Platform Guides

These guides cover the day-to-day features you'll use to manage volunteers and run campaigns. Start with whichever area is most relevant to your role.

Volunteer Management

The full volunteer lifecycle — from signup through to day-of coordination and post-event reporting. Learn how volunteers register, what statuses mean, how to handle duplicates with the Merge Tool, bulk operations (CSV import, mass assign, bulk email), self-service capabilities, the referral system, and the feedback/blocklist system for managing volunteer safety.

Key topics: Signup flow, volunteer statuses, CSV import, Merge Tool, bulk operations, referral tracking, feedback and blocklist

Shift Booking

Everything about shifts — creating them, assigning volunteers, managing capacity and waitlists, and the tools for reorganising on the fly. Covers single and bulk shift creation (linked area groups, cloning), shift types with role-specific email content, the volunteer booking experience, the Move Tool for reassignment, shift holds, and coverage reporting.

Key topics: Creating shifts, bulk creation, shift types, booking flow, Move Tool, waitlists, force assign, reporting

Campaigns & Events

Creating and configuring campaigns — the organisational unit for everything in PurposeTech. Covers campaign creation, branding and copy overrides, signup form customisation, email template configuration and scheduling, privacy settings, the full campaign lifecycle (before/during/after), multi-campaign management, and year-on-year planning.

Key topics: Campaign creation, branding, signup forms, email templates, privacy, lifecycle, multi-campaign, year-on-year

Roster Management

The day-of-event coordination tool — the primary working view for area coordinators. Covers location selection, the roster grid (time slots × collection days), volunteer cards with status badges, per-volunteer actions (move, confirm, remove), the Add Volunteer flow for walk-ins, Adopt-a-Site for corporate groups, the At-a-Glance admin view, PDF/CSV export, mobile usage, and practical tips for event day.

Key topics: Roster grid, volunteer cards, Add Volunteer, Move Tool, Adopt-a-Site, At-a-Glance, export, mobile, permissions

New to PurposeTech? Start with the Quick Start Guide for a step-by-step walkthrough of setting up your first campaign, then dive into these guides for deeper detail.