Application Form: Create Settings

This article discusses how to create and customize your application form. You will need to create new (or edit existing) Custom Fields, Qualifications, and General Interests and specify that they are displayed on the desired application form number(s).
  1. Go to: Configuration >> Organization Settings >> Application Form Settings
  2. Select the application form you would like to customize by clicking on the tabs near the top of the page (Application forms: Volunteer 1, Volunteer 2 or Volunteer 3)
  3. Customize the General Settings section:
    • Add a custom title for your application that will display to volunteers when they are applying
    • Check box if volunteers who complete this application require approval (applicant status vs accepted status)
    • Check box if you would like an email automatically sent to each new applicant following completion of form (enter your message in the “New Volunteer Email Message” box)
    • Check the “Disable this application form” box to prevent applicants from using the application form (enter your message in the “Disabled Application Form Message” box)
    • Click the [Save] button at the top of the page and continue to “Step One Settings”
  4. Customize the Step One Settings section:
    • Check box if you would like the birthdate field to be displayed on the application form (*this will become a required field)
    • Check box if you would only like the required contact information fields displayed on your application form (name, address, email and one phone number)
    • Check box if you require volunteers to accept your policies as the first step in completing the application form
    • Check box if you would like these volunteer policies displayed at the top of the user registration page (and enter text in the “Volunteer Policies” field)
    • Other volunteer policy options:
      • Enter a new label for Policy Title, if desired (default: “Organization Policies”)
      • Enter a new label for Policy Acceptance Checkbox Label, if desired (default: “I agree with the organization’s policies”)
      • Enter a new label for Policy Button Text, if desired (default: “View Policy”)
    • Enter your volunteer policies text
    • Click the [Save] button and continue to “Step Two Settings”
  5. Customize the Step Two Settings section:
    • Check box to show General Interests that have a status of “Active” on the application form
    • Check box to show the General Availability choices to the applicant
    • Select the type(s) of Classifications to display (Enterprise Member accounts only)
    • Enter the text that will display above the General Availability section of the application form
    • Enter the text that will display above the General Interests section of the application form
    • Enter the text that will display above the Qualifications section of the application form
    • Enter the text that will display above the Custom Fields/Additional Information section of the application form
    • Optional: customize the default message that will remind applicants to complete the entire application form (check box if you would like the message to be placed inside a “notice” container and check box if you would like your text to display at the top and bottom of the application form)
    • Click the [Save] button and continue to “Application Complete Settings”
  6. Customize 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 to sign up for after completing the application form
    • Click the [Save] button

NOTE:

Once you have saved any changes, you can click on the [Interactive Sample Form] button to see what your application form would look like to new applicants.