⚡Actions

Use actions to create events (online and in-person), organize fundraisers, and create and track employee and community volunteer opportunities.

Actions can represent specific projects and initiatives, events, fundraisers or volunteer opportunities. This tool can be used as a project management tool, assign an action to a colleague, create a budget and monitor the action’s status. The action can also be publicly shared via your company's Public Impact Hub.

Additional features of actions include shift sign-ups, donations or ticket sales and can be shared publicly or shared only internally with your team or company. Actions can be assigned tags, linked to custom KPIs and United Nations Sustainable Development Goals.

On this page:

• Creating Actions

• Selling tickets and adding shift/time slot sign-ups

• Adding a recipient for fundraisers

• Assigning actions or tasks to team members or colleagues

• Adding data to an action

• Additional options for your actions

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Creating Actions

1. Navigate to the Actions Module, select "+ Create Action", then select which type of action you would like to create.

Additional fields for certain event types:

• If your action has a defined time and date: You'll be able to select if you want to sell tickets, add shift sign-ups/time slots, or make the event reoccurring.

• Fundraisers: You'll be able to set a fundraising goal, and assign a fundraising recipient.

• Projects/Programs: You'll be able to set a budget.

Step 1: Select "+ Create Action", and then select the type of action you'd like to create

2. Fill out the basic information for your action and select "Next".

Note: all fields are required. If you do not have an image you'd like to use for the action, you'll be able to use the Unsplash tab in the file upload area to select one.

Step 2: Complete the Basic Information Form for your action and select "Next"

3. Fill in the time and location information for your event and then select "Next".

• If your event has a specific location, toggle the switch "on". Our Google API should recognize the address as you begin to type it in, otherwise you can select "Click here to enter it manually". If you are entering the address manually, make sure to fill in the address, city, state, and zip code. If your event does not have a specific location, you can filter the area range by: city, state, country, or global.

• If your action is happening at a specific time, toggle the switch "on" and use the populated fields to select the time zone, as well as the start and end dates and times.

• Additional Information and Post-Signup Link are optional fields.

Step 3: Add a location and time for your action and select "Next"

4. Add optional extras to your action. You can select the UN Sustainable Development Goal(s) that correlate to your activity.

You can also link a custom KPI, data from the action will then be visible in the correlating goal.

5. Select "Publish" to publish your action. You'll then be able to see your action listed in your Actions Module.

There you can:

• Edit your actions - Additional options available in when editing an action

• Assign Tasks

• View/Edit Tickets

• See volunteers or guests that have RSVP'd

• Add/edit data related to the action

• Add tags

• "View" - Select this to preview what your action looks like on your organization's Brightest Impact Hub, share the link, or use the embed code to add to your organization website.

Once you've created your action, it will be visible in your active actions list

For more information on creating actions in Brightest, check out the video below:

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Doing more with actions

Selling tickets and adding shift/time slot sign-ups

If you're creating an action that has a specific time and date, you'll have the option to sell tickets, add time slots/shifts, and make the event reoccurring. You'll have the option to add these features when creating the event (steps outlined below), or you can add these options later by editing the action.

1. When you reach the Extras & Impact section when creating a new action, toggle the switch "on" under the section that states, "Does your action recur or need any custom features like tickets, shifts or multiple time slots?" Note: You will only see this option if your action has a start and end time and date.

Toggle the switch "on" to add tickets, shifts/time slots, and make an event reoccurring.

1. The first field that will appear when the switch is toggled "on" will be "Action Frequency". Here you can decide if you would like this event to occur once, weekly, bi-weekly, monthly, or annually. If you choose to have the event reoccur, you'll then see an option to select an ending reoccurrence date/time.

If you choose to have your event be reoccurring, you'll then be able to set a end reoccurrence date/time.

1. If you'd like to create shifts for volunteers or times slots for guests to RSVP for, select "Create shifts". You'll be able to add a shift's start and end time, as well as set an optional limit for the number of volunteers or guests that can RSVP for each time slot. To add more than one shift or time slot, select "+ Add another shift".

To add time slots or shifts, select "Create shifts", you'll then see the form above to add shift information

1. To sell tickets for an event, select "Create a ticket". If you haven't set up financial information within Brightest, you'll be asked to do so before creating your ticket so Brightest can transfer the ticket revenue directly to your organization's bank account. Once your financial information is set up, you'll see the ticket creation form:

• Ticket Name - examples: Concert Ticket, Student Ticket, VIP Ticket, etc.

• Description - The description people will see when purchasing a ticket

• Ticket Type - Free, Paid, or Donation (you'll need to select a recipient for donations)

• Maximum Tickets Per Order (optional)- set a limit for how many tickets each person can purchase in one order

• Number of Tickets Available for Purchase

• Ticket Price ($ USD)

• Sale Start Date/Time

• Deadline to Buy Tickets

• Create optional discount codes

Once you've created your event. You can edit your tickets, create multiple types of tickets (Student, VIP, ect.) for an event, as well as view your ticket revenue, and number of tickets sold by selecting the "Tickets" option listed under your event in the Actions Module.

Check out the video below for more information on selling tickets in Brightest.

How to sell event tickets on Brightest

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Adding a recipient for fundraisers

When creating a fundraiser, you'll need to add a recipient for the donations. To do this, the recipient needs to have already created a Brightest organization account and you'll need to have added them as a partner. If you've already done this, you'll see the organization listed in the drop-down menu when you create your action.

If you need to add the recipient organization as a new partner:

1. Navigate to the Partners Module and select "+ Invite a New Partner".

To invite a new organization to Brightest, select "+ Invite a New Partner"

1. If the organization already has a Brightest account, you'll be able to search for them using the "Search by Organization" tab and send a request.

• If the organization doesn't have a Brightest account, select the "Invite via Email" tab, type in the email of your contact at that organization, and select "Send invite". They will then receive an email inviting them to set up a Brightest account for their organization.

• Once the partner organization has a Brightest account and has set up their bank information, Brightest will transfer the donations from your fundraiser directly to them. If they have a Brightest account, but haven't set up their bank information, Brightest will send a physical check to the partner organization.

Use the "Search by Organization" to find an organization already on Brightest, or "Invite via Email" to invite a new organization

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Assigning Actions or Tasks to Colleagues

You can assign action owners and tasks related to specific actions in Brightest.

1. Select "Tasks" underneath the action in the Active Actions tab

Step 1: Select "Tasks"

1. Select "+ Create New Task" and complete the Task Creation Form to assign a task.

Select "+ Create a Task"

Complete the task creation form to assign a task and select "Save"

1. The task will then appear in the "Assigned" Chart until it is complete, it will then be visible in the "Completed" Chart.

2. To assign an owner of an action, go to the "Edit" Tab and use the drop-down menu to assign an owner. Then select "Save" at the bottom of the page.

Select the "Edit" Tab and use the drop-down menu to assign an owner for an action. Make sure to select "Save" at the bottom of the page.

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Adding Data to an Action

KPIs and custom metrics can be added to your Actions in Brightest. You can link a KPI to a new or already existing Action.

Navigate to your Actions Module and click on the "data" symbol in the top right corner of your action.

Data for the KPI can be entered manually or through a csv file template. To view or edit the data, click on the “edit / view” button next to the KPI.

Step 1: Select "Data" for the action you wish to edit

Select "View" to view or edit your data

Data can be entered manually or uploaded via CSV

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Additional Options for Actions

There are a few additional options available when you edit an action. To utilize these options, select "Edit" next to the action you wish to update. When you're done editing, select "Save".

Additional options include:

• Owner - you can assign an owner to a specific action

• Impact - you can describe the impact of the action

• RSVP Only - If checked, this requires people to RSVP through Brightest, if you wanted to have people sign up or contact you in a different way - uncheck the box and add an email or link in the "Sign Up Link" or "Sign Up Email" fields that will appear.

  • Note: If volunteers create a Brightest account and are logged in, Brightest can then automatically track data (i.e., volunteer hours, signups, completions, engagement, etc.). If volunteers aren't creating a Brightest account (i.e. "RSVP Only" is unchecked), you can still track their sign up through your own sign up method, but no data will be logged to the Brightest action automatically.

• Safety requirements or COVID information - you can check the box and then add safety information for in-person activities in the box below.

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