Set up opportunity details, signup settings, and everything else you'll need before you open your opportunity for registration.
First, do the following, and then follow the steps in the next sections:
If you are in more than one organization, make sure you are in the right one.
From the side menu, click Opportunities.
Select an opportunity, or use the search box to find and select an opportunity.
Add Public and Private Opportunity Information
On the general Opportunity Settings page, you can add key details about the opportunity:
In the opportunity menu, click Settings, and then select Opportunity.
Click Public Information to enter information about the opportunity that is publicly available: Name, Time Commitment, Schedule Style, Address, Directions, Website, Email, Phone Number, and Logo.
Click Private Information to enter details that volunteers can view only after they join the opportunity, including a private contact name, email, and phone number.
After you add public or private information, click Save.
Customize the Public Page
The public page is where volunteers learn about your opportunity, sign up, select shifts, and share on social media. You can customize the content and design.
To customize the public page:
In the opportunity menu, click Settings, and then select Public Page Design.
In the Public Page Toolbox section, edit these settings:
Page Controls: Available Positions, Preview Shifts, Preview Leaderboard, and Signup Button. View Change the Public Page Controls.
Cover Photo: A large banner image that is 1500 x 1500 pixels in size. When you upload the image to Bloomerang Volunteer, you can crop it.
Page Descriptions: Text that appears on the opportunity page and card.
Share on Social: Share this opportunity on popular social media platforms.
To add information that volunteers can view only after they join the opportunity, go to the Private Opportunity Details section:
To add a private contact name, email, and phone, click Additional Details For Volunteer.
To upload documents to this opportunity, click Documents.
Click Save (or Done).
A preview of your public page appears in the Public Page Preview section.
Customize the Registration Form
When volunteers register for an opportunity, you can ask questions to gather information that is important to your organization. You can:
Enable the template questions.
By default, the registration template includes several questions and a waiver. The First Name, Last Name, and Email questions are always enabled and required. You can enable and require other template questions and the Opportunity Waiver.Add your own custom questions.
Use organization-level custom questions in this opportunity.
If users already answered organization-level custom questions, they are not prompted to answer these questions again.
To add custom questions and a waiver to your registration form:
In the opportunity menu, click Settings, and then select Form & Profile Fields.
To add a question:
Click Add a Custom Question.
Enter the Question and Question Nickname.
Select the Answer Type.
If you select Checkboxes, Dropdown, Buttons, or Yes/No Buttons, you can select Add a Sub-Question.
Add text to your selected answer types as needed.
Tip: You can copy and paste links into questions and answers. When volunteers access the registration form, the links automatically function as hyperlinks that volunteers can click to access external resources.To add a waiver, do one of the following:
Edit and enable the existing Opportunity Waiver template
Click Add a Custom Question and select Waiver.
If you add a waiver:
In the Opportunity Waiver Content box, enter the content that volunteers must read and consent to.
From the Select Consent Style list, select Checkbox Agreement or Collect an E-Signature.
If you select Checkbox Agreement, enter the Custom Agreement Text.
To enable a question so it appears on the form, select Enable.
To require users to answer this question, select Require.
Note: Because of data privacy laws, you cannot select Require for these template questions: Bio, Date of Birth, Gender, or T-Shirt Size. However, you can add these questions as custom questions to modify or require them.To edit a question, hover over the question and click Edit.
To delete a question, hover over the question and click Delete.
To preview what volunteers see when they sign up, click Preview Form.
If you enable a waiver on the form:
If you select Checkbox Agreement, users must select a checkbox on the registration form to agree.
If you select Collect an E-Signature, a signee must type their name and draw their signature on the registration form. The signee can be someone else, such as a parent or guardian of a minor who is volunteering with your organization. As a Bloomerang Volunteer manager, you can sign on behalf of a user, which could happen if they are with you in person.
In a volunteer's profile, you can view an image of the waiver signature, the date it was collected, and which Bloomerang Volunteer account was signed in when the signature was collected. You can also add a signature on behalf of the volunteer.
From a volunteer's profile, you can download the waiver agreements that the volunteer completed and save or print them for your records. If a waiver agreement was updated more than once by the volunteer or a manager, you can choose which version of the agreement to download.
On the Volunteer List page, you can add the Opportunity Waiver filter and select the Has Accepted or Is Pending filter options. Has Accepted means the user signed the waiver. Is Pending means the user has not signed the waiver.
Add Documents
You can upload documents to help inform and prepare volunteers for an opportunity. Only volunteers who are part of that opportunity can access the document(s).
To upload documents:
In the opportunity menu, click Settings, and then select Documents.
Click Upload Document.
On the Upload Document screen, either drag and drop a document from your computer, or click Upload from Computer and select a file.
Import Information
Import data in bulk so you don’t have to enter volunteer information manually for your opportunity. You can import volunteers, hours worked, tags and categories, and language strings.
To import data:
In the opportunity menu, click Settings, and then select Imports.
Click Create New Import.
Click Get Started for one of the following import types:
Volunteers
Historical Hours Worked
Tags & Categories
Language Strings
To select a file to import, click Browse or Choose a .CSV File to Upload.
Select a file from your device, and then click Upload.
If the import type has more steps, add import parameters, map imported fields to existing fields in Bloomerang Volunteer, and review the import.
Tip: For more guidance for your import, download and view the template or example for each import type.
Add Languages
To make sure all your volunteers can access information about the opportunity, add languages to your opportunity language settings.
Manage General Controls
Manage general opportunity controls to customize the volunteer experience. General controls include key details including ownership, timing, capacity, and more.
To add and manage general controls:
In the opportunity menu, click Controls, and then select General.
To choose the opportunity’s Primary Manager, use the drop-down list to find and select a user.
Tip: You cannot make a user a Primary Manager unless the user is first assigned as an Opportunity Manager. To make a user an Opportunity Manager directly from the General Controls page, click Update in the Primary Manager section.
To set the Timezone for the opportunity, use the drop-down list to find and select a timezone.
In the Opportunity Date section, use the calendar icons to find and select the opportunity’s Start Date and End Date. Then, click Save.
(Optional) Turn on and manage Signup/Application Period.
(Optional) Add visible or hidden tags that help volunteers filter and search for your opportunity.
(Optional) To add volunteer capacity limits:
Click the text box for Minimum Volunteers or Maximum Volunteers.
Enter a minimum or maximum number. If you add a minimum number, you must add a maximum number.
Click Save.
Turn on or off Remove from Opportunity. This control allows volunteers to remove themselves from the opportunity on the web and mobile apps.
Set Up the Signup Workflow
Set up the signup workflow to control the steps that volunteers must take to sign up for the opportunity. You can turn on or off any workflow settings to meet the needs of your organization. For one-click signup, turn on the signup button, and turn off all other settings. Users can sign up with one click, which means they don’t have to complete signup steps or form questions.
If you turn off all Signup Workflow settings, but turn on the Signup button, volunteers can sign up only if a manager adds the users to the opportunity.
To configure the signup workflow settings:
In the opportunity menu, click Controls, and then select Signup Workflow.
Turn these settings on or off:
Signup Button State: Make the opportunity available for volunteers to join themselves, without being added by a manager.
Form Questions: Ask users to complete a registration form. The form includes only the questions you selected in the Form Questions settings.
Group Registration Questions: Ask volunteers whether they are registering as an individual, joining an existing group, or creating a new group
Qualifications: Ask volunteers to select qualifications.
Roles: Ask users to select roles. You can set the minimum and maximum number of roles that users can sign up for.
Availability: Ask volunteers when they can work. You can collect general availability or date-based availability.
Shifts:
Set the minimum or maximum hours or shifts that users can sign up for. You can limit hours and shifts by day or by opportunity. For example, you can make sure that volunteers sign up for a minimum of three shifts over the entire opportunity.
Select Allow Overlapping Shifts. When this setting is enabled, volunteers can choose shifts that overlap between opportunities.
Custom Message: Show users a message after they sign up. This message might include next steps or directions.
After recruitment ends, turn off the Signup Button State.
Tip: To view what the opportunity’s public page and shift selection page look like to volunteers, visit the Preview Workflow section. Share these links with your supporters. For example, you could post the public page link to your website, send it to your organization's volunteer list, or share it on social media. Anyone who clicks the link can register for the opportunity.
Next Steps
Configure the Signup Visibility settings to control who can see this opportunity.