Volunteer activity forms are a legacy feature available only to customers who previously configured these forms. If your organization has never created volunteer activity forms, the Volunteer Activity tile does not appear on the Website Integration page. For information about volunteer tracking, see Track Volunteer Activity. For information about volunteer management, see Bloomerang Volunteer.
A volunteer activity form enables constituents to log their volunteer hours and create an interaction in Bloomerang CRM. After they submit the form, they see a success page. You can customize the form and success page. To start creating a form:
Click Communications.
Click Forms.
On the Volunteer Activity tile, click Select.
Click New.
You can add custom fields to this form. You cannot add the built-in Volunteer Activity and Volunteer Hours fields to this form. If you use built-in fields for volunteer tracking, see Track Volunteer Activity.
Design the Form — Step 1
The volunteer activity form includes a few options you can customize. The options available to you are set in other areas of Bloomerang CRM, so you may need to set up a few things before you create your form.
Settings
Form Name: The name of your form must be unique. The name is shown in Bloomerang CRM and on notification emails your organization receives when a constituent uses the form.
Confirmation Email: By default, no confirmation email is sent. You can send a custom confirmation email by selecting any interaction email from the list.
Notification Email: A notification email is sent to the email address listed in your organization settings. You can add up to 10 more email addresses by clicking Add Email, and entering the email address. Remove an email address by clicking the X. Each email address will receive the same notification email when the form is submitted.
Interaction Information
The form creates an interaction on the constituent's timeline. Customize some of the interaction information:
Subject: Type in a subject for the interaction.
Purpose: This defaults to Volunteer Activity, but you can change it. Benevon purposes are not available.
Other information is automatically included:
Channel is In Person.
Interaction is marked as Initiated by Constituent.
Date field is included and required on the form.
Custom Fields
To gather more information about the volunteer, add constituent or interaction custom fields. Click Add Constituent Field or Add Interaction Field. Choose the custom field and type in a display name. Rearrange the order of the fields by clicking the up or down arrows, or remove a field by clicking the x.
Required custom fields are required on the form.
Tip: Be judicious about how many custom fields you place on the form. Constituents are more likely to fill out three or fewer fields.
Design the Success Page—Step 2
The success page is what your constituents see after they have successfully logged their hours. This is an excellent opportunity to thank volunteers and engage them further. You can design the page in Bloomerang CRM or use your own success page.
To design a success page in Bloomerang CRM:
Click Build in Bloomerang.
Edit the title and message, if desired.
Select which social media buttons you want on the page (what they do is described below). If needed, add your organization's social media information (this also updates your organization settings).
Tweet button: Adds the Prefill Tweet Text message and a link to your form on the constituent's Twitter timeline. The constituent can personalize the message.
Tip: Want to add your own message? You certainly can! Make it sound like it is coming from the constituent (not your organization) and include a call to action.
Follow button: The constituent now follows your organization's Twitter account.
Like button: Adds a Like to your organization's Facebook page.
Share button: Shares your form's page to the constituent's Facebook timeline, groups, or friends. The constituent can add a personalized message.
Click Save and Preview.
To use your own success page:
Click Redirect to URL.
Type in the URL for your success page.
Click Save and Preview.
Preview Form
On the Display page, preview the volunteer activity form and its success page and publish your form.
The form automatically includes contact information and date fields. Custom fields appear in the Additional Information section.
Click Form and check that your form looks correct; click Edit to make changes.
Tip: To make changes to the CSS, HTML, or JavaScript, click Self-Host Form. See Create, Edit, and Revert Self-Hosted Forms for more details.
Click Success Page to see the success page. Click Tweet or Share to see what the posted message will look like. Click Edit to make changes.
Click Publish to get the code snippet. Copy and paste this code snippet into your website.