Admins

Communications

• How to remove a comment from a Newsletter or Update.
• How do I make an announcement?

Settings

• How can I send out a registration link to new users?
• How do I create a past event survey?
• How do I edit the emails that come from InvolveSoft?
• How do I know when emails are triggered through the system?
• My Interests

Insights

• How do I get reports for all the activity on the platform?
• How to view past event survey results

Account

• How do I download a list of all users in the system?
• How to send activation emails to inactive users
• How to add and remove users
• How to Add and Remove Co-Admins
• Send Activation Emails to Users
• Update User Sign Up Process

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Company Profile

• How do I add a message before a user signs up?
• Update Social Media Hashtag

Communities

• How to Add Members to a Community
• How do I create a one-time survey?
• How do I assign a coordinator or champion to a community?
• Create New Community
• Delete a Community

Events/Opportunities

• How do I set up coordinators?
• How do I remove a volunteer from the RSVP list?
• Uploading a Donation Drive Opportunity
• How to Navigate to Upcoming or Past Events using Communities
• Send Event Email
• Download past event data