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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 GoodAction CRM options
GoodAction offers Nonprofit CRM inside an organization workspace and a separate full Advanced CRM experience for eligible paid subscriptions.
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.
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.
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.
Switch CRM workspaces
Use the CRM workspace switcher to work in the intended organization before creating, importing or editing records.
Understand Advanced CRM
Advanced CRM is the full CRM experience at crm.goodaction.com, with contacts, leads, pipelines, email, automations, reports and additional modules.
Use CRM email and automations
Use Advanced CRM email and automation tools only with accurate audience data and a clear communication purpose.
Use CRM reports
Use Advanced CRM reporting to review contact, pipeline and communication activity without exporting more personal data than necessary.
Use Nonprofit CRM in your organization
Every organization plan includes Nonprofit CRM inside the GoodAction organization workspace for managing its contacts.
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 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.
Manage CRM companies
Use companies to group contacts and relationship activity around an organization account in Advanced CRM.
Record CRM activities
Record calls, meetings, notes and other relationship activity against the correct CRM record.
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.
Use CRM pipelines
Use pipelines in Advanced CRM to track leads or relationship stages with clear ownership and next steps.
Manage CRM leads
Use leads for prospective relationships, qualify them with reliable information and convert only when the record is ready.
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.
Use CRM email templates
Create reusable email templates with accurate sender content and review personalization fields before sending.
Use CRM tags
Use consistent tags to segment records and avoid creating near-duplicate labels for the same audience.
Manage CRM deals and opportunities
Use deals in pipeline stages to track an opportunity, its value, ownership, status and next action.
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 duplicates
Review potential duplicates before creating or importing contacts so the organization maintains a trustworthy supporter record.
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.
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.
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.
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.
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.
Understand Creator Access
Creator Access is the paid community capability for premium creator features; basic community creation remains available on Freemium.
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.
Understand resource permissions
Viewing resources and creating resources are separate permissions; creator access may also be required for resource creation.
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.
Use premium community content
Premium content availability depends on the community configuration and the member’s applicable access or subscription.
Add community members
Use the available invite or membership workflow to add people while respecting the community access rules.
Choose community visibility
Choose public or private access based on who should be able to discover and participate in the community.
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.
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.
Troubleshoot resource uploads
Check creator access, your community role, the selected file and the current connection before retrying an upload.
Use community storage
Storage-backed resources require the relevant community access and may be subject to the community storage configuration.
Add a link resource
Use a link resource for an external destination and provide a clear title so members understand what it opens.
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 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.
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.
Join a community
Open the community page and use the available join or request flow; private communities may require approval.
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.
Understand community tabs
Communities can expose different areas such as feed, events, members, resources and other enabled features.
Upload a community resource
Open the community resources area, choose the appropriate file, image, video or link option, and complete the required details.
Use polls in a community
Use a poll when a community needs a structured choice or quick member feedback.
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.
Complete network onboarding
Complete the available network setup details before inviting members or coordinating network communities.
Create a network
Create a network when multiple related communities need shared structure, administration or coordinated participation.
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.
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.
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.
Reset your password
Use the password recovery option from the sign-in flow and follow the instructions sent to the account email address.
Update your profile
Update your personal profile from the available profile settings and keep public information appropriate for the platform.
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.