Create a volunteer hours form in LGL in 4 steps

Posted November 8, 2018 by Timi Paccioretti

collect volunteer hours with online forms

Do you wish there was an easier way to document the hours that your volunteers contribute to your organization WITHOUT having to manually enter that data?

Do we have some good news for you! If your organization is using Little Green Light as your donor management system, you have all the tools you need to make this sometimes cumbersome process as easy as pie.

 

Here are the steps you’ll need to take:

Step 1: Enable forms in your LGL account

The first step is to make sure you have enabled the LGL forms feature that comes included with your Little Green Light account.

Step 2: Build a form to accept volunteer hours

Build the form to collect the information you need about those volunteer hours. Be sure you think about what pieces of information you most need to collect. Tip: Make it easy for your volunteers to fill out the form by making it brief and allowing them to pick from a pre-set list of options.

Watch this quick video tutorial to see how easy it is to create a form in Little Green Light to collect your volunteer hours:

 

 

Here’s a sample of what your form might look like once a theme has been added:

sample volunteer hours collection form

Step 3: Sync your form submission to your volunteer’s constituent record

Make sure that you set up the mapping of your form fields to the fields in LGL so that the information you collect on your form will automatically sync up with the volunteer’s constituent record in your LGL account.

Here’s what the volunteer fields will look like when you map them in your form:

map volunteer hours to LGL

Step 4: Publish your form on your website or email it to your volunteers

It’s important to make submitting time entries simple for your volunteers. You can publish your volunteer hours form on your organization’s website. Be sure to add it on a page that is easy to find, so your volunteers can submit the hours they’ve worked from there.

Or, if you wish, you can send an email to your volunteers each month and include the link to your volunteer hour form in the email. Little Green Light offers the ability for some fields in the form to be pre-populated (i.e., with the volunteer’s name and email, for instance) so all they will need to complete is the number of hours they worked. This is a great way to save time!

By following these 4 steps, you’ll be able to automate the process of collecting and maintaining volunteer hours data in your Little Green Light database. Give it a try and let us know how it goes. We think you’ll love saving time using this cool feature!

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