Sequences
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 ...
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. ...
What is self-tracking in the Sequences module?
When on, the Self-Tracking setting will apply to all steps in the sequence by default. Users can update their status for each step and move themselves to the next step. You can also choose to customize this setting for each step. If you disable ...
How do I create a Sequence step for people to fill out a form (i.e., answer questions, attach files, provide digital consent, etc.)
When adding a step to a sequence, there's a way to redirect people to a Vome form if you're looking for them to share specific information with you. In the Custom step category, you could create a new entry. You can title the step according your ...
What are the different step categories when adding steps in a sequence? How should I use each category?
When creating the steps for any given sequence, you can currently choose between various step categories. File upload Interview Orientation Training Fillable PDF Form Video Checklist Custom The only implication of adding a step within a specific ...
How would I gather digital consent using the Sequences feature?
The Sequences feature allows you to share and gather information from personnel that you're onboarding to your organization. In order to gather digital consent using the Sequences feature, you must start with creating a Form on Vome: On the left-hand ...
How should I organize onboarding on Vome?
There are many ways to easily keep track of onboarding new applicants using Vome! It is recommended to read through the summaries below to identify if you would like to track onboarding using sequences or opportunity-level screening checklists. 1. ...
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 ...