1. Locate and copy application form from previous year – recommended titling by year:
2. Locate and update “acknowledgement email (global) template:
3. Locate and copy previous years’ role in system; you may have to filter to see roles whose deadlines have already passed
4. Update opportunity text to include updated dates, links to role descriptions, FAQs, etc.
- Chose new application form
- Set primary contact (who should receive notification of applications and who is listed on the opportunity page)
- Set dates (if not done in previous step)
- Set acknowledgement email template to “acknowledgement email (global)
5. Click “next step: application builder”
- No edits needed on this page
6. Click “next step: invitations”
- IMPORTANT: slide blue dot all the way to the left to make the number of preselected volunteers 0
7. Click “last step: add specific volunteers”
8. Click “finish”
9. To view the opportunity live, find the opportunity by using the filter and choose “view opportunity details” from the drop-down:
