EveryAction Community

Good Morning, I’m attempting to figure out how to collect attendee information such as Meal Selection in the ticketed events form section “Additional Event Information” so that I get the information for each guest. Right now, I have it configured under “additional information,” but that doesn’t seem to tie the information to the Guest Names and only allows one answer per transaction.

Here’s something that would add to the functionality of Report Manager and would make it even more flexible and usable: a report format for “Every contact in the database” and the ability to include use Edit Columns to include any column that is available in all/most of the other formats that report on contacts, contributions, online forms, etc. Plus, activist codes and all emails attached to the contact record. Contribution summaries, advocacy/online form summaries, and so on too. The scenario I’m describing is when we need to see a list of everyone in the database along with their emails and specific activist codes they have (yes/no). It’s somewhat similar to the Export Format called Standard Text, since that allows you to include Activist Codes one by one and to include Personal Email, Work Email, Preferred Email, Other Email. I could see including Other Email 2, Other Email 3, and so on if a contact has many, many emails.I know Export Formats exist, but they don’t

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? 

I’ve done a TrueNCOA process on our mailing addresses so we can get updated addresses for folks who moved.I did a bulk import by VANID, and the addresses have been processed and added. However, it appears that for most of the people, they’re not marked as “preferred.” I can’t find any documentation about the Preferred address feature. When exporting these users for a mailing in the future, how would I make sure to pull the most recently updated address, even if it’s not marked Preferred? Or is there a way I can mark these updated addresses as Preferred?Thanks!

I am getting horizontal lines appearing between my rows in emails built with the Drag & Drop editor.In the screenshot below, individual rows appear with slight blue horizontal lines between them. The cells have padding, but no border. Is this the expected behavior?

Is anybody aware of a way I can get a contact record’s combined total of contributions and soft credit\s in a report? This information is available when viewing a contact record (total giving under financial tab), but I cannot seem to pull this number into a report.

Thanks to everyone who joined this month’s Que Skills Lab! We loved diving into ways to use Que more effectively, from skill-building and best practices to real-world nonprofit scenarios.In this session, we focused on:• Coaching on key Que skills (and/or introducing new functionality)• Practical best practices tied to real nonprofit workflows• Live Q&A and troubleshootingNow let’s keep the conversation going.💬 How are you planning to apply what we covered?💬 Are there workflows you’re refining or building in Que right now?💬 What challenges are you running into that the community might help with?💬 Did any tips or strategies from the session stand out to you?Whether you're experimenting with segmentation, campaign planning, donor stewardship, or re-engagement strategies, we’d love to hear what you're building.Drop your questions, ideas, or examples below. This space is here to help you learn, t

 Thanks to everyone who joined today’s Ask the Experts  all about Workflow Automations. Peter and Rachel were our experts today and gave fantastic, real world examples for how to streamline your workflows using EA’s host of tools!In our session, we covered a lot of ground.We’d love to hear other ideas from you! Is your organization using a welcome series automation of some kind? What other automations are you using? Anything else that Torvic and Rachel went over that resonated with you?Drop your questions, ideas, or examples below. This community is a great space to learn from each other!

Today I learned something new from a bunch of TGE nerds (former EveryAction coworkers of mine who gave me advice on a puzzling client question) I had a client who switched in February 2026 from the traditional email editor in Targeted Email to Drag & Drop.  Their 2x a month newsletter design and content length didn’t change but was rebuilt in the Drag & Drop editor instead. Their click rate stayed the same, but their open rate fell by 75%!  Or so it seemed.What actually happened was that the same newsletter design, when transferred into Drag & Drop editor, had a ton of HTML added by the Drag & Drop editor and that made the email file size exceed the 102kb gmail threshhold… causing Gmail to truncate their email and put a “view entire message” link. And guess where the open pixel lives?  at the very bottom of the code so the gmail clipping meant the pixel d

Lapsed donors are often treated as one large segment — but a donor who gave 11 months ago is very different from someone who hasn’t given in three years. The most successful reactivation work I’ve seen starts with clear segmentation and simple execution.Here are a few approaches that consistently perform well:Define your lapse tiers.Create saved searches based on last contribution date (e.g., 9–15 months, 16–36 months, 3+ years). Each group should receive different messaging and cadence.Prioritize by likelihood.Use DonorTrends or Bonterra Que to identify which previously engaged donors are most likely to return. Focus effort where probability is strongest.Check engagement before asking.Supporters who have opened or clicked recently—but haven’t given—often respond well to a short, direct reactivation message.Keep the ask simple.Reference their past support, i

 (See Above Screenshot) We sent an email that inspired 150 people to take an action. However, in the email dashboard, it shows that this email produced, 241 “New Contacts”. We received 25 new subscribers, and 150 people took action, but what does the 241 new contacts mean?

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

There is a campaign created in my system that ended up not being used. Is there a way to delete the campaign all together?

Hi EA community! I’m looking for a web designer conversant in the Online Actions pages as used by EveryAction, who could do a small project making our signup pages, petition pages, and donation forms look a bit nicer.Anyone have a connection or recommendation? Comment here ! Thank you!Jeff

Thanks to everyone who joined today’s coaching session all about Mass Communication Strategies. Kristi Rinck was our coaching expert today and gave fantastic, real world examples for how to improve your communication strategies!In our EA-specific breakout room, I went over how to start building a multi-channel campaign.I’d love to hear other ideas from you! Are you using source codes to report on how well each campaign effort did? Is your organization using a welcome series automation of some kind? What other automations are you using? Anything else that Kristi went over that resonated with you?Drop your questions, ideas, or examples below. This community is a great space to learn from each other!

Is there a way to reassign a contribution to a different contact without deleting the contribution? For instance, if I misapplied a DAF contribution to a donor’s contact record (instead of a DAF provider with a soft-credit to that contributor) can I reassign the contribution without deleting and re-entering it?

Hi everyone,My organization is planning a golf event and have several sponsor tiers that would allow the attendance of multiple guests. For example:Presenting Sponsor: up to 12 guests Champion Sponsor: up to 6 guestsWe ideally want everything captured on one ticketed event form but not sure how or if that is possible.I would love to know if anyone has done something similar or have recommendations for a setup for an event you have done before.Thanks in advance! P.S.I have seen the Guest Names section, but it only allows for one entry.

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.  

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 

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!