Mobilize

Events & Actions

This article explains the nuanced differences between each kind of event that can be created on Mobilize.

Overview of Mobilize Events and Actions

Have event plans that are TBD? Want to dive into Mobilizing but want to build out your supporter list first? Try an Interest Form!

Create an Interest Form

With petitions, your supporters can easily pledge their support to your organization with the quick click of a button.

Create a petition on Mobilize

Use "anytime" actions to encourage volunteers to take action online on their own time.

Create an Anytime Action form

Whether one-time or recurring, this article walks you through how to create a scheduled event on Mobilize as an Admin.

Create a Scheduled Event

As an Admin, you can duplicate any event hosted by your organization

Duplicate an event or action

This article will explain what automated (and host initiated) emails and SMS are being sent to attendees and when they are being sent.

Mobilize Automated Email and SMS Notifications

Make sure your virtual events are set up correctly for a seamless volunteer experience

Add Conference Links to Virtual Events

Empower your supporters to recruit their friends, family, and community to volunteer with them.

Enable Group Signup

Chat allows your attendees to connect and collaborate

How to Configure Chat

Allow event attendees and volunteers to check in via email before or during an event

How to set up volunteer self-check-in for in-person events

Answers to questions like, "How big should my image be?",  "What does 2:1 aspect ratio even mean?", and "What format should I upload?"

Uploading an event photo

Add an event specific reply-to email address

As an Admin, you can create and manage Additional fields to collect additional information on the signup form

Add additional fields to your event signup pages

Sync checkbox field response to VAN/EA action platforms as an Activist Code or Survey Response

Sync checkbox additional fields to VAN/EA

As an event host, you can add locations to virtual events to organize in your community - from anywhere!

Add a location to virtual events to recruit local supporters

Statewide events

All event hosts can set the primary language of an event to Spanish. The sign up form and automated notifications will be shown in Spanish.

Configure Spanish events and actions

Automated communications in Spanish

As an Admin, you can tag any of your org's events. By tagging events, volunteers can filter event feeds by the items most important to them.

Categorize events with tags

How to create and manage your events in the U.S. Territories & Commonwealths, including Puerto Rico

Support for events in U.S. Territories & Commonwealths

Donate-to-RSVP workaround

You can now fundraise for your organization directly on Mobilize using ActBlue, PayPal, and other payment links. Ready? Let's get FUNDED!

Increase donations from supporters with post-signup fundraising asks

Create a group in support of your organization, send messages to group members, and connect events to your group.

Create a group for your organization on Mobilize (for Admins)

Don’t want to turn away eager Supporters? Enable a waitlist to capture Supporter interest and fill every open spot.

Enable and Manage a Waitlist - BETA

How to create and configure different event types

Create an event or action

As an Admin, you can delete any event hosted by your organization from the Events section of your dashboard.

Delete an Event or Shift

As an Admin, you can add additional hosts to your event and share event management responsibilities

Add co-hosts to your event

Admins can change the primary host of an event

Change the primary host of an event

How to add a new signup to an event from your Mobilize dashboard -- a solution for supporters without cellphone numbers

Add a new signup from your dashboard

Admins and event hosts can change the status of an attendee to confirmed, canceled, no-show or completed

Update attendance statuses

Cancelling a Volunteer's shift and stopping confirmation emails

How to cancel a volunteer's shift for them

View a schedule of automated messages Mobilize sends to event attendees from the Shift details page

View automated communications for a timeslot

With co-ownership, two organizations can share custody of an event and get us all that much closer to progressive changes. #MobilizeMoves

Overview of Co-ownership

This trick will allow Dashboard Users to view Past events in order from Most Recent.

Display Past Events in Chronological Order

How to make various changes to existing events

Manage event or action

Pre-fill volunteer information in the signup form

Pre-fill volunteer details in sign up form

You can pin events on your organization's Event feed to highlight priority events

Adjust the order of events

Filter the organization event feed and distribute a pre-filtered list of events to potential Supporters

Filter and Distribute Organization Event Feed

You can now customize the events that are suggested after attendees take actions and in your organization's newsletter.

Customize Event Suggestions

Frequently asked questions about the map view of the event feed

Event feed map view: FAQs

Learn how to create a Facebook ad and configure Facebook pixel ID

Create a Facebook ad

Mobilize can help you collect attendance data and rich qualitative feedback from your events

Use the post-shift follow up survey to collect attendance and feedback about your event

Can I track how people arrive at my Mobilize events?

How to recruit attendees and collect information about recruitment

Drive and track attendee engagement

Your Mobilize dashboard

Status page

Find volunteer opportunities

Get Mobilize for your organization

Find answers and get help from Intercom Support and Community Experts

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