Setting default configurations for volunteering events

You can set default rewards, reporting tags, and event descriptors for volunteering events created from Volunteering Catalog opportunities. Configure these defaults once in Site Settings, and every new event generated from a catalog opportunity in your company catalog inherits your chosen settings automatically. This helps employees receive the correct rewards without manual edits on each event and keeps catalog-sourced content consistently tagged for reporting.

Permissions

Anyone with the following roles can configure volunteering catalog settings:

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

Setting default catalog event configuration

To set a default configuration that automatically applies 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 activated from your company catalog.
    • Reporting tags (optional): Select reporting tags to group and filter volunteering data in Reporting Studio.
    • Rewards: Select the default reward configuration for events created from catalog opportunities:
      • To apply the same reward to every catalog event, select a specific reward configuration.
      • To use per-country rewards, select Localized Default Reward Configuration. This option only appears if your organization has set up localized reward configurations in Manage > Reward Configurations. When selected, volunteers receive the reward for their country rather than a single global reward.
      • Select No Reward Configuration if no reward should apply.
  4. Select Update Setting to apply your changes.

Note: Default configurations apply to newly created events only. Changing a default does not update existing events, including events that are ongoing or have future dates.

Catalog events are also read-only for organizers, so reward, reporting tag, and event descriptor settings cannot be changed on individual events.

Filtering and reporting on Benevity Catalog content

Events and opportunities created from Volunteering Catalog content are identified by a system-managed source called Benevity Catalog. Use this source to filter and report on catalog-sourced volunteering activity separately from events your team creates manually or receives from volunteering partners.

  1. Navigate to Manage > Volunteering and open the admin view for volunteering opportunities or events.
  2. Open the Source filter.
  3. Select Benevity Catalog to show only catalog-sourced content.

In Reporting Studio, use the Volunteer Opportunity Source dimension to filter by Benevity Catalog and combine it with your default reporting tags and event descriptors to analyze participation, rewards, and activation from catalog opportunities across your program.

Reviewing changes in Settings History

The Settings History log on the Volunteering Settings page records changes to all volunteering settings, including catalog event defaults, auto-track time, auto-archive, creator permissions, and waivers. Use it when you need to confirm when a default reward, reporting tag, or event descriptor was changed, or when you are troubleshooting reporting differences after a configuration update.

  1. Navigate to Manage > Site Settings > Volunteering Settings.
  2. Open the Settings History section on the page.
  3. Find entries labelled Volunteering catalog event defaults to identify changes to catalog defaults. Each entry shows the date of the change and the details of what was updated.
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