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.