• Check out this video overview:

   

• If the video did not load for you, you can find it and addition videos linked on this page Golden - Organizer Video Resources. 

Review the quick start guide, and the overview blog.

Please review this support video

For Golden there are two types of login systems you can access.

• The organizer dashboard for creating, editing, and managing opportunities: https://dashboard.goldenvolunteer.com
• The second is an optional account (you don't need it for your Surfrider volunteer role). It is used for folks who want to be able to track their volunteer hours, and be automatically alerted when new volunteer opportunities are posted.
• The second can be accessed through the Golden app and their general website.
• The Golden app is created for use as an individual looking to volunteer and does not have a use for accessing the dashboard to manage, edit, or create opportunities.

If you are locked out of your Golden account and need your password reset 

• Make sure you are logging in using your Surfrider email address.

• Try using the forgot password button
  

   

  If none of the above steps work please
  
  • If none of the above steps work email Goldens technical team support@goldenvolunteer.com and cc zsmith@surfrider.org

If you are a volunteer first reach out to your regional manager who will make sure you have a Surfrider email address.

If you are a volunteer and you already have a Surfrider email address, your regional manager, chapter staff or helpdesk@surfrider.org can add you to Golden at the "writer" permission level.

• Steps for regional/chapter manager to add additional users.
• If you are staff and you need to be added email: helpdesk@surfrider.org 

Surfrider has created 10 opportunity templates ( found under the section: templates made for me) for you to use that cover standard opportunities like beach cleanups, chapter meetings, core volunteer training, and more.

Click here to review the "Creating an Opportunity in Golden Guide" 

Yes, there are four privacy settings you can choose from in Golden. The most commonly used setting is "Open" this will allow more people to discover and sign up for your opportunity.

As you move through the options to have more privacy it requires a little more work on your end to make your opportunity accessible.

For example "Private-Open" makes your opportunity unlisted. Only those who have created a Golden account can find it at: https://volunteer.surfrider.org/ . You can create a group and those in the group will be able to see it. You can share the link via email, social media, etc and those you have access to the link can sign up.

Learn more about privacy settings here.

Sharing your opportunities is key for maximizing volunteer sign-ups. Watch this quick video to learn how to share individual opportunities. 

To share multiple opportunities at one time you can use a share all open opportunities link. You can also display your Golden opportunities on your website 

• Links for all chapters can be found here 
  
  

Here are the steps for embedding the "widgets" onto the page as an events calendar"

• In HubSpot --> Edit Page --> Use the +Add section on the left to scroll, look for HTML (you can type it in the search box)
• Drag the HTML module onto the webpage.
• Paste the widget code into the module and update the width to 1000 to match the width of the rest of your page, or play around with the sizing in the code to your liking.
• If a chapter has many opportunities, it will take up more space. If a chapter only has one, it will show a black background to fill the space until more opportunities are posted. Once more opportunities are posted, the black space will be filled. 
  
  
• Here is where you can find your chapters widget link: https://docs.google.com/spreadsheets/d/1PmWAXusjAbL8jZov0_9mYsNYgFZpZpO6QIUpE8z1d_k/edit?gid=0#gid=0
• Here is an example that will center your list widget:
  <center><iframe src="https://widget.goldenvolunteer.com/#list/DeJgbxwd8Hx3BAHJHAVI5zgjyPtuhd&showAllTimeslots=true" frameborder="0" width="600" height="400"></iframe></center>
  
  
• Here are two examples of how you can display the website widget: 
• https://technology.surfrider.org/example-events-page
• https://technology.surfrider.org/example-volunteer-page
  
  

Review this Golden Zendesk article to learn what notifications organizers receive automatically.

Hubspot can also send you email notifications when certain records are assigned to you. Please take a look at this blog https://technology.surfrider.org/news/managing-your-hubspot-notifications 

Review this Golden Zendesk article to learn what notifications organizers receive automatically.

If you are creating an opportunity using one of the 10 templates created for me the waiver will automatically be attached.

• In Golden "signing" the waiver is a yes or no (participants aren't filling out each section)
• You can attach additional documents/waiver if you have others that participants need to review/accept. This will be done at "step 5 extras". There are 7 steps to creating a Golden opportunity.
• Waivers can be found here on ChapterNet: https://cnet.surfrider.org/resources/chapter-governance/insurance-approval/

• Additional guest registration and waiver information can be found here and here.

If you don't have the chance to use the Check-in Kiosk, you can confirm volunteer attendance after the fact in the Dashboard (either using the Overview tasks or in the Opportunity Detail Page.

• Check out the video under #3  https://goldensupport.zendesk.com/hc/en-us/articles/360030393591-How-can-I-track-hours-and-take-attendance

The check-in kiosk is a tool you can launch on any device (laptop, phone, tablet, etc.), just be sure that the device you're using is up to date with the latest software updates, and that you do not have a pop-up blocker enabled. 

• Here's a quick article that explains how to disable the pop-up blocker on an Ipad.

To launch the Check-in Kiosk, open a web browser on your device (The Golden App is not used for organizers).

Login to the Dashboard dashboard.goldenvolunteer.com

• Go to your opportunity and click on launch check-in kiosk.
  

Please review these three resources for using the Check-in Kiosk.

1. Golden Zendesk article
2. Video overview
3. Support guide for how to make an optional QR code. Some chapters generate and print QR codes to help run their event check-in process.

 Check out this Golden overview video.

If you decide to increase the capacity of your event you can manually move people from "waitlisted" to "registered".

In the screenshot below you will see some attendees with the "Registered" status and some with "Waitlist." From here you can  move people from "Waitlisted" to "Registered". 

Check out this Golden overview article.

Check out this Golden overview article.

Check out this article.

Check out this Golden article.

If you need to communicate with your participants, there are tools in the Dashboard that you can use to quickly and easily send messages! 

Check out this Golden article.

Once you send a message you will be unable to view. The outbox is listed under the settings section and is only accessible to admin.

Messaging in Golden is for quick reminders and updates. For any additional messaging needs please use HubSpot to contact volunteers.

What you can do is:

1. Export the attendance list for the time slot being moved to a new opportunity.
2. Upload the registered participants to the new time slot using the CSV upload feature.
3. Cancel the registrations from the old time slot.

Completing these steps will trigger a new registration confirmation email to the participants.

This approach is strongly recommended as it gives participants a new cancel link in case they need to open up a capacity slot for someone else. 

1. Take a moment to explore the blogs listed on the Golden page: https://technology.surfrider.org/golden-volunteer-support-resources
2. Review some of the support articles Golden has created. You can use the search box to type in keywords to help you find your answers. The Golden Zendesk articles can be found here.
3. If you are experiencing a technical issue with Golden email: support@goldenvolunteer.com
4. Submit your question to: helpdesk@surfrider.org