Recording Volunteers on e-Tapestry

Georgia Ramplin
Georgia Ramplin
Second Anniversary Name Dropper Facilitator 1
in Blackbaud eTapestry® General Discussions

Hi everyone,

We are a tiny UK charity who are just starting volunteer recruitment for fundraising volunteers. I am wondering what the best practises are for recording individuals as a volunteer on their account? BlackBaud help suggested adding a new persona called “volunteer” but any other suggestions?

Thanks!

Comments

  • Kimberly Hammer
    Kimberly Hammer Blackbaud Employee
    Tenth Anniversary Kudos 1 Name Dropper Participant

    Hi @Georgia Ramplin!

    eTapestry comes with a standard user defined field, called Attributes, where you can mark an account as a Volunteer.

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    We recommend tracking this information using this field (or something similar) and not in a persona. Personas are used for tracking addresses and information related to a specific address.

  • Karen Tuecke
    Karen Tuecke Community All-Star
    Tenth Anniversary Kudos 5 August 2025 Monthly Challenge Badge Name Dropper

    @Kimberly Hammer I agree with you. Since there is already a field, use it. Also, if you need more detailed information on the volunteer like area of volunteerism, we create custom fields in the defined fields area to tract these.


  • Georgia Ramplin
    Georgia Ramplin
    Second Anniversary Name Dropper Facilitator 1

    @Kimberly Hammer Ooooh I didn't know this! Thanks so much Kimberly. How would you go about adding more info to that “volunteer” status, like location or fundraising group name, or length of service etc? Just a note in Journal or something else?

  • Kimberly Hammer
    Kimberly Hammer Blackbaud Employee
    Tenth Anniversary Kudos 1 Name Dropper Participant

    Hi @Georgia Ramplin!
    For volunteer information specific to a time/event, we recommend tracking that information in a Journal Contact. Depending on the type of information, you can track it in the note field or in Contact User Defined Fields.

    For additional volunteer information related to the constituent, we recommend tracking that at the account level in Account User Defined Fields.

    Here are a few of our help resources on the topic:

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