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All About: Pools
In Volunteer by EverTrue, you may notice that your prospects fall into a category, also known as a Pool, on the left side of the platform. Pools are groupings of volunteers and prospects.…
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Adding and Removing Individuals from Pools
Adding Prospects to a Pool In order to add prospects to a volunteer pool, you can either import a set of prospects or manually add them using a pre-curated EverTrue list, searching by name,…
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Understanding your Volunteer Pool Report
Volunteer Insights provides pool-level reporting on your pool and volunteer performance. By setting monetary and participation goals, as well as the option to configure a custom timeline,…
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Taking Bulk Pool Actions
If you want to make bulk changes to your pools' settings and assignments instead of managing them one at a time, we have you covered! Bulk pool actions will enable volunteer program admins to manage…
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Adjusting Pool Settings & Goals
To access your Pool settings, use the Actions dropdown menu in the upper right corner. You can also access these options from the main pool management screen by clicking the three dots on any one of…