Roles and qualifications can be automatically assigned to volunteers based on their answers to certain kinds of form questions. The types of form questions which support auto-tagging are:
Checkboxes (Multiple Response)
Drop Down (Single Response)
Buttons (Single Response)
Yes/No Buttons (Single Response)
Note: At the organization level, only qualifications and tags can be auto-tagged. At the opportunity level, roles, qualifications, and tags can be auto-tagged.
To set up auto-tagging or auto-qualifications for a form question, do the following:
From the navigation menu, click Opportunities.
Select an opportunity, or use the search box to find and select an opportunity.
In the opportunity menu, click Settings, and then click Form & Profile Fields.
Select an existing form question or create a new one. Only checkboxes, drop-down questions, buttons, and Yes/No buttons support auto-tagging and auto-qualifications.
To edit an existing form question, hover over the question and click Actions, then Edit.
To Create a new form question, click Add a Custom Question.
Click either the auto-tag button
or the auto-qualification button.
Select one or more tags or qualifications.
Click Add.
If you are adding a new form question, click Add again.
If you are editing an existing form question, click Done.