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Volunteer Application Form Settings

Determine how you want your application to work

Updated over a month ago

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.

  1. Select the application form you would like to customize; click on the tab:

    • Volunteer 1

    • Volunteer 2

    • Volunteer 3

  2. Customize the General Settings section:

    • Custom Title: Type over the default text to create a custom title 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”

  3. 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”

  4. 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”

  5. 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.

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