EveryAction Community

Hi,I sent a tax email letter as well to my 2025 donors. The print version was correct, but the email has blanked contributions.How do I:1- See a copy of her email sent2-Where to go to troubleshoot this since the print version has the detail contributions.Any help is appreciated. Thanks 

I need to be able to export all emails by contact record from EA.  I am able to export preferred (which is a duplicate of one of the following categories), personal, work, and other.  Many of our contacts have multiple personal emails associated with their contact record and I cannot find a way to export all of the emails.  

Hello! We recently hosted an event that reached capacity, so we added a waitlist option by creating a $0.00 “Waitlist” ticket to manage additional interest. This event is one of our paid trainings with limited capacity.When someone is moved from the waitlist to the participant list, we ask them to submit their payment as a donation, since they already completed the full registration questions when joining the waitlist.​@jeff and I would be interested to hear how other organizations handle event waitlists and any tips or best practices you’re willing to share. Thanks in advance!

TLDR: We want to create a list of donors who haven’t received contact in a year, but we don’t want that list to include the spouses/partners of people who we have contacted. How do we filter contact status by household rather than by profile? We’d like to create a list (or pull a report) that would show us who hasn’t gotten personal contact in a year. The basic process seems to be Create a List > Contact Status > Exclude contacts based on relevant results in the past 12 months. That seems to work for individuals.  Here’s the tricky part: we contact financial households by the household, but only list it under one member (usually the primary donor). Ex: Alice and Mary give together, but Alice is our main donor. We address communications to “Alice and Mary,” but we record the contact on Alice’s profile since she’s primary. Now, when we pull the list of contact statuses, it tells us that Mary has not been contacted this year.  There’s no

I’ve set up an online donate form to send out notifications to honorees after an honor/memorial gift, and I tested it with a colleague’s email address, but it’s been 24 hours and I’m not seeing the email notification. Does anyone know how long after a donation those notifications are typically supposed to go out?

A lot of my recent work has focused on cleaning up old data and processes and creating new futureproofed ones. The best systems aren’t just effective today—they’re understandable and maintainable six months from now by new staff members.What this looks like in practice:Plain-language naming conventionsSaved searches and automations named for what they do, not how they were built, reduce confusion and onboarding time.Fewer workflows, clearer purposeConsolidating overlapping automations makes it easier to troubleshoot and adjust when priorities shift.Documented ‘why,’ not just ‘how’A short note explaining why a workflow exists helps future users decide whether to reuse, pause, or retire it.Standardized campaign checklists inside EveryActionRather than external docs, we embed consistency directly into configuration—forms, receipts, and follow-ups behave predic

TL;DR: Is there a way to grant our staff the access they need without making them all admins? We use EveryAction and can assign defined user roles — no customization that I know of.The full context:The majority of our organization is on the campaign/advocacy side of work and the user roles on that side are pretty limited and seem to not quite meet our needs. Most of our campaign staff are set to grassroots user roles. Some of their work includes working with businesses or government entities — contact type: organization — but they seem to be unable to view this contact type, which is really limiting. They also can’t search by online actions, like advocacy forms, even though that’s useful information for them. My workaround for that was to create a list based on form response for them, but when they can’t access contacts on the list, we’re kind of in trouble. We changed user roles for one of our campaign staff to digital o

Thanks to everyone who joined today’s coaching session, Modern Thank-You Strategies that Inspire Donors. Liz Albert reviewed best practices for thanking your donors. In our EA-specific breakout room, I went over how to use workflow automations to thank your offline donors.I’d love to hear other ideas from you! What automations do you use to thank donors? Do you leverage EA’s workflow automation templates such as birthday or first gift anniversary to reach out to your donors on a more personal level? Anything else that Liz went over that resonated with you?Drop your questions, ideas, or examples below. This community is a great space to learn from each other!

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?

I’d like to create a list of donors from our annual campaign this year who increased their gifts in a substantial way. I’ve tried it a couple of different ways- each time I end up with different lists. What would be the best way to do this? Thanks!

The ‘Contribution Summaries’ section within Create a List provide a way to filter for household contributions for Lifetime, HPC, MRC and First Contributions.  We often have a need to find household contributions within a time frame. There is a ‘Sum of Contributions’ for the ‘Contributions’ section, but this only looks at an individual.  For example, if one household member donated $100 and another member donated $400 last year and we wanted a list of households that donated at least $500 last year, a list of all that donated last year would be needed to feed into a Contribution Report and then  household totals created by manipulating an exported Excel file to get the answer.Not only is this extra work, but the process prevents us from using an Automation to assign Activist Codes as well as using the information for a Targeted Email.Has anyone run into this and found a simpler solution?

We just finished our annual campaign and were surprised by how many first time donors the fundraising dashboard was showing. I used Create A List to generate my own list of first time donors, and when I went in and actually looked at each donor, many (almost half) were actually financially householded with regular donors as the other member. How do I get a good count of actual new donors without having these folks counted (my org would not see these as new donors). I did use the narrow by financial household step in my search creation.Thanks!

We use EA to track our Fundraiser’s success.  Each Fundraiser is an Assigned Staff member.  We use that to track how much a Fundraiser has raised. So if I have a Contact that is “owned” by an Assigned Staff member and then another staff member solicits a donation from that “owned” contact, how do I assign that specific contribution to the second Fundraiser (assigned staff)? I want that contribution to be credited to the second Assigned Staff member but want the contact as a whole to stay with the original Assigned Staff member.Same question just from s different angle.  If I have an unassigned Contact who has given $10,000 this year, and in November, a Fundraiser solicits a $1000 donation, how do I Assign that Contact to an Assigned staff with out having the $10,000 that was historically raised attributed to that Assigned Staff member? 

👋 Quick question for you!We’re hosting an Ask the Experts session next week all about contact management, and we’d love your input. What’s been tricky lately? What questions do you have? Anything you wish worked better or made more sense? Drop your thoughts (big or small!) in the comments 👇 We’ll use your questions to help shape the conversation.

I can’t work for more than a few minutes on email newsletters without getting an error message that my page didn’t save and I need to refresh and/or sign in again (same difference, I’m bounced off the page). I’m not exaggerating. I can’t work for a steady amount of time without the error or refreshing just to make sure the system saves my work. Newsletters now are a nightmare to work on. I am so disappointed; just started happening a month or so ago.

How do I edit the financial household export and reporting fields related to names? It seems to be automatically generated, but there have been some glaring errors that we’d like to manually edit and avoid. I exported a list of donors with the field “Financial Household Salutation Informal,” and one of those names includes a deceased household member. Yikes! He’s marked as deceased in EA, and his living wife’s info had been edited to include only her name in the “Name” section of her profile. So why is his name auto populating if EA knows he’s deceased? My priorities for solving this are:Find a way to manually edit FH names via a hidden field somewhere. Understand where those auto generated names are populating from. That includes the various related fields for formal, informal, salutation, name, etc.It’s not an option for us to close a financial household after one member is deceased due to accounting purposes. 

Hello! I feel so silly asking this because I am sure there is a simple answer...yet somehow I cannot find it today.  I am trying to send out Year-End Receipts to our donors now that we have all of our check donations in the system. However, when I go into the donor profile it only allows me to send the letter from 2024 and I am having trouble remembering how I created such letter to add a new one for 2025. I remember uploading this letter at some point but can't find where this is done in the system.Can someone help me to find where these particular type of letters/emails live on the platform so that I can upload or create a new one for 2025?  Thank you! 

Thanks to everyone who joined today’s coaching session, Year-End Reporting Made Easy. Janet Cobb reviewed best practices for the reporting insights you can pursue to support stronger decision-making this year. I’d love to hear from you now:What reporting strategies are helping your team the most? How are you using year-end insights to plan for 2026?Drop your questions, ideas, or examples below. This community is a great space to learn from each other and strengthen the way we use data to move our missions forward.

Hello everyone! I’ve been encountering a situation that I need a bit of assistance on. Our organization receives checks from donors with the naming pattern of “X and Y Last Name” and I wanted to see what is the best way to upload this information on EveryAction and still properly attribute the contribution to both profiles without creating a duplicate amount. For example, A check arrives from “Andy and Bob Doe” for the amount of $100.00. We have a profile for Andy Doe and Bob Doe. When we do a portal upload, we only assign the contribution to Andy Doe and then add Bob Doe’s name on the Notes section of the contribution. We do this because we don’t want EveryAction to think we received $200.00 from the group, $100 from Andy and $100 from Bob. Is there a better way to attach both profiles to this one contribution so that both profiles receive the proper recognition? Thank you so much for considering my question!

I am trying to add Fair Market Value to several past contributions so when I send the Year End Receipts, they will include the correct Fair market values not just the total contributions.When I look up directions on how to add Fair Market Values to contribution it shows me screenshots that do not reflect how my Every Action contribution form looks like. I found this article stating “In order to use this feature, you must have tax-deductible tracking enabled for any of your designations that receive charitable donations. Contact Client Services if you need to enable this (or are unsure if it is enabled). Once it has been enabled, two values will appear on all contributions: Fair Market Value and Tax-Deductible amount. Once you enter the Fair Market Value, our system will automatically calculate the tax-deductible amount.” but I am having trouble finding how to even contact client services.  Can someone help me figure

Good morning, I received a message from Credly this morning that my EveryAction Super User Certification badge will be expiring in February. Anyone else receive one? What do we need to do to keep it active? Thanks! -Amy

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? 

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