User Stories: Volunteer Platforms

This article provides users stories to explain how volunteers and organizations interact with 360MatchPro and your volunteer integration.

Testing Personas

The following user stories refer to the following testing personas:

  • Emma: Nonprofit client organization user with administrative access to the nonprofit's instance in the partner platform. 
  • Thomas: Volunteer registering for a volunteer shift.

User Stories: Activate 360MatchPro Integration

Emma

Title: Emma should be able to activate an integration with her 360MatchPro account

User value: As Emma I want to activate 360MatchPro in my volunteer management platform so that my volunteers can discover volunteer grant and PTO programs

Acceptance Criteria:

GIVEN when I believe I have a 360MatchPro Volunteer Hub account

WHEN I enter my 360MatchPro public and private API keys into the appropriate fields

THEN I am presented with a message indicating that activation was successful

OR THEN I am presented with a message indicating that my activation was not successful, including a reason why, and asking me to either verify that my keys are correct (DTD Support) or inquire to purchase an account

Dev Notes: Reference “ Activate 360MatchPro” → “Verify 360MatchPro Keys”

User Stories: Online Volunteer Registrations

Emma

Title: Emma should be able to add 360MatchPro to and remove 360MatchPro from all applicable volunteer registration forms

User value: As Emma I want to add 360MatchPro to all my volunteer registration forms so I can discover where my volunteers work and my volunteers can discover their eligibilty for volunteer incentive programs offered by their employer

Acceptance criteria:

GIVEN I have successfully activated 360MatchPro

WHEN I edit my global registration form features and indicate that 360MatchPro should be activated globally

THEN I am presented with a confirmation message

AND THEN 360MatchPro volunteer plugin appears on all existing and future volunteer registration forms

NOTE: This user story is only applicable if global online registration form settings exist within the partner platform.


Title: Emma should be able to individually add and remove 360MatchPro Volunteer Hub to/from some registration forms and not others

User value: As Emma I want to add 360MatchPro Volunteer Hub to some of my registration forms so that I can target volunteer PTO and volunteer grants to only some campaigns

Acceptance Criteria: 

GIVEN I have successfully activated 360MatchPro

WHEN I edit individual registration form settings/design for a new or existing registration form that does not curently have 360MatchPro Volunteer Hub activated

THEN I am presented with the option to enable 360MatchPro Volunteer Hub

AND THEN if I enable 360MatchPro Volunteer Hub for the individual form, 360MatchPro appears on the individual form

OR WHEN I edit individual registration form settings/design for a new or existing registration form tht does currently have 360MatchPro Volunteer Hub activated

THEN I am presented with the option to disable 360MatchPro

AND THEN if I disable 360MatchPro Volunteer Hub for the individual form, 360MatchPro no longer appears on the individual form

Thomas

Title: Thomas should be able to register to volunteer online with a corporate email address and receive volunteer grant and volunteer PTO information/instructions

User value: As Thomas I want to register to volunteer online with a corporate email address so that I can receive volunteer grant and volunteer PTO information/instructions

Acceptance Criteria:

GIVEN I have completed the rest of the online volunteer registration process properly

WHEN I preovide a corporate emaila ddress in the standard "Email" field of the registration form

THEN I am presented with the 360MatchPro Volunteer Plugin on the confirmation page, populated with the volunteer grant/PTO database information for the company in the DTD database that matches the corporate email domain I provided

AND THEN my transaction recrod appears in the 360MatchPro portal with my company name populated in the "Company".


Title: Thomas should be able to register online to volunteer with a non-corporate email address and self-report his employer within the registration experience and receive volunteer grant/volunteer PTO information/instructions

User value: As Thomas I want to register online to volunteer with a non-corporate email address and self-report my employer within the online registration experience so that I can receive volunteer grant/volunteer PTO information/instructions

Acceptance Criteria:

GIVEN I have completed the rest of the online volunteer registration process properly

WHEN I provide a non-corporate email address in the standard "Email" field of the registration form

AND WHEN I use the 360MatchPro streamlined search field and select my company name

THEN I am presented with the 360MatchPro Volunteer Plugin on the confirmation page, populated with the volunteer grant/volunteer PTO database information for the company in the DTD database I self-reported

AND THEN my transaction record appears in the 360MatchPro Volunteer Hub portal with my company name populated in the "Company" column.

OR WHEN I provide a non-corporate email address in the standard "Email" field of the registration form

AND WHEN I do not use the 360MatchPro streamlined serach field

THEN I am presented with the 360MatchPro Volunteer Plugin on the confirmation page, which is blank and prompts me to search my company name

AND THEN I use the plugin to search and select my company name, which populates the volunteer grant/volunteer PTO database information for the company in the DTD database that I self-reported

AND THEN my transaction record appears in the 360MatchPro Volunteer Hub Portal with my company name populated in the "Company" column.