EveryAction Community

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, test, and grow together. 

 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 doesn’t load!  So unless someone clicks through the email (and gets an inferred open captured) or clicks the “view ent

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, include one clear call-to-action, and align suggested amounts with their previous gift. Enable recurring upsell to capture monthly

 (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 filter we’ve applied that will reliably pull

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?

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 operations, but she’s reporting she doesn’t have access to phone b

Hi EA folks! I’m looking to keep our number of contacts below the paid-for threshold. What’s the best way to do this? Find old contacts with no donation history and no longer subscribed to emails, and bulk-delete them? Has anyone gone through this process?

I’d like to create a list of donors from our annual campaign this year who increased their gifts in a substantial way. I’ve tried it a couple of different ways- each time I end up with different lists. What would be the best way to do this? Thanks!

The ‘Contribution Summaries’ section within Create a List provide a way to filter for household contributions for Lifetime, HPC, MRC and First Contributions.  We often have a need to find household contributions within a time frame. There is a ‘Sum of Contributions’ for the ‘Contributions’ section, but this only looks at an individual.  For example, if one household member donated $100 and another member donated $400 last year and we wanted a list of households that donated at least $500 last year, a list of all that donated last year would be needed to feed into a Contribution Report and then  household totals created by manipulating an exported Excel file to get the answer.Not only is this extra work, but the process prevents us from using an Automation to assign Activist Codes as well as using the information for a Targeted Email.Has anyone run into this and found a simpler solution?

We just finished our annual campaign and were surprised by how many first time donors the fundraising dashboard was showing. I used Create A List to generate my own list of first time donors, and when I went in and actually looked at each donor, many (almost half) were actually financially householded with regular donors as the other member. How do I get a good count of actual new donors without having these folks counted (my org would not see these as new donors). I did use the narrow by financial household step in my search creation.Thanks!

We use EA to track our Fundraiser’s success.  Each Fundraiser is an Assigned Staff member.  We use that to track how much a Fundraiser has raised. So if I have a Contact that is “owned” by an Assigned Staff member and then another staff member solicits a donation from that “owned” contact, how do I assign that specific contribution to the second Fundraiser (assigned staff)? I want that contribution to be credited to the second Assigned Staff member but want the contact as a whole to stay with the original Assigned Staff member.Same question just from s different angle.  If I have an unassigned Contact who has given $10,000 this year, and in November, a Fundraiser solicits a $1000 donation, how do I Assign that Contact to an Assigned staff with out having the $10,000 that was historically raised attributed to that Assigned Staff member? 

👋 Quick question for you!We’re hosting an Ask the Experts session next week all about contact management, and we’d love your input. What’s been tricky lately? What questions do you have? Anything you wish worked better or made more sense? Drop your thoughts (big or small!) in the comments 👇 We’ll use your questions to help shape the conversation.

I can’t work for more than a few minutes on email newsletters without getting an error message that my page didn’t save and I need to refresh and/or sign in again (same difference, I’m bounced off the page). I’m not exaggerating. I can’t work for a steady amount of time without the error or refreshing just to make sure the system saves my work. Newsletters now are a nightmare to work on. I am so disappointed; just started happening a month or so ago.

How do I edit the financial household export and reporting fields related to names? It seems to be automatically generated, but there have been some glaring errors that we’d like to manually edit and avoid. I exported a list of donors with the field “Financial Household Salutation Informal,” and one of those names includes a deceased household member. Yikes! He’s marked as deceased in EA, and his living wife’s info had been edited to include only her name in the “Name” section of her profile. So why is his name auto populating if EA knows he’s deceased? My priorities for solving this are:Find a way to manually edit FH names via a hidden field somewhere. Understand where those auto generated names are populating from. That includes the various related fields for formal, informal, salutation, name, etc.It’s not an option for us to close a financial household after one member is deceased due to accounting purposes.