EveryAction Community

Hello, I am attempting to pull an Online Form Custom Questions Report, which I am familiar with from doing in the past. However, there seem to be some paragraph questions missing from the report, and they don’t show up as Columns that I can add to the output.We have a couple of multiple choice questions prior to the paragraph questions, so my only thought is there might be a limit to the number of custom question data the report can spit out? This data is important to us, so I hope there is a way to pull the answers to those additional questions.

Hi folks. I saw this morning that there is a new field for “Bonus Gift” on contributions. Is this something we will have the ability to customize on contribution forms? Thanks!

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 folks to pledge and donate money from their dividend to Alaska nonprofits. Organizations receive the donations as one single check, along with a spreadsheet of the individual donors. Thanks for sharing your wisdom!

On October 1st, we're making a change to how your community is organized to make life a little easier!Your two existing forums are merging into one: the EveryAction Community. Every post and conversation from both forums is moving over, so nothing you've contributed will be lost.The goal is to build one place for all your questions, discussions, and peer conversations, so it's easier to find what you need and connect with the people who get what you do.What's coming after that:We're also building out dedicated groups for specific industries and regions — think higher education, healthcare, animal welfare, and city-specific groups like NYC and Twin Cities — so you can connect with peers who understand your work and your environment.We'll share more details on groups as they roll out. In the meantime, we'd love to hear what industries or locations you'd like to see? Let us know in the comments!

I keep getting myself confused about using Soft Credits and Attributions so I came here to second check myself.When we receive a contribution from a DAF (such as Goldman Sachs Gives) the correct way to record this is:Assign the Contribution to the contact record for Goldman Sachs Gives.Assign the soft credit to the advising Donor (John Doe) with the attribution type “Donor Advised Fund”Is that correct or do I assign the contribution to John Doe and Goldman Sachs Gives gets the attribution of “Donor Advised Fund”?Thanks for the double check

Hello!  Is anyone aware of a way to create a custom dashboard that relies on custom reports?  It doesn’t appear to be possible, but I’d love to be sure.  Thanks!

Is there an Idea Bank or a place to request functionality?For example, I would like to set-up Automatic Soft-Credits. For example, when a specific Donor Advised Fund makes a donation I want to automatically soft credit the advising donor. I have a large number of these types of arrangements. There is a lot of places to forget or miss adding the soft credit. It would be best to automatically set these arrangements up on the records themselves.

I am trying to automate membership assignment using saved searches because membership function does not account for cumulative one-time donations reaching a designated threshold (threshold $500, I gave $300 in January and $200 in April - as of April donation I’m a member).  I’m using Activist codes at moment because Membership looks very complicated to get right.I can add a “membership” activist code - beautifully with a “membership’ saved search as input to a bulk apply.  Now I want to remove the activist code for someone who no longer fits the criteria in my “membership” saved search.  In my mind, the easiest way is to create a new search step 1 everyone with the “membership activist code”, step 2 remove people who who are in “membership saved search”.  I see I can use a Saved List as criteria but not a search.  I’d prefer not to have to recreate the “membership search” in the “remove membership saved search”.Any ideas?  If Membership function is not as scary as I think, any advice?

In the last several months, I’ve received numerous messages from individuals who have always received my organization’s emails saying that they’ve suddenly stopped receiving them (including BOTH of our Executive Directors!!). I can’t figure out why contacts are being unsubscribed without any action on their part and how I can add them back to receiving emails. Any suggestions on how to fix this would be greatly appreciated!

Hi, I've noticed the Every Action Zoom integration creates a lot of duplicates, even when the name and email are an exact match to an existing Contact Record. Are there any plans to fix this? Or if there is some way we can turn on stricter matching across our organization we would gladly do that too as we'd rather not have more than one contact record per email address anyway. Thank you!

My organization has a donor recognition program with 3 levels based on cumulative donations over the past 12 months or if you have an active recurring donation greater than $50/mo.Does anybody have a similar program, where the donation level is rolling 12 months from the last donation that exceeded the threshold.? Threshold $500, Jan $50 Feb $100 June $350 - membership starts June x for 12 full months.  Or I set up recurring $45 in February with cumulative amount $0, I am still considered a member effective February because I made a commitment.With assistance of Gemini, I have a saved search to identify yesterday’s donation and tests for the 12 month cumulative amount.  Delusional Gemini though I could use Automation to directly update the Membership (that was a no), then it said try custom fields (another no), I’m down to Activist codes but I can’t calculate/track the dates.I know we can track if outside in spreadsheets, but I prefer to leverage the tools we purchased vs working aroun

The Support Tickets link in the top navigation bar of Bonterra Central has been updated!Clicking it now takes you directly to your support ticketing system, where you can log in and manage your cases — saving you time and keeping everything right where you need it. This is part of our ongoing work to make Bonterra Central your one-stop shop for all things Bonterra.More updates are on the way, and we want to hear from you as we build. What would make Bonterra Central even more useful for your team? Drop it in the comments below! 👇

Hi! I’m troubleshooting an email deliverability question and noticed something weird about the results for my DKIM record. We setup DKIM in 2020 and haven’t changed it since then. But when I went to Targeted Email and clicked Settings, it said my DKIM record has 2 records missing and my DMARC is not passing the check. I checked the CNAME record for my DKIM and it contains this plus the key:ngpweb3._domainkey.raiseheck.comHowever, the Targeted Email Settings says I should have instead:ea1.ea.custdkim.bonterratech.comea2.ea.custdkim.bonterratech.comThere are two maybe conflicting help files that give different instructions for DKIM for EveryAction:This one says ea1 and ea2How do I set up email authentication for my domain? | Bonterra Central CommunityThis one says ngpweb3Troubleshooting: SPF/DKIM setupsWhich is correct? Did something change, and if so, when? Did I miss a notification about changing my CNAME records?  

How do others work around the lack of option to offer discount codes in event registration?Do you just make a lot of different forms with different registration costs?

Hi, I need to remove some images from the content library but seem to only be able to edit the images themselves, adding filters, etc. I need to DELETE them or RENAME them “do not use.”Thanks for your brains,Jacki

I created a volunteer form through Online Actions for people to request a service from us. I can see on my end that it is set up to send a copy of the confirmation email to two of our staff members, but after attempting multiple tests, it seems like the confirmation goes through to the client but not to us.

Are there still onboarding/training videos available to help new users get up to speed using Every Action? I can’t find anything except articles and remember that I’ve seen videos in the past.

Currently a user can be assigned only one user profile. This forces adding another user profile each time a different combination of access rights is needed for a different organizational role. This is very important when volunteers fill many roles that will shift in responsibilities over time.The ability to assign multiple user profiles would make it possible to define a limited number of sets of rights that can be layered to assemble a wide range of combination of access rights needed to address a range of organizational roles.Without this, each time a user needs access to a different part of EA than others who have similar but not identical responsibilities requires creating a new profile that’s close to the same access as an existing profile but with one or two additional items checked or removed for that one person. Over time, this gets uglier and uglier and creates undue risk that a user will be granted rights they shouldn’t have in order to grant rights they need.

My question is somewhat related to this discussion post about how the system treats records with duplicate emails.We sent a Targeted Email to our full list yesterday, excluding our manual Suppression list. I now want to send that same Targeted Email, only to those emails that didn’t receive the first one.I’m trying to figure out how to accurately pull a list that won’t send folks duplicate emails.For records A and B with the same email address x@gmail, record B was in our Suppression list. Record A, however, still received the email. My initial strategy is to Create a List and remove any records that received yesterday’s email. When I Create a List and remove any contacts that received yesterday’s email, record B is included in that List. So I assume using this list would mean x@gmail gets the email again, since my search relied on whether a record received an email, not whether an email address received an email. Are there any ways that I can re-send this email to our Suppression list

When prepping for a donor meeting I would like to review all the previous donor meeting notes but they are often buried in with all the other tasks, emails, and other various notes. I have labeled them as Donor Meetings in the note category but the search apparently doesn’t work for the note category. Is there a setting that I can change to make this function and more useful?

We are trying to find a way to manage our named spaces.For example, a donor agrees to fund a space which will be named for them for 10 years.We would like to be able to run reports to know which naming opportunities are coming up for renewal. Also, we would like to see what spaces are available when someone shows interest.Lastly, we would like to maintain a history of each space.Currently, this is tracked in a spreadsheet, but we would love to do it within EveryAction.

When running the Email Address Status Report there are several Unsubscribe Methods:Blank Bulk Upload Global Unsubscribe Hard Bounce Self-Service Page Soft Bounce SPAM complaint Unsubscribe Page User InitiatedIs there a definition for what each of these mean? Some are obvious but some aren’t quite as obvious.Specifically, I’m wondering if there’s a way to report on users who unsubscribe using the List Header Unsubscribe link that appears in Gmail and Yahoo inboxes. Thanks!

Try as we might to convince folks to use QR codes and complete forms online, a lot of people just want to add their chicken scratch to paper. We usually enter the data into a spreadsheet and do a bulk upload, trying to assign codes so we can associate paper signers with the online submitters but is there a way to bulk upload those signers as submissions to the online action so it shows up in online action reports and when we download signatures to submit public comments they’re all in one place and we’re not manually adding to the spreadsheet after the fact? Current case: We have canvassers with individual online action forms and one canvasser lobbied to be able to collect paper signatures and is balking at my request that they enter the written data into their online form, asking if there’s a way to bulk upload instead. My biggest concern, aside from the additional labor that I’d be taking on managing the bulk upload and data mapping, is that we’re introducing more room for error with

Hi! This is an idea for Workflow Automations: adding the ability to A/B test the initial group of people who enter a Workflow Automation. (Not necessarily a Targeted Email A/B test, but analogous.)Example: every day a few people trickle in to a workflow automation via a Saved Search. The first Action/Decision for the automation is to split the people into two equal groups and send them down different branches. Then during each branch, people receive one or more emails, and they either click/donate or they don’t. This would essentially allow someone to test two versions of a welcome series against each other in real time. Wouldn’t that be cool? 

I’d like to remove “hard bounced” emails from our active donor profiles so that we’re not sending emails that bounce back straight away. *I’m sure there’s a lovely automation to do that for future emails, but right now I’m focused on ones already in the system, many of which exist as “Unsubscribed - Hard Bounce.”I haven’t found an export format or report that includes all emails on a profile and tells me whether or not they’ve soft or hard bounced - only the confirmation status. If there’s a format I haven’t found yet, please let me know! Otherwise, I’ve been going into CAL to pull a list of people who had a “bounced” result under the Targeted Email tab. But when I check their profiles, many of the emails are already removed.I know there’s an easier way to do this, so please let me know what others are doing!