Why should I use the "auto-assign profile tags" feature when moving someone from one step to another in a sequence?
Overview
A volunteer onboarding sequence helps you track each volunteer’s progress through various steps, from start to finish. While you can see a volunteer’s progress in the Sequences module or an individual’s profile, leveraging auto-assign profile tags for each step can add important visibility and functionality throughout the process.
How Auto-Assigning Profile Tags Can Help
1. Easier Tracking & Reporting
- By assigning a profile tag automatically when a volunteer completes a step, you can see that milestone reflected in their profile at a glance.
- This can simplify reporting: for example, you can filter your database by a tag like “Completed interview” to view everyone who has finished Step 1 of your onboarding process.
Example
- Step 1: Volunteer completes an interview.
- Moving a volunteer from Step 1 to Step 2 triggers the Completed interview profile tag to be assigned to the volunteer's profile.
- Later, you can quickly pull up everyone who has this tag to see who has finished interviews.
2. Advanced Shift Reservation Options- If you use the reservation restriction feature for shifts, profile tags let you control which volunteers see and can reserve specific shifts.
- Automatically assigning a tag after a training step ensures that only volunteers with that completed-training tag can access those specialized shifts.
Example
- Step 3: Volunteer completes advanced training.
- Moving a volunteer from Step 3 to Step 4 triggers the Completed training profile tag to be assigned to the volunteer's profile.
- If an opportunity’s shifts are restricted to volunteers with Completed training, those volunteers will have instant access—no manual profile tag assignment needed.
Other helpful articles:
Related Articles
Why should I use the auto-assign profile tags setting in my sequence steps?
When building a sequence step, you can choose to auto-assign a profile tag (which you can create in the database) so that when a volunteer moves from step to another, you will be able to see what they've done in their sequence from the database. ...
How does Vome streamline recruitment through automation?
How Vome Streamlines Volunteer Recruitment Through Automation Managing volunteer recruitment can be time-consuming, but Vome Volunteer simplifies the process with powerful automation tools. By reducing administrative tasks and ensuring seamless ...
What are profile tags? How do I to create profile tags? And why should I use them?
Starting on the Pro plan and above, you can create and assign Profile Tags as a way to customize your database. You cannot import profile tags but can only assign them during the import process or once profiles are in your database. A profile tag can ...
What are the best practices for creating admin roles for multi-location segmentation?
Best Practices for Creating Admin Roles for Multi-Location Segmentation Overview In Vome, multi-location segmentation can refer to different departments, geographic areas, operations, or programs. Account Holders may need to create admin roles to ...
How do I use Sequences on Vome?
Sequences are used to manage a step by step process. Although it can be used for project management or managing tasks, it is often used for onboarding new applicants. You can completely customize the steps of a sequence, assign profiles and easily ...