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This course explores how to manage volunteer engagement in EveryAction. Learn how to create volunteer user accounts, configure custom volunteering events, enable Virtual Phone Bank access, and report on hours logged.

 
To complete this course, you must:
  • Watch the training video OR
  • Register for and attend the live training with Q&A OR
  • Review the help article
  •  AND
  • Complete the knowledge check
Summary

Summary

Designed for users of both the Development and Online Actions tools in EveryAction, this course provides an in-depth look at volunteer engagement capabilities. You'll discover how to set up roles and permissions for volunteers, track participation, and create custom event experiences.

What You’ll Learn in This Course

  • How to create and manage volunteer user accounts
  • How to configure custom Event Volunteering opportunities
  • How to enable volunteer access to the Virtual Phone Bank
  • How to assign volunteers to shifts and track their participation
  • How to report on volunteer hours and activities
  • Best practices for managing volunteer engagement within your CRM

By the end of this course, you’ll be ready to recruit, manage, and report on volunteers using EveryAction’s powerful tools.