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Follow a role path, click through each step, or browse verified articles for events, fundraising, communities, networks, programs, payments and CRM.
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5 interactive guides
Set up your donation page
After: Verify for payments and connect Stripe
Start guideCreate an event and sell tickets
After: Verify for payments and connect Stripe
Start guideTerminology, features, roles
After: Create and brand a network
Start guideInvite employees and sponsor a program
You’ll need: A company workspace. Employees use Company Serve, not the Nonprofit dashboard.
Start guideCreate a repeating event
After: Create a community and invite members
Start guideRelevant results
29 helpful articles
Switch CRM workspaces
Use the CRM workspace switcher to work in the intended organization before creating, importing or editing records.
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.
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.
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.
I did not get an invite
Invites can land in spam, expire, or go to a different email than the one you sign in with.
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.
Update your profile
Update your personal profile from the available profile settings and keep public information appropriate for the platform.