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11 interactive guides
Create your account
You’ll need: An email address
Start guideRegister or claim your nonprofit
You’ll need: A Nonprofit account (#1, choose Nonprofit), your mission statement, address and logo
Start guideSet up your donation page
After: Verify for payments and connect Stripe
Start guidePost a volunteer opportunity
After: Create your first program
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 guideCreate a community and invite members
You’ll need: A name, a short description, and a cover image under 5 MB
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 guideConnect your website with API keys and webhooks
After: Create and brand a network
Start guideCreate a repeating event
After: Create a community and invite members
Start guideRelevant results
61 helpful articles
Set a community name and description
Use a recognizable community name and a description that explains its audience, purpose and participation expectations.
Create a community
Create a community from the social or community area, then set its name, purpose and access settings.
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.
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.
Create a GoodAction account
Create an account with accurate information, then complete any available profile steps before using account-specific features.
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.
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.
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.
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.
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 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.
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.
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.
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.