Smarter volunteer management, streamlined scheduling, and more personal outreach—built for how you work.
Spring is here, and with it comes a fresh batch of enhancements designed to give your team more time, more flexibility, and more ways to connect. From smoother volunteer tracking to smarter calendar integrations and dynamic new email tokens, this release is all about making the work you do easier and more impactful. Let’s take a look!
Easier Volunteer Management, Less Admin Work
Keeping up with volunteers just got a whole lot simpler.
Now, volunteers can self-report their hours through the constituent portal, taking one more task off your plate. To make onboarding and tracking effortless, we’ve introduced two ready-to-use forms:
- Volunteer Sign-Up
- Volunteer Time Entry
Plus, you’re no longer limited to tying volunteer posts to events—giving you more freedom to build the program your way.
Want to reach out with updates or shift reminders? The Volunteer Listing screen now supports blast emails, making it easy to keep your volunteer team in the loop.
We’ve covered all these updates—and more—in our deep dive on volunteer management enhancements. Don’t miss it!
Sync Your Calendar & Stay on Track
Now you can sync your CharityEngine Activities with your personal or work calendars, so your to-dos, reminders, and follow-ups live where you already manage your day.
By having your CRM activities show up in your existing calendar, you can:
- See what's coming up without logging in
- Avoid missing important deadlines or donor touchpoints
- Stay organized across platforms
You can sync all activities via the Sync Calendar feature under People > Activities or add them individually by clicking “Add to Calendar” from the ellipsis menu or calendar icon.
Want an extra nudge? Enable “Send Reminders” on any activity to receive email alerts as the due date approaches.
Smooth Sign-Up for Free Events
Hosting a no-cost event? Your forms now work smarter.
When you assign event tickets a $0 value, CharityEngine will automatically hide the payment section on your registration form. That means fewer steps for attendees and a cleaner experience overall.
More Personalized Messaging with New Dynamic Fields
We’ve added new tokens, also known as dynamic fields, to give your emails a personal touch—automatically. Dynamic fields allow you to pull in real-time data specific to each recipient, so every message feels tailored and relevant without manual effort.
- Membership Start and End Date Tokens: These can be used to display a member’s join and renewal dates directly in your messages—great for welcome emails, renewal reminders, and milestone touchpoints.
- Most Recent Transaction Amount Token: Add a donor’s latest contribution amount into your campaign creative to craft more compelling asks and personalized thank-you notes.
These small touches can make a big difference in engagement and response.
Every Update Designed for You
These updates are driven by customer feedback and built to make your day-to-day simpler and more powerful. Whether you're managing volunteers, planning your next campaign, or just trying to keep everything running smoothly—we’re here to help.
Have ideas for what we should improve next? We’re always listening.
