Setting up your Premium Volunteer Form

How to set up your Premium ‘Volunteer’ form

Your Premium Digital PTO website comes with a number of forms (this varies whether you have selected Premium or Premium Plus). This tutorial will walk you through the quick steps to set up your Volunteer form. The form is already built and installed for you, but you will need to determine where the email notifications are sent as well as which volunteer categories you wish to offer.

Important Info

When your forms are installed, they are not set to send you (the administrator) an email notification when they are submitted.

Please follow the steps below to ensure your forms are set up correctly.

Customize Your Options and Settings

Our Premium Volunteer forms are pre-built for you, but you are welcome to customize your form in any way you see fit. We have added a number of default volunteer categories for you, so you will need to review these categories and adjust them according to your school’s needs.

Please feel free to add fields, move things around and change your forms. You can also adjust the email notifications and messages that are sent after forms are submitted.

The tutorial below will cover some of the basics you can adjust. Please see our additional form tutorials to learn some more specific settings.

Want to Download your Data?

Every one of your forms allow for bulk downloading. You can download the entire contents of your form, or specific fields. You can also specify date ranges or everything in the database. Please see our “How to Download Form Data“ Tutorial for more information.


Step 1: Click on EDIT FORMS under the FORMS Menu

To open up the list of forms available on your website, click the EDIT FORMS link under the FORMS Menu.

Step 2: Click the title of the VOLUNTEER INTEREST form

Click on the title of the VOLUNTEER INTEREST form. When you hover over the title, you can also click EDIT if you prefer. This will open up the form editor.

Step 3: Review the Contact Info Requested


By default, our Volunteer Interest Forms request the following contact information: Name, Email, Home Phone, Cell Phone. If you wish to delete any of these fields (probably phone or cell phone) hover over the field and then click the DELETE button for that particular field. If you are happy with the default fields, proceed to the next step.

Step 4: Open your Volunteer Opportunities list

We provide about 20 default options for volunteering in order to save you some time. By default, you will only see the first 5 of these options. Click on your volunteer opportunities to see the full list of options available.

Step 5: Edit your Volunteer Opportunities list

Once you have clicked to open the full list of volunteer opportunities you will see a scrolling list with all of the default options. You are welcome to modify this list to your schools’ specific needs. You can change the names of the options by typing directly over an option you wish to change. You can also delete entire options by clicking on the (-) negative symbol next to any option. If you want to add another option field, click the (+) plus sign.

IMPORTANT: If you have data that has been submitted already to your form and you delete an option, that data is deleted as well. Please use caution when deleting fields on forms that have already been used as you may delete information that has been submitted. If you are brand new, this is not an issue, this only applies to sites that have collected Volunteer Information and are now editing the fields.

Step 6: UPDATE your form

When you are finished making adjustments and edits to your form, scroll to the bottom of the form and click UPDATE FORM. This will save your changes.

Step 7: Setting up your email notifications

After you have saved your form options, click on the NOTIFICATIONS link at the top of your form to set up the email address you want your submitted forms sent to. This is NOT SET UP BY DEFAULT. If you do not complete this step, you will not receive emails when your volunteer form is submitted.

Step 8: Enter the email address forms should be sent to

Once the Notifications settings open up you will see the field that contains the email address for your form submissions. By default, the email address says “yourschool@digitalpto.com”. Please delete this email address and populate it with the email address you want to have your forms sent to. This is typically the email address for your parent group, but can certainly go to an individual as well.

Step 9: Adjust any other settings you wish to change

We have a separate tutorial on some of the other settings possible to set on your form notifications. We are not going to cover those in this tutorial, but if you would like details, please see our “How to Modify Form Notifications” Tutorial here. (Again, this will open in a new window for you)

Step 10: Set the “From” Email address (optional)

The Volunteer Interest forms are automatically set to send a confirmation to the person submitting the form. By default, the emails are sent from “noreply@digitalpto.com”. If you would like to add your own email address here, this will allow the form submitter (the volunteer) to respond directly to their email confirmation. Enter the email you wish to add under the FROM EMAIL field in the “Notifications to User” section further down your screen. This is optional.

Step 11: Adjust your Confirmation Message as desired

Your Volunteer Interest form already has a nice “Thank you” message pre-built, but if you would like to change the subject of the email sent or the message itself you can do that in the SUBJECT and MESSAGE fields. To learn more about Editing your Confirmation emails, click here.

Step 12: Don’t forget to SAVE YOUR SETTINGS!

When you are finished making changes to your form notifications, please be sure to click the blue SAVE SETTINGS button at the bottom to save your changes. Congrats! Your Volunteer Info form is ready for use!

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