Part 1 - Creating the Elements to Go on the Application Form
- Create / choose the Custom Fields you would like on the application form.
- Create / choose the Qualifications you would like on the application form.
- Create / choose the General Interests you would like on the application form.
If you are not sure which objects to create, see “Should I create a Custom Field, Qualification, or General Interest?” below.
Contact information fields are already built into the system. These include: (title salutation, legal first name, preferred first name, middle name, last name, address line 1, address line 2, town/city, state/province, country, post/postal/zip code, email address 1, email address 2, mobile email address (used for texting), home phone, work phone, mobile phone, phone preferences, language/regional preference, birth date, Twitter handle, Linked-in address)
Part 2 - Customize Some Options
- Go to: Configuration >> Organization Settings >> Application Form Settings
- Select the desired application form to customize
- Customize the options in the “General Settings” section:
- New volunteers require approval: If checked, the profile will be created with a status of “Applicant”. If not checked, the profile will be created with a status of “Accepted”.
- Automatically send an email to new volunteers after the volunteer application form is filled out
- Prevent applicants from signing up using this application form and specify the message that will appear to them.
- Customize the options in the “Step One Settings” section:
- Show the birthdate field and require volunteers to enter it
- Require volunteers to accept your volunteer policies as the first step in filling out the volunteer application form
- Customize the options in the “Step Two Settings” section:
- Show General Interests that have a status of “Active”
- Show General Availability choices to the applicant
- If your organization is part of an enterprise, select the Classifications to display on the application form
- Qualification Form Header: text that will display above the Qualifications section
- Custom Field Form Header: text that will display above the Custom Fields / Additional Information section
- Customize the message (and how it will display) that will remind applicants to complete the entire application form
- Customize the options in the “Application Complete Settings” section:
- Customize the message that will display to applicants if there are no opportunities available for them to sign up for after completing the application form
- Customize the message that will display to applicants if there are opportunities available for them to sign up for after completing the application form
- Click the [Save] button
Should I create a General Interest, Qualification or Custom Field?
General Interests – Picture a typical application form the and the section that asks, “What kinds of things would like to do in our organization?”. These are added as General Interests. Volunteers can tick these boxes as part of the application form.
Qualifications – You can use answers in the Qualifications fields to create rules around which volunteers can see the schedules for specific roles and whether or not they can self-schedule in those roles. In most organizations, every training or orientation is a qualification. Certifications, licenses and specific skills are typical qualifications. Age range is frequently one too. Soft skills, such as works well with others are not typically added as qualifications.
Custom Fields – If it is not either of the above, a field in the standard contact details, or the position / role / job etc. (Activity in Volunteer Impact), it’s likely best as a custom field.