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178 helpful articles
Accept a network invitation
Open the invitation link while signed in to the intended GoodAction account and follow the acceptance steps.
Change a network logo and banner
Update the network logo and banner from Settings → Branding. Nothing is public until you save.
Complete network onboarding
Complete the available network setup details before inviting members or coordinating network communities.
Connect a website with API keys and webhooks
Create a network API key, allow your app to embed the community, and add a signed webhook endpoint.
Create a network
Create a network when multiple related communities need shared structure, administration or coordinated participation.
Create communities in a network
Create or connect communities within the network according to its intended structure and delegated permissions.
Invite network team members
Invite network team members only when they need operational access and choose an appropriate team role.
Manage network member roles
Use network role and permission controls carefully because access can affect multiple communities in the network.
Network terminology and feature toggles
Rename network levels and switch features such as Events, Resources, Courses and Polls on or off.
Resend a network invitation
A pending network member invitation can be resent by an authorized manager; accepted, declined or cancelled invitations cannot be resent through that action.
Understand expired network invitations
An expired invitation needs a new or resent pending invitation from an authorized network manager.
Use network events
Use network event creation when the event belongs to the network context and review its selected community scope before publishing.
Add a CRM contact
Add a contact with accurate details and use the organization CRM workflow to keep supporter information current.
Connect CRM email and calendar
Use an available CRM integration to connect Gmail and Google Calendar or Outlook and Calendar, then review the permissions before authorizing.
Import CRM contacts
Use the contact import flow to map columns, preview records and decide how duplicate contacts should be handled before completing the import.
Manage CRM companies
Use companies to group contacts and relationship activity around an organization account in Advanced CRM.
Manage CRM deals and opportunities
Use deals in pipeline stages to track an opportunity, its value, ownership, status and next action.
Manage CRM duplicates
Review potential duplicates before creating or importing contacts so the organization maintains a trustworthy supporter record.
Manage CRM leads
Use leads for prospective relationships, qualify them with reliable information and convert only when the record is ready.
Manage CRM tasks
Create CRM tasks with an owner and due date, then close or reschedule them when the follow-up changes.
Open Advanced CRM
Eligible organization users can open Advanced CRM from the GoodAction nonprofit contacts area through the supported secure sign-on flow.
Record CRM activities
Record calls, meetings, notes and other relationship activity against the correct CRM record.
Schedule a CRM meeting
Create a meeting against the correct relationship record, confirm timezone and attendees, and choose calendar sync only when the connected account is correct.
Send a CRM email campaign
Prepare the audience, content and sender settings for a CRM email campaign and verify consent and recipient accuracy before sending.
Standalone CRM and the Nonprofit Suite
GoodAction CRM can be offered as a standalone product, while paid Nonprofit Suite subscriptions include the applicable Advanced CRM entitlement for the organization.
Switch CRM workspaces
Use the CRM workspace switcher to work in the intended organization before creating, importing or editing records.
Troubleshoot Advanced CRM access
Confirm that the organization has an active eligible subscription and that you are using the supported GoodAction sign-on path before contacting support.
Understand Advanced CRM
Advanced CRM is the full CRM experience at crm.goodaction.com, with contacts, leads, pipelines, email, automations, reports and additional modules.
Understand GoodAction CRM options
GoodAction offers Nonprofit CRM inside an organization workspace and a separate full Advanced CRM experience for eligible paid subscriptions.
Use CRM email and automations
Use Advanced CRM email and automation tools only with accurate audience data and a clear communication purpose.
Use CRM email templates
Create reusable email templates with accurate sender content and review personalization fields before sending.
Use CRM pipelines
Use pipelines in Advanced CRM to track leads or relationship stages with clear ownership and next steps.
Use CRM reports
Use Advanced CRM reporting to review contact, pipeline and communication activity without exporting more personal data than necessary.
Use CRM tags
Use consistent tags to segment records and avoid creating near-duplicate labels for the same audience.
Use Nonprofit CRM in your organization
Every organization plan includes Nonprofit CRM inside the GoodAction organization workspace for managing its contacts.
What happens when a paid plan ends
When paid billing ends, the organization returns to the free platform plan with in-workspace Nonprofit CRM; Advanced CRM access and paid-plan entitlements no longer apply.
Who can use Advanced CRM
Advanced CRM is available to organizations with an active Essential, Growth or Custom subscription, including the applicable grace period.
Add a link resource
Use a link resource for an external destination and provide a clear title so members understand what it opens.
Add community members
Use the available invite or membership workflow to add people while respecting the community access rules.
Assign Creator Access from an organization plan
Eligible organization plans include Creator Access for a limited number of selected communities; assign the benefit from the organization workspace.
Choose community visibility
Choose public or private access based on who should be able to discover and participate in the community.
Comment on a community post
Use comments to continue the discussion and follow the community guidelines set by its owner or moderators.
Create a community
Create a community from the social or community area, then set its name, purpose and access settings.
Create a community course
With Creator Access, create a course in three steps: Basics, Lessons, then Price & publish. Save lesson stays pinned while you add or edit a lesson.
Create a community post
Open the community feed, write a useful post, add only relevant attachments or links, then publish when ready.
Create a resource folder
Use folders to organize community resources into clear topics before the library becomes difficult to browse.
Create a subgroup
Create a subgroup only when the parent community structure is the right place for a smaller focused audience.
Creator Access and Freemium communities
Freemium organizations can create and manage basic communities, but premium Creator Access is not included until an eligible plan or subscription applies.
Creator Access and subgroups
Some creator and storage checks can use an eligible parent community; review the current community structure before relying on inherited access.
Creator Access benefits
Creator Access unlocks premium creator capabilities such as paid community features, creator content areas and storage-dependent tools when enabled for the community.
Edit or delete a community post
Use post controls to correct or remove content you own; community rules and permissions may affect available options.
Follow community guidelines
Participate respectfully, protect other people’s privacy and follow the rules communicated by the community owner or moderators.
I cannot see my community
If a community is missing from your list, check the signed-in profile, membership, privacy, and whether it belongs to a network.
Join a community
Open the community page and use the available join or request flow; private communities may require approval.
Leave a community
Use the community membership controls to leave when appropriate; contact the owner for questions about private access.
Manage community members
Review member access and roles from the community management area; make changes only when you have authority to do so.
Move a community resource
Move a resource into the appropriate folder from the resource management controls when you need to improve organization.
Report community content
Use available reporting controls for content that may violate community or GoodAction rules.
Set a community name and description
Use a recognizable community name and a description that explains its audience, purpose and participation expectations.
Set a resource password
Where the resource workflow offers password protection, set and share the password responsibly with the intended audience.
Troubleshoot resource uploads
Check creator access, your community role, the selected file and the current connection before retrying an upload.
Understand community tabs
Communities can expose different areas such as feed, events, members, resources and other enabled features.
Understand Creator Access
Creator Access is the paid community capability for premium creator features; basic community creation remains available on Freemium.
Understand resource permissions
Viewing resources and creating resources are separate permissions; creator access may also be required for resource creation.
Upgrade a community to Creator Access
A community owner can start the Creator Access upgrade flow; review the subscription terms and selected community before checkout.
Upload a community resource
Open the community resources area, choose the appropriate file, image, video or link option, and complete the required details.
Use community storage
Storage-backed resources require the relevant community access and may be subject to the community storage configuration.
Use polls in a community
Use a poll when a community needs a structured choice or quick member feedback.
Use premium community content
Premium content availability depends on the community configuration and the member’s applicable access or subscription.
Why Creator Access requires payment
Creator Access funds premium community capabilities and is included for a limited number of selected communities on eligible organization plans or available as a standalone creator subscription.
Add a Serve opportunity
Add a partner’s published event or opportunity so employees can find it in Company Serve.
Find a Company Serve opportunity
Open Company Serve, review the listed opportunities, and register from the opportunity page.
Invite a nonprofit partner
Invite a nonprofit from Enterprise Partners so their published events and programs can appear in Company Serve.
Invite enterprise employees
Use People to invite employees and assign office, department or role details before they join Company Serve.
Review enterprise impact analytics
Open Impact analytics to review participation, verified hours and employee giving for the selected period.
Use the enterprise dashboard
Company program admins work in the Enterprise dashboard to run Serve, partners, people, stories and impact. Employees who are not admins use Company Serve instead.
Use the enterprise marketplace
Use Marketplace to discover nonprofit programs the company can sponsor; this is not the same as creating a nonprofit fundraising campaign.
Verify employee hours
Open Serve Verification to review pending participation records and approve only hours that match the opportunity.
Approve volunteer hours
Review pending volunteer hours against the related activity before approving or rejecting them.
Create a volunteer opportunity
Create a volunteer opportunity with a clear role, schedule, capacity and participation expectations.
Manage nonprofit volunteers
Use the nonprofit volunteer workspace to review participants, assignments, activity and follow-up.
Sign up to volunteer
Open an eligible opportunity, review its dates and requirements, and complete the volunteer sign-up details.
Submit volunteer hours
Record volunteer hours against the correct opportunity or activity and submit only time that was actually completed.
Buy an event ticket
Select an available ticket, provide the required attendee information, and complete checkout to confirm a paid registration.
Cancel an event
Cancel an event only after reviewing its registrations, ticket commitments and attendee communication needs.
Check in volunteers and attendees
Use Volunteer & event check-in to locate the correct event and record arrival for registered participants.
Choose an event date and time
Set the event date, start time and end time carefully, then review the displayed timezone before publishing.
Choose the right event host
Choose whether an event is hosted by an individual, organization, community or network before configuring it.
Create a repeating event
Create one community event that repeats weekly, every two weeks, or monthly, then review every date in the series.
Create free registration
Use the event registration settings for a free event when attendees need to reserve a place.
Create paid tickets
Add ticket options and prices only after the event host has the required payment setup.
Create your first event
Create an event by choosing the right host, activity and event details before publishing.
Donate from an event page
When donations are enabled for an event, use the donation option provided on that event page and review the amount before payment.
Edit a published event
Update event details carefully and communicate material changes to registered attendees when appropriate.
Manage event registrations
Use the event management view to review registrations and attendee information for your event.
Publish an event
Review details, registration and payment readiness before making an event available to attendees.
Register for an event
Open the event page, select Register for a free registration flow, and complete the requested attendee details.
Set an event title and description
Use a clear title and a practical description so attendees understand the purpose, schedule and expectations.
Set event location or online details
Add an in-person location or the relevant online joining details according to the event format.
Set ticket capacity
Set a ticket quantity that reflects the real capacity and review it before attendees begin purchasing.
Set ticket sales dates
Use ticket sales dates to control when a ticket can be purchased and stop sales when needed.
Share an event
Use the event page share options or copy the public event link to invite supporters.
Troubleshoot event registration
Check whether registration is still open, whether the event is private, and whether the selected ticket is available.
Troubleshoot ticket checkout
Verify ticket availability and payment details, then retry once; contact the organizer or support if the issue continues.
Understand event confirmation
A completed registration or ticket checkout should result in a confirmation; keep it for event check-in and updates.
Understand private events
Private events are intended for a limited audience; use the organizer-provided invitation or access path.
Use event templates
Start from an available event template when it matches your format, then review every copied detail before publishing.
Volunteer for an event
Use an event volunteer option when the organizer has enabled volunteer participation and follow the event instructions.
Check payment readiness
Review payment readiness before publishing paid tickets or collecting donations so checkout is configured for the correct host.
Connect a payment account
Follow the supported payment connection flow for the selected organization, community or event host before accepting payments.
My payment failed
A failed donation, ticket, membership, or Creator Access charge is usually a card, processor, or unfinished checkout — not a missing campaign.
Set up organization payment configuration
Connect and review the required payment configuration before accepting paid tickets or donations.
Understand payment processing fees
Review the current checkout breakdown before payment; fees and payment availability can depend on the host configuration and payment method.
Update payment configuration
Make payment configuration changes only from the authorized host or organization settings area.
Choose the right GoodAction workspace
Use the workspace that owns the work: Social for personal impact, Nonprofit for organization operations, and Enterprise or Company Serve for company programs.
Create a GoodAction account
Create an account with accurate information, then complete any available profile steps before using account-specific features.
I did not get an invite
Invites can land in spam, expire, or go to a different email than the one you sign in with.
Manage notification preferences
Review notification settings for the signed-in profile and keep only the alerts that are useful to you.
Reset your password
Use the password recovery option from the sign-in flow and follow the instructions sent to the account email address.
Sign in to GoodAction
Use the sign-in page with the account method you originally set up; reset access through the supported recovery flow if needed.
Switch GoodAction profiles
Use Switch Profile when your account has access to more than one GoodAction workspace or profile context.
Update your profile
Update your personal profile from the available profile settings and keep public information appropriate for the platform.
Claim an existing nonprofit
Claim a nonprofit already in the IRS registry only if you represent it. Every claim is recorded.
Complete organization onboarding
Work through the available organization setup steps before launching fundraising, events or payments.
Create an organization profile
Complete the organization profile with accurate public details so supporters can recognize the organization.
Verify an organization
Use the organization verification process when it is available and provide truthful supporting information.
Configure a program instance
Review instance settings before delivery starts and avoid changing identifiers or dates that would make existing records misleading.
Create a nonprofit program
Create a program to organize long-running service delivery, outcomes and related activities in the nonprofit workspace.
Create a program with AI
Use the AI-assisted program builder to draft a starting structure, then verify every generated objective, activity and measurement before saving.
Manage a program instance
Use a program instance for a specific delivery period or cohort and keep its dates, status and operational records current.
Manage program beneficiaries
Add and maintain only the beneficiary information needed to deliver and measure the selected program instance.
Manage program cohorts
Use cohorts to group beneficiaries within a program instance when delivery, reporting or follow-up differs by group.
Manage program funders
Associate funders with the relevant program instance and keep commitment and relationship details accurate.
Manage program institutions
Associate delivery partners or institutions with the correct program instance and maintain their current details.
Record program distributions
Use distribution logs to record what was provided, when it was provided and the relevant program instance.
Start from a program template
Review the available program templates and choose one only when its structure matches the work your organization delivers.
Track program inventory
Record inventory assigned to a program instance and reconcile quantities when items are received, allocated or distributed.
Track program money
Use the program money area to record and review program-specific financial activity without treating it as a replacement for formal accounting.
Use program records
Create program records for operational evidence that belongs to a specific program instance and follow your organization data policy.
Configure donation receipt templates
Use Receipt Templates in Organization Settings to maintain accurate donor-facing receipt content and preview changes before use.
Configure the public donation page
Use Organization Settings to review the public donation page details and confirm the organization profile and payment account first.
Create a fundraising campaign
Create a campaign with a clear goal, story and supporter-facing details before sharing it.
Donate anonymously
Use an anonymous donation option only when it is presented in the checkout flow; public display rules can differ from payment records.
Make a donation
Open a campaign or donation page, choose an amount, review the details and complete checkout.
Publish a fundraising campaign
Review campaign copy, donation readiness and visibility before sharing a campaign publicly.
Set a fundraising goal
Set a realistic campaign goal and explain what supporter contributions will help achieve.
Share a fundraising campaign
Use the campaign link and GoodAction sharing options to invite supporters to contribute.
Troubleshoot a donation payment
Confirm payment details and try again once; do not submit repeated payments if you are unsure whether a charge succeeded.
Understand donation receipts
Keep the payment confirmation and receipt details for your records; the organization can answer campaign-specific questions.
Create a support ticket
Create a support ticket when the issue cannot be resolved with the available guidance or diagnostics.
Retry a failed AI response
Use the retry control after a temporary response failure; do not assume a failed response changed any GoodAction data.
Understand AI support answers
GoodAction Assistant uses available guidance and verified checks where possible; verify important information and escalate unresolved issues.
Understand support conversation privacy
Your support conversation is available to you and authorized GoodAction support team members; do not include passwords, API keys or payment card details.
Use the support widget
Open Ask GoodAction to ask a product question, view conversation history or create a support ticket when needed.
Create an impact report
Create a report with the intended audience, reporting period and relevant evidence before sharing or printing it.
Log impact as a member
Record volunteering, giving or attendance from your Impact Identity, then request verification when you have evidence.
Print or share an impact report
Review a report in its final layout before printing or sharing and confirm that it contains no unintended private information.
Request impact verification
Use the available verification workflow with truthful supporting evidence and monitor the displayed review status.
Understand impact analytics
Use Impact analytics to review what is happening across programs, fundraising, events and participation without treating estimates as audited results.
Create an initiative
Create an initiative to organize an impact goal or program of work, then add clear details before sharing it.
Manage initiative volunteers
Use initiative volunteer tools to review participation and communicate the next steps through the appropriate initiative workflow.
Discover GoodAction communities
Use Discover to find public GoodAction communities, events and opportunities that match your interests.
Find people and organizations
Use Discover to explore people, organizations, communities, events and opportunities available to your profile.
Manage social connections
Use Connections to review relationship requests and maintain the people connected to your GoodAction social profile.
Save GoodAction content
Use the available save control to keep eligible content for later and review saved items from the social dashboard.
Share your impact card
Share your public Impact Identity so others can see verified impact without opening your private profile.
Understand badges and impact levels
Badges and impact levels summarize qualifying GoodAction participation; they should reflect recorded platform activity rather than self-entered claims alone.
Understand your Impact Identity
Impact Identity brings together the GoodAction activities and verified impact associated with your social profile.
Use GoodAction chats
Use Chats for platform conversations, respect participant privacy and use Support rather than social chat for account or payment issues.
Use GoodAction habits
Use Habits to set and review personal impact routines, then update habit settings when reminders or goals no longer fit.
Use hashtags
Open a hashtag to find related public content and use relevant hashtags when creating content.
Use the Social dashboard
The Social dashboard is the personal workspace for Good Identity, participation, communities, connections and personal impact.
Invite organization team members
Invite teammates from organization settings and assign only the responsibilities they need.
Manage nonprofit platform billing
Use Platform billing to review the current nonprofit plan, included entitlements and supported subscription actions.
Manage organization roles
Review organization roles regularly and remove access when a teammate no longer needs it.
Use the nonprofit supporters view
Use Supporters for a relationship-focused view of people engaging with the organization and Contacts for the broader CRM record.
Use the Nonprofit workspace
The Nonprofit workspace is the organization operating hub for programs, events, fundraising, supporters, volunteers and impact.