Monthly Tips Email

We've done the work so you don't have to.

The latest & greatest tips, tricks, and tools delivered directly to you monthly.

We are passionate about providing you with the most efficient tools to manage your volunteers, programs, and events. This is why every month CERVIS Administrators receive time-saving tips, new features, and links to video-tutorials and recent webinars directly in their inbox.

Links to all of our recent emails are found below. Each month is designed to be quick and concise, but brimming with tools and tips that are guaranteed to impact your use of the system.

Simply click, and enjoy! 

• SEPTEMBER 2023
  • Create Custom Spreadsheets with Ease
  • Using the Leadership Team Access Level
  • Your Data Belongs Only to You
    
  • Direct Integration Options

• AUGUST 2023
  • Reservation Management
  • Volunteer Video Resource - Print Volunteers Activity History
  • Automatic Birthday Messages

• JULY 2023
  • CERVIS 101: The Perfect Refresher or New Admin Onboarder
  • Hidden Awards
  • Volunteer Retention Report

• JUNE 2023 
  • Customizing Your Volunteer Application
  • Which Opportunity to Use? Normal, Time Slot, & Service Project Opportunities 
  • Changing the Primary Admin in Your System
    

• MAY 2023 
  • Using Tags in Your System
  • How to Cancel an Opportunity
  • Using the Sign-in Console

• APRIL 2023 
  • Waitlists + Volunteer Video Resource - How to Enable and View an Event Waitlist
  • Waivers and Terms & Conditions
  • Bulk Registration and Bulk Updates

• MARCH 2023 
  • Duplicating Opportunities
  • Automatic Thank You Messages
  • Scheduling Your Posting Date

• FEBRUARY 2023
  • Using QuickReg
  • CERVIS Changelog - New Features and Updates Always Included
  • Access Level Review

• JANUARY 2023
  • Impact Tracking
  • Requiring Verification of Volunteer Information
  • Your System's Appearance

• DECEMBER 2022 
  • Volunteer Follow-up
  • New Admin Starter Kit
  • Our Full 2022 Webinar Library
  • Holiday Mailing Made Easy

• NOVEMBER 2022 
  • Paid Events
  • Keeping Your "Contact Us" Current
  • Printable Volunteer Activity History

• OCTOBER 2022 
  • Additional Automatic Reminder E-mail
  • System Information Message
  • Volunteer Video Resource - Registering for an Opportunity

• SEPTEMBER 2022 
  • Advanced Group Search
  • Background Check Integration
  • Volunteer Account Status

• AUGUST 2022 
  • Adjusting Your Volunteers' Hours
  • Refer A Friend
  • Group Leader Access Level

• JULY 2022 
  • Posting Documents to/from Your Volunteers
  • Schedule and Cancel E-mail Delivery
  • On-boarding New Staff with Customized Training

• JUNE 2022 
  • Personalize Your Bulk Emails
  • Manage Your Volunteers with Checklists
  • Schedule a Virtual Speaker for Your Next Volunteer Managers' Event

• MAY 2022 
  • Automated Birthday Emails
  • Marking "No Shows"
  • Registration Source Tracking

• APRIL 2022 
  • Bulk Update Your Opportunity Attributes
  • Identify the Access Levels of Your Users

• MARCH 2022 
  • Volunteer Retention Report
  • Creating a Custom Domain

• FEBRUARY 2022 
  • Contactless Volunteer Sign-in / Sign-out
  • Frequently Asked Questions

• JANUARY 2022 
  • Volunteer Video Resource - Print Volunteers Activity History
  • Volunteer File Upload
  • Custom Registration Questions

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