EveryAction Community

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

About a week ago, the dbo.contactscontacts table in Pipeline Cloud got a new field called scriptid, which ended up breaking one of our nightly imports from Pipeline Cloud to our data warehouse. We strongly prefer to have a notification system in place from Bonterra, where we would receive an email notification anytime the Pipeline Cloud team makes changes to existing tables. We have solved the failing import issue on our side, so no immediate action is needed. That said, this table change from the Pipeline team happened silently and randomly, and we would love to receive notifications on table changes like this going forward.

Hey everyone, I’m looking for ways to streamline or automate certain processes at my org including gift entry. Are there any integrations automations you’ve discovered that have made your work faster?Currently exploring the possibility of automatically adding contributions with an API key for some of our 3rd party disbursement sites (like our workplace giving). I’m also wondering if there’s a way to connect our process for scanning checks to automatically upload to our bank and to the CRM.

In reconciliation, we have found a couple PayPal transactions on the PayPal activity report (that were not declined or refunded) that did not import into EveryAction with the other transactions in the PayPal batch. There is no obvious reason that these would not have imported with the other transactions, except they are the only transactions without an Invoice Number. In general, the invoice number points to the OA form ID.PayPal could not help me identify the source of this problem or how to correct it. Has anyone else ran into this?

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 record - we swap that). Quarterly/Annually: Clean up saved lists and reports with staff, annu

I’ve seen another question on here about a post-donation survey, but we’re hoping to do a relatively in-depth survey of our members. We plan to link it in a giving form or email. Ideally, we will use EveryAction to ask a series of questions, either linking relevant information to a contact record or producing some easy-to-understand report of who the folks in our community are. I’ve spent quite a bit of time exploring EveryAction to see what might work. I created this draft survey that includes the breadth of some of the questions we’d like to ask. I see that radio buttons (the last question on the survey) can be mapped to survey questions that are created separately in EveryAction, and therefore show up on a contact record. Some things can also be mapped to activist codes, which could be useful. But when it comes to multiple-choice questions, responses are captured in a Google Sheet, like this, which is hard to interpret. Has anyone successfully used EveryAction to survey their commun

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 predictably every time.Any other ideas for helping teams design systems that work today—and still make sense tomorrow?

What questions do you have for EveryAction Office Hours on Wednesday July 1st, at 11:30am 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 Monday July 6th, 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 Wednesday July 8th, 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 Monday July 20th, 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 July 27th, at 11:00am ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

Is there any method of getting DonorTrends Scores into a scheduled report? Seems like only the Tiers are selectable columns.This needs to be a report because we need it emailed on a schedule.

When I find out that one of our donors is deceased, I mark as deceased then manually check the boxes for “Do Not Email/Call/Mail.” I really appreciate that marking someone deceased triggers a pop-up asking me to update their FHH salutations. Is there a way to set up another trigger so that everyone marked deceased is automatically marked “Do Not [contact method]”? When pulling most reports, we’re filtering out people who are deceased anyway, but it’s a nice failsafe to have as backup. Not a major need, but it would be nice to have!P.S. If the answer is to create an automation… yeah, we’ve been thinking about it already. :) 

What questions do you have for EveryAction Office Hours on June 25th, at 11am ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

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?

Question for non-Bonterra staff…. Has anyone had success resolving issues with accounting?Please respond with a direct message - I’d love to connect for advice. On a few occasions, we’ve had some major disconnect between our account manager (main advocate within Bonterra), and Bonterra’s accounting office. Seems to be a regular occurrence that we’re told things are resolved, and then need to be re-resolved. It’s been a major headache.If anyone has a success story - and some tips, I’m all ears. Again, please send me a direct message. No need to have this all on the open message thread. Thanks! 

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, copy, past processing fees, net payout to original donation

What questions do you have for EveryAction Office Hours on June 22nd, at 3pm ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

BonterraPay charges fees on a transaction-by-transaction basis, rather than at weekly/monthly schedule, which we are used to. Has anyone found a way to have the fee on a separate row from the donated amount in the transaction pro or a custom data file?

The promo for the EveryAction Virtual Conference has been great. My team and I are looking forward to it.Question - In the promo email and in-product popup I saw Tuesday, June 30 12pm - 3pm ET. When I registered it had 12pm-3 CT, and that’s what I’m seeing in the pre-populated calendar invite (1-4pm ET). What is the correct time?Also, who is the target audience? It’s during our typical weekly staff meeting so am wondering how much of our full staff this would be appropriate for? I’m assuming our main admins? For other users, how are you deciding which members of your team are joining? 

Anyone have experience collecting info from supporters through stories? I had a supporter submit information through an online form that was confidential and needs to be removed. I manually deleted the story from their contact record, but the full text of what they submitted is still visible in the online activity report staff is using to monitor what is received. any thoughts about how else to remove this info?

We just pulled a list of folks who only have one email that is marked as not subscribed but are still receiving emails. There’s a lot! Could someone explain why that is happening? 

I started receiving this “Remove any <script> syntax from the 'HTML Message'” error a few months ago and can’t get any help to fix it.  I’ve tried everything -I DO NOT have any browser extensions, I’m not connecting via VPN, I have cleared cache and data numerous times and getting the same thing It happens whether I am creating a brand new email or using existing or a templateIt’s obvious this is an issue for more than one person so if there is a solution why not add it to the troubleshooting FAQ instead of giving a resolution privately.  This is very frustrating and needs to be fixed.

I had an embarrassing intro call with a consultant today when they pointed out we needed an actionable thing on our donate page...While screensharing he pointed out that there was no place to input donation info on our donate page of our website. Apparently when a user is viewing our pages with a VPN turned on, none of our embedded EA forms are visible.Is this an issue others have noticed or experienced? In this particular instance, web browser was Google Chrome and VPN was NordVPN. It seemed to be all embedded EA forms - so not just donate page, but our advocacy actions and event registrations too. Our staff is now taking some screenshots with different combos of browsers and VPNs that we have access to.Fortunately, I don't think it impacts our typical supporter - since we have an older donor demographic. Not ideal if any percentage of people going to our website cant even see a form for an advocacy action or donating. Yikes!