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.
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.