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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…