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Customize Your Reference Volunteer Activities

Manage and customize your Reference Volunteer activities directly within your account.

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Written by Tom Aristone

How It Works

  1. Access the Account Settings menu by clicking your initials at the top-right corner of the screen and selecting Account from the dropdown.

  2. Click the Advocacy Activities tab to review your existing activities.
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    • Eight standard advocacy activities are included by default.

    • Any custom activities you’ve already created will also appear here.
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  3. Add a new advocacy activity
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    • Click Add New.

    • Enter a Name and Short Name, then click Create

      • Name: Displays to respondents in the survey.

      • Short Name: Used in the Advocates page filters to keep labels readable.
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  4. Edit or delete activities as needed (Changes will not affect surveys that have already been sent).

  5. When creating a survey, your advocacy activities automatically appear in the Reference Volunteer question. Remove any activities you don’t need in the survey by using the trash icon.
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  6. Respondents who opt in are tagged as advocates and will appear on the Advocates page.
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