Marcus Estes's blog

  • Meet Volunteer Rally Alpha

    Apr 12, 2011

    Today OpenSourcery announces the alpha release of our second Drupal distribution for nonprofits: Volunteer Rally, a web application that helps organization manage their volunteers.

    Volunteer Rally allows you to publish a calendar of available volunteer shifts on the web. Your volunteers may browse through calendar dates, choose shifts that they're interested in, and sign-up for them. Once they've signed up they'll recieve an email reminder one day before the shift.

    Site administrators are able to create shifts and specify a capacity for each shift. If you have an established, predictable schedule for your volunteer shifts, you'll be able to create re-occurring shifts that will save the the hassle of creating them one at a time.

    Once a shift is complete you'll be able to take a rollcall and then adjust the actual number of volunteer attendees. Over time, Volunteer Rally will help give you a good idea of how your volunteer operations are performing and prepares you to share this information with your supporters.

    It's released under an open source license and we welcome other Drupal developers to use it in their professional (and technical volunteer) work. (Developers, visit the project page on Drupal.org and follow us on GitHub.)

    End users that are comfortable installing Drupal may download a tarball of this distribution on OpenSourcery's code page.

    How to Use Volunteer Rally

    After you've installed Volunteer Rally, you'll want to begin by setting your date and time settings for the site. To do this, visit Site Configuration -> Date and time and then set the default time zone.

    Next, you should create some shifts that your volunteers may sign-up for. First, login as the site administrator and click the "add shift" menu item.

    To create the shift, fill out the Date, Start time, End time, Sign-up status, Total capacity, and (optionally) a Memo that will only be accessible to shift co-ordinators.

    If this is a shift that re-occurs at a steady pace for your organization (say, every Friday, or every other day), Volunteer Rally will automate the creation of multiple shifts. To do this, navigate to the detail page for a shift by clicking on the header for the shift on the calendar then clicking the shift title in the pop-up.

    On that detail page, you'll see a tab titled, "repeat." Click that tab and you'll be taken to the new sequence page. Fill out these forms to match your required calendar shift information.

    Once that's done, users will be able to sign-up for shift by clicking on the calendar and then selcting "sign-up" from from the pop-up menu.

    Site administrators may review all confirmed sign-ups by visiting the shifts detail page, as described above, and selecting the sign-ups tab.

    There's more to explore, but that will get you started! From all of us at OpenSourcery, we hope this tool helps you connect to others that want to help you fulfill your mission.

    Enjoy it.

  • YMCA Joins the Family

    Jan 04, 2011


    If the Christmas holidays are a time to catch up with old friends, the New Year is an ideal time to make new ones. This week I am pleased to announce that OpenSourcery is partnering with the YMCA of Columbia-Willamette in the development of a new web presence that will be redesigned to reflect the new branding initiative being promoted by their national organization.

    We're also going to use Drupal to bring their portfolio of websites together under one content management system, and will be advising them about some new online fundraising strategies.

    Working with the YMCA will help us do what we love most: empower organizations to positively affect social change. Though too many people think of them merely as an athletics organization, the YMCA is actually sterling model for modern nonprofit management and charitable works.

    OpenSourcery is going to help them tell their story. Welcome aboard, friends!

  • Meet Donor Rally Alpha

    Dec 02, 2010

    Open source software grows up so fast these days. This entry marks this release of Donor Rally Alpha 1, which offers a host of improvements, a winsome new theme, and a few feature enhancements that will help nonprofit organizations use the devotion of their supporters to expand the reach of their fundraising operations.

    Download Donor Rally Alpha 1.

    Let's take a moment to explore how Donor Rally works. After installing Drupal and selecting the Donor Rally install profile, you'll be asked to choose a payment vendor (this version supports PayPal and Salsa) and set a total fundraising goal. If you're not sure about this yet, don't stress - you can always change it later. After installation you'll be taken to a welcome screen designed to help first time users.

    After reading these instructions, you'll want to replace that text with some copy that will welcome your first visitors to the site. To change that text, click the small edit link in the lower right corner of the box.

    Your fundraising campaign will consist of two major communication phases. The first phase will be targeted towards friends and fans of your organization who may want to help with your fundraiser. Once you've explained the goals of the fundraiser on the front page of your site, use email, Facebook, Twitter, and whatever other communication tools you have to energize this group of potential fundraising partners. You'll want to ask them to click the Manage Team link, which should direct users to http://yourdomain.com/user/login and then select "Create New Account." Donor Rally uses Profile to manage teams, so each new account will be a team. Teams can represent many participants (often a department at a company or a group of friends) or may consist of just a single person.

    After the team is created, the team's donation page is published to a dedicated URL. You'll see a team thermometer on the right sidebar, and a donate now button right below it.

    When users click the domate now button they'll be taken to the payment vendor that you chose during the installation process. After the payment is complete, your team's thermometer is automatically raised to reflect the new donation total.

    On the front page of the website you'll find a dynamic leaderboard that lists all teams and the total amount of money that they've raised. You'll also see a "Per-capita" ranking that gives smaller teams who pull their weight appropriate consideration.

    Now let's look at some things you can do to help get the word out about your campaign. First you'll want to encourage your fundraising teams to use their team page to write a blog post about the campaign. This is what all of their friends will see when visiting the site, so it's important that it communicate your mission in a personal way. To create a blog post, logged-in users can click the "Write a new blog post" link next to their team logo.

    The site's administrator has the ability to publish a blog post across all team pages. This is a good way to notify all teams of looming fundraising deadlines or to congratulate them on hitting certain goals along the way. These posts are also displayed to the public, so be sure to stay on message. To write an admin blog post, click the wrench icon in the upper left corner, then Create Content, then Admin Blog Post.

    Finally, be sure to use the built-in social networking features. Have your team leaders click the icons on their pages that that will help them spread the word on Facebook, Twitter, and will even use Drupal's mail system to send email to their personal lists.

    Though stable and usable right out of the box, this release is targeted towards other Drupal developers who want to help nonprofit causes close to their heart. Our business strategy for Donor Rally begins and ends with: get it out there. So check out the code, follow us on Github, and certainly drop us a note if you are able to use this to stage any nonprofit social fundraising love-fests. That's our model. We do this because we love it.

  • Marcus Estes

    Marcus Estes

    OpenSourcery Alumnus