❖ Heads up! This article is intended for Program Managers—a role available only on Amplify sites. You may also see this role referred to as Advanced Program Manager; both terms refer to the same user type.
By the end of this article, you will be able to:
Review and update Opportunity responses
Add single, multiple, or team responses
Filter or export response data
Reviewing Opportunity Responses
To review responses submitted to your Program's Opportunities, go to Volunteerism > Responses.
Editing Responses
Click the pencil icon under the Options column for the response you want to update.
You can add notes or update the volunteer's responses to the Response Questions.
Click Update User Response when you're done to apply those changes!
Canceling an Opportunity Response
Responses Area
To cancel an Opportunity response from the Responses area:
Click the (X) under the Options column for the response you want to delete.
A warning pops up asking if you're sure you want to delete the response. It also asks you to select a reason for canceling the response.
Click Cancel Response to confirm or Cancel to cancel.
Depending on site settings, you may or may not be required to provide a reason for canceling the response.
User's Profile
To cancel a response from a user's profile:
Go to Volunterism > Users and search for or select the user from the table.
Click Opportunities.
Find the response you wish to cancel in the Opportunity Responses table and click the X under the Options column.
Optional: Select a reason for the cancellation.
Optional: Include a personalized message for the volunteer.
Click Cancel Response to confirm the cancellation.
Viewing Canceled Responses
You may view all responses to your Opportunities that you have canceled, the volunteer has canceled, or a Site Manager has canceled. To do this, click on the Canceled Responses tab.
Here, you can view:
The name and email of the user who responded
The Opportunity that has the canceled response
Who canceled the response
Reason for canceling and the optional note
An option to restore the canceled response
Exporting Responses
To export response data, click the Export Responses button under the Responses headline. This exports your data to a CSV.
Filtering Responses
Date Range
To filter by date range, click into the field beside Date Range and select a date with the calendar. Click Go when you're ready to apply that date range!
Table Filter
To add more columns to your table, click Table Filter and check which columns you want to see.
Adding a Response
Adding a Single Response
If you only want to add a single response:
Go to Volunteerism > Responses.
Click Add A Response.
Select Add a single response.
Start typing the Opportunity title in the Opportunity Lookup field and select it from the dropdown. If the Opportunity has shifts, select the shift from the Select a Shift dropdown.
Type the volunteer's name in the User Lookup field and select them from the dropdown.
Answer any required Response Questions, as applicable.
When you're ready, click Add User Response to finish.
A response means the volunteer has shown an interest in the Opportunity and intends to show up to volunteer at the scheduled time.
If a shift is full, then after you click Add User Response, a warning appears at the top of the Responses page that the shift is full.
Please note, you must enter at least four characters for the search to work when using the Opportunity, Needs, or User Lookup fields.
Adding Multiple Responses
If you wish to add more than one response:
Go to Volunteerism > Responses.
Click Add A Response.
Select Schedule multiple responses.
Select the Opportunity you want to add responses to from the Select Opportunity dropdown.
Check the boxes for which shifts you're adding the responses to and click Continue.
Type the name or email of the volunteers you want to add responses for and click Search.
You can also click Search by Category to use the filter to find volunteers.
After you make your selection, click Add To List.
Review volunteers and check the box beside Send confirmation to these volunteers to let them know they've been scheduled for this Opportunity.
Click Schedule These (#) Volunteers to confirm.
You may see a warning pop-up to let you know if a volunteer has a conflict of schedule or if they haven't submitted a qualification.
Adding a Team Response
If you wish to add a Team response:
Go to Volunteerism > Responses.
Click Add a Response.
Select Add a Team Response.
Select the Opportunity from the Select Opportunity dropdown.
Name your team.
Add yourself and users, or add users from an established user group.
If you want to include reserved slots, then select the number of additional slots with the Reserve Additional Slots dropdown. This lets volunteers bring a plus one to volunteer with them.
Click Continue after making your selections.
Select shifts if the Opportunity includes scheduled shifts.
Click Finish.
Emailing Users from the Responses Area
To email a user from the Responses area:
Go to Volunteerism > Responses.
Click on the user's email under the Email column.
Enter all necessary fields and click Send Email when you're done!