Find a clear answer. Keep making an impact.
Follow a role path, click through each step, or browse verified articles for events, fundraising, communities, networks, programs, payments and CRM.
Matching step-by-step guides
10 interactive guides
Create your first program
After: Register or claim your nonprofit
Start guidePost a volunteer opportunity
After: Create your first program
Start guideLaunch a fundraising campaign
After: Verify for payments and connect Stripe
Start guideCreate an event and sell tickets
After: Verify for payments and connect Stripe
Start guideSet up your profile
You’ll need: A profile photo and a cover image (1500 × 500 works best)
Start guidePost, poll, event and resources
After: Create a community and invite members
Start guideCreate and brand a network
You’ll need: A payment method or a promo code, a cover image and a square logo
Start guideTerminology, features, roles
After: Create and brand a network
Start guideChange your network's logo and banner
After: Create and brand a network
Start guideCreate a repeating event
After: Create a community and invite members
Start guideRelevant results
72 helpful articles
Choose an event date and time
Set the event date, start time and end time carefully, then review the displayed timezone before publishing.
Set ticket sales dates
Use ticket sales dates to control when a ticket can be purchased and stop sales when needed.
Create a repeating event
Create one community event that repeats weekly, every two weeks, or monthly, then review every date in the series.
Edit a published event
Update event details carefully and communicate material changes to registered attendees when appropriate.
Understand event confirmation
A completed registration or ticket checkout should result in a confirmation; keep it for event check-in and updates.
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 the right event host
Choose whether an event is hosted by an individual, organization, community or network before configuring it.
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.
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.
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 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.
Configure a program instance
Review instance settings before delivery starts and avoid changing identifiers or dates that would make existing records misleading.
Manage a program instance
Use a program instance for a specific delivery period or cohort and keep its dates, status and operational records current.
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 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.
Manage CRM tasks
Create CRM tasks with an owner and due date, then close or reschedule them when the follow-up changes.
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 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.
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.
Switch CRM workspaces
Use the CRM workspace switcher to work in the intended organization before creating, importing or editing records.
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 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.
Sign up to volunteer
Open an eligible opportunity, review its dates and requirements, and complete the volunteer sign-up details.
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.
Submit volunteer hours
Record volunteer hours against the correct opportunity or activity and submit only time that was actually completed.
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.
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.
Share a fundraising campaign
Use the campaign link and GoodAction sharing options to invite supporters to contribute.