EveryAction

Overviews and how-tos for working in EveryAction and its features

Getting Started

Navigating Bonterra Academy

Administration

Codes and Effort Tracking

Payment Processing

Bonterra Payments

Bonterra Que

Bonterra Que Basics

Fundraising Coach

Donor Segmentation

Contact Records

Contact Records Basics

Create & Add Contacts

Update & Manage Contact Information

Track Giving & Activity

Build & Manage Relationships

Customize & Organize Records

Clean Up & Maintain Records

Data Management

Bulk Upload and Edit

Direct Response

Direct Mail and Telemarketing

End-of-Year Giving & Tax Receipts

Getting Ready for Year-End Receipts

Event Management

Event Management Basics

Handle Attendees

Troubleshoot Events

Fundraising Strategy

Fundraising Best Practices

Fundraising Optimization

Gift Management

Attributions and Soft Credits

General Ledger Funds

Financial Batch Manager

Recurring Giving

High Touch Fundraising

High Touch Fundraising Basics

Moves Management

Grant Management

Donor Engagement

Integrations

Online Engagement

Mobile Messaging

Searching and Reporting

Counts and Crosstabs

Dashboards and Analytics

Disclosure Reporting

Lists and Saved Searches

Voter Registration

Get Out The Vote

Survey Questions

Voter Registration

Workflow Automation

Workflow Automation Basics

Build Your First Workflow Automation

Track and Improve your Workflow Automation