Determining how you want your Application Form to Work
Application Form Settings
Go to: Configuration, then click on Application Form Settings found in the sidebar under Recruitment.
Select the application form you would like to customize; click on the tab:
Volunteer 1
Volunteer 2
Volunteer 3
Customize the General Settings section:
Custom Title: Type over the default text to create a custom title that volunteers will see when applying
Approval: Check box if volunteers require approval; automatically give the ‘Applicant’ status, instead of ‘Accepted’ status, once this application is completed
Send Email: Check box if you would like an email automatically sent to each new applicant following completion of the form
New Volunteer Email Message: Enter your custom message in the text box
Disable this application form: check to prevent applicants from using this application form
Disabled Application Form Message: Enter your message in the text box
Click the [Save] button at the top of the page and continue to “Step One Settings”
Customize the Step One Settings section:
Birthdate: Check to display and require applicants to enter a birthdate
Required Fields: Check to display only required Contact Information fields (name, address, email and one phone number).
Note: Contact Information fields, including which are required, cannot be changed or removed
Policy Settings
Policy Acceptance: Check to require volunteers to accept your policies as the first step in completing the application form
Display Policy: 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)
Policy Title: Enter a new label if desired (default: “Organization Policies”)
Policy Acceptance Checkbox Label: Enter a new label, if desired (default: “I agree with the organization’s policies”)
Policy Button Text: Enter new text, if desired (default: “View Policy”)
Enter policy information into text box
Click the [Save] button and continue to “Step Two Settings”
Customize the Step Two Settings section:
General Availability:
Check to show General Availability choices on the application
Availability Form Header: If desired, enter custom text that will display above this section on the application form
General Interests:
Check to show “Active” General Interests on the application form
General Interests Form Header: If desired, enter custom text that will display above this section on the application form
View General Interests that are active and set to display on this application form; to edit, click on the [Manage General Interests] button
A separate tab will open to the General Interests page
Classifications: Select the type(s) to display (Enterprise accounts only)
Qualifications:
Qualifications Form Header: If desired, enter custom text that will display above this section on the application form
View Qualifications that are set to display on this application form
To edit, click on the [Modify Qualifications] button
Check the boxes to the left of each Qualification you would like to change
Scroll to the bottom, and click on the dropdown menu
Select an option and confirm the change by clicking the button at the bottom right of the dialogue box
Custom Fields:
Custom Field Form Header: If desired, enter custom text that will display above this section on the application form
View Custom Fields that are set to display on this application form
To edit, click on the [Modify Custom Fields] button
Check the boxes to the left of each Custom Field you would like to change
Scroll to the bottom, and click on the dropdown menu
Select an option and confirm the change by clicking the button at the bottom right of the dialogue box
Override Notice (Optional): Enter text to customize the default message reminding applicants to complete the entire application form.
Check box if you would like the message to be placed inside a “notice” container
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”
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
Tip: Click on the [Interactive Sample Form] button of your application forms to see the preview. You do not need to fill anything in when you go through the sample form. Note: Your banner graphic will appear at the top of the page when members apply, but it does not show up here.
Note: You can click on the [Generate Link] button at the top right of screen to access the links and QR codes for your live application form.