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We have a donor who donates substantially through a variety of methods. Sometimes that’s their donor advised fund (sometimes multiple, unique funds), their family foundation, personally (via their credit card), and other ways. I believe it is best practice to create records for each entity (ABC Foundation, DEF Family Fund, Spouse A, Spouse B) and soft credit to the donor as an individual. This is also something EveryAction suggested during Ask the Experts. Something that’s unclear to me is whether I should connect all these entities in their financial household, any advice? If I move forward with adding in their financial household would I stop soft crediting to their individual contact record? Thanks in advance! 

i need a list that gives me Household Cumulative Giving for this Fiscal Year with Cumulative Giving amounts and spouse names

Has anyone tried to embed a progress bar for an online form without embedding the full form? It seems like it should be possible theoretically but there’s nothing in the link and embed options. Perhaps someone has figured out a way to do it? It would be helpful to be able to embed progress bars or otherwise represent the number of online action submitters without having to embed the full form.My specific use case is wanting to embed a couple of different progress bars on a campaign webpage so folks can see the number of submissions for a couple of different online action forms (a traditional petition and a sign-on letter petition). We don’t want the forms embedded on the page because they would take up too much space and not look right as part of the design — we have compact, eye-catching call-to-action boxes with buttons linking to the forms. We’d like to have all the progress bars in one place so we can direct legislators there to view up-to-date numbers.Related, right now for at lea

Automations Overview  Automations help you save time by running workflows automatically based on defined rules and contact behavior. Instead of manually repeating tasks—like sending follow-up emails or checking who took action—Automations handle the process for you in the background. You can use Automations to streamline internal workflows or deliver more timely, relevant outreach to supporters. Each Automation is built as a series of steps that contacts move through automatically, based on criteria you define. Automations are flexible and customizable. You can start from a pre-built template or build from scratch. Control when contacts enter, pause between steps, and branch contacts into different paths depending on their actions. Once your Automation is active, you can monitor performance in real time and use built-in reports to understand how contacts move through your workflow and where adjustments may improve results. Review the articles below to learn how to build, activate, and 

Hey all!  What are your thoughts on donor surveys? I myself have never received one from organizations I donate to, but I would love to get inside the mind of our org’s donors to learn more about how they ended up donating to use and what we can do to get more people like them to find out about organization.  Someone suggested adding a survey as part of the “Thank you” email we send out. Has anyone done this before? Has it helped you to gain new donors/retain current donors?  Does EA have tools that can help with this? 

(2 min read)  Note: This article contains screenshots reflecting the Contact Record contact view. To toggle between the Contact Record view and the All Details view, select “View contact record” or “View all details” at the bottom left corner of your screen. The Financial Households feature allows you to manually group individual donors who give jointly and may or may not live together. Much like the Households feature, which groups individuals with the same mailing address, Financial Households is particularly useful when creating a list for Direct Mail. Household information – both residential and financial – is viewable on the left-hand About column of the contact record. You can also Bulk Upload Financial Households for faster, more efficient financial household management if you have multiple records to update.Read more about bulk uploading Financial Households   Managing Financial Households To view or create a Financial Household, open a contact record and navigate to the Finan

The end of the year is a busy time for fundraising. We gathered a collection of quick-reference documents and webinars that cover how to use some of our most helpful tools to can help you achieve your goals this year. Using Mail Merge and Acknowledgements Learn more about Create a List functions, how to export lists using standard text and templates, and running Mail Merge. Feature Webinar: Mail Merge AcknowledgementsFAQs on using Mail Merge and Acknowledgements Maximizing EOY Fundraising Online Learn how to use a range of EveryAction fundraising tools to meet your end-of-year fundraising goals. Feature Webinar: Maximizing End-of-Year Online FundraisingFAQs on Maximizing EOY Fundraising Online Creating a Direct Response Plan Build your understanding of how to meet end-of-year reporting needs with acquisitions, direct response, and direct mail. Feature Webinar: Managing Direct Response in EveryActionFAQs on Direct Response RP Sending Year-End Receipts  Learn how to use Create a List to

Is there a way to conditionally set an Activist Code from an Online Action form?  We’d like to set one only if the donor opts in for the Email Signup. 

What is the best approach to pull a LYBUNT Report in EveryAction? Gave Last Year But Unfortunately Not This Year Contribution Report. Is there a template already created? 

API key requests must be made through the API Integrations system, which empowers you to efficiently and securely manage granting and revoking API keys. You must be an administrative user configured in the Support Request System to set up and generate keys.Using this system lets you generate keys faster while keeping the process secure.  Step 1: Navigate to your 'API Integrations' To request a key, you must have the 'Request API Keys' security function, which is typically on the 'User Profile' for anyone with the ability to submit support requests and the ability to export.To begin, open 'API Integrations' page from the Sidebar. From the 'API Integrations' page, you can view: generated keys (i.e. integrations that are likely being used)approved requests for which users have not yet generated a keypending requests (not yet approved or denied)denied requests You can also regenerate a key from this page within 7 days of the request being approved.

We just pulled a list of folks who only have one email that is marked as not subscribed but are still receiving emails. There’s a lot! Could someone explain why that is happening? 

Attention: EveryAction Digital is now Bonterra Digital.  Please bear with us as we update our screenshots to match our new name.Digital advertising is an important part of any multi-channel fundraising effort, providing more leads for donor acquisition and helping you increase organization recognition when building donor relationships. Our digital ad tools make it easier for you to track your digital outreach efforts and see the results of those efforts over time. Read more about Digital Ad Plans Creating the right audience is a crucial first step for any digital ad campaign. You don’t want to waste your budget on contacts you already have if you are running an acquisition campaign and you don’t want your existing donors to see messaging that doesn’t fit their giving profiles.   You can use Ad Audiences to help you create customized audiences for your Facebook ad campaigns and automatically sync any changes in your contacts and saved searches every evening to these active campaigns. Yo

Hi everyone! As some of you may know, I lead our amazing team of Advanced Support Consultants here at Bonterra for our Fundraising and Engagement tools. This month we introduced an “ASC Spotlight” section into our monthly newsletter. Each month we’ll be sharing topics/tips and also highlighting work that we have done with our clients. So, onto the show…In my experience with clients (over eighteen years' worth!), I've found that simple plans you can stick to will always beat complicated checklists in terms of both productivity and overall return. I've come up with a few examples of plans I'd recommend putting into place that tie in directly to some specific EveryAction features; these ideas will help keep you on track during one of the busiest and most important times of the year.Plans to have in place: A plan to convert one-time Giving Tuesday donors to sustainers. In EveryAction, you can turn on the Recurring Upsell option on your year-end form, and send a short follow-up message to a

Hi! Is anyone using the new Optimized Contribution Forms and accepting Venmo as one of the payment methods? I’d love to know and see an example of your form, if so. Thanks!

Hello! I have created a ticketed event, but there are going to be a few folks we'd like to invite that will not be required to pay. I cannot find a place in the event to create a discount code for these folks. I asked the AI bot and it said we may not have that setting enabled. I’m open to other work arounds I just really need to be able to give folks a free ticket! Can someone help me set this up?  

Hi EA folks! I’m looking to keep our number of contacts below the paid-for threshold. What’s the best way to do this? Find old contacts with no donation history and no longer subscribed to emails, and bulk-delete them? Has anyone gone through this process?

Overview: Managing Donor Leveling For organizations managing large fundraising programs, understanding a donor's giving level is vital for knowing how to move them to the next tier of giving or engagement. Our Donor Leveling system allows you to use multiple criteria to establish a hierarchy of giving levels that track your major, mid-level, sustainer, and low-dollar donors. Each level can be configured to display a badge at the top of the donor's record so you can quickly identify your most important donors as soon as you land on their contact record.You can also implement multiple sets of criteria to set up parallel donor leveling programs to track donors in differing programs. This implementation is common for organizations that track donor leveling in a membership or current giving program but have a separate leveling scheme for things like planned giving or major gifts.Donor Leveling is part of Bonterra Development's Development Standard, Development Pro, and F&E E

This is a two part question that stems from government comment periods not providing email addresses to deliver comments, and what appears to be EA’s inability to deliver comments to government portals any longer. First, can someone confirm that EA cannot deliver to governement comment periods on the government website?Second, if that is true, I would still like to allow users to customize suggested copy the way they do with an advoacy form. If we could download all the comments and deliver them to a target, using an advocacy action would be fine. But it seems as though you cannot collect advocacy form comments and then deliver them separately - they need to go to a target. And even if I made a fake target, there’s no way to download them? But petitions do not allow for customization of comments. So people can only insert a comment as a custom field, producing some strange comments when you then deliver your signatures. How are groups handling this? Any suggestions?

 Step 1: Prepare Your File Before updating records, use Custom Export in My List to export a backup copy of the values you want to update. This can be useful if you need to restore the original values. Step 2: Access the Bulk Upload WizardGo to Bulk Upload Wizard from the Sidebar.Step 3: Select Bulk Upload TypeChoose your upload type based on your needs:Load Data with Unique ID: Match records using a VANID or other unique ID for updating specific records. Load New and/or Update Existing Contacts: Use this option if you’re adding new contacts or matching records based on basic information like Name, Address, Email, etc. Load Data with Contribution ID: Select this to update contributions using Contribution ID. Edit Source Codes by Source Code ID: Use this to edit Source Codes directly.Step 4: Check File RequirementsReview the file requirements carefully. If the file name contains parentheses, rename it before uploading.Step 5: Map Your DataSelect the columns from your spreadsheet that sh

 Who can receive a Triggered Email? While Targeted Emails are only sent to supporters who have opted-in to your messages, a Triggered Email can be sent to anyone, regardless of subscription status. Because the recipient initiated some sort of action that triggers the autoresponder to send, these messages have a special status under CAN-SPAM and other email laws and can be sent to both subscribed and unsubscribed recipients. They typically have higher open and clickthrough rates than promotional emails. To avoid violating this special exception rule, Triggered Emails should contain, at most, limited promotional content, and it should be clear this isn’t the focus of the email. Should you use Automation or Triggered Email?Triggered Emails are used to send a single, specific message in response to an event.While you can personalize the content by using conditional content and merge fields, everyone will get the same email. You do not have control over the segmentation of these emails, sin

 The Contribution Report is the main report you should be using to track contributions from your donors and monitor how well your fundraising is going. It's a powerful report that can be filtered in many ways to suit your needs. You can also add many columns that can help you learn more about who is donating and more detail on their transactions. It is available as a Default Template report in Report Manager.Read more about running reports in Report Manager Getting startedTo open the report, search for Contribution Report in the Sidebar.Once you open the report, you will see one row for each contribution from all of your contacts for the past year.  Filtering your reportYou can use the filters at the top to narrow which transactions you see on the report.Filters help you dig into the specifics of how your program is doing. For example, you can use one of your saved lists or searches to narrow your universe by selecting it from the Contact Records filter dropdown. Or you can use the lin

What is best practice for handling anonymous bequests and planned giving in EveryAction? These are planned gifts that we want to make sure are tracked for analytics and reporting but don’t strictly have a VanID that we can apply them to. Is it possible to apply bequests on a single or several “Anonymous” VanIDs as a stand-in? Or is there a better approach?

Giving Tuesday has wrapped, and now’s the moment to focus on retaining and uplifting those newly inspired givers.Here are a couple of Que prompts to try:“Which Giving Tuesday donors are top candidates for monthly giving this month?” “Draft a 3-touch thank-you sequence for Giving Tuesday donors (email, SMS, call).”How are you approaching post-GT stewardship? Share your favourite conversion tactics, segmentation tips, or thank-you strategies in the comments.

Hello!We are interested in using the e-card option on our main donation form through the holidays, but are the e-card #s trackable? I’m just trying to see if we need to make a separate online action form in order to track cards, or if we can simply add e-cards to our existing form. 

With Year End around the corner, we’re starting to look at posting new or updated contribution forms for our donate page (we have two landing pages - one-time and monthly, though both allow for recurring or one-time).A few questions related to best practices:How often do others switch up the language in your contribution forms and autoresponders?Do you just post the new form, or do you delete the other one in Online Actions too? If you don’t delete old ones, how do you keep things from getting too cluttered?If you delete the form, what happens to a monthly donation tied to that form (IE started online in March 2024 and has kept processing)?  On that last point, we use the autoresponder tied to the contribution form for our automated receipts. So when we update our monthly donor auto-thank you, we have to go through and find every contribution form that still has an active recurring commitment and update each one. Does anyone have a way to “move” a recurring commitment to the most up-to