Category: Application Features and Tutorials Page 1 of 5

Data Galore: Linking TeamKinetic to Google Analytics

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On 24th July 2024

In Application Features and Tutorials, TeamKinetic Features

Google Analytics is a service that allows you to track and report on your website traffic. By linking your TeamKinetic system to Google Analytics, you can gain a deeper understanding of your audience and how they interact with your content.

So how do you link TeamKinetic to Google Analytics?

We’ve created this handy guide on how to link your TK site to Google Analytics. The key steps: 

  1. Create a Google Analytics account (if you don’t have one already)
  2. Set up a new property
  3. Add your website (data stream)
  4. Grab the tracking code
  5. Open a support ticket with the code and we’ll do the rest!
  6. Give it time to collect the data

Download the guide below:

Setting Up Google Analytics 4 (GA4) for Your WebsiteDownload

The Key Metrics you should be tracking

Once you’re all set up, there are a load of things you may want to start tracking. We’ve outlined some key metrics to track.

Site Visitors

Site visitors, or users, are the individuals who visit your website. Monitoring the number of visitors helps you understand the reach of your site and track growth over time.

Where to Find It

In your GA4 dashboard, go to the Reports → Life cycle → Acquisition → Overview. Here, you can view metrics such as the total number of users, new users, and active number of users in the past 30 minutes.

Why It’s Important

Knowing how many people visit your site can help you gauge the effectiveness of your outreach efforts and identify trends in your traffic.

Traffic Sources

Traffic sources tell you where your visitors are coming from. This could be through search engines, direct visits, social media, or referral links from other websites.

Where to Find It

Navigate to the Reports → Life cycle → Acquisition → Traffic Acquisition. Here, you’ll see a breakdown of traffic sources, including organic search, direct, social, and referral.

Why It’s Important

Understanding where your traffic comes from helps you identify which channels are most effective in driving visitors to your site. This can inform your marketing strategies and help you allocate resources more effectively.

Engagement Rates

Engagement rates provide insights into how users interact with your site. Key engagement metrics include bounce rate, average session duration, and pages per session.

Where to Find It

In the Reports → Life cycle → Engagement → Overview. Look at metrics like the engagement rate, average engagement time per session, and the number of engaged sessions per user.

Why It’s Important

High engagement rates indicate that visitors find your content valuable and are spending more time on your site. This can lead to increased volunteer sign-ups and better retention.

You can even see which pages are most popular on your site by going to Reports → Life cycle → Engagement → Pages and screens

Go forth and track!

By tracking these key metrics in Google Analytics, you can gain valuable insights into your website’s performance and make data-driven decisions to enhance your volunteer management efforts.

We hope this guide helps you get started with Google Analytics and empowers you to take your volunteer management programme to the next level.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

New TeamKinetic Integration for the Big Help Out 2024

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On 17th May 2024

In Application Features and Tutorials, News & Views, Technical Updates

We are very excited (and exhausted) to bring you the new TeamKinetic integration for The Big Help Out with DoIt, the platform supporting the 2024 campaign.

We have a video which will take you through the steps and explain the process and you can read a little more about how to register with DoIt and finding your API key with this little piece from DoIt.

The Process

It starts from your super admin menu; find the SETUP page and then the API & Integrations section. You’ll find a section titled DoIt (The Big Help Out).


Here you will find the registration link. This link will allow you to register with DoIt and also join the Big Help Out application. If you already have a DoIt account you should still follow this link as it will check to make sure you already have the Big Help Out app and if not ask you for permission to add it.


Once you have completed the registration process you’ll end up at your DoIt dashboard. On the left hand side hit the Org Settings menu and then look for the Integrations section. In that section you’ll find the API key bit you need.


Hit the generate new key and a new key will be created and displayed on the screen. There is a COPY KEY button you can use to copy the key to your clipboard. Once you have it copied return to your TeamKinetic app and paste the API key into the box ‘Your API Key’ and hit SAVE.


TeamKinetic will scurry off and check that we can connect to your DoIt account and confirm this by displaying your current list of DoIt apps as above. If you see an error message check your key and try again.

That’s it for the setup, from now on when you create an opportunity, on the Promoting and Sharing tab, you ‘ll be asked if you want to share to DoIt and to select the app you want to share to (The Big Help Out in this case).


When managing the opportunity you’ll see in the sharing tab that the oop is shared along with a link to view the opportunity on DoIt and also a button to remove the opportunity from DoIt.


When potential volunteers find your opportunities on The Big Help Out, there is an external apply link that they follow which leads them back to your TeamKinetic website where they can register and join your opportunity. Even if they have a DoIt account they will still get returned to your website.


Providers can also link their own DoIt account in the same way, and share their opportunities to their own DoIt account. This is preferable if you can encourage your providers to do this as it keeps everything nice and tidy and aligned without the potential for duplicating opportunities between one of your partners and yourself. Providers can enter their API key from the Account > Details & Setup page on the integrations tab.


It doesn’t matter whether the opportunity has been uploaded to your DoIt account, or directly to a provider’s DoIt account, the resulting opportunity on DoIt will be the same and the potential volunteer will end up back at your website.

Once you’ve managed to create your account and paste in your DoIt API key it’s super simple from that point on and you’ll soon be sharing your opps to The Big Help Out 2024!

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

TeamKinetic – SSO support for enterprise customers

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On 30th April 2024

In Application Features and Tutorials, News & Views, TeamKinetic Features

For those customers that required higher security for their administrators, providers or volunteers, or that required the control of their user generation to be maintained centrally, TeamKinetic supports login and account generation via SSO (single sign on).

We support any SSO provider that is compatible with OpenAuth 2; this includes Azure, Okta, AWS and many others.

You must be an enterprise customer to enable SSO and there is a one-off fee for setup and implementation. To enable SSO we will require a few pieces of information;

  • The client id
  • The client secret id
  • The tenant id

With these we can create the necessary links for the login pages that look a little like this for Azure;

https://login.microsoftonline.com/tenantID/oauth2/v2.0/authorize?scope=openid%20email&response_type=code%20&response_mode=query&client_id=xxxx-xxxxx-xxxx-clientid

The user (admin in this case) will be presented with an SSO only button to login, like this;

They will get redirected to the SSO provider to login using their existing username and password and then if successful will be redirected back to your application. If the email matches an email in your administrator list they will be logged in, or if it does not exist a new minimum administrator account will be created and then they will be logged. Alternatively, if you wish, any emails for successful logins must match pre-existing accounts or the login will fail.

If you are interested in enabling SSO please get in touch or open a support ticket.

Volunteer Reward and Recognition just got easier with TeamKinetic and Tempo Time Credits

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On 14th February 2024

In Application Features and Tutorials, TeamKinetic Features, Technical Updates

Looking to supercharge your volunteer reward and recognition? Well, within the TeamKinetic volunteer management system, you can now give your volunteers Tempo Time Credits for all their hard work.

Who are Tempo? What are Tempo Time Credits?

Tempo is a registered charity that builds local and national organisation networks by bringing people together in their local communities to carry out valued voluntary work. 

The Time Credit model recognises and rewards volunteers for the hours they give. Volunteers can exchange Time Credits for experiences, products or services – like cinema tickets, entry to visitor attractions or even a coffee and a slice of cake! These experiences, products, and services are provided by their ‘Recognition Partners’.

How does Tempo work within TeamKinetic?

Volunteer reward and recognition has never been easier. Within TeamKinetic, Admin users will control the whole process. They can decide which opportunities merit Tempo Time Credits and determine how many credits are available. 

Meanwhile, your volunteers can seamlessly join Tempo. They’ll gain instant access to their credit balance and local offers directly from their TeamKinetic dashboard. Once volunteer hours are confirmed, the conversion process is a breeze. They can effortlessly exchange their hours for Tempo Time Credits, giving them the freedom to spend or gift them as they choose.

Getting started with this integration depends on a few factors. Are you a TeamKinetic Enterprise user? And do Tempo have a recognition network set up in your area?

See below for a map of where Tempo presently operates:

If Tempo aren’t in your area, fear not! You can discuss your options with Tempo’s CEO Rachel. Also, if you’d like to become a recognition partner yourself, there is opportunity to do that. This would involve offering experiences for volunteers to redeem with their Tempo Time Credits.

The Impact of Tempo Time Credits

Not convinced yet? Read all about the impact Tempo can make for volunteers and communities below:


And see this great video for a visual look at Tempo’s impact:

Frequently Asked Questions

How can I get started?

Please see the graphic below for more instructions.

Book a chat with Chris: https://savvycal.com/Chris-Martin-fd7fab21/Tempo 

Book a chat with Rachel: https://savvycal.com/rachelgegeshidze/9d48a957

Can you provide more details on the specific benefits or incentives offered through Tempo Time Credits, such as examples of experiences, products, or services that volunteers can redeem?

Redeemable services include: classes at the local leisure centre, shows at the local theatre, and a day out at the zoo. You can read case studies from volunteers using Time Credits in this report.

How does TeamKinetic ensure the security and accuracy of volunteer hour tracking within the system to facilitate the seamless exchange of hours for Tempo Time Credits?

Only provider-confirmed hours will contribute towards the amount of Time Credits available for redemption. Furthermore, limits can be set on how many credits can be redeemed per opportunity/in a certain amount of time. Rolf will work with you to set these guidelines.

Are there any potential costs or fees associated with integrating Tempo Time Credits into the TeamKinetic volunteer management system, either for organizations or volunteers, and how are these managed or mitigated?

Yes, you will have to set up a contract with Tempo. However, on the TeamKinetic side, there is no extra charge to get this activated within your system.

In the meantime, you can read more from Tempo themselves. Their CEO Rachel was kind enough to write us a lovely guest blog all about Tempo and the great work they do.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

The New TeamKinetic App

By

On 31st January 2024

In Application Features and Tutorials, TeamKinetic Features, Technical Updates

After a long period of development, we’re thrilled to announce the launch of the new TeamKinetic App! The app is free for all, and our Enterprise users have the option to adopt their own white-labeled version.

The Power of TeamKinetic at Your Fingertips

The new TeamKinetic app brings the power of our desktop platform to your pocket.

Our new app is more user-friendly and modern with a redesigned and intuitive interface. We’ve ensured that the user experience is consistent across Android and iOS devices, so no matter what platform your users prefer, they’ll enjoy a seamless and unified experience.

With the new app, your volunteers will now have access to features such as expenses, roles, the ability to apply for opportunities, document uploads/downloads, and profile management. 

The base TeamKinetic app will be free for all users, including all the material and support required for everyone to use and share with their volunteers.

However, if you’re an Enterprise user, you can access the exciting new ability to have your app white-labeled.

White-labeling

All enterprise users can have a branded version of the TeamKinetic app tailored to their organisation’s unique identity.

Your logo, brand colours, and unique app store name will be used, creating a seamless extension of your brand. Customisation will not include functional elements; all apps offer the same features.

White-labeled applications will also allow volunteers to register directly within the app, streamlining the onboarding process.

The yearly cost for a white-labeled application is £800 per year and can be added directly onto your existing yearly fee. All white-labeling will be done on a first-come-first-served basis as we have to roll these out gradually.

How to download the TeamKinetic App

You can download our app for free on iOS and Android now. Just search ‘Volunteer with TeamKinetic’ or click the links below.

If you are an enterprise user wanting to discuss adopting a white-labeled app, please fill in this form. 

We can’t wait for you to explore the enhanced capabilities of our new app.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

TeamKinetic 2.3.1 Minor Release

By

On 6th June 2023

In Application Features and Tutorials, TeamKinetic Features, Technical Updates

Following on from 2.3.0 which was a pretty large minor release we have some new updates for you which came about from support tickets and chats about the latest version

Easier Volunteer Reporting

We get asked pretty regularly what ACTIVE means and how to find out how many active volunteers there are or other criteria about active volunteers. Active volunteers are those that have joined a session OR logged hours on a flexible opp between the dates selected.

To this end, we have split the basic reporting available for volunteers into an ACTIVE and a REGISTERED tab. So any figures you are looking at in the active section will represent volunteers that have joined a session OR logged hours on a flexible opp between the dates selected. The registered section will show the data for volunteers that have registered between the dates selected.

More Volunteer Search Filters

To help with discovering your active volunteers we have also added new filters called ACTIVE/INACTIVE to the volunteer search pages so you can search for activity or lack of it between dates.

If you need to find out how many volunteers have a pending application or have been waiting for a long time for their opp application to be processed you can use the new Application Status and Date Last Applied filters.

Block Access to Volunteer Uploads

Providers were able to always view the documents and qualifications that volunteers uploaded if the volunteer was linked to the provider. There is now a new super admin option where you can switch this off so that only administrators can view these documents.

Opportunity Promotion for Providers

Providers are now able to send the opportunity promotion email straight to all their linked volunteers via a checkbox in addition to being able to add emails manually.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

TeamKinetic 2.3.0 Minor Release

By

On 12th April 2023

In Application Features and Tutorials, TeamKinetic Features, Technical Updates

For a minor release, this one is quite major! There are no breaking changes or anything huge but some great improvements.

Match ALL or ANY on the Volunteer Search Page

On the volunteer search page, you can now select ALL or ANY as the matching criteria. This means you could search for volunteers that are a member of any of a set of groups, or that live in any of a set of postcodes for instance.

Not Checked Option When Filtering

When filtering on custom questions that are checkboxes you can now filter by these boxes not being checked. Previously as nothing is stored when a box is unchecked this was not possible.

Volunteer Action Log

A great new feature that allows admins to check what has been happening with a particular volunteer. Currently, it displays what opps they have viewed, when they have logged hours, joined sessions, and so on. We’ll be extended this with more logged actions in future releases

Create a PDF of Opportunities

Find the opportunities you want to include in the PDF, click their checkboxes and you can now print a nicely formatted PDF with an opportunity on each page.

You get a few options of what to include in the printout and a handy QR code is included so volunteers can find the opp quickly on your website.

Multiple LinkWide Group Membership

For those of you that are in a LinkWide sharing group (get in touch if this sounds like something you would be interested in), you can now join multiple groups, each with its own sharing ruleset.

Editing Existing Resources

You can now edit your existing resources…no need to delete and recreate which is a real-time saver. Additionally, you can also edit the order in which the resources appear.

Select Specific Map Location When Creating Opps

We’ve added back in the ability to move the map marker when creating opps with the new opp creation screens, jsut as you could when editing an opportunity.

Email All Providers from Opp Selection

Previous to this release, when you select a number of opportunities from the opp search page it was only possible to email all the volunteers on those opps. You can now also email all the providers who created those opps. This is great for chasing up providers who have outstanding volunteer applications for their opps for instance.

Improved Email Logging

The storage of the plain text version of sent emails has been improved so you won’t see all the HTML stuff when looking at a volunteer or provider email log anymore.

Better Upload Image Support

We can now support all modern web image formats including WEBP when you are uploading images anywhere in the app.

 

Over 50 smaller fixes and improvements have also been added which I hope will make you even more productive day to day.

As always, we are ready to take your feedback and questions in all the normal channels.

TeamKinetic Admin Guide

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On 19th January 2023

In Application Features and Tutorials, Training

Welcome to this TeamKinetic Admin Guide. This is essential for any admin user setting up a new TeamKinetic site, or any new member of staff using an existing TeamKinetic site.

In this post, you’ll have access to all the TeamKinetic quickstart videos. You can get help at any time by clicking the ? help icon in the top right of your screen within the system.

Overview

An overview of system users and what functions each user has access to.

A look at the relationships between each user.

Initial Setup

The initial setup steps confirm things like your about us page and other application content.

It’s also important to set up your registration settings including what data to collect, and opportunity categories.

Remember there is always help available on every page by clicking the ? at the top right of your screen.

Look and Feel

During step 3 we will cover how to add your logo, set up all the colours for menus and links, and set your page backgrounds and the home page content.

Your First Opportunity

Adding opportunities is of course a fundamental skill to learn!

We have a number of different types of opportunities and many options available for creating an opportunity that serves your needs.

It can be as simple as a quick opportunity which has only a few questions to answer, all the way up to a complex repeating opportunity that spans months.

Invite Volunteers

Now you have your application set up just how you want it and have some shiny new opportunities ready for your volunteers, you’ll need some volunteers.

One of the quickest and easiest ways to get your volunteers registered is to send them an invite email with a special link they can follow to register.

You can keep track of all your invites by going to Volunteer Management → Invite Volunteer.

Manage Opportunities

Once your opportunities have been added and volunteers are starting to sign up you will spend a good percentage of your time managing your opportunities and the volunteers that have joined.

Our opportunity management dashboard has all the tools you’ll need to communicate effectively with your volunteers, schedule new sessions, place and move volunteers between sessions and lots more. It is probably the major hub for your application.

Create Events

An event is a group of opportunities that has something in common.

Each event gets its own mini-site with a picture that you can share and link to.

Events also show up on the opportunity search page and in the weekly newsletter. This makes it easier for volunteers who are not bothered about what they do but just want to be part of the big event.

Volunteer Rewards

Rewarding your volunteers is vital to maintain and improving retention rates.

We have a few ways you can reward volunteers including the achievement badges, both automatic for hours served and your own Award Badges that you can award for any reason (volunteer of the month etc.).

We strongly encourage you to set up your own Award Badges and bring a smile to your volunteers.

Communication

You’ll need to stay in touch with your volunteers and there is a myriad of ways to do that with TeamKinetic.

There are a range of customisable automatic emails, email groups, email filters (by age, gender etc.), system notifications, Facebook, Twitter and using SMS texts.

You’ll always be in close contact with your volunteers.

Reporting

Reporting and insight are invaluable to finding out what has been going on in your programme.

Here you’ll learn about the various reporting, maps and visualisations that are available out of the box with TeamKinetic.

You can also request custom reports just for your organisation if required.

Mobile Use

Volunteers can download the TeamKinetic mobile app for their Android or Apple phones, allowing them to log in, join opportunities, log hours, update their information and much more.

If you still need some help using TeamKinetic, don’t hesitate to use our live chat feature. This can be accessed under Help and Support.

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Are you enjoying using TeamKinetic? If you could leave us a review on G2, we’d really appreciate it! We’ll even send you a little thank you.

TeamKinetic Volunteer Guide

By

On 16th January 2023

In Application Features and Tutorials

Welcome to the TeamKinetic Volunteer Guide. We’ll go through the key things you’ll need to know about the system so you can get started volunteering for the causes that speak to you.

You’ll have received the welcome email by now and we urge you to take a look as it will contain essential information.

The first screen you’ll see after registering is your Dashboard.

This is the hub for your volunteering and where you will find most of the information you need. You can access the various sections from the menu on the left-hand side, just click any of the headings to move to that section. Lets take a look at some of the key pages;

Click below to go to each page.

TeamKinetic 2.2.1 Minor Release

By

On 12th December 2022

In Application Features and Tutorials, TeamKinetic Features, Technical Updates

Just a small release with some bug fixes but still a couple of new features for added value!

Bulk Actions on Sessions

Great time saver here for those that deal with many sessions on an opportunity. Similarly to when you are using the volunteer or opp search, you can check individual, or all sessions, and perform some actions on them.

Currently, you can email all the volunteers on that session, update the session’s time and duration, download the volunteer details for everyone on the selected sessions, and delete the selected sessions. There is also the potential to add further actions if anyone has any great ideas.

Admin Chat Rooms

We hope you’ll get on board and make use of this new feature where you’ll be able to ask advice and give advice to your fellow volunteer coordinators.

We’ve currently got three fixed rooms and you can add new posts and reply in much the same way as you do now for the opportunity chat rooms. You can also subscribe to each room and get email alerts when new posts are added.

You’ll find the chat rooms in the Help and Support menu. We are quite excited about this and hope you can use it to good effect.

As always, we are ready to take your feedback and questions in all the normal channels.

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