Step One Settings
Go to: Configuration >> Organization Settings >> Application Form Settings
The elements below affect the behavior of the first of two screens that make up the volunteer application form.
- 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”.
- Show the birthdate field and require volunteers to enter it: If checked a birthdate field will be added to you application form
- Automatically send an email to new volunteers after the volunteer application form is filled out: If checked, the email message typed in the box below will be sent out to volunteers once they complete your application form (including the second page with any custom fields that are required)
TIPUse the “Insert >> First Name” feature in the mail message box and the automated email will be personally addressed to the volunteer.
- Require volunteers to accept your volunteer policies as the first step in filling out the volunteer application form: If checked, volunteers will have to tick a box to indicated that they have read, and agreed with, the policies you list in the box below this field.
Step Two Settings
The fields below affect the behavior of the second of the two screens that make up the volunteer application form.
All of the elements below are optional.
Show General Interests: Just getting started? This should be checked. If checked, your active General Interests (typically opportunities for which you are recruiting) will show up on the application form and volunteer will be able to tick boxes next to the ones that interest them.
Show General Availability: Just getting started? This should be checked. This will help collect the data that will enable you to search for volunteers by their availability and enable volunteers to filter lists of Activities by their availability.
Select Classifications: Applicable only to accounts in a Volunteer Impact Enterprise Edition or a Community Impact System. If you can see these you should check the applicable boxes to help volunteers identify the volunteer opportunities of interest to them.
Qualification Form Header: Some organizations like to add some verbiage to application form right above the Qualification Section. It’s completely optional but this is where you would add it if you want to.
Custom Field Form Header: Some organizations like to add some verbiage to application form right above the Custom Field Section. It’s completely optional but this is where you would add it if you want to.
NoteDifferent links can be created to different applications forms (max 3) and each form can behave differently. Click on the Application 1, 2 or 3 tabs to switch between forms.
Interactive Sample Form
To get an idea of what the volunteers will see when they apply, click the green [Interactive Sample Form] button. This will allow you to see how the application form is configured.