Learn the basics of using auto actions in your SAM system to update fields, insert records, and send emails.
Requiring a field is a great way to ensure you get the information you need. It's also an easy way to annoy the person filling out a form. This is why you should be clear why and when a field is required to move on.
Here's a quick video which shows how to customize the public checklist and add individual templates to particular checklist sections to fit your agency's brand and voice.
Are you scaring potential clients away with terribly long or complicated forms? Learn how to break up a long form into manageable sections that save progress as you go and encourage completion.
In honor of National Foster Care Month, we are featuring a few SAM clients working in the foster care system. Today we learn all about Amara's work with youth in the Seattle community.
You've got to give your volunteers a little time and attention if you want to build and maintain your base. We offer 4 tried-and-true volunteer engagement strategies here!