Note: Draft content is not visible or searchable by end users. It is only available in Content Management to OAs, Champions, and WAMs.
Note: Volunteer opportunities must be published before they can be selected for campaigns.
To delete your draft content, navigate to the Actions menu and select Delete.
Note: Only draft content can be deleted. Published content must be archived.
To immediately publish your draft content, select Publish.
Published content is visible to end users and it is searchable in global searches. Published content can be added to the Home page.
Important: Published content cannot be placed back into a draft state or be deleted. It can only be archived.
Important: Since published content is visible to everyone, make sure to publish only content that you have the right to share publicly.
To schedule your draft content for publication at a later date, navigate to the Actions menu and select Schedule.
Note: You can immediately publish any scheduled content as required.
Create an Impact Fund
An Impact Fund is a curated portfolio of nonprofits focused on a specific cause or issue. Donated funds are distributed to the portfolio of nonprofits. The overall purpose of an Impact Fund is to make it easier for people to give and create impact on a broad issue area.
Note: Impact Funds can only be created by Organizational Administrators or WAMs in processor organizations. This ensures that donations to the Impact Funds can be processed.
To create an impact fund:
Navigate to Admin and select Content Management.
Select Create New > Impact Fund.
The organization’s default language is selected as the content language by default. To create new content in a different language, select the appropriate Language.
Note: To add a translation of an existing content item, you must first edit the appropriate content, and then select the language for the translation you want to add.
In the Featured Image section, drag an image file into the appropriate area or browse for an image file. The optimal size for an image is 1500 pixels wide by 600 pixels high (2.5:1 aspect ratio).
Note: Animated GIFs are not supported or recommended.
Customize your content as required in the Content section.
Enter a Title (100 max character length).
Note: Title is a required field.
Enter a Subheading (320 max character length). This short, one sentence description appears under the title.
Enter an Excerpt (160 max character length). This quick description appears when users hover over the content in the card, or summary, view. It also displays in the search results list.
Enter a Video link.
Note: The video must be a YouTube or Vimeo URL.
Enter detailed Body Content (15,000 max character length). You can add images, links, lists, and styling.
Drop an image file directly into the content area. If the file does not import, create an empty line and drop the image file onto that line.
You can customize the Button Text that displays when this content is featured in the hero carousel, or headline, section of the Home page. Users select this customized button to view the content in more detail.
Note: Default button text is used for this content in all other pages and circumstances, and is based on content type. “Donate” is the default button text that displays for campaigns and impact funds, “Volunteer” displays for volunteer opportunities, and “View” displays for stories.
You can preview a summarized view of your content in the Card Preview section. When published content is featured, this card, or summary, view indicates how your content is displayed to users both in the featured content section of their Home page and in the search results list.
To display a preview of how your content will look in detail when it is published, select Preview.
Set an Expiration Date for the content in the Settings section if you want it to expire on a certain date.
Note: Expired content is not visible or searchable by users after the expiration date.
If you are a WAM or administer a WAMP, you can limit the visibility of your content in the Scope and Visibility section. Unscoped, or global, content is available for all Philanthropy Cloud users to see. You can also scope content to one or more of your workplaces, limiting its visibility to those designated workplaces.
To limit content visibility to one or more workplaces, enter the appropriate workplace names in the Workplace field. You can search for and select the appropriate workplaces by typing the first few letters.
(United Way only) Enter the associated Accounting Code obtained from your Local United Way in the Impact Fund Settings section.
Select applicable Causes and UN Sustainable Development Goals in the Tags section. Tags help drive search results, recommendations, and reporting.
You can search for and select the appropriate tags by typing the first few letters.
To preview your content at any time, select Preview. A separate window opens to display a preview of how your content will look in detail when it is published.
A summarized content view is also available in the Card Preview section of the page. When published content is featured, this card, or summary, view indicates how your content is displayed to users both in the featured content section of their Home page and in the search results list.
Select Save to save your content as a draft.
You can continue to edit and save your draft content as required before publishing it and making it visible and searchable by end users. You can also immediately publish, schedule, or delete your draft content.
Note: Draft content is not visible or searchable by end users. It is only available in Content Management to OAs, Champions, and WAMs.
Note: Volunteer opportunities must be published before they can be selected for campaigns.
To delete your draft content, navigate to the Actions menu and select Delete.
Note: Only draft content can be deleted. Published content must be archived.
To immediately publish your draft content, select Publish.
Published content is visible to end users and it is searchable in global searches. Published content can be added to the Home page.
Important: Published content cannot be placed back into a draft state or be deleted. It can only be archived.
Important: Since published content is visible to everyone, make sure to publish only content that you have the right to share publicly.
To schedule your draft content for publication at a later date, navigate to the Actions menu and select Schedule.
Note: You can immediately publish any scheduled content as required.
Create a Story
Stories inform, inspire, and engage people with information about the positive impacts that they are making on the world.
To create a story:
Navigate to Admin and select Content Management.
Select Create New > Story.
The organization’s default language is selected as the content language by default. To create new content in a different language, select the appropriate Language.
Note: To add a translation of an existing content item, you must first edit the appropriate content, and then select the language for the translation you want to add.
In the Featured Image section, drag an image file into the appropriate area or browse for an image file. The optimal size for an image is 1500 pixels wide by 600 pixels high (2.5:1 aspect ratio).
Note: Animated GIFs are not supported or recommended.
Customize your content as required in the Content section.
Enter a Title (100 max character length).
Note: Title is a required field.
Enter a Subheading (320 max character length). This short, one sentence description appears under the title.
Enter an Excerpt (160 max character length). This quick description appears when users hover over the content in the card, or summary, view. It also displays in the search results list.
Enter a Video link.
Note: The video must be a YouTube or Vimeo URL.
Enter detailed Body Content (15,000 max character length). You can add images, links, lists, and styling.
Drop an image file directly into the content area. If the file does not import, create an empty line and drop the image file onto that line.
You can customize the Button Text that displays when this content is featured in the hero carousel, or headline, section of the Home page. Users select this customized button to view the content in more detail.
Note: Default button text is used for this content in all other pages and circumstances, and is based on content type. “Donate” is the default button text that displays for campaigns and impact funds, “Volunteer” displays for volunteer opportunities, and “View” displays for stories.
You can preview a summarized view of your content in the Card Preview section. When published content is featured, this card, or summary, view indicates how your content is displayed to users both in the featured content section of their Home page and in the search results list.
To display a preview of how your content will look in detail when it is published, select Preview.
Set an Expiration Date for the content in the Settings section if you want it to expire on a certain date.
Note: Expired content is not visible or searchable by users after the expiration date.
If you are a WAM or administer a WAMP, you can limit the visibility of your content in the Scope and Visibility section. Unscoped, or global, content is available for all Philanthropy Cloud users to see. You can also scope content to one or more of your workplaces, limiting its visibility to those designated workplaces.
To limit content visibility to one or more workplaces, enter the appropriate workplace names in the Workplace field. You can search for and select the appropriate workplaces by typing the first few letters.
Select applicable Causes and UN Sustainable Development Goals in the Tags section. Tags help drive search results, recommendations, and reporting.
You can search for and select the appropriate tags by typing the first few letters.
Select other content items that are related to this story in the Related Content section. These related content items display at the bottom of the story on the Home page. You can search for and select the appropriate items by typing the first few letters.
Note: We recommend adding three or four related content items to a story. To add more related content, select Add Another.
To preview your content at any time, select Preview. A separate window opens to display a preview of how your content will look in detail when it is published.
A summarized content view is also available in the Card Preview section of the page. When published content is featured, this card, or summary, view indicates how your content is displayed to users both in the featured content section of their Home page and in the search results list.
Select Save to save your content as a draft.
You can continue to edit and save your draft content as required before publishing it and making it visible and searchable by end users. You can also immediately publish, schedule, or delete your draft content.
Note: Draft content is not visible or searchable by end users. It is only available in Content Management to OAs, Champions, and WAMs.
Note: Volunteer opportunities must be published before they can be selected for campaigns.
To delete your draft content, navigate to the Actions menu and select Delete.
Note: Only draft content can be deleted. Published content must be archived.
To immediately publish your draft content, select Publish.
Published content is visible to end users and it is searchable in global searches. Published content can be added to the Home page.
Important: Published content cannot be placed back into a draft state or be deleted. It can only be archived.
Important: Since published content is visible to everyone, make sure to publish only content that you have the right to share publicly.
To schedule your draft content for publication at a later date, navigate to the Actions menu and select Schedule.
Note: You can immediately publish any scheduled content as required.
Create a Volunteer Opportunity
Volunteer opportunities match volunteers with schools and nonprofit organizations.
You can create and manage volunteer opportunities and associate them with schools and nonprofit organizations. Once published, volunteer opportunities are visible to end users and they are searchable in global searches. Published volunteer opportunities can also be selected for joint giving and volunteering campaigns, as well as for volunteering-only campaigns.
To create effective, productive, and meaningful volunteer opportunities:
Investigate and learn about the needs of the schools and nonprofit organizations before creating volunteer opportunities and recruiting colleagues.
Match your volunteer opportunities with the most highly qualified volunteers who are both committed to and passionate about your causes.
To create a volunteer opportunity:
Navigate to Admin and select Content Management.
Select Create New > Volunteer Opportunity.
The organization’s default language is selected as the content language by default. To create new content in a different language, select the appropriate Language.
Note: To add a translation of an existing content item, you must first edit the appropriate content, and then select the language for the translation you want to add.
In the Featured Image section, drag an image file into the appropriate area or browse for an image file. The optimal size for an image is 1500 pixels wide by 600 pixels high (2.5:1 aspect ratio).
Note: Animated GIFs are not supported or recommended.
Customize your content as required in the Content section.
Enter a Title (100 max character length).
Note: Title is a required field.
Enter a Subheading (320 max character length). This short, one sentence description appears under the title.
Enter an Excerpt (160 max character length). This quick description appears when users hover over the content in the card, or summary, view. It also displays in the search results list.
Enter a Video link.
Note: The video must be a YouTube or Vimeo URL.
Enter detailed Body Content (15,000 max character length). You can add images, links, lists, and styling.
Drop an image file directly into the content area. If the file does not import, create an empty line and drop the image file onto that line.
You can customize the Button Text that displays when this content is featured in the hero carousel, or headline, section of the Home page. Users select this customized button to view the content in more detail.
Note: Default button text is used for this content in all other pages and circumstances, and is based on content type. “Donate” is the default button text that displays for campaigns and impact funds, “Volunteer” displays for volunteer opportunities, and “View” displays for stories.
Specify the volunteer opportunity details in the Opportunity Details section.
Select the Beneficiary associated with this volunteer opportunity. You can search for and select the appropriate school or nonprofit organization by typing the first few characters of its name, government identification number (EIN or BN), or a combination of both.
Select up to 10 Organizers. You can search for and select the appropriate names by typing the first few letters.
Event registrations and notifications are sent to both the event creator and to the organizers, if different. For example, you can select a co-organizer to help with the volunteer opportunity here.
Note: You must select an organizer as a contact for a flexible opportunity.
Indicate whether this opportunity is In-Person or Virtual.
For an In-Person opportunity, enter a Location or an Address.
Note: In-Person opportunities require a physical location, such as a full street address, a city, or a point of interest (e.g., park, landmark).
Select the Opportunity Type and enter the appropriate date, time, and volunteer information.
Important: Make sure that the Time Zone is set correctly for the opportunity.
One-Time – Enter the Start Date & Time, End Date & Time, and Number of Volunteers.
Shifts – Enter the Start Date & Time, End Date & Time, and Number of Volunteers. To add more shifts, select Add Shift. You can add up to ten shifts.
Flexible – Enter the Start Date, End Date, and Number of Volunteers.
Note: You must select an organizer as a contact for a flexible opportunity.
Note: Volunteer opportunities require a future start date. The end date must be after the start date. Volunteer opportunity content automatically expires based on the latest selected end date. Flexible opportunities with no end dates can be manually expired by either updating or archiving them. Expired content is not visible or searchable by users after the expiration date.
Select up to seven Volunteer Skills that are applicable to this opportunity. To increase recommendation effectiveness, these skills are matched against the skills and causes selected by users in their profiles. You can search for and select the appropriate skills by typing the first few letters.
You can preview a summarized view of your content in the Card Preview section. When published content is featured, this card, or summary, view indicates how your content is displayed to users both in the featured content section of their Home page and in the search results list.
To display a preview of how your content will look in detail when it is published, select Preview.
If you are a WAM or administer a WAMP, you can limit the visibility of your content in the Scope and Visibility section. Unscoped, or global, content is available for all Philanthropy Cloud users to see. You can also scope content to one or more of your workplaces, limiting its visibility to those designated workplaces.
To limit content visibility to one or more workplaces, enter the appropriate workplace names in the Workplace field. You can search for and select the appropriate workplaces by typing the first few letters.
Select applicable Causes and UN Sustainable Development Goals in the Tags section. Tags help drive search results, recommendations, and reporting.
You can search for and select the appropriate tags by typing the first few letters. Tags may pre-populate based on the selected nonprofit.
To preview your content at any time, select Preview. A separate window opens to display a preview of how your content will look in detail when it is published.
A summarized content view is also available in the Card Preview section of the page. When published content is featured, this card, or summary, view indicates how your content is displayed to users both in the featured content section of their Home page and in the search results list.
Select Save to save your content as a draft.
You can continue to edit and save your draft content as required before publishing it and making it visible and searchable by end users. You can also immediately publish, schedule, or delete your draft content.
Note: Draft content is not visible or searchable by end users. It is only available in Content Management to OAs, Champions, and WAMs.
Note: Volunteer opportunities must be published before they can be selected for campaigns.
To delete your draft content, navigate to the Actions menu and select Delete.
Note: Only draft content can be deleted. Published content must be archived.
To immediately publish your draft content, select Publish.
Published content is visible to end users and it is searchable in global searches. Published content can be added to the Home page.
Important: Published content cannot be placed back into a draft state or be deleted. It can only be archived.
Important: Since published content is visible to everyone, make sure to publish only content that you have the right to share publicly.
To schedule your draft content for publication at a later date, navigate to the Actions menu and select Schedule.
Note: You can immediately publish any scheduled content as required.
Archive Published or Expired Content
You can archive published or expired content as required.
Archived content is not discoverable by end users through search or recommendation. However, users who have previously interacted with the archived content, such as via donations or volunteering, will find it listed in their giving or volunteering history.
You can view, edit, and publish archived content. Archived content is also still available for reporting.
Important: You cannot delete published content; you can only archive it.
To archive published or expired content:
Navigate to Admin and select Content Management.
Locate and select the appropriate content to edit. Alternatively, you can navigate to the Actions menu for the content and select Edit.
The content state, such as Published or Expired, is indicated on the page. You can also view the content creation and latest modification details in the History section.
To archive published or expired content, navigate to the Actions menu and select Archive.
To edit archived content, make the appropriate changes and select Save.
To republish archived content, navigate to the Actions menu and select Publish Now.
Delete Draft or Scheduled Draft Content
You can delete draft or scheduled draft content as required.
Note: Only draft or scheduled draft content can be deleted. Published content must be archived.
To delete draft or scheduled draft content:
Navigate to Admin and select Content Management.
Locate and select the appropriate content to edit. Alternatively, you can navigate to the Actions menu for the content and select Edit.
The content state, such as Draft or Scheduled, is indicated on the page. You can also view the content creation and latest modification details in the History section.
To delete your draft or scheduled draft content, navigate to the Actions menu and select Delete.
Edit Content
You can edit draft, scheduled, and published content as required. Archived, expired, and canceled content can also be edited.
Note: Draft content is not visible or searchable by end users. It is only available to OAs, Champions, and WAMs in Content Management.
To edit content:
Navigate to Admin and select Content Management.
Locate and select the appropriate content to edit. Alternatively, you can navigate to the Actions menu for the content and select Edit.
The content state, such as Draft or Published, is indicated on the page. You can also view the content creation and latest modification details in the History section.
Make the appropriate content changes and select Save.
To add a new translation or to edit an existing translation, select the appropriate Language. Make the appropriate changes for that translation and select Save.
To remove a translation and permanently delete it, select the appropriate Language, then select Remove Translation.
Note: At least one language must be active to remove a translation.
Note: Registered volunteers are notified about shift and location changes to published volunteer opportunities.
Note: Volunteer opportunities require a future start date. The end date must be after the start date. Volunteer opportunity content automatically expires based on the latest selected end date. Expired content is not visible or searchable by users after the expiration date.
Immediately Publish Scheduled Draft Content
You can immediately publish any scheduled draft content as required.
Draft content and scheduled draft content are not visible or searchable by end users. This content is only available to OAs, Champions, and WAMs in Content Management.
Published content, however, is visible to end users and it is searchable in global searches. Published content can be added to the Home page. Published volunteer opportunities can be selected for campaigns.
Important: Since published content is visible to everyone, make sure to publish only content that you have the right to share publicly.
To immediately publish scheduled draft content:
Navigate to Admin and select Content Management.
Locate and select the appropriate content to edit. Alternatively, you can navigate to the Actions menu for the content and select Edit.
The content state, such as Draft or Scheduled, is indicated on the page. You can also view the content creation and latest modification details in the History section.
To immediately publish scheduled draft content, select Publish Now.
Important: Published content cannot be placed back into a draft state or be deleted. It can only be archived.
Note: Volunteer opportunities require a future start date. The end date must be after the start date. Volunteer opportunity content automatically expires based on the latest selected end date. Expired content is not visible or searchable by users after the expiration date.
Manage Content Translations
You can translate content into multiple languages, and add or remove translations as required.
Note: When one content item has multiple translations, you can expand its listing on the Content Management page to quickly view all of its translations.
To manage content translations:
Navigate to Admin and select Content Management.
Locate and select the appropriate content to edit. Alternatively, you can navigate to the Actions menu for the content and select Edit.
The content state, such as Draft or Published, is indicated on the page. You can also view the content creation and latest modification details in the History section.
To add a new translation or to edit an existing translation, select the appropriate Language. Make the appropriate changes for that translation and select Save.
To remove a translation and permanently delete it, select the appropriate Language, then select Remove Translation.
Note: At least one language must be active to remove a translation.
To create new content in a language that is different from the organization’s default language, you must first select Create New from the Content Management page, and then select the appropriate content type.
The organization’s default language is selected as the content language by default. Select the appropriate Language, customize your content in that language as required, and then select Save.
Publish Content
You can publish content to make it visible to end users and searchable in global searches.
You can also schedule draft content to be published at a later date, as well as immediately publish any scheduled content.
Draft content and scheduled draft content are not visible or searchable by end users. This content is only available to OAs, Champions, and WAMs in Content Management.
Published content can be added to the Home page. Published volunteer opportunities can be selected for campaigns.
Important: Since published content is visible to everyone, make sure to publish only content that you have the right to share publicly.
To publish content:
Navigate to Admin and select Content Management.
Locate and select the appropriate content to edit. Alternatively, you can navigate to the Actions menu for the content and select Edit.
The content state, such as Draft or Scheduled, is indicated on the page. You can also view the content creation and latest modification details in the History section.
To publish the content, select Publish.
To schedule draft content for publication at a later date, navigate to the Actions menu and select Schedule.
- Enter a date in the future to publish the content and select Schedule.
To immediately publish scheduled draft content, select Publish Now.
Important: Published content cannot be placed back into a draft state or be deleted. It can only be archived.
Note: Volunteer opportunities require a future start date. The end date must be after the start date. Volunteer opportunity content automatically expires based on the latest selected end date. Expired content is not visible or searchable by users after the expiration date.
Schedule Draft Content for Future Publication
You can schedule draft content for publication at a later date. You can also immediately publish any scheduled content.
Draft content and scheduled draft content are not visible or searchable by end users. This content is only available to OAs, Champions, and WAMs in Content Management.
Published content, however, is visible to end users and it is searchable in global searches. Published content can be added to the Home page. Published volunteer opportunities can be selected for campaigns.
Important: Since published content is visible to everyone, make sure to publish only content that you have the right to share publicly.
To schedule draft content for future publication:
Navigate to Admin and select Content Management.
Locate and select the appropriate content to edit. Alternatively, you can navigate to the Actions menu for the content and select Edit.
The content state, such as Draft or Scheduled, is indicated on the page. You can also view the content creation and latest modification details in the History section.
To schedule draft content for publication at a later date, navigate to the Actions menu and select Schedule.
Enter a date in the future to publish the content and select Schedule.
To revert the scheduled content to draft state, navigate to the Actions menu and select Revert to Draft. This removes the previously set publish and expiration dates.
To delete the content, navigate to the Actions menu and select Delete.
To immediately publish scheduled draft content, select Publish Now.
Important: Published content cannot be placed back into a draft state or be deleted. It can only be archived.
Note: Volunteer opportunities require a future start date. The end date must be after the start date. Volunteer opportunity content automatically expires based on the latest selected end date. Expired content is not visible or searchable by users after the expiration date.
View Volunteers
You can view and export a list of registered volunteers for a published volunteer opportunity. You can also search for volunteers by name.
For shift-based opportunities, volunteers are listed under the appropriate shift.
To view volunteers:
Navigate to Admin and select Content Management.
Locate the appropriate content, navigate to its Actions menu and select Volunteers.
Note: The Actions menu also enables you to quickly Edit and View the content.
Select the appropriate shift to view its list of registered volunteers.
To search for a particular volunteer, type the first few letters of their name in the Search field.
To export the list of all registered volunteers to an Excel spreadsheet, select Export All.