Recent Updates
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Updated on: Oct 23, 2018
Rules governing team creation on the public site
The "Create a Team" form on the public site is very flexible and forgiving. It was built to allow a variety of scenarios that might exist when creating a team.
Ideally people will fill in all the fields, but if they don't messages advise you on fields that must be filled in before creating a team. There are a number of possible variations, and this post will tell you the 'rules' over what is minimally required.
Manual Teams -
Updated on: Oct 23, 2018
(Optional) Occurrence Names and Descriptions
Manual Using the Sharing Portal -
Updated on: Oct 22, 2018
(Advanced Feature) How to add names and descriptions to individual occurrences
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Updated on: Oct 22, 2018
Skilled Volunteer Search
When you have a volunteer opportunity that is associated with one or more skills, then you can run a search to find volunteers in the database who match those skills.
Once you've found a match, you can 'invite' those volunteers to look at, and sign up, for the volunteer opportunity.
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Updated on: Oct 22, 2018
Both Volunteers and Volunteer Opportunities have skill ratings associated with them
We saw earlier in this manual how you can associate skill ratings to a volunteer opportunity.
Volunteers can set up a skill profile on the public site, and you can also view and edit the skill profiles for individual volunteers,
Here's how you can administratively view the skills associated with individual volunteers.
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Updated on: Oct 22, 2018
Self-Reported Volunteer Opportunities for organizations not already in your database (new, potential partners)
When a volunteer self-reports an opportunity on the public site, for an organization that is not an 'active partner' of your organization -- it creates a self-reported volunteer connection, and triggers an email to be sent to the contact they designate with that organization - encouraging them to contact you and become a partner.
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Updated on: Oct 22, 2018
Self-Reported Volunteer Opportunities & Occurrences for your existing organizations
When a volunteer self-reports a new opportunity with one of your existing partners, a new connection record is created.
The Primary Contact for your partner organization receives an email alerting them that a volunteer has 'submitted hours for verification'.
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Updated on: Oct 22, 2018
How volunteers can join the waitlist for occurrences that have no space remaining
Each occurrence of a volunteer opportunity has a maximum number of sign-ups that are allowed, as defined in the occurrence record.
When an occurrence reaches capacity, volunteers are given the option of adding themselves to a wait list for that opportunity. (Waitlists are for Date and Time Specific Opportunities, but not for Individually Scheduled Opportunities where a volunteer can have multiple connections)
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Updated on: Oct 22, 2018
Multilingual Volunteer Opportunities (in Salesforce)
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Updated on: Oct 22, 2018
How to associate a Volunteer Opportunity with a Volunteer Event
While you could create a volunteer opportunity for an event from its related list, this is the hard way. Instead use the volunteer opportunity wizard to create a volunteer opportunity that will take place during your event, and THEN associate it with the event.