How to Set Up a Volunteer Sign Up Form

There are two types of Volunteer Sign Up forms:

Volunteer Interest - in this form the potential volunteer provides her name and contact information, and indicates what types of volunteer opportunities she might be interested in. You can present a list of the volunteer tags you have defined in ExceedFurther, and the person signing up can indicate what skills, interests, jobs and locations are of interest. These names appear in ExceedFurther with the selected tags.

Before you create a Volunteer Interest sign up form, you need to create all of the Volunteer tags in Exceed Further that you are planning to include on the form.

Volunteer Schedule - in this form you present volunteer jobs with specific dates and times. The potential volunteer signs up for a particular job in a specific time slot. These appear in ExceedFurther in the Volunteer Manager Schedule tab. Once the volunteer has worked, the hours are automatically credited to their record. An optional in-kind gift can be created for the hours worked.

Before you can create on online Volunteer Schedule sign up form, you first need to create a volunteer job in the Volunteer Manager in ExceedFurther. You do not need to create a schedule for the job in ExceedFurther. The schedule is created as volunteers sign up online.

To set up a Volunteer Interest form, do the following:

(to be added)

To set up a Volunteer Schedule sign up form, do the following:

  1. From  the ExceedFurther navigator, select Online Administration. This takes you to your online administration portal.
  2. Log in as the administrator.
  3. Under Online Administration, select Online Volunteer Jobs in the left-hand menu.
  4. Select Add New.
  5. Fill in these fields and options:
    1. Volunteer Job – Select the job you created in ExceedFurther.
    2. Create Schedule – Check this to ensure the schedule gets created when the information is sent to ExceedFurther.
    3. Title – display title of your volunteer form
    4. Display Image – Main banner image that will display for your form
    5. Notifications Image – Image that shows up in notifications if the tag has been added - Not needed
    6. Category – Categorize your volunteer forms in a list on your website
    7. Event Name – This is an Event from the Event Manager in ExceedFurther. It is added to the volunteer schedule to tie the volunteer job to the event.
    8. Fund – If the hours worked are converted into an in-kind gift, this Fund code is attached to the gift.
    9. Gift Reason – If the hours worked are converted into an in-kind gift, this Reason code is attached to the gift.
    10. Contribution Name – non important field but required for online but not used in ExceedFurther. (name it the name of the volunteer event)
    11. Campaign – If the hours worked are converted into an in-kind gift, this Campaign code is attached to the gift.
    12. Contact – contact person name displays on the form
    13. Role – Select the tags to be appended to individuals who have signed up on this form
    14. Start Date and time – Sets the start time of the job to be added to the schedule in ExceedFurther.
    15. End date and time – Sets the end time of the job to be added to the schedule in ExceedFurther.
    16. Online registration Ends – Set the time and date for the registration to end The form will stop taking registrations at the date and time set.
    17. Facebook Share button – Select this to allow the volunteer to share on Facebook.
    18. On success redirect – When checked and a URL is entered, it will redirect the registrant to that URL when they successfully register
    19. Enable tell a friend – Option for anyone to send an email from the system inviting people to the form
    20. Send Account information to donor – Sends log in info to registrant to be able to log in at a later date and update their fundraiser
    21. Description – Area for a description about the volunteer opportunity.
    22. Location – location of the volunteer opportunity.
    23. Additional information – Any additional information for volunteers who wish to view it.
    24. Public - this box must be checked to allow the page to be published.
    25. Option - Add the description of the volunteer option.
    26. Remarks - Comments about this option.
    27. Volunteers - the number of volunteers that are needed for this option.
    28. Hours/Volunteer - the number of hours each volunteer is expected to work.
    29. Value/Hour - If an in-kind gift is created for this volunteer job, this is the dollar value for each hour worked
    30. Send Reminder - a reminder email will be sent to each volunteer who has signed up.
  6. Remember to Save your changes.
  7. Scroll up and select Visit Public Page option.  Scroll down and select your volunteer sign up form from the list.  Select the share option and copy the link for your form.  Use this link to connect to the volunteer sign up form from your website.