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2 months ago

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EveryAction Community

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64 topics

Bonterra News

1 Category
2 topics

How do I track non-cash contributions with attributions or soft credits?

When tracking non-cash contributions, you may need to apply attributions or soft credits to reflect giving relationships more accurately. These tool

Forum|Forum|4 months ago

290

Recently active

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mlopezFirst Timer

EveryAction Discussion

Should donor funds/family foundations be included in their individual financial household?

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 pr

sallyFirst Timer

Household Cumulative Giving for this Fiscal Year with Cumulative Giving amounts and spouse names

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

61

13 hours ago

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melissaFirst Timer

Digital Engagement & Communications

Embed online action progress bar without the form?

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

10

M

14 hours ago

Happie PingolCommunity Manager

Automation Basics

Understanding Automations

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

30

17 hours ago

DalilaFirst Timer

EveryAction Discussion

Survey for donors post donation

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 t

131

19 hours ago

Happie PingolCommunity Manager

Contributions

How to: Manage Financial Households

(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

828

C

2 days ago

Happie PingolCommunity Manager

Year-End Fundraising

Overview: Resources for Year-End Fundraising

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 Acknowledge

jjonikFirst Timer

EveryAction Discussion

Conditionally set Activist Code from Online Action form

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.

nicoleFirst Timer

LYBUNT Report in Every Action

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?

312

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5 days ago

Happie PingolCommunity Manager

API Keys

How do I request and approve API Keys?

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 generat

1097

5 days ago