volunteer

  • Volunteer Suggest an Update

    With our Suggest an Update feature, your Volunteers have the ability to provide you with up-to-date information of constituents, which you can then take and use to update your records in your…

  • 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,…

  • 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.…

  • 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.…

  • FAQ: General Volunteer Questions

    What's the difference between EverTrue and Volunteer by EverTrue? When you are searching for our Volunteer Platform on the web or in the app store, you might search for EverTrue and learn that we…

  • FAQ: Volunteer Log-in Support

    How Do I Log-In? Volunteer by EverTrue allows you to quickly and securely access all of your volunteer assignments in one place, and you now have the option of signing-in using Magic Link or an email…

  • Using Volunteer Stages

    Volunteer stages are an easy way for you to keep track of your prospects and your progress in Volunteer by EverTrue! Stages are set by your institution and can be found in the prospect profile in…

  • 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.…

  • Navigating Volunteer Stages

    Stages are a great way to help your Volunteers keep track of their progress and sort through their prospects. To take advantage of the Volunteer stages, reach out to genius@evertrue.…

  • Managing Volunteer Leads

    Are you utilizing the power of a Volunteer Lead for your institution's volunteer program? If so, EverTrue's Volunteer platform includes specific tools to help your volunteer leads propel their…

  • Volunteer Interactions

    Interactions in Volunteer by EverTrue Interactions in the Volunteer app are known as Activities. Volunteers can log activity on any one of their assignments,…

  • 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,…

  • 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…

  • Managing Volunteer Gift Notifications

    It is important for Volunteers to know exactly when their prospects have made a gift so that they can follow up with a Thank You and keep the conversation going.…

  • Adding Custom Fields in Volunteer

    EverTrue's constituent-level custom fields are a great way to display additional pieces of information on a prospect for your volunteers! Contact genius@evertrue.…

  • Utilizing your Volunteers View

    Within the Volunteer module in EverTrue, we have created a "Volunteer" view centered around volunteers and any bulk actions you might want to take - like sending invitations to join the platform.…

  • 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,…

  • Adding Prospect Amounts

    Adding Suggested Ask Amounts to Prospects Every prospect within a pool can have a unique ask amount that displays to the assigned volunteer when viewing their prospect list.…

  • Creating Joint Assignments

    A helpful feature in the Volunteer Module is the ability to create Joint Assignments. Once a pool is created and prospects are added, you may link prospects to their spouses or partners.…

  • Inviting and Removing Volunteers

    Inviting Volunteers into Volunteer by EverTrue When you are ready to launch your volunteer program, the first step is to invite your volunteers to the Volunteer by EverTrue platform.…

  • Getting Started: Volunteer by EverTrue

    Ready to start using Volunteer by EverTrue? Follow the steps below to get started on everything from creating pools and adding volunteers and prospects,…

  • Admin Volunteer Reports

    As a volunteer administrator, it can be helpful to have a full view of your EverTrue Volunteer setup in order to more easily and effectively manage your program.…

  • Exporting Volunteer Interactions

    All interactions written by a volunteer in Volunteer by EverTrue, in web or mobile, will be captured for your organization to use in EverTrue and export for your records.…

  • Exporting Volunteer Assignments

    Whether you simply want a file of all of your volunteers, prospects, assignments and pools, or you are doing daily or weekly tracking of Volunteer activity,…

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