EveryAction Community

Hi All! At my org we have a list of daily, weekly and monthly maintenances that we do in EA. I have shared this with a few other EA admins, and thought we could share together here! I would LOVE to hear what other kind of maintenance your org is doing (both one off and on a regular basis!) and see if I can pick up any other good habits 🙂  I’ll start with a list of some of ours: Daily: Duplicate managementWeekly: Review custom calculated fields (they break from time to time), Check for missing OSCs, Review Targeted email meta data for accuracy (campaign, naming convention, etc),  Check for paused automations. Monthly: Review and update expired/failed scheduled reports with staff, audit revenue streams on source codes for accuracy, check for newly released user permissions, email subscription change/preferred update (when an unsubbed email is marked preferred, but there is a subscribed email on recor

How are organizations creatively using automations? I’m talking beyond a welcome series or a re-engagement series, how are you using automations to really level up engagement, advocacy, and fundraising? I’m currently thinking about setting up an automation for our highly engaged online advocates to let them know they are among our top action takers and offering them extra, higher-bar opportunities to get involved with the organization. What are others doing or thinking about? 

Does EveryAction run automatic NCOA address updates within the platform? We are getting a TON of returned mail, and I’m used to CRM’s having that capability built-in… questioning whether or not it is?

I am bulk uploading contacts from a webinar that we co-hosted.  I cannot seem to bulk apply the event (which is set up in EA as a webinar).  How can I bulk apply the webinar event to this group of people?The little info that is available in the help module seems to indicate that only ticketed events can be bulk applied.  I hope this is not accurate.

It would be nice or maybe I don’t know how --- to be able to compare the data from two merge accounts and decide what information should be merged.  I find that EA duplicates addresses and emails.

The basic need is to use bulk upload to add dozens of attributions for one contribution. It seems like it’s probably possible but the article I found on attributions leaves quite a bit to speculation and I’m hoping to avoid a lengthy trial and error process and having someone manually enter 80+ attributions. If you’ve done this and have a sample spreadsheet or some guidance, I’d love to hear from you!Background: We’re a small organization in Alaska, with one really new development person and maximum of one year of experience in EA for the most senior of us. Alaska is notorious for its Permanent Fund Dividend — Alaska residents receive dividend checks every October from a fund seeded by oil money — and several years ago the Pick.Click.Give. program was created, allowing folk

I’m curious about what the Suppression flag for “Do Not Email” on the Contact Record is intended for. Is it to sync requests to not get email from an external DM/TM database, maybe? In working for a client investigating unsubscribes, we learned that the Do Not Email field, when checked, triggers a process to change the Email to Unsubscribed. We learned that when working to direct subscribers who wanted to re-subscribe to a Confirmed Opt-In form where they opted back in. Unfortunately, they were again unsubscribed by the automatic process. Since the Do Not Email flag seems to override the user choice to re-subscribe, I’m interested in learning about the history of that field, what it’s for, and why a Confirmed Opt-In doesn’t automatically remove the flag. Seems like a user proactively re-subscribing should also automatically remove this flag. Give me all of your lore and institutional knowledge! 

We work with a nonprofit that manages a lot of grants, and they told us about a need they have for a new User Role. They described it a “like CRM View Only, but for Grants.” Basically, they want some of their staff to be able to view Grant Plans and Organization Contacts and Org Contributions for the grants, but not to view Person Contacts or Person Contributions. This is to protect the privacy of their major donor individuals. We submitted Product Feedback using the EA menu/form, but wanted to ask here if anyone else has had a need for this type of role. This client is on app.everyaction.com, which means their users are defined by User Roles, not by User Profiles (which would give more granular control over permissions). We know the goal for User Roles is to have a manageable number of User Roles that cover common nonprofit jobs. Is grants manager one that others have a need for, specifically excluding the ability to view persons and person contributions? Note:

I have always wanted EveryAction to add a relationship type called“it’s complicated”(I mean, relationships ARE complicated!)Just for fun, what are your silly suggestions? 

I have a client who would like to create a custom analytics dashboard specifically focused on grant reporting.In creating the dashboard one of the few filters available is “date” but there’s no indication of what dates are being filtered? In their use case, when they create the grants dashboard and attempt to use the “date” filter at the top to filter by award date (for example) it doesn’t work because the filter must be using some other date.  Like changing the date parameters in any way (last year, last week, yesterday) never changes the analytics charts at all. Because clearly whatever “date” is being filtered, is something completely unrelated to grants. But what “date” IS being filtered? we’ve asked EveryAction/Bonterra support this question several times via a ticket/thread that goes back to June 2025… and never received an answer.Ideally, I would love if Bonterra could re

How do others work around the lack of option to offer discount codes in event registration?Do you just make a lot of different forms with different registration costs?

We are trying to connect our EveryAction to our website to make getting information more streamlined. Unfortunately, we are unable to get our API Key Approved because the two people listed to request approval from are not part of our staff. Are we able to add our Executive Director to this list of people so she can approve the API integration key? 

I’ve read the Zoom integration article and watched a couple of recorded videos. But they don’t address whether we can send a confirmation email from EveryAction for Zoom events (that would include the URL to join the Zoom meeting/webinar)? It appears that if we link Zoom events to an EveryAction event, we should turn off autoresponders on the Online Actions event signup form and only do confirmations via Zoom? 

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. 

I'd like to create a pledge form in Online Actions but don't see any templates to start from. Does anyone have a hack for doing this within the system? I'd prefer to collect them through an EA form than through a Google form, for example.It seems there has to be a way, since we can manually enter pledges in on the back end. Thanks!

How do you add a shift after you have created an event?

We are trying to have an API key approved to integrate EveryAction with our website. Unfortunately, there are only two administrators that we are able to select and submit a request to and they are not a part of our staff. We need to add our executive director, Kelly Tipler to this list of people so she is able to approve the request. Is this possible? 

Our development team has been having trouble exporting a householded mailing list to mail merge in InDesign. We can get the householded list with the mail merge button, but it won’t export all the fields we need — it wants to use the built-in mail merge feature, it seems — and we can export all the fields we want with a standard export, but then the contacts aren’t householded. It may be the path of least resistance is switching to using .docx templates instead of our nicely designed InDesign template, but I’m wondering if folks have figured out the right recipe for exporting the list we need?

I used the settlement date to reconcile with finance for EFT since they can take a few days to a week to deposit to the bank. Recently (as of 10/3), I have not seen the settlement date on EFT donations made through the online form. We use Paragon Payment as our Payment Gateway.

Hello. I ran an Online Forms Custom Questions Report - however, when I download the event participant listing does not include address. I need to run a report with participant addresses. Can you help? 

Hey y’all! Have you been working with Que yet? We have a customer event today at 1:30pm CT where we will be demoing an exciting new skill - email creation - and answering your Que related questions!  We’d love to see you there - register now: Que & A  

Hi everyone! 👋Excited to introduce myself! I’m Kathleen Connelly, part of the marketing and customer advocacy team here at Bonterra, located in Washington, DC. I’ve had the honor of hearing many of your inspiring stories over the past 5 years, and one of the things I'm most passionate about is connecting with customers who are doing amazing work with our product.I wanted to let you know that I'll be keeping an eye out for community members who are actively engaged and making an impact with our solution in their organizations. If that sounds like you, you might be a great fit for some exciting opportunities we have coming up 😊 things like speaking engagements, customer spotlights, case studies, and other exclusive benefits through our customer advocacy initiative.Of course, don't wait for me to find you! If you're interested in sharing your story, being featured, or getting involved in our advocacy program, I'd love to hear from you. Feel free to

How are unsubscribe link options applied to email addresses? If a contact unsubscribes from one type of email, how does EA deal with the email address for other targeted email content types?  On contact records, the email simply shows “Unsubscribed” with no information about the specific email types. Where do we specify the content of the targeted email?

When I go to assign a staff member to a contact for contact management, I am not seeing all of the staff members listed in the drop down menu. Even though these staff members have been added to the “assigned to” dropdown field through the Custom Fields and I can see their names showing up there, I cannot see them when I go into a contact and try to assign them.   

My report to find profiles (ID's) with multiple Recurring Commitments doesn't seem to be working anymore and I can't seem to find the right criteria to recreate it. Does anyone have a solution? Thanks!