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How to add Engagement Opportunities for your profile on The Giving Partner
How to add Engagement Opportunities for your profile on The Giving Partner

Follow these step-by-step instructions to create Engagement or Volunteer Opportunities on your profile with The Giving Partner.

Mackenzie Green avatar
Written by Mackenzie Green
Updated over a week ago

Step 1: Navigate to Your Admin Dashboard

If your home page is not your Admin Dashboard, click on the drop-down box at the bottom of the screen next to “Viewing Dashboard For” to view a list of organizations that you are an administrator for. Click on the name of the organization you’d like to access.

Step 2: Navigate to Your Dashboard for The Giving Partner

From the “Home” tab of your Admin Dashboard on www.givegab.com, click on The Giving Partner tab found on the left-hand side of your home page.

Step 3: Locate Engagement Opportunities

From your Giving Day Dashboard, click "Engagement Opportunities" along the right-hand side:

Step 4: Create An Engagement Opportunity

Click on the orange "Add Engagement Opportunities" button to add the title of your event/volunteer opportunity.

Name your Engagement Opportunity and click "Save"

Step 5: Build Out Your Engagement Opportunity

  1. Describe the event/volunteer opportunity in detail.

  2. Tell your supporters when this opportunity takes place.

  3. Tell the supporters where the opportunity is happening.

  4. Who should your supporters contact if they have questions?

Step 6: Review Your Engagement Opportunity

To preview an engagement opportunity, click the "View" button. To continue customizing an opportunity, click the "Edit" button. To remove an opportunity permanently, click the "Delete" button.

Any questions? Reach out to customersuccess@givegab.com!

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