Setting default configurations for volunteering events

You can configure default settings for volunteering events created from catalog opportunities to save time and maintain consistency across your program. These settings ensure that events are properly tagged, rewarded, and reported on without requiring manual setup.

Permissions

Anyone with the following roles can configure volunteering catalog settings:

  • Volunteer manager
  • Volunteer manager (no reporting)
  • Volunteer manager (junior admin)

Setting up default catalog event configuration

To set a default configuration that will automatically apply to every new event created from a catalog opportunity:

  1. Navigate to Manage > Site Settings > Volunteering Settings
  2. Locate the Volunteering catalog event defaults section.
  3. Define the default settings for each field:
    • Event descriptors (optional): Select the event descriptor that should apply to events created from these opportunities. Event descriptors are available as filters in volunteering search and help with reporting on opportunities that have been activated from your company catalog.
    • Reporting tags (optional): Reporting tags are available in Reporting to group and filter data across your broader program. 
    • Rewards (required): Select the default rewards for events created from catalog opportunities so that end users get rewarded correctly. 
  4. Save your changes.

Note: Default configurations only apply to new events created from catalog opportunities. They do not update existing events, including those that are ongoing or have future dates.

If your program supports custom events, organizers will be able to update these default settings when creating the event. For standard events, the defaults are applied automatically and are not be editable.

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