Add a volunteer application form

Create and publish an application form to recruit new volunteers. The applications will land in a My candidates pool, ready for you to begin processing.

First, create a pool

Navigate to My candidates
Select the Create pool button
When the modal appears, add a name and optionally select a fun icon and colour
Select the Save button at the bottom of the modal to finalise

How to create the application form

Navigate to My candidates and select the pool
Select the Application form tab, then select Create an application form
You will now have a basic form (2), along with a list of additional questions under a content tab(3)
To view or copy links to your form, select an option from the toolbar (1)

To add profile fields

These fields map directly to your volunteer profile if the candidate is approved, removing any double-handling of information

From the intake form page, select one of the profile field headings to reveal the question options
Turn on the information you require
Repeat until you have everything you need

To add additional questions

Sometimes you may need to ask additional questions relating to their application, for example: tell us about your volunteering experience'. These answers will only appear in their application. When approved as a volunteer, you can keep these application answers if you wish to.

Select Create a question
When the modal appears, enter the question type and text. The type refers to how the volunteer will answer the question; see the table below.
When finished, select the Create button at the bottom of the modal
Switch on the question to add it to the form

Type	What it is	Example question
Single-select	Add in any number of options, and a volunteer can only pick one	What t-shirt size are you?
Date	Date selection	What date can you start?
Number	Only numbers are accepted	Add your membership number
Multi-select	Add in any number of options, and a volunteer can select multiple answers	What programs are you interested in?
Tags	Similar to multi-select, but displayed differently.	Which university are you attending?
Text	Free text box	How did you hear about us?

To add an agreement checkbox

For example, 'you agree to our privacy policy' or 'you acknowledge by applying that...'

Select Create an agreement checkbox
When the modal appears, add the content of the agreement
Optionally, highlight the text that will be a link, select the link icon and choose a file
When finished, select the Create button at the bottom of the modal
Switch on the question to add it to the form

Tip: you can customise each question by changing the labels, adding help text or making it mandatory or optional for the applicant to answer.

To remove questions

On the form display, select the question you would like removed
Select the bin icon

Or switch off the question on the right as you did when adding

Lastly, put it live

Once you are happy with the form. You can reorder or edit the questions; learn how to here. You can publish it

Navigate to My candidates and select the pool
Select the Intake form tab
Next to the form, select the settings tab
Select the status and choose 'open'
Select the view form link to take a look at your form

Copy the link or generate a QR code to use on printed material.