1. Navigate to the "People" area of Organise and open the Saved Searches menu



2. There are searches for different types of volunteers already available in "Preset Searches". To see any member or non-member supporter who has signed up to volunteer for any activity, select the preset search "All Volunteers" and click Search.



3. Click the cog icon to the right of the column names to add more information as columns such as:

  • Address
  • Phone Number
  • Volunteering Skills
  • Volunteer Activity

Note: only 10 columns will show on screen but you can export more than 10. Personal details are only visible to staff and key role holders.



4. You can also use Filters to search for different types of volunteers. Click "Filter" near the top left of the screen in the People area of Organise and select the "Volunteer Activity" filter under "Volunteering".



5. To search for more than one type of volunteering activity, click the plus icon to add more rows into your filter.



6. To search for volunteers who have signed up for multiple types of volunteering activity, select the "Any" option. For example if you are searching for canvassers OR leafletters.


To search for volunteers who have signed up for all of the activities in your filter group, select "All". For example to search for volunteers who are willing to both canvass AND leaflet.

You may also wish to add an electoral geography filter if you want to see volunteers in a particular area.



7. Once you have finished adding filters, click "Filter" to view the results on screen.


To use your search as an audience for emailing and calling in Dialogue, select 'Save' to save a new search. Remember to name your search so you can refer back to it. If you amend your columns, please go back into the filter menu to save the changes to your search.



8. To export your list of volunteers, Click "Actions" and then "Export CSV". Please note you need to save your search, including any column changes, before exporting. If you have not saved, you will be prompted to do so before you can export.



Tip: For more information on exports please visit: How to Export : Labour Tech Support


Tip: If you do not recieve the export, you may be unsubscribed.


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