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We have an opportunity out on our site with qualifications that are set to auto-approve. When someone clicks "respond" they are prompted to complete the qualifications. Once they click "submit qualifications" they are not prompted to continue responding. This is a hindrance to recruitment - especially when the qualification is something simple like a waiver that we want them to fill out. People may complete the waiver and think that they are signed up and there is no way for us to know that they were even interested unless we turn off auto-approval - which only further complicates the sign up.
Volunteer should be prompted to select a shift and complete sign up after they submit their qualifications - whether or not the qualifications are auto-approval (but especially if they are). They should be listed as "Interested" or "Shift requested" or "Pending" on the opportunity until their qualifications are approved at which point, they are just automatically added to the opportunity. Making the volunteers respond twice to one opportunity is bad for recruitment and completely outweighs the intended benefits of the qualifications tool.
1 Votes
8 Comments
Shonie K. posted 3 months ago Admin
Hi Nancy,
No problem at all, thanks for sharing that feedback. I will bring this to our education team in addition to our enhancements notes, as I can see how this can be confusing for your users. We'll be sure to update this forum of any changes!
Best,
Shonie
CX Specialist
0 Votes
Nancy Schelin posted 4 months ago
Thanks Shonie. We will look into updating those notifications so we are covered on this end. The user's problem may stem from them not going back to their emails to see that they are qualified as it does not seem like a logical next step when completing the qualification process on the website to respond to an opportunity. They pushed the respond button and it took them to the page to complete a waiver and now they think the qualification and the registration step were completed. More guidance in the form of a pop-up could help so that people respond and log time for the opportunity. Just trying to share the behavior we are seeing from our volunteers and see how we can remedy the issue. Thanks!
0 Votes
Shonie K. posted 5 months ago Admin
Hi Nancy,
Thanks for adding your thoughts here! I will add them to our current notes on this request.
In the meantime, another thing you could do to help improve this process for users is to add more information on next steps into the notifications they receive when fulfilling qualifications. These are found in Communication > Notifications and titled:
Thanks again,
Shonie
CX Specialist
0 Votes
Nancy Schelin posted 6 months ago
Adding my voice to this suggestion and echoing what Josie has suggested. We have received complaints from volunteers who thought they responded to an opportunity with an auto-approve qualification. They are routed to the qualification, complete it, and end up back on the needs/opportunity description page. There is no instruction to complete the registration process and they think they have responded. Volunteers show up to events saying they registered and we find out they only got as far as completing the qualification. A pop-up to let the volunteer know there is an additional step they need to take to finish the registration process could work.
1 Votes
Shonie K. posted 12 months ago Admin
Hi everyone,
Just wanted to circle back here to update on where Josie and I got on this request! I will update our notes on this to reflect the desire to simplify the registration to response process (less unneeded steps, direct to response page to select shift dates) when it comes to opportunities with auto-approved qualifications. I expect the same outcomes for existing users when they come across an auto-approved qualification that was not within initial registration.
Thanks,
Shonie
he/her
CX Specialist
0 Votes
Josie Boynton posted about 1 year ago
0 Votes
Josie Boynton posted about 1 year ago
0 Votes
Shonie K. posted about 1 year ago Admin
Hi Josie,
I believe if an opportunity has all auto-approved qualifications, after the user submits them they should be re-routed back to the opportunity response page to finish up registration. Are you saying that they are not re-routed to this page, or does this page confuse folks and they do not know to scroll down to select shifts or confirm their response?
Once I know more here, I can make more detailed insights in my request notes. Happy to test on your site as well, if you prefer, to make sure I understand the workflow users are experiencing.
Thanks,
Shonie
CX Specialist
she/her
0 Votes
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