2. Recruit: how people reach you
How do I build one form that recruits and schedules at the same time?
Overview Some sign-ups do not need screening at all. An open house, a fundraiser, a park cleanup, a one-off community event. You want people to turn up, you are happy with anyone who does, and making them apply, wait for approval, then come back and ...
One workflow, two kinds of applicant
Overview A public opportunity gets two very different kinds of applicant: somebody who has never heard of you, and somebody you screened last year. Treating them identically is the most common recruitment mistake. Send the stranger straight in and ...
Auto-approve an opportunity or auto-assign on a form: which do I need?
Overview Two settings in Vome sound almost identical and behave very differently. Reaching for the wrong one approves people for things they never asked for. This article is for administrators setting up approval on an opportunity or a form. 1. What ...
Where can a form automation sit, and which level should I use?
Overview An automation is a rule that moves someone forward without an admin opening their application. It can sit at three levels, and choosing the wrong one is the difference between a journey that runs itself overnight and one that quietly stalls. ...
How does screening decide which profiles land in my database?
Overview This is the setting that gets configured wrong most often, and it is the most annoying to unpick later. It decides which profiles live in your database. This article is for administrators setting up intake and onboarding. 1. What counts as ...
Should people apply through a form or through an opportunity?
Overview There are two doors into your organization and they are independent. Plenty of organizations open both. This article is for administrators deciding how applicants first reach them. 1. What are the two doors? A general application form, and ...