Design Volunteer Opportunity
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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1.
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In the Constituent Code field, select a constituent code to add for volunteers. For more information about constituent codes, see Constituent Codes. |
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2.
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In the Volunteer Type field, select a volunteer type to assign to the user, such as Coordinator or Gift Shop Staff. A volunteer type denotes how a volunteer serves your organization. The Raiser’s Edge determines the volunteer types available in this field. |
The Raiser’s Edge determines the volunteer types available in this field. To add a type, create it in Volunteer Types table in The Raiser’s Edge. For information, see The Raiser’s Edge Configuration & Security Guide.
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3.
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Under Job List, in the Title field, enter the title for the job list. Leave the default part name, or enter your own title, such as “Outside Volunteer Jobs.” This title appears at the top of the volunteer web page. |
Note: The Job List frame creates the first volunteer section of the web page.
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a.
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In the Instructions field, enter content to instruct the user on how to use the job list step. Leave the default instructions, or enter your own. |
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b.
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You can select a job query that contains the jobs to appear in the job list for this part. For information about how to use the Query Search screen, see Search Screen. |
Tip: For a query to appear as a selection, you must first create it in The Raiser's Edge. When you create a query, you may need to refresh the website for it to appear as a selection. To refresh, select View, Refresh from the menu bar.
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c.
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In the box under the Jobs to Include field, enter the text to appear if the query does not return job results, such as “There are no volunteer jobs at this time. Please check back next month.” Leave the default message, or enter your own. |
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d.
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Under Specify how you’d like the list to appear, specify how job results appear. Select the number of jobs to appear per page, whether page links for the job appear above or below the results (or both), whether the job start and end dates appear, whether users can search the list, and whether to use the field names from The Raiser’s Edge. |
In the box under Allow this list to be displayed, enter the text to appear if no jobs match the user’s job search, such as “Please search our volunteer jobs again! Your criteria did not return any jobs.” Leave the default message, or enter your own.
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e.
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To display custom field names from The Raiser’s Edge, select Use field names from The Raiser’s Edge. When you select this, text in the Display As column from Configuration, Fields in The Raiser’s Edge appears on the web page for jobs. Otherwise, default field names appear. For more information, see The Raiser’s Edge Configuration Guide. |
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4.
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Under Job Detail, in the Instructions field, enter content to instruct the user on how to use the job details step. These instructions appear after a user selects a job from the job list. Leave the default instructions, or enter your own. |
Note: The Job Detail frame creates the second volunteer section of the web page.
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a.
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In the Button Text field, enter the text to appear on the button that creates the sign-up form for the job the user selects. You can leave the default text or write your own button text. |
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b.
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To display custom field names from The Raiser’s Edge, select Use field names from The Raiser’s Edge. When you select this, text in the Display As column from Configuration, Fields in The Raiser’s Edge appears on the web page for jobs. Otherwise, default field names appear. For more information, see The Raiser’s Edge Configuration Guide. |
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c.
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In the Display column, select the checkbox beside the volunteer attribute to appear. To change the text of the attribute on your donation page, enter the text in the Caption field. |
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5.
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Under Volunteer Sign-Up Form, in the Instructions field, enter content to instruct the user on how to use the sign-up step. These instructions appear after the user clicks the sign-up button on the job detail step. |
If the Minimum age field on the job record in The Raiser’s Edge contains an age, a required Date of Birth field appears after the instructions.
To display custom field names from The Raiser’s Edge, select Use field names from The Raiser’s Edge. When you select this, text in the Display As column from Configuration, Fields in The Raiser’s Edge appears on the web page for volunteers. Otherwise, default field names appear. For more information, see The Raiser’s Edge Configuration Guide.
Note: The Volunteer Sign-Up Form frame creates the third volunteer section of the web page.
In the Button Text field, enter the text to appear on the sign-up button. This button submits the sign-up form to your organization. You can leave the default text or write your own button text.
Tip: To sign up for a job, the user must be registered to your website.
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6.
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To store volunteer emergency contact information, select Emergency Contact Information. To make this a required field on the sign-up form, select Require emergency contact name and phone number. |
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7.
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To display a Vehicle section on the sign-up step, select Vehicle Information. |
In the Available Checkbox Caption field, enter text to appear beside the vehicle checkbox on the sign-up step. Leave the default text, or enter your own. On the sign-up step, a Vehicle Type field appears with this checkbox. The Volunteer Vehicle Type table in The Raiser’s Edge determines the selections in this field.
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To include an additional information section on the sign-up step, select Additional Information. |
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a.
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In the Section Title field, enter the text to appear at the top of the additional information section. Leave the default title, or enter your own. |
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b.
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In the Instructions field, enter content to instruct the user on how to use the additional information section. Leave the default instructions, or enter your own. |
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9.
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The job record determines the remaining sections available to add to the sign-up step. For example, you can create sections for skills and experience, courses and training, medical information, special needs, interests, or checklist items. To add a section to the sign-up step, select its checkbox and, in the Section Title and Instructions fields, enter the information to appear for the section. |
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10.
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Under Navigation, browse to the web page to appear after users submit volunteer sign-up requests. If you do not select a page, the home page from the Settings tab in Sites & settings appears by default. |
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11.
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Click Next. The Acknowledgement Email screen appears. |
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12.
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Create an acknowledgement email for website users who use the volunteer opportunity form to submit a volunteer sign-up request. You can use the default text provided or enter different text. |
Tip: When you edit a Volunteer Opportunity part, you can click Acknowledgement Email to access the Acknowledgement Email screen. For information about how to design an email to acknowledge a volunteer sign-up request, see Design an acknowledgement email for a transaction.
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13.
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Click Save. You return to Parts. |