Adding Volunteers to a Pool
EverTrue offers two primary methods for adding volunteers to a pool. You can either import your volunteer data or manually add them to the pool.
Manually Add Volunteers
If you choose the manual route, start by navigating to the pool that you want to add volunteers to. Once you select your pool, on the left side you'll see a Volunteers section where you can quickly add volunteers and view any current volunteers in that pool. Near the top right of that section you'll see an icon to add more people as volunteers. Click here to open up a dropdown which lets you "Add Volunteers."
Once you click on the "Add Volunteers" button you will have the option to search for a constituent by name or copy and paste a set of known IDs or emails into the text box provided.
Once you have selected the constituents you want to add as volunteers, click "Add." If successfully added, you'll see a brief notice in the upper right corner indicating their addition and be taken back to the main pool screen where you'll now see those volunteers listed. However, if any of the entered IDs or emails were not recognized, you'll see an additional pop-up notifying you to take further action from there.
In order to import volunteers into a pool, start by generating a CSV file using our Volunteer file format. This file can then be loaded in Console, similar to your main constituent file. However, please be aware that the volunteer file works much differently than our other file formats in that each row will not have a unique ID. If you are planning to add volunteers to a pool using a file, please consult with email@example.com first to assist with proper ingestion. They will be able to ask you specific questions about your volunteer setup to help ensure that the volunteers are added properly.