EveryAction Community

Happy Monday y’all!Thanks to everyone who joined our recent Fundraising Coaching Event with Robin Cabral — or caught the replay! (If you missed it, you can watch the recording here: Fundraising Metrics that Matter for Sustainable Growth) Robin reminded us that even a 5% increase in your donor recapture rate can add thousands in revenue without finding a single new donor.So what’s one thing you’re trying (or planning to try) to re-engage lapsed donors before year-end?

We use EA’s recurring gift tool for donors who want to set up a payment monthly, quarterly, or annually. Our practice is to begin soliciting donors 11 months after their last gift, so that they’re giving around the same gift date or a little earlier each year. That’s led us to an odd scenario where we sometimes begin solicitation with a donor, not realizing that they have an annual scheduled gift set to process the month after. While we can export the source code for their last gift (i.e. “recurring gift club”), that alone doesn’t always alert us to a pending gift for various reasons. All this to say: what is an easy way to export an indicator of whether a gift is pending from an account? It seems EA has that information, since the “financial” tab shows the green button to mark it pending. How can we pull that for cross reference without creating a bunch of extra work each month?

I saw this start in another thread, but wanted to start this as a separate convo:How are others using Activist Codes and Tags? What’s your criteria for when to use one vs the other - or both. We’ve been using the two in tandem quite a bit with the hierarchy of tags providing more content. IE Activist Code: Attended Conference X and tag: Conference X - speaker, Conference X - panelist, Conference X - coordinator. though I’m aware we could get similar functionality under events, so “conference” is a bad example!

Is anyone else having trouble exporting this report? Ours are hanging in the in-progress state until nightly clear-out.

I am trying to set a cap on the number of attendees who can signup for an event. I set up the Event Type to have a maximum number of event roles but when I create and tested an event with a maximum, I was able to signup more than the maximum through the online form. I was hoping there would be an option to automatically deactivate the form when the maximum signups were reached. I can’t find anything in the event or on the form that manages the cap on the backend to actually stop registration once the maximum is met. Does anyone have insight on how to set it up to stop registration once the maximum is reached?

I would like to run a report on several Tags at the same time. Is there a way to export a list of All tags on a record?

Hey! When you are using the EA automation tool, does everyone get the same message or do you have decision trees that branch out to personalize the sends? 

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,

My organization is in the process of planning our Giving Tuesday campaign for the first time since starting to use EveryAction. As part of the campaign, we would like to create a Giving Tuesday landing page on our WordPress site and embed our Contribution Form from EveryAction, along with a progress thermometer so donors can see how close we are to reaching our goal. The last fundraising software we used provided an embed link for the thermometer along with one for the form itself, but I can’t seem to find that on EA. Does EA have this capability, or are there suggestions for how we can still have this visual integrated with the form?

It’s no secret that A/B testing is a valuable way to learn what captures your supporters attention. I’d love to know what selection criteria you use when selecting a winner for an A/B Test?

Good morning! We’ve got a great coaching session today with Robin Cabral on Fundraising Metrics that Matter for Sustainable Growth - have you registered yet?I’d love to see you there!  After the session, let’s chat about Robin’s insights and the EA demo here :) 

Any other Catholic non-profits using EA that have advice on how to handle all the suffixes for vowed religious? Or others that have a constituent base with many more prefix/suffix combos beyond the standard Jr, Sr, PhDs?We currently have a custom field for “longer suffix” that bypasses the 5 character suffix limit - but that doesn’t integrate with online forms. Curious what ways others have approached this?

Hey y’all! Would love to know what your best tips are for building dynamic reports that you schedule to run automatically? What reports have you found most helpful to run on a recurring basis? 

A highly debated question for you: do you use emojis in your mobile messaging blasts? Have you found this impacts your engagement levels one way or another? 

Please post any feedback you have about the Bonterra Central Beta Tester experience in this group: https://community.bonterratech.com/groups/beta-tester-feedback-107 😀