Goals and Volunteering

This article will provide an overview of the purpose behind Goal and Volunteer functionality. Goals, Next Steps, and Volunteer Items are configured by your Implementation or Partner Success Team, so please work with your Wisr team to make any edits and updates.

If Member Types establish ‘who’ is in your site, then Goals and Volunteer Items establish the ‘why’ behind a member joining Wisr.

Goals

Goals allow members to indicate what they may be looking to learn or accomplish by joining Wisr. Members may select multiple Goals during Onboarding, which are accompanied by action items called Next Steps (visible on the member’s home screen). Next Steps can act as a checklist and/or a tool for admins to share resources. They are an important part of establishing the 'Why' behind a member joining your site and help guide them after completing Onboarding.

Admins can limit the visibility of Goals depending on Member Type. That means different members could see different Goals, or have them turned off entirely. For example, you could display Goals pertaining to admission applications to a Prospective Student, and Goals relating to course registration and housing to Deposited Students. As an admin, you will preset Goals to best guide members toward relevant resources, action steps, and Recommended Members.

Here are sample Goals and corresponding Next Steps:

Volunteer Items

Volunteer Items are the complementary feature to member Goals. Volunteer Items are used to list ways in which your members can help one another. During Onboarding, members are prompted to select how they are capable of offering help. Each Volunteer Item is mapped to a Goal and factor into the Recommended Member algorithm. For example, if a student indicates they would like to learn more about majors, a Student Ambassador who selected a Volunteer Item related to talking about major options will be recommended.

Here is a sample of Volunteer Items:

Similar to Goals, admins have the ability to limit the visibility of Volunteer Items by Member Type.

Selected Goals and Volunteer Items are visible on a member's profile, and Volunteer Items are searchable on the Member’s tab.

Members are able to update their Goals and Volunteer Items through their Profile.