❖ Heads up! This article is only intended for Site Managers. Please select your product to see more details about how to set up user registration on your site.
You can establish what steps and requirements volunteers must accomplish during registration. Please select your product to see the steps for setting up user registration on your site:
Amplify Site Managers
Amplify Site Managers
When a new user registers on your site, they must first select a Registration Track. You can select which Registration Track you want as the default track, customize the welcome message, and more, all from your site settings!
User Registration Setup
1. Go to Settings > User Registration.
2. Configure your User Registration Options.
User Registration Options
On the User Registration page, you can set up how users begin their journey by signing up on your site! The User Registration Options include:
Restrict registration to these email domains only: Use this field to restrict registration to specified email domains. Each email domain you add should be separated by a comma, e.g., galaxydigital.com, example.com, etc.
Only the email domains listed in this field can register an account. To allow others to register, you would have to update this field in your settings.
Registration welcome message: This message is displayed on Step 1 for volunteers when they start to register on your site. You can personalize this greeting to welcome volunteers, introduce your organization, or set the tone for their volunteerism!
Track selection prompt: Do you have more than one Registration Track for volunteers to choose from? Be sure to create a good Track selection prompt that helps steer your volunteers to the right Registration Track for them!
Default registration track: When you select a default track, the system pre-selects that track when a volunteer registers on your site. They can still use the dropdown to select another registration track as needed!
Default track from Kiosk and Mobile App: The registration track you select here is the default track used for volunteers when they register through the Check-In Kiosk or Causer app.
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.
Center Site Managers
Center Site Managers
When setting up user registration, consider the steps volunteers will take to register. These steps can help match volunteers to volunteer Needs and filter volunteers for future communications or report reviews. Consider the following:
What information would you like to collect from volunteers during registration?
You can add Standard Questions or create Custom Questions for volunteers to answer, like How did you hear about us? or Have you read our privacy policy?
Should volunteers complete qualifications during registration?
Do you want volunteers to select Causes and Interests during registration?
These help match volunteers with Needs that align with their Interests and Causes.
User Registration Setup
Go to Settings > User Registration.
Configure your User Registration Options:
Restrict registration to these email domains only: Use this field to restrict registration to specified email domains. Each email domain you add should be separated by a comma, e.g., galaxydigital.com, example.com, etc.
Only the email domains listed in this field can register an account. To allow others to register, you would have to update this field in your settings.
Enforce required registration questions and qualifications upon registration and log-in: Toggle this On to require volunteers to answer Standard Questions, Custom Questions, and Qualifications. This restricts their access to the site until they complete those steps.
Adding/Removing Steps
Toggle On or Off which steps you want to include in the registration process:
Step 1: Standard Questions: This can't be disabled.
Step 2: Custom Questions: Toggle On to add custom questions for users to answer.
Step 3: Select Interests: Toggle On to have users select Interests.
Step 4: Select Causes: Toggle On to have users select Causes.
Step 5: Select Agencies: Toggle On to have users select Agencies.
Step 6: Qualifications: Toggle On to have users submit responses to qualifications.
Be sure to click Save Options to save your selections.
Standard Question Options
Go to Settings > User Registration > Standard Question Options.
Select or Deselect the fields you want included on the registration form.
Show: Check if you want the field displayed to users on the registration form. These are optional to answer.
Profile: Check if you want this field displayed on the user's profile.
Require: Check to make this a required question on the registration form.
Click Update Standard Questions to save your changes.
Custom Question Options
Go to Settings > User Registration > Custom Question Options.
Click Add Registration Question.
Select the Status.
Select the Type.
For Dropdown, Checkbox, and Radio Button question types, include the answer options as separate entries in the Options field.
Write your question the way you want it displayed to users.
Toggle the button beside Required to On if you wish to make this a required question.
Click Save Custom Question to finish.
Sustain Site Managers
Sustain Site Managers
When setting up user registration, consider the steps volunteers will take to register. These steps can help match volunteers to volunteer Opportunities and filter volunteers for future communications or report reviews. Consider the following:
What information would you like to collect from volunteers during registration?
You can add Standard Questions or create Custom Questions for volunteers to answer, like How did you hear about us? or Have you read our privacy policy?
Should volunteers complete prerequisites during registration?
Do you want volunteers to select Skills during registration?
These help match volunteers with Opportunities that align with their interests.
User Registration Setup
Go to Settings > User Registration.
Configure your User Registration Options:
Restrict registration to these email domains only: Use this field to restrict registration to specified email domains. Each email domain you add should be separated by a comma, e.g., galaxydigital.com, example.com, etc.
Only the email domains listed in this field can register an account. To allow others to register, you would have to update this field in your settings.
Enforce required registration questions and qualifications upon registration and log-in: Toggle this On to require volunteers to answer Standard Questions, Custom Questions, and Qualifications. This restricts their access to the site until they complete those steps.
Adding/Removing Steps
Toggle On or Off which steps you want to include in the registration process:
Step 1: Standard Questions: This can't be disabled.
Step 2: Custom Questions: Toggle On to add custom questions for users to answer.
Step 3: Select Skills: Toggle On to have users select Skills.
Step 4: Prerequisites: Toggle On to have users submit responses to prerequisites.
Be sure to click Save Options to save your selections.
Standard Question Options
Go to Settings > User Registration > Standard Question Options.
Select or Deselect the fields you want included on the registration form.
Show: Check if you want the field displayed to users on the registration form. These are optional to answer.
Profile: Check if you want this field displayed on the user's profile.
Require: Check to make this a required question on the registration form.
Click Update Standard Questions to save your changes.
Custom Question Options
Go to Settings > User Registration > Custom Question Options.
Click Add Registration Question.
Select the Status.
Select the Type.
For Dropdown, Checkbox, and Radio Button question types, include the answer options as separate entries in the Options field.
Write your question the way you want it displayed to users.
Toggle the button beside Required to On if you wish to make this a required question.
Click Save Custom Question to finish.