As mentioned earlier, our integration with Wufoo Forms is quite a time saver. Today, we’ll take a look at how you can set up Wufoo and LGL to collect volunteer hours online, and have them automatically saved into your LGL database.

Step 1: Build your form in Wufoo

Assuming that you already have a Wufoo account, you can set up your form like this:

If you don’t have a Wufoo account, or if you have questions about how the integration works in general, see our full Wufoo Integration Guide for more information.

Step 2: Connect the form to LGL

From the Settings > Integration Settings page, you can add new Wufoo forms. In this case, we’ll select the “Volunteer Hours” form:

To ensure that all the data is transferred appropriately, we can map the fields from the form, like so:

As a final part of the setup, we want to “Enable” the connection between Wufoo and LGL for this form. To do this, we check off the “Enabled” checkbox, and then set the Queue to “Volunteering”.

Step 3: Review the volunteering queue

With all of this set up, now we can start collecting information from our volunteers. They can do this online at any time, and you can either embed the form in your website or point them to a version hosted by Wufoo. Once the submissions start rolling in, you will want to review and approve them individually.

To get to the volunteering queue, first click on the Activity tab and then on the Volunteering option, from which point you can select the Volunteering queue view from the View: menu:

If there is no match found for the constituent based on the record matching preferences you’ve defined (name and email by default), it is a good practice to manually look for and set the constituent for each record. To set the constituent, click on the icon next to the LGL Constituent field, search for the constituent by name, and select the matching constituent record you want to use for this record, as appropriate:

Once you have set the constituent, you can save the record by clicking the Save button, and the volunteering hours will be automatically posted to the constituent’s record:

Or, if you don’t want to save the volunteering submission because it is not valid or for some other reason, you can click the Reject button to remove it from the active queue.