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Edit a published event
Update event details carefully and communicate material changes to registered attendees when appropriate.
Cancel an event
Cancel an event only after reviewing its registrations, ticket commitments and attendee communication needs.
Choose the right event host
Choose whether an event is hosted by an individual, organization, community or network before configuring it.
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.
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 event location or online details
Add an in-person location or the relevant online joining details according to the event format.
Share an event
Use the event page share options or copy the public event link to invite supporters.
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.
Set an event title and description
Use a clear title and a practical description so attendees understand the purpose, schedule and expectations.
Choose an event date and time
Set the event date, start time and end time carefully, then review the displayed timezone before publishing.
Create a repeating event
Create one community event that repeats weekly, every two weeks, or monthly, then review every date in the series.
Troubleshoot event registration
Check whether registration is still open, whether the event is private, and whether the selected ticket is available.
Manage event registrations
Use the event management view to review registrations and attendee information for your event.
Understand event confirmation
A completed registration or ticket checkout should result in a confirmation; keep it for event check-in and updates.
Check in volunteers and attendees
Use Volunteer & event check-in to locate the correct event and record arrival for registered participants.
Create free registration
Use the event registration settings for a free event when attendees need to reserve a place.
Buy an event ticket
Select an available ticket, provide the required attendee information, and complete checkout to confirm a paid registration.
Set ticket capacity
Set a ticket quantity that reflects the real capacity and review it before attendees begin purchasing.
Create paid tickets
Add ticket options and prices only after the event host has the required payment setup.
Set ticket sales dates
Use ticket sales dates to control when a ticket can be purchased and stop sales when needed.
Troubleshoot ticket checkout
Verify ticket availability and payment details, then retry once; contact the organizer or support if the issue continues.
Use network events
Use network event creation when the event belongs to the network context and review its selected community scope before publishing.
Network terminology and feature toggles
Rename network levels and switch features such as Events, Resources, Courses and Polls on or off.
Accept a network invitation
Open the invitation link while signed in to the intended GoodAction account and follow the acceptance steps.
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 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.
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.
Edit or delete a community post
Use post controls to correct or remove content you own; community rules and permissions may affect available options.
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.
Understand community tabs
Communities can expose different areas such as feed, events, members, resources and other enabled features.
Create a community post
Open the community feed, write a useful post, add only relevant attachments or links, then publish when ready.
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 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.
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.
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 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.
Save GoodAction content
Use the available save control to keep eligible content for later and review saved items from the social dashboard.
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.
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.
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.
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.
Add a Serve opportunity
Add a partner’s published event or opportunity so employees can find it in Company Serve.
Invite a nonprofit partner
Invite a nonprofit from Enterprise Partners so their published events and programs can appear in Company Serve.
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.
Connect a payment account
Follow the supported payment connection flow for the selected organization, community or event host before accepting payments.
Check payment readiness
Review payment readiness before publishing paid tickets or collecting donations so checkout is configured for the correct host.
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.
Switch CRM workspaces
Use the CRM workspace switcher to work in the intended organization before creating, importing or editing records.
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.
Understand GoodAction CRM options
GoodAction offers Nonprofit CRM inside an organization workspace and a separate full Advanced CRM experience for eligible paid subscriptions.
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.
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.
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.
Set a fundraising goal
Set a realistic campaign goal and explain what supporter contributions will help achieve.
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.
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.
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.