Getting Started as an Administrator
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      1. Bloomerang Volunteer Knowledge Base
      2. Getting Started as an Administrator

      Set Up Recruitment for an Opportunity

      Set up opportunity details, signup settings, and everything else you'll need before you open your opportunity for registration.

      In this article:

      Customize the Public Page

      The public page is where staff and 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:

      1. In the settings for your opportunity, select Recruitment icon_recruitment.
      2. In the Public Page Toolbox section, edit these settings:
        • Page Settings: Primary Manager, Available Positions, Start and End Date, Preview Shifts, and Signup Button Text. View Change the Public Page Settings.
        • Logo: A small square image of any size. Bloomerang Volunteer automatically compresses the image.
        • Tag Opportunity: Add tags to this opportunity.
        • Key Information: Opportunity Name, Time Commitment, Schedule Style, Address, Directions, Website, Email, and Phone Number.
        • 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 Media: Share this opportunity on popular social media platforms.
      3. To add information that staff 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 Staff. 
        • To upload documents to this opportunity, click Documents.
      4. Click Save.
        A preview of your public page appears in the Public Page Preview section.
        recruitment_page

      Customize the Registration Form

      When staff and 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:

      1. On the Recruitment page, select Form Questions.
        recruitment_form_questions
      2. To add a question:
        1. Click Add a Custom Question.
        2. Enter the Question and Question Nickname.
        3. Select the Answer Type.
        4. If you select Checkboxes, Dropdown, Buttons, or Yes/No Buttons, you can select Add a Sub-Question. 
          form_question_answer_type
      3. 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.
      4. If you add a waiver:
        1. In the Opportunity Waiver Content box, enter the content that staff and volunteers must read and consent to.
        2. From the Select Consent Style list, select Checkbox Agreement or Collect an E-Signature.
        3. If you select Checkbox Agreement, enter the Custom Agreement Text.
      5. To enable a question so it appears on the form, select Enable.
      6. 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.
      7. To edit a question, hover over the question and click Edit.
      8. To delete a question, hover over the question and click Delete.
      9. To preview what staff and volunteers see when they sign up, click Preview Form.
        registration_form_question_list

      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 Administrator, you can sign on behalf of a user, which could happen if they are with you in person.
      • In a user’s profile, you can view an image of the waiver signature, date it was collected, which Bloomerang Volunteer account was signed in when the signature was collected. You can also add a signature on behalf of the volunteer.
      • On the Staff 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.

      Set Up the Signup Workflow

      After you select the form questions, set up the signup workflow. This workflow controls the steps that staff and 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 off all of these settings and turn on the Signup button. 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, users can sign up only if an administrator adds the users to the opportunity.

      To configure the signup workflow settings:

      1. On the Recruitment page, select Signup Workflow Settings.
        signup_workflow_settings
      2. Turn these settings on or off:
        • 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 users whether they are registering as an individual, joining an existing group, or creating a new group
        • Qualifications: Ask users 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 users when they can work. You can collect general availability or date-based availability.
        • Shifts: Ask users to select their own shifts. In the Advanced Settings, you can 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 staff sign up for a minimum of three shifts over the entire opportunity.
        • Custom Message: Show users a message after they sign up. This message might include next steps or directions.
      signup_workflow

      Open the Opportunity for Registration

      After you set up the signup workflow, open your opportunity for registration.

      To open an opportunity for registration:

      1. On the Recruitment page, select Signup Workflow Settings.
      2. In the Signup Button State section, click Open (ON).
        signup_button_state
      3. In the Key Signup Links section, find the Public Page Link. Share this link with your supporters. For example, you could post this link to your website, send it to your Organization Staff List, or share it on social media. Anyone who clicks the link can register for the opportunity.
        public_page_link

      After recruitment ends, change the Signup Button State to Closed (OFF). 

      Next Steps

      Configure the Signup Visibility settings to control who can see this opportunity.