Platform Guides

Platform Guides

PurposeTech is volunteer and crew management for events with a purpose: street appeals, runs and challenges, tours and open days, festivals and clean-ups. It suits a single event and organisers who run many. It works beside your ticketing and fundraising tools and does not replace them. These guides cover the day-to-day features you'll use to recruit, schedule and coordinate volunteers. Start with whichever area is most relevant to your role.

Volunteer Management

The volunteer records for each campaign – who has signed up, their role and tags, feedback and private notes, and what they have booked. Covers the Volunteers page and its filters, adding people, the duplicate merge tool, CSV import and download, and how volunteers manage their own shifts and details.

Key topics: Volunteers page, filters, tags, merge duplicates, CSV import and download, feedback and blocklist

Shift Booking

Everything about shifts – setting up regions, areas, sites and shifts, generating shifts in bulk, shift types with role-specific email notes, how volunteers pick and hold shifts, waitlists, and how coordinators move people between shifts.

Key topics: Campaign structure, bulk shift generation, shift types, booking flow, shift holds, waitlists, Move people, registration cutoff

Campaigns & Events

Creating and configuring campaigns – the unit that holds one event or programme. Covers campaign settings, dates and registration cutoff, the public or password-protected website, branding, the registration form, automated emails, duplicating a campaign and running more than one campaign at once.

Key topics: Campaign creation, settings, privacy, branding, registration form, email schedule, duplicate campaign, multi-campaign

Onboarding Forms

Build extra sign-up forms for a campaign by describing the form to an AI assistant, then adjusting it by hand. Each form has its own web address, an optional live-from and live-until window, conditional questions, and follow-up emails.

Key topics: AI-assisted form builder, field types, conditional questions, live window, emails after completion, version history

Campaign Pages & Templates

Give a campaign's site a distinct visual layout with opt-in page templates (header bands, split heroes, content bands), and build extra pages from composable sections – including an embedded social feed.

Key topics: Page templates, style data, CMS sections, banners, FAQs, social feed embed

Roster Management

The coordinator view of who is on each shift. Covers the roster for each site, adding volunteers, holding slots, moving people between shifts and sites, the at-a-glance view, and PDF and CSV downloads.

Key topics: Roster, Add Volunteer, Move people, holds, At-a-Glance, export, permissions

More guides

• Bulk Operations & Import – bulk actions, bulk email and CSV import
• Reports & Data Exports – fill rates, coverage, campaign comparison and UTM attribution
• Feedback & Safety – volunteer feedback, notes and the blocklist

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