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Happie Pingol
Community Manager
March 6, 2026

How do I access and use the Recruit Volunteers section?

  • March 6, 2026
  • 0 replies
  • 54 views

Overview 

The Recruit Volunteers section provides quick access to volunteer lists and common recruitment tasks. 

 

Step 1: View available volunteer lists 

  1. Locate the "Recruit Volunteers" card on the dashboard 

  1. Review the pre-selected searches on the left side: 

    1. Active Volunteers (completed a shift in the last 30 days) 

    2. Hot Leads (added in the last 7 days without signing up for a shift) 

    3. Lapsed Volunteers (previously active but no shift in the last 30 days) 

Step 2: Use a pre-selected search 

  1. Click on one of the pre-selected searches (e.g., "Active Volunteers") 

  1. Review the search description 

  1. Choose an action: 

    1. "Load to My List" to work with these contacts 

    2. "Create a Virtual Phone Bank" to set up calls to these volunteers 

    3. "Run Event Participant Report" to generate a report 

Step 3: Access your lists 

  1. On the right side of the Recruit Volunteers card, click one of: 

    1. "Create a List" to start a new volunteer list 

    2. "Load a List" to access an existing list 

    3. "My List" to view your current working list 

 

Not quite what you were searching for?

How do I recruit volunteers in EveryAction? | How do I find active volunteers? | How do I find lapsed volunteers? | How do I find volunteers who haven't signed up for a shift? | How do I create a volunteer list? | How do I load a volunteer list? | How do I create a virtual phone bank for volunteers?