Tag Archives: news

MOW Scheduler “What’s New” Newsletter

Hello Friends of MOW Scheduler

We want to send you a quick note to update you on what’s new and happening in 2019:

  • There’s now an option for you to send volunteers text reminders the day before their scheduled shift. Several of you told us that you would prefer an earlier text reminder. We did not forget. Go to “Site Preferences” under System Admin and you will see the new option.
  • Another new feature is to optionally include a “cancellation link” in your email and text reminders. Volunteers who can’t make it can follow the link and cancel the appointment themselves (yes you will get an email notification right away when that happens). You can turn that feature on in “Site Preferences”. If you want to see what the “cancellation link” looks like in a reminder, turn the feature on and then click “view sample”. Leave it off if you are worried about cancellation being “too easy”.
  • You may or may not have bothered to provide descriptions for your job groups. What should I say about the groups, and who will see that anyway and how is that useful? Well, you may consider including information like “site coordinator Linda’s phone # is …”, or “arrival time is 11:30 to 11:45”. We have made these descriptions accessible in a pop-up window next to the job group’s name in both weekly/daily schedules, and on the Help Wanted page.
  • Have you tried to figure out how many “active” volunteers you have? should you count those who only showed up once the whole year? try this simple feature we added to help you decide that. Look for the filter “Minimum # of shifts performed” in the Volunteer Shift Activity Report. It’s there to help you figure out who came in at least twice last quarter, or 10 times last year. Set the bar at what you think is reasonable.
  • We have always had the “Volunteer Shift Activity Report to help you see how many shifts each volunteer has performed or cancelled over time periods. Someone (named Molly :-)) suggested that a similar comparison among routes/jobs is also useful. so we added the Job Shift Activity Report. Take a look at that when you have a chance. Let us know what you think.
  • For those of you who make frequent use of “shift notes”, we have added a “Shift Notes Report” to help you find particular notes that are over a week old. Find the new report under the Jobs menu. You can search for a note by time period and by specific words in the note.
  • If an individual is associated with an organization that has the new “Display on Schedules” setting enabled in its company profile, the organization name will be shown next to the individual’s name on the schedules, for example Mary Cunningham – United Methodist Church. This can be useful when an employer or church group drives a route as a group. Often you don’t necessarily know which individual is to come on which day, because you rely on the group’s main contact to arrange that internally. In that case we recommend that you put the “group coordinator” in the schedule because that’s the person who should get reminders, and it’s his/her contact info you would need in case there’s an issue.
  • Most of you know how to link to your Help Wanted page, say in an email that solicits help. But did you know that you can use a similar link that’s job group specific? Find the new Job Group Public Help Wanted URL from the Admin’s Manage Job Groups menu. Or, select multiple job groups using the filter on the Help Wanted page, and copy and paste the URL from your browser.
    We hope you will enjoy the features/tips in this email.

Happy scheduling!
The Purplewire Team

[newsletter sent by email to current MOW Scheduler customers and selected prospects on 2019-05-06]

Managing your Volunteer Score Board with MOW Scheduler

Our new and improved “Job Settings” page makes it super easy to update the miles and hours that volunteers contribute on each job.

Most of the time you probably don’t even notice that MOWscheduler is quietly keeping volunteer score for you: who drove which route on what day, and the mileage and time they spent doing that. When those numbers are needed, whether tax season, PR or grant-writing time, they are right there with a few simple clicks on the “Volunteer Credits” page.

Occasionally though, work is needed when clients are added, deleted, and/or reshuffled from one route to another. That’s when estimated shift duration and distance required to deliver the impacted routes need to be reviewed and adjusted to keep the records accurate. To make that work as easy as possible, we recently redesigned the “job settings” page.

Screenshot: Job Settings Page

Volunteer resource requirements such as miles and hours, plus volunteer head counts and the weekdays applicable to each job, can all be reviewed and adjusted in one intuitive and productive environment.

http://MOWScheduler.com

Purplewire Has Moved

Purplewire has moved our offices downstairs in the same building (the Loew’s Building) to Suite 305. Our new address is

Purplewire
108 W. Jefferson St., Suite 305
Syracuse, NY 13202
 

The new space looks great. If you’re in the neighborhood, stop in and check it out!

Also, please note that our fax number has recently changed to (888) 501-4949. Our phone numbers have not changed.

 

Announcing channelLEADS 6

The latest version of Purplewire’s popular lead distribution and tracking system — channelLEADS, the flagship component of the channelSUITE ™ product line — comes with a host of new and powerful features and a brand new interface to make the user experience simpler and more intuitive. The new version lets the user devise and tailor their own lead distribution rules and more easily manage footprints in Europe and Asia. Highlights of the new features are:

  • Use postal codes anywhere in the world to manage geographical territories
  • Ability to design and store lead-processing “schemes” and tailor them for each individual lead source
  • New “Market Match” feature systematically and continuously finds the right channel for each lead by geography, product, or both.

For more info, visit the channelSUITE website or talk to one of our sales engineers today, at (315) 234-0079 extension 346.

Purplewire Develops New System for On Point for College

Purplewire and On Point for College are pleased to announce the launch of On Point’s new Transportation Database system.

On Point for College (OPFC) is a Syracuse-based nonprofit organization that provides first-generation college students with a support structure to help them succeed in school, from the application process through post-graduation job search. One of the services provided by On Point is transportation to and from campus for students. The rides are often provided by volunteers. The process of managing the information about requested rides that need a driver, and getting the up-to-date information to the volunteer pool, is a labor intensive process. Previously this was done using a combination of spreadsheets and manually prepared emails. Purplewire saw an opportunity to streamline the process, and volunteered to help. The development and ongoing maintenance of this system have been donated to On Point by Purplewire free of charge.

“We’re very happy that Purplewire stepped forward to help us organize our transportation process”, says OPFC Deputy Executive Director Sam Rowser. “The new database system saves our staff a lot of time, makes collaboration with the volunteers easier, and gives us new ways to view current and historical information.”

The new system is based on Purplewire’s OppTuna™ web-based customer relationship management (CRM) system. Purplewire realized that the process of managing the information about volunteers and clients (students), and the activities (rides) assigned to volunteers on behalf of the students, are very similar to existing functions of the OppTuna CRM system. From that starting point, several features were added and modified to meet the unique needs of the nonprofit organization. The resulting system includes a facility for automatically generating email updates for the volunteers, and includes a “volunteer portal” interface that allows the volunteers to access data about the current list of rides requested, sign up to provide a ride, update their contact data, and review their history of previous rides provided.

Purplewire CEO Chung-Chi Cha says “We’ve been familiar with the good work On Point does for some time now, so we’re glad to have the opportunity to apply our technical expertise to helping them fulfill their extremely worthwhile mission.”

Jay Mortensen, the Purplewire CTO, adds “It was a pleasure to work with the crew at On Point, and we’re happy with way the system turned out. This project has really opened our eyes to some of the similarities and differences between commercial and nonprofit operations. We’re now exploring the market potential for a new version of OppTuna targeted towards volunteer-centered nonprofits. There are a number of companies that produce CRM systems for nonprofits (often called Consitituent rather than Customer Relationship Management in this space), but most are geared primarily towards the fund-raising aspect of nonprofit operations. That’s an important component to be sure, but we feel we can bring something new to the table in terms of helping streamline the nonprofit organization’s processes and collaboration with volunteers, thus freeing the operational staff to direct more of its energy towards the core mission.”

Nonprofits with any ideas, suggestions, or feature requests for such a system are encouraged to contact Purplewire through the website at http://www.purplewire.com. Purplewire will soon be accepting applications for beta testers who may be eligible to receive free implementations of the new system.

For more information:

 

OppTuna Live Demo

Test drive our new “Live Demo”. Registration is quick and there are no strings attached — you don’t even need to give us your email address. The live demo site is loaded with some realistic looking (but fake!) data which is refreshed daily. Play around with it to get a feel for how OppTuna works.

LEADpiper launches new service for Salesforce.com users

A new set of tools are now available to turn LEADpiper instantly into a lead distribution engine for Salesforce.com users. The one-time LEADpiper-Salesforce integration is fast, easy and secure. Users can control and limit the type of Salesforce leads that are to be distributed through LEADpiper, and have new Salesforce leads ready in LEADpiper for distribution every day. The new leads can also be pre-matched for qualified sales individuals automatically, using rules that the user controls.

LEADpiper is Announced to the Public

Purplewire, LLC is pleased to announce the launch of LEADpiper — a new, affordable, and easy to use sales lead distribution tool. LEADpiper leverages Purplewire’s extensive experience with sales channel administration, earned through years of development and successful deployments of the ChannelSUITE product line.

LEADpiper is designed to be easy to try, with no up-front cost, easy to administer and set up, easy to integrate with your lead sources, and easy to pay for, with a simple pay-as-you-go pricing model.

Purplewire rolls out new channel organizer and communicator!

channelADMIN 4 is the ideal Channel Relations Management platform that lets you organize all your channel relationships quickly right out of the box, easily deploy the resource to your team, and begin communicating to partners right away, with features such as:

  • “State of the channel” dashboards.
  • Easy browsing/search through theaters, regions, partner types/specializations/certifications.
  • Delegating sales territories.
  • Personal distribution lists for email channel communications.

and much more….
You can also sign up for an online demo here.

channelFUNDS™ 4 is Here!

The new Co-op/MDF management system comes with a host of new features to make managing partner accruals and reimbursements even easier and starting a “market development fund” a simple task. Highlights of the new features are:

  • Multiple budget lines to choose from when approving a payment/reimbursement
  • Strategic investment budgets and market development accounts to fund vendor-driven marketing initiatives
  • Multiple “progress payments” on an expense/claim
  • Electronic documentation/repository of proof-of-purchase/performance

If you would like to learn more.
You can also sign up for an online demo here.