- Introduction
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Start here
- Register for Live Training
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Register for Live Training
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
- Knowledge check
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Apply what you've learned
Volunteering in EveryAction
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. Register to either watch a video, attend a live Q&A, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
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.
