How should I set up a process for my active volunteers to be able to register for opportunities without having to assign them to opportunities or treating them like a new applicant every time they want to apply to one?

How should I set up a process for my active volunteers to be able to register for opportunities without having to assign them to opportunities or treating them like a new applicant every time they want to apply to one?

Make sure that you've published all of your opportunities by this point.


1. Create a new form in your Forms module for current volunteers to get redirected to when they're already considered active. On Vome, perhaps that means they've been added to your Active list in the database.

For example, create a form called "Current Volunteer - Opportunity Registration Form"



2. Add a multiple selection question and label it as "Which opportunities are you interested in?" and add response options for each opportunity in your Opportunities module (i.e. Opportunity A, Opportunity B, etc.).



3. Add an automation on top of your question to auto-assign opportunities when users submit the form. In the form content editor, scroll down to the questions and click on the Automations button in the question toolbar, and use the automation logic that says "When the user responds with X" > Auto-assign opportunities > Select an opportunity". Create this automation for each response option (i.e. opportunity) and make the question required!

For example, when the user responds with Opportunity A > Auto-assign opportunities > Select Opportunity A



4. Go to your Opportunities module > Select all opportunities > Click on the Actions button that appears on top > Select Edit recruitment workflow > Select General application funnel > Link both of your forms: "General Application Form" and "Current Volunteer - Opportunity Registration Form" to all of your opportunities. This way, users can choose the relevant form based if they're truly a new applicant or an existing volunteer trying to register for an opportunity they're not currently approved for.





4. The outcome for the user experience is either Scenario A or Scenario B:

Scenario A) Anyone who arrives to the opportunity info page who's not yet approved for the opportunity, they will see an "Apply" button and will have the option to fill out one of two forms. Brand new applicants would choose the "New Volunteer Application Form" and an active volunteer would choose to the "Current Volunteer - Opportunity Registration Form".






Scenario B) If a user arrives to the opportunity info page and is already approved for the opportunity, they will bypass the recruitment workflow and see a "Reserve shifts" button instead of an "Apply" button