EveryAction Community

Hello!We are interested in using the e-card option on our main donation form through the holidays, but are the e-card #s trackable? I’m just trying to see if we need to make a separate online action form in order to track cards, or if we can simply add e-cards to our existing form. 

With Year End around the corner, we’re starting to look at posting new or updated contribution forms for our donate page (we have two landing pages - one-time and monthly, though both allow for recurring or one-time).A few questions related to best practices:How often do others switch up the language in your contribution forms and autoresponders?Do you just post the new form, or do you delete the other one in Online Actions too? If you don’t delete old ones, how do you keep things from getting too cluttered?If you delete the form, what happens to a monthly donation tied to that form (IE started online in March 2024 and has kept processing)?  On that last point, we use the autoresponder tied to the contribution form for our automated receipts. So when we update our monthly donor auto-thank you, we have to go through and find every contribution form that still has an active recurring commitment and update each one. Does anyone have a way to “m

Hi! I am interested in how other organizations manage volunteers and track volunteer activities in EveryAction. I am especially interested in organizations whose volunteers are mostly engagement (and not event shift) volunteers.  How do you track who is active, both your definition of active volunteer and actually how you track the status in EA? What kind of maintenance do you have around the volunteer statuses?  We currently track the volunteer status with a custom field, which updates from our volunteer sign up form to new sign up. Then we have to manually update to active, retired, inactive, etc. Does anyone use the volunteer section of contact records to track volunteers in a non-event shift capacity? We haven't found this section flexible enough for tracking our volunteers outside of events, which is why we created the custom field. I am interested to hear if anyone else uses this field for non-event tracking and how

Our organization has a strong program team that’s distinct from our development team in a lot of day-to-day operations. The dev. team uses Every Action to track contacts with our donors, which helps guide our stewardship and solicitation. We’ve struggled to ingrain Every Action use within our program team’s day-to-day operations, but we don’t want to miss important notes, especially when they’re having external conversations with members (at a community event, for example). What are some best practices for making Every Action feel accessible and convenient for those who don’t use it as a development tool? How do you make it feel like “not a lot of work” to record conversations with members?Maybe a Google form that we could upload to notes? Thanks in advance!

Good morning all! As I plan out our Best Practice Coaching Events for 2026, I want to know what topics YOU would find most impactful. Please share in the thread topic areas you would like our fundraising coaches to dive into next year. Ideas: Capital Campaigns, Corporate Sponsorships, AI in Fundraising PS: if you haven’t attended one of our Coaching Events - check out our Events page here!

We have a fairly large number of donors that we don’t have a personal relationship with, especially those that are lapsed or one-off donors. Now that we’re soliciting that portfolio more (especially as we get to year-end), I’m looking for a way to quickly check for obits, especially with couples where only one of them may be deceased. I’d hate to send something to a couple, only to find out that one of them passed 3 years ago.How does your organization stay on top of obit-checking at a large scale? Is there an external tool you use, or database where you can upload names in bulk? Do you conduct a monthly rotating review, and how do you pull those lists?Right now, we’re individually Googling names and their city of residence, but that isn’t practical for months where we’re soliciting 500 lapsed donors. Thanks in advance!

Drew Glover led an incredible event today titled “Smart Stewardship After the Year-End Rush” in which he shared a really important takeaway:Shift your mindset: You’re not begging! You’re offering them an opportunity to live their values and to join you in making impact. I’ve attached his slides for you to review - what are you doing to ensure effective stewardship of your donors after the Giving Season?  Coach: Drew GloverEvent:  

What are the best ways to track which donations may have come specifically from Social Media posts? Is there a way to tag these donations on the system? Can it be done automatically?  What are your best practices for being able to report the source of each donation? 

When I send a bulk email through the EA platform, it consistently lands in spam folders. Any work-arounds to help improve delivery??

Hey y’all! Have you started using our new Optimized Contribution forms yet? 

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

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? 

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?