Manually Create a Pool
To manually create a pool, go to the Volunteer module in EverTrue and right away you'll see the option to create your first pool.
Watch our guide below for a more detailed walkthrough or keep reading for the basics.
If you've previously created a pool, use the Actions drop-down menu to create another.
You'll be asked to enter the following information:
- Pool Name - Must be a unique name
- Giving Data Type - Available sets of giving data to display in that pool, only one giving type per pool, option to display "no giving"
- Volunteer Stages
- Volunteer Assignment - Choose whether the pool volunteers should be allowed to self-assign prospects
- Pool Duration
- Participation Goal
- Total Dollar Amount Goal
- Giving Page URL
- Resource URL
For more information on Pool Settings & Goals, click here.