General
Account
Search
Communication
- Messaging within Manage Registrations or Users
- Listservs, Email Groupings
- Email Templates - Status
- Message (Email) Templates - Shortcode(s)
- Inbox
- Group Messaging
Mobile
Integration
Important to Know
- Subgroups vs. Affiliates
- Why have an account?
- Opt Out
- Can I remove my group page or listing on GivePulse?
- Domain Masking
- Audit Logs
CID, Community Impact Database - The GivePulse CRM
- Custom Fields for Subgroups (Group Submissions, Tracking data on your subgroups)
- Custom Fields for Events (Project Submissions and tracking of data)
- Custom Fields for Impacts (Tracking engagement, impact, and outputs)
- Custom Fields for Users (Membership Applications)
- Customize all Settings
- Custom Fields & Properties for Users, Events, Impacts & Groups
Outputs
Impacts
- Event - Impact Settings
- Verification States: Pending, Verified, Disputed
- Global Impact Setting
- Auto Share Impacts
- Shared Impact
- Service Transcript
Data Collection & Assessment
- Community Impact Database (CID)
- Custom Field Options: Required/Fill out every time
- Custom Fields - Fill out everytime vs. saved response (now Answer Type)
- Custom Field Types
- Uploading of Documents
- Custom Fields and How they can be used
Reporting
Applications, Programs and Initiatives
Volunteer Management
Educational
Business
City & Municipality
Ticket Management / Purchase Items
Donor Management
Labs
Points
Templates and Cloning
More about Service Learning
Groups
Group Management
- Convert a Subgroup to an Affiliate and vice versa
- Hierarchy Management - Moving Subgroups to another parent node
- Management: Switch Groups from one subgroup to another
- Manage Roles and Memberships
- How to Remove a User in the Group
- Changing Administrators, Managers, Organizers
Group Usage
Resources
Events
Let Others Submit Events
Event Management
- Manage Events - Unpublished Events, draft mode
- Recurring Events (ongoing vs. open) set up
- Settings to turn on Wait List, Minors Signups, Group and Guest Registration
- Changing an event type to something else
- Event Notifications: Turning on or off
- Closing Registration on a certain date, Waitlisting
Event Usage
- Confirmation for registration
- Guest Registration, register without logging in
- Register on behalf of a group
- Public Event Submissions
- Individual Registration: Updating, Confirming, Cancelling
- Group Registration