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
3 interactive guides
Create a course
After: Monetize your community
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 guideRelevant results
53 helpful articles
Manage nonprofit platform billing
Use Platform billing to review the current nonprofit plan, included entitlements and supported subscription actions.
Invite organization team members
Invite teammates from organization settings and assign only the responsibilities they need.
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.
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.
Use Nonprofit CRM in your organization
Every organization plan includes Nonprofit CRM inside the GoodAction organization workspace for managing its contacts.
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.
Understand Advanced CRM
Advanced CRM is the full CRM experience at crm.goodaction.com, with contacts, leads, pipelines, email, automations, reports and additional modules.
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.
Understand Creator Access
Creator Access is the paid community capability for premium creator features; basic community creation remains available on Freemium.
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.
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.
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.
Understand community tabs
Communities can expose different areas such as feed, events, members, resources and other enabled features.
Understand resource permissions
Viewing resources and creating resources are separate permissions; creator access may also be required for resource creation.
Accept a network invitation
Open the invitation link while signed in to the intended GoodAction account and follow the acceptance steps.
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.
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.
Understand expired network invitations
An expired invitation needs a new or resent pending invitation from an authorized network manager.
Use network events
Use network event creation when the event belongs to the network context and review its selected community scope before publishing.
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.
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.
Use the Social dashboard
The Social dashboard is the personal workspace for Good Identity, participation, communities, connections and personal impact.
Donate anonymously
Use an anonymous donation option only when it is presented in the checkout flow; public display rules can differ from payment records.
Understand donation receipts
Keep the payment confirmation and receipt details for your records; the organization can answer campaign-specific questions.
Understand event confirmation
A completed registration or ticket checkout should result in a confirmation; keep it for event check-in and updates.
Understand private events
Private events are intended for a limited audience; use the organizer-provided invitation or access path.