Event Settings
Admins can configure their community's event creation settings from CSRconnect Admin Portal, Community setup, Volunteer, Event Settings. Your role must include the Can Manage Volunteer Settings permission.
Tip: Text fields on this page support custom translations.
-
Under Main Image, you can upload an image to appear on the Create Opportunity page of your community.
-
Recommended size: 1024 x 780 px
-
-
Under Custom Text, you can enter text to appear on the Create Opportunity page of your community. 600 characters maximum.
-
Under Guests, you can enable the option to allow guest registration. Event creators choose whether to allow guest registration during the event creation flow.
-
Enter custom text that appears when a participant is adding a guest. 200 characters maximum.
-
-
Under Charity - Add your own, you can allow the event creator to add their own charity if they cannot find their desired charity in your community's list of volunteer-eligible charities.
-
If you enable Require Volunteer Campaign Selection, event creators are prompted to indicate if their event is associated with an active volunteer campaign. If there are no active volunteer campaigns, the prompt does not display.
-
You can select custom question sets to include in event flows.
-
Under Custom Question Set, you can select sets of questions for event creators or event participants.
-
Under CRA Question Set, you can select question sets for Community Reinvestment Act (CRA) surveys that display to event creators or event participants.
Note: The CRA survey for participants displays only for CRA-eligible shifts, based on the CRA Eligibility setting.
-
-
To require CRA approval, select Enable CRA Approval for Event Participants after selecting a CRA question set. Admins must approve CRA requests from the CRA Manager or the Approvals Manager. If this setting is off, CRA requests are auto-approved without review.
-
Under CRA Eligibility, you can decide how CRA eligibility for shifts is determined.
-
For Creator Choice - Off By Default and Creator Choice - On By Default, event creators are prompted to indicate a shift's CRA eligibility when they create their event or manage their event's shifts.
Note: If no CRA survey is selected for participants, event creators are not prompted to indicate CRA eligibility.
-
For All Events & Shifts, all shifts are CRA-eligible.
Note: If you select this option, all existing shift participants who have not completed the survey for that shift are prompted to do so.
-
-
Choose whether to enable Types, Categories, and Tags. For each:
-
Enter a Custom Name.
-
Under Tag Set, select the desired tag set. Use tag sets to manage the tag options in your community.
-
For types and categories, you can require employees to select at least one option when recording individual activity.
-
For types and categories, you can limit employees to select only one option when recording individual activity.
-
Enter a Description. This displays when employees are prompted to select their activity's types, categories, or tags.
-
-
Under T-Shirts, you can set the size choices available to participants if the event creator chooses to collect shirt sizes for a t-shirt order.
Note: You can delete all size options from this setting to remove the t-shirt option for event creators.
-
If enabled, Disclaimer requires event participants to agree to a company Participant Disclaimer when they sign up for a volunteer event.
-
To enable, select the toggle and enter your custom disclaimer text.
-
-
Under Default Opportunity Page Privacy, select the default privacy setting for when a participant signs up for a volunteer event.
-
Under Allow users to add participants, determine whether event creators, organizers, and volunteer admins can add participants to events.
-
In communities with segmentation, you can copy over the current settings to other segments.
-
Select Apply to Segments.
-
Select the segment(s) that will inherit these settings and select Apply.
-
Check the segment(s) again to confirm, then select Confirm and Apply.
-
-
Select Save Changes.