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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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Implementing Volunteer Self-Assignment
At the pool level, if you'd like to allow volunteers to self-select and assign their own prospects when given a set to choose from, you can easily do so in Pool Settings.…
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Establishing Resources for your Volunteers
Include a support email, resource link, and giving page for your volunteers directly in Volunteer by EverTrue at either the platform-level or the pool-level.…
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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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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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Importing Categorized Giving Data for Volunteers
Your institution may be running a volunteer program that includes pools of volunteers assigned to solicit for a particular initiative, and you may only want to display a specific set of giving…
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Understanding the Volunteer Experience
The best way to view Volunteer by EverTrue just like one of your volunteers is to be one yourself! Because you have full management access to the Volunteer platform,…
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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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Volunteer Management Admin Guide (Chapter 2): Organizing Your Program
Chapter 2: Organizing Your Program All right, let’s go... The biggest step is choosing to begin a volunteer program in the first place. If you’re reading this, you’re already there.…