Volunteering in EveryAction
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.
