Users are the folks that use Impactive, i.e. have an Impactive account. This includes both administrator users, and volunteer users. Keep in mind that administrator users (with the user roles of Owner, Admin, or Staff) have access to both the administrator dashboard and the volunteer interface; volunteer users (with the user role of Volunteer) only have access to the volunteer interface, for both web and mobile app.
Read on for more information about adding users, grouping them into lists and teams, and more.
Adding Users to Impactive
There is one way to invite administrator users to Impactive, and multiple ways to add volunteer users to Impactive. Learn more about adding users to Impactive here.
User Lists and User Teams
User Lists
A user list is an internal construct: only admins can see it. Users with the Volunteer role do not know whether they're on a user list(s), or which lists they're on.
User lists are helpful because they create a segment of a certain group of users, who can then be managed in specific ways. The two primary ways that user lists are useful to admins are for publishing actions, and for reassigning users/conversation threads.
Actions can optionally be published to only certain user lists. For example, a Peer-to-Peer Texting action could be assigned to a user list of texting volunteers, while Phone Banking actions could be assigned to a user list of calling volunteers.
User lists are also helpful for precise reassignment of users or conversations. This is most relevant for Peer-to-Peer Texting and Broadcast Texting, where reassignment is a common step to shift conversation threads into the hands of new users after a text bank or text blast. For example, after a certain text bank, you may want to reassign all open threads back to staffers, so volunteer texters don't have to worry about ongoing responding after their texting shift. In this case, you could reassign to the user list for staffers. Assignments will then be evenly divided among the users on the list.
You can create a user list, or add users to an existing list, by multi-selecting multiple users and clicking Manage > Add to List.
User Teams
In contrast with user lists, teams are a public construct that is visible to users. Volunteer users can see the teams they're part of via both the web or mobile app volunteer interface.
User teams come with the same benefits of user lists - they can be used to publish actions to only certain teams, or to reassign conversations to only certain teams - but with additional benefits of a team group chat in the Impactive inbox, a team leaderboard, etc. Read more about setting up and managing teams here.
Filtering Users
Similar to filtering contacts, you can use filters to segment groups of users based on certain conditions, and optionally create a user list out of that filtered segment.
User filters include basics like users' ZIP code (useful to create user lists based on geography), and various Impactive data like whether the user has synced their personal contacts, whether they have personal contacts in certain districts, whether they have performed certain actions, etc.
User filters are present at the top-left of the All Users table, and when viewing a certain user list or team.
To create a new user list from filters:
Head to Users > All Users, or an individual user list or team under Users > Lists > individual list or Users > Teams > individual team.
Click Filter at the top-left of the table of users.
Click Add Filter to input your first criterion.
Filters can be combined via either OR or AND functions, too:
Click the white + circle to add an OR filter - for example, user lives in Georgia OR Alabama.
Click Add Filter again to add an AND filter - for example, user lives in Georgia AND has not synced personal contacts.
Click View Filtered Users if you'd like to see the table of the users that meet the criteria (to check how many there are, etc.).
You'll still be able to save a user list afterwards by clicking Filter once you've seen the filtered list, then Create List from Filtered.
Alternatively, save the new user list right away by clicking Create List from Filtered.
Enter a name for the list.
Click Create List.
New user lists will appear in Users > Lists. It may take a few minutes for a list to appear, depending on its size.
The User Profile Page
You can click into any user within the Users tab of the administrator dashboard to find their user profile page. The top of the profile page shares the user's basic profile information.
Below that, the Actions tab helps you understand how the user has participated in your campaign to date: all Impactive action types that users can participate in are listed, and you can view that user's key participation stats for each action.
The Reports tab (to the right of the Actions tab) lists all reports that the user has filled on contacts, across all actions. You can even click into the report, via View Report on the right-hand side of the row, to view the specific tag and custom field information submitted by the user.
Both these Actions and Reports tabs are helpful ways to monitor and QA your users' work, or help to confirm for a particular volunteer/user whether they've participated in actions or filled reports.
User Functions via the Send and Manage Dropdowns
There are two dropdowns, Send and Manage, that contain several key functions that can be performed with Impactive users. These two dropdowns are present on an individual user basis, on their individual profile page; they are also present when viewing tables of multiple users, via All Users or when viewing a certain user list or user team.
The Send dropdown allows you to:
Send a user an individual action; this is helpful if you mainly want to publish a certain action to a certain list of users, but also have a few other users not on that list/team who should receive the action too.
Engage users via push notification, direct message, or email - these are the same functions present in the Engage tab, which are further described here.
The Manage dropdown allows you to:
Add a user(s) to a list, or to a team
Change a user's permissions
Assign contacts to a user (read more on reassignment here)
Block a user. A blocked user will no longer be able to access your Impactive campaign - neither the admin dashboard, nor the volunteer interface (web or mobile app). Note that users can be easily unblocked (via the Manage dropdown) if you make a mistake.