EveryAction Community

What questions do you have for EveryAction Office Hours on Monday May 4th, at 3pm ET? Haven’t registered for this Office Hour session yet? You can sign up here: https://community.bonterratech.com/event/show?id=215&title=everyaction-office-hours

I’ve been synching zoom webinars to EA events & online forms but have not figured out how to set up a form that honors a “no” rsvp. I want to be able to exclude no replies from further outreach so I had include “no” as an option on the EA form, but anyone who responds at all gets pushed to zoom and receives an email from zoom with the join info… which is confusing for people who have just said they can’t make it. I’ve since only allowed an “rsvp-yes” option to avoid that confusion, but then I can’t track who has seen the invite email and can’t make it (unless they respond to me directly). Am I missing something? Please help 😊 Thanks!

We’re working on cleaning up over 20k contact records and I was wondering if there was  a way to merge obvious duplicates in bulk to cut up the time it’ll take. Or is it really just the Find Duplicates tool (without the possibility of merging more than two contacts at a time)?

I use the activist codes type Email Interest to run several email lists.  On our unsubscribe page we allow people to edit their email preferences and they can add or opt-out of them email list. I want to create a list to see how many people have done that. There seems to be no one to search in “Build a list” of  people who have taken off an activist code. Does anyone know how to do this? 

Hello! I am writing this message a little out of desperation to see if I can get the attention of someone in Bonterra - because I’ve sent multiple requests to the Billing through Bonterra’s support portal (https://www.bonterratech.com/support), and have also emailed collections@bonterratech.com and responded to the emails we received and have not received a response from anyone through any of these methods in months. Last year, we received two separate invoices for the same service. We paid the first one which was for the correct amount, and explained to Bonterra that the second invoice was an error - since it was for the incorrect amount and we had already paid the annual subscription a few months prior. Someone from Bonterra emailed us and confirmed that the invo

What questions do you have for EveryAction Office Hours on Monday May 11th, at 3pm ET? Haven’t registered for this Office Hour session yet? You can sign up here: https://community.bonterratech.com/event/show?id=217&title=everyaction-office-hours

What questions do you have for EveryAction Office Hours on Thursday May 14th, at 11am ET? Haven’t registered for this Office Hour session yet? You can sign up here: https://community.bonterratech.com/event/show?id=218&title=everyaction-office-hours

What questions do you have for EveryAction Office Hours on Monday May 18th at 3pm ET? Haven’t registered for this Office Hour session yet? You can sign up here: https://community.bonterratech.com/event/show?id=219&title=everyaction-office-hours

What questions do you have for EveryAction Office Hours on Wednesday May 20th, at 11:30am ET? Haven’t registered for this Office Hour session yet? You can sign up here: https://community.bonterratech.com/event/show?id=220&title=everyaction-office-hours 

I have found that reports based on saved searches are not immediately updating themselves and get stuck with results from a prior report run even though the searches themselves return accurate updated results and I don’t know why this is happening.  Happened most recently today: I createe a custom report template based on a saved search several days ago It ran perfectly and the results were correct.  The saved search produced 3 hits and the report had 3 rows My saved search was based on an staff assignments.  I did a bulk upload today that applied staff assignments to additional records I reran the report and expect there to be 79 rows. There’s the same 3 rows as before I ran the saved search. There are 79 contacts as expected  So my report is stuck with the old results from over a week ago (i.e. the result it had when I first and last ran the report).  If there’s a built in lag it seems significant (i

Hi, I need to remove some images from the content library but seem to only be able to edit the images themselves, adding filters, etc. I need to DELETE them or RENAME them “do not use.”Thanks for your brains,Jacki

I’m working with a veteran EveryAciton user. She spent two hours working on an email. When she clicked Send Sample Email, her screen locked up. She clicked Save, and the system logged her out. When she logged back in and went to her draft email, it was where she started two hours ago, but all the images she had uploaded for the email during that time period were in the image library.She doesn’t use VPN, and she knows to use EveryAction navigation instead of browser navigation. I’m at a loss for how to explain how she could have lost two hours of editing work. Can anyone give me some possible explanations?

We recently migrated to bonterra payments, it seems like the amount of time we spend reconciling EveryAction donations has doubled. The payment gateway we previously used charged one lump sum for processing fees monthly.  Bonterra payments charge fees on each individual donation. However, there is no single report that can pull donation data that includes: source code, financial batch, donation amount, settlement batch info and processing fees.  So far we’re having to:download a report filtered by payment gateway in EA reports that includes source code, general ledger code, donation amount, covered costs, financial batch, settlement date - sort by settlement date go to bonterra payment gateway download batch info one by one for each payout date that includes processing fees, net payout  (arduous due to inability to open batches in new browser tab, and filters reset each time you navigate away from filtered results) then match,

Hi, I’d like to give my accountant access to the Bonterra Gateway area of the website so they can look at payment gateway payout details without having to go through me.Is that possible? How do you deal with this?Thanks for feedback

What questions do you have for EveryAction Office Hours on Thursday April 30th, at 11am ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

What questions do you have for EveryAction Office Hours on Wednesday April 22nd, at 12:30pm ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

One of the most common challenges I see across EveryAction databases is data that's technically usable but quietly working against you. Duplicate records, inconsistent source codes, outdated constituent information—none of them are catastrophic on their own, but together it adds up to segmentation you can't fully trust, bloated databses, and campaigns that leave results on the table.The good news is that EveryAction has built-in tools to help you get ahead of it.A good starting point is running a duplicate check on your contact records. Even well-maintained databases accumulate duplicates over time—people give through different channels, staff enter records manually, or an import brings in names that already exist. EveryAction's merge tools let you identify and resolve these without losing essential data and cleaning them up now means your lists and reports reflect reality.On the source code side, one of the highest-value things

We have an EA client who is asking for some functionality that we’re unsure is offered out-of-the-box. They would like their donation forms to be able to include a dropdown or selector for donors to choose a specific program or project to designate their gift for. The issue is that they need the contribution source code to dynamically change based on what the user selects in the dropdown.  Is this something other EA clients have enabled through custom theme code? Or is there a way to enable this type of functionality with existing Online Action form options? I have to assume other organizations have needed similar flexibility for donors to restrict gifts to certain projects. 

What questions do you have for EveryAction Office Hours on Monday April 20th, at 3pm ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

Hi all! I wanted to put out a call for virtual/remote volunteer opportunities at your nonprofits. In conversations with corporate funders, virtual and/or remote volunteering opportunities always come up as something they would like to know more about and be able to recommend to their home-based staff. I thought I would go straight to the source and start collecting opportunities that your nonprofits have that volunteers could do virtually or independently nationwide, not just as a larger office group. If you have virtual volunteering opportunities at your nonprofit please share them here (link to your website and a description of the opportunity) and I will pass them along. Thank you! 

Hi Everyone, I wanted to make a quick plug for Office Hours with Rachel and Chase.Also the title was clickbait, so feel free to disregard if you only came for the drama.I was a late registrant today, and so didn’t get around to posting any questions. When I showed up for the session, it was just me, Rachel, and Chase on the call. One more person showed up for a little bit before logging off. For one hour, it was legitimately just the three of us, and they sat there answering every single question that I threw at them rapid fire. They both took turns listing use cases for various features I was curious about and gave great context for how to use the tool while also sending links for further reading. I would recommend people get in sooner rather than later. I think I got lucky to get the two of them for a whole hour, and I imagine it will be different once attendance starts picking up. Also, even though both of them were very on the ball with all of their r

What questions do you have for our FIRST EveryAction Office Hours on Thursday April 13th, at 3pm ET? Haven’t registered for this Office Hour session yet? You can sign up here: 

What questions do you have for EveryAction Office Hours on Thursday April 16th, at 11am ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

What questions do you have for EveryAction Office Hours on Tuesday April 28th, at 12pm ET? Haven’t registered for this Office Hour session yet? You can sign up here: