❖ Heads up! This article is only intended for Amplify Site Managers. Center and Sustain sites do not have Registration Tracks.
Tracks let you ask questions relevant to specific volunteers when they create an account on your site—instead of asking the same questions to all volunteers on your site. When volunteers select a specific Track during registration, they're guided through the steps established when you created that track.
ℹ️ So you know: You need to use at least one Track to gather volunteer info when they join your site!
Getting Started
If your site has Tracks included, you can start setting them up from the Tracks area of your dashboard!
Go to Volunteerism > Tracks.
Click Add New Track.
Select the Status.
Active makes the Track public for volunteers to register with.
Inactive removes the Track from public view.
Give the Track a name.
Select the Privacy.
Public: Select if you want this Track option to appear at registration.
Private: Select if you want to share the Track with select individuals.
To set the Track as the default one for your site, toggle the Set as default track button to On.
Select your Track Options.
Setting Up Track Options
Select your Track Options. You can automatically assign users who complete the Track to an already established User Group or Program.
Automatic user group assignment: Select a User Group here when you want users to have access to specific volunteer Opportunities only members in that User Group can access.
e.g., you have a Track for volunteers from a local corporate partner and want all users who complete that Track to access special volunteer Opportunities just for employees.
Automatic program assignment: Select a Program when you want Program Managers to be able to view, schedule, and contact users who complete that Track.
e.g., a Program Manager for an environmentalism Program needs to email all users who completed the requirements for volunteering outside through an "environmentalism Track."
If you're done, click Save and Finish.
If you'd like to add questions for volunteers to answer when registering, click Save and Continue to Standard Questions.
Select or deselect which Standard Questions you want to Show or Require on the registration form.
If you're done, click Save and Finish. If you wish to add custom questions for volunteers to answer, click Save and Continue to Custom Questions.
Click Add Registration Question.
Select the Status and Type.
Fill out the Options field for Dropdown, Checkbox, and Radio Button question types.
If you want to require this question, toggle the button beside Required to On.
If you want to apply this question to all tracks, then check the box.
Click Save Custom Question to finish.
If you're done, click Save and Finish. If you wish to add qualifications, click Save and Continue to Qualifications.
Select which Qualifications you want to Show or Require during registration.
Click Save and Finish to return to the Options tab.
If you want to include Skills or Causes as a step during the registration process, you can enable those from this tab!
Click Update Track to save your changes.
You can click the Options tab at any time to make any additional changes to the registration steps.
The Volunteer Perspective
Want to test out registering on your site through a Track from the volunteer perspective? You can! Just sign out of your account and click Sign Up to get started! You can go through all of the steps assigned to that Track just like a volunteer. This is a great way to test it out for yourself.
