EveryAction Community

Hello! I feel so silly asking this because I am sure there is a simple answer...yet somehow I cannot find it today.  I am trying to send out Year-End Receipts to our donors now that we have all of our check donations in the system. However, when I go into the donor profile it only allows me to send the letter from 2024 and I am having trouble remembering how I created such letter to add a new one for 2025. I remember uploading this letter at some point but can't find where this is done in the system.Can someone help me to find where these particular type of letters/emails live on the platform so that I can upload or create a new one for 2025?  Thank you! 

Thanks to everyone who joined today’s coaching session, Year-End Reporting Made Easy. Janet Cobb reviewed best practices for the reporting insights you can pursue to support stronger decision-making this year. I’d love to hear from you now:What reporting strategies are helping your team the most? How are you using year-end insights to plan for 2026?Drop your questions, ideas, or examples below. This community is a great space to learn from each other and strengthen the way we use data to move our missions forward.

Hello everyone! I’ve been encountering a situation that I need a bit of assistance on. Our organization receives checks from donors with the naming pattern of “X and Y Last Name” and I wanted to see what is the best way to upload this information on EveryAction and still properly attribute the contribution to both profiles without creating a duplicate amount. For example, A check arrives from “Andy and Bob Doe” for the amount of $100.00. We have a profile for Andy Doe and Bob Doe. When we do a portal upload, we only assign the contribution to Andy Doe and then add Bob Doe’s name on the Notes section of the contribution. We do this because we don’t want EveryAction to think we received $200.00 from the group, $100 from Andy and $100 from Bob. Is there a better way to attach both profiles to this one contribution so that both profiles receive the proper recognition? Thank you so much for considering my question!

I am trying to add Fair Market Value to several past contributions so when I send the Year End Receipts, they will include the correct Fair market values not just the total contributions.When I look up directions on how to add Fair Market Values to contribution it shows me screenshots that do not reflect how my Every Action contribution form looks like. I found this article stating “In order to use this feature, you must have tax-deductible tracking enabled for any of your designations that receive charitable donations. Contact Client Services if you need to enable this (or are unsure if it is enabled). Once it has been enabled, two values will appear on all contributions: Fair Market Value and Tax-Deductible amount. Once you enter the Fair Market Value, our system will automatically calculate the tax-deductible amount.” but I am having trouble finding how to even contact client services.  Can someone help me figure out how to find directions or get in contact with client services for

Hey all!  What are your thoughts on donor surveys? I myself have never received one from organizations I donate to, but I would love to get inside the mind of our org’s donors to learn more about how they ended up donating to use and what we can do to get more people like them to find out about organization.  Someone suggested adding a survey as part of the “Thank you” email we send out. Has anyone done this before? Has it helped you to gain new donors/retain current donors?  Does EA have tools that can help with this? 

i need a list that gives me Household Cumulative Giving for this Fiscal Year with Cumulative Giving amounts and spouse names

I just held an event and want to indicate that my ticket purchases attended and also assign me attendees an activist code. What is the easiest way to do that?

Hi! Is anyone using the new Optimized Contribution Forms and accepting Venmo as one of the payment methods? I’d love to know and see an example of your form, if so. Thanks!

We have a donor who donates substantially through a variety of methods. Sometimes that’s their donor advised fund (sometimes multiple, unique funds), their family foundation, personally (via their credit card), and other ways. I believe it is best practice to create records for each entity (ABC Foundation, DEF Family Fund, Spouse A, Spouse B) and soft credit to the donor as an individual. This is also something EveryAction suggested during Ask the Experts. Something that’s unclear to me is whether I should connect all these entities in their financial household, any advice? If I move forward with adding in their financial household would I stop soft crediting to their individual contact record? Thanks in advance! 

Is there a way to conditionally set an Activist Code from an Online Action form?  We’d like to set one only if the donor opts in for the Email Signup. 

What is the best approach to pull a LYBUNT Report in EveryAction? Gave Last Year But Unfortunately Not This Year Contribution Report. Is there a template already created? 

Hi everyone! As some of you may know, I lead our amazing team of Advanced Support Consultants here at Bonterra for our Fundraising and Engagement tools. This month we introduced an “ASC Spotlight” section into our monthly newsletter. Each month we’ll be sharing topics/tips and also highlighting work that we have done with our clients. So, onto the show…In my experience with clients (over eighteen years' worth!), I've found that simple plans you can stick to will always beat complicated checklists in terms of both productivity and overall return. I've come up with a few examples of plans I'd recommend putting into place that tie in directly to some specific EveryAction features; these ideas will help keep you on track during one of the busiest and most important times of the year.Plans to have in place: A plan to convert one-time Giving Tuesday donors to sustainers. In EveryAction, you can turn on the Recurring Upsell option on your year-end form, and send a short follow-up message to a

Hello! I have created a ticketed event, but there are going to be a few folks we'd like to invite that will not be required to pay. I cannot find a place in the event to create a discount code for these folks. I asked the AI bot and it said we may not have that setting enabled. I’m open to other work arounds I just really need to be able to give folks a free ticket! Can someone help me set this up?  

What is best practice for handling anonymous bequests and planned giving in EveryAction? These are planned gifts that we want to make sure are tracked for analytics and reporting but don’t strictly have a VanID that we can apply them to. Is it possible to apply bequests on a single or several “Anonymous” VanIDs as a stand-in? Or is there a better approach?

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 “move” a recurring commitment to the most up-to

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 it works for them. How do you track volunteer activities

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? 

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?