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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
Updated over 2 months ago

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.

    • Eight standard advocacy activities are included by default.

    • Any custom activities you’ve already created will also appear here.

  3. Add a new advocacy activity

    • 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.

  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.

  6. Respondents who opt in are tagged as advocates and will appear on the Advocates page.



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