What are the different step categories when adding steps in a sequence?
When creating the steps for any given sequence, you can currently choose between various step categories (i.e., File Upload, Interview, Orientation, Training, Custom).
The only implication of adding a step within a specific category is it can be found in that category folder for future use and the assigned user in the sequence will see the category title as a 'folder' for the step (i.e., "Phone Interview" step in the "Interview" folder).
The Interview, Orientation and Training categories all have identical fields that admins can customize. You can add a step title and description, and in the description you can make use of hyperlinks to redirect people to external documents, media, websites, etc.
Examples
Interview: You could have an Interview step called "Zoom Interview" and in the description of the step you can include a hyperlink for them to book a meeting outside of Vome.
Orientation: You could have an Orientation step called "New Volunteer Intro" and in the description of the step you can include a description of the orientation session, the date and time, and a link to Google Drive folder where you house certain orientation videos and documentation.
Training: You could have a Training step called "Sensitive communication" and in the description you could add a hyperlink to a video (on Youtube, Google Drive folder, etc.) and then include another hyperlink to a questionnaire to ensure that they watched the video (i.e., a link to a Vome form, Google Form, etc.)
The Form Upload category operates in a unique way. Admins must add a step title, description and attach a file (i.e., a Medical Form). When the user is on a Form Upload step, they will be prompted to download the attach file (i.e., fillable PDF), fill it out, save it on their device, and then upload the completion version in the sequence step on Vome. There will be two specific Download File and Upload File buttons to allow them to complete this step.
Example
File Upload: You could have a step called "Medical Form" and in the description of the step you would describe why they need to fill out the form and what they should know before or after filling it out (i.e., describe that they must upload the completed version on this sequence step after they filled it out).
The Custom category is more similar to Interviews, Orientation and Training, however it has a unique capability - attaching a file. That means that admins must add a step title, description, but have the option of attaching a file. This file is meant to transfer additional information to supplement the description.
Example
Custom: You could have a step called "Criminal Record Check" and in the description you could redirect people through a hyperlink to a website where they can request their criminal record check form their local police station. Admins can optionally attach a file that has the Criminal Record Check template for them to fill out.
Consider that there is no Form Upload for the Custom category steps, so they will not be able to attach any files themselves.
In the Custom category, there's a really strong use case for creating steps that redirect people to fill out and submit forms from the Forms tab on Vome. You could add a hyperlink to a Vome form in the step's description to redirect people a form to have them fill out any form content that you added on the form (i.e., Questions, Attachments, Digital Consent, etc..). When creating the Vome Form, you can customize the sections and content as you fit for the sequence step.
How to redirect people to a Vome Form from a Sequence step:
- From your left-hand navigation menu, click on Forms
- Create and publish the form with the questions, attachments, digital consent that you want populate the form with.
- Access the form link by going to the form expanded view (you should be there once you publish the form) > click Actions on the top-right > Share. Otherwise, go to the Forms default view > click on the form's 3 dots option menu > Share
- Click Copy Link
- Once the link is copied to your clipboard, go to the Sequences view
- Create or edit a sequence
- When adding steps, select the Custom category (or any other category if relevant)
- Click on the +New button to create a new entry.
- Add a step title, and in the description field paste the form link.
You can always consider embedding the link into a string of text. For example, you could write in the description field "Click HERE to access the form". The form URL would be hyperlinked with the "HERE" text in this case.
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