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Matching step-by-step guides
4 interactive guides
Create your account
You’ll need: An email address
Start guideVerify for payments and connect Stripe
After: Register or claim your nonprofit
Start guideSet up your profile
You’ll need: A profile photo and a cover image (1500 × 500 works best)
Start guidePost a story
After: Set up your profile
Start guideRelevant results
28 helpful articles
Create a GoodAction account
Create an account with accurate information, then complete any available profile steps before using account-specific features.
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.
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.
Update your profile
Update your personal profile from the available profile settings and keep public information appropriate for the platform.
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.
Manage notification preferences
Review notification settings for the signed-in profile and keep only the alerts that are useful to you.
Manage CRM companies
Use companies to group contacts and relationship activity around an organization account in Advanced CRM.
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.
Connect a payment account
Follow the supported payment connection flow for the selected organization, community or event host before accepting payments.
Update payment configuration
Make payment configuration changes only from the authorized host or organization settings area.
Check payment readiness
Review payment readiness before publishing paid tickets or collecting donations so checkout is configured for the correct host.
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.
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 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.