EveryAction Community

Will there be a recorded link from today's Que Skills lab on best practices for removing duplicate records?

Hello, workflow automation users! As our organization expands our number of automations, we’re finding that there’s a sticky point with automated contacts (i.e. emails) not being recorded on the contact record. While we can pull a report to see who got those emails, it’s not the same as actually seeing “Contacted via email on XX/XX” within the individual’s record. Unfortunately, that’s starting to mess up our sense of contact timing.Are there any good workarounds people have found for that? I’m putting a pinned note at the top of their profile, as well as using an activist code, but there’s still limitations in reporting and CAL since automated emails don’t look like personal contacts. Curious to see if others are bulk uploading once a month, adding additional flags, or have found some setting in automations themselves that I’ve somehow missed!

My organization has about a dozen events each spring and fall that are the same format but have different dates, times, and locations. People sign up through ticketed event forms. We want to send email reminders to registrants prior to the event (preferably 10 days out and 2 days out) and are trying to figure out the most straightforward way to do this. I’ve found two routes that each have their own challenges:Creating a workflow automation that uses a saved search with event (narrowed to the parameters so we’re not getting other event registrants in this flow) start date 10 days out, which will trigger sending an email. We love the set-it-and-monitor-it format of this, but the (major) drawback is that it sends a generic email. In some cases, people are registering almost 2 months in advance, so having them dig back in their emails for event details is a big ask. We can create targeted emails with a template to keep most of the content the same and update the date/time/location specifi

How to report on the field Relationships? I need to create a FY contribution report and add this field “Relationship” so I can acknowledge the gifts properly,

We are very new users (just finishing up the second week) to EveryAction.We just realized that the Source Code showing on Contribution Records and Reports is the lowest level Child Source Code instead the Parent Source Code. So essentially, we can see that someone is a Sponsor but not what Event they sponsored. On the contribution report we can manually add the Source Code Path but that is really annoying to have to do manually every single time. Especially when going directly from a Contact Record. Is there a way that Source Code Path (or even just the Parent Source Code) could be the default showing when viewing a Contact Record and when pulling Contribution Reports?There is already talk among staff to change from the Parent-Child model to just making all Source Codes be hyphenated such as Gala-Ticket, Gala-Sponsor, Gala-Raffle, etc. so that we can easily see on the Contact Record all the information. Of course, this presents problems when trying do other analysis so just making the

Hello, first time user here! I’m trying to create a story collection form that allows people completing the form to upload photos and videos along with their written responses, but I’m not seeing a button or opt in that allows me to do that. Is there some aspect in my settings that I would need to change in order to do this? Is it even possible to have people send in photos along with their written stories/testimonials? Thanks! 

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 Email remains one of the most powerful tools in a nonprofit's communications arsenal—and for good reason. Nearly half of donors cite email as their preferred method of hearing updates and appeals from the organizations they support. That's not changing anytime soon. But the environment email operates in is getting harder to navigate, and organizations that rely on it exclusively are starting to feel it.Over 16% of nonprofit emails either go to spam or never get delivered at all. Inbox providers like Gmail and Microsoft are paying closer attention to whether people open and click—if you're sending to your full list every time, you're training the algorithms to treat you as noise. That means even well-crafted emails from well-intentioned organizations are increasingly fighting just to reach the inbox.The answer isn't to abandon email; it's to stop asking email to do everything.Text messaging is the most direct complement to email outreach available today—and the numbers reflect why. Ope

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I am a mostly brand new user to EveryAction. We created a sign-up form to include in a targeted email.I have the Online Activity Report and Report Summary which tells me who filled out the form, but I cannot for the life of me figure out the simple task of finding out who responded what?Our form is collecting availability to scheduling an upcoming convening - what is the most effective way to find responses to a poll question?Thank you in advance!

Would it be possible to have access to a link to the virtual product conference that was a couple of weeks ago? 

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I have created a Weekly Contribution Report. It looks good except for one thing; all of the Attributions appear in a single column with no indication of Attribution Type.I need to clearly indicate the Fundraiser and if anyone received Soft Credit. By listing all of the Contacts receiving Attributions and Soft Credits I can’t tell who is being credit with what. Is there a way to do any of the following:Filter the column to only include a single Attribution Type Include a second column for Attribution Type Sort the Report into Attribution Type sections?This report is intended to be automatically sent to the CEO, President and entire Development Team.  

When we reach out to a donor we us the Note field on the record in order to link it to a follow up, Contact History, and Moves management if there is one created.I dont see an article about this, or if anyone else uses this for this reason.  

I am trying to set a cap on the number of attendees who can signup for an event. I set up the Event Type to have a maximum number of event roles but when I create and tested an event with a maximum, I was able to signup more than the maximum through the online form. I was hoping there would be an option to automatically deactivate the form when the maximum signups were reached. I can’t find anything in the event or on the form that manages the cap on the backend to actually stop registration once the maximum is met. Does anyone have insight on how to set it up to stop registration once the maximum is reached?

About a week ago, the dbo.contactscontacts table in Pipeline Cloud got a new field called scriptid, which ended up breaking one of our nightly imports from Pipeline Cloud to our data warehouse. We strongly prefer to have a notification system in place from Bonterra, where we would receive an email notification anytime the Pipeline Cloud team makes changes to existing tables. We have solved the failing import issue on our side, so no immediate action is needed. That said, this table change from the Pipeline team happened silently and randomly, and we would love to receive notifications on table changes like this going forward.

Hey everyone, I’m looking for ways to streamline or automate certain processes at my org including gift entry. Are there any integrations automations you’ve discovered that have made your work faster?Currently exploring the possibility of automatically adding contributions with an API key for some of our 3rd party disbursement sites (like our workplace giving). I’m also wondering if there’s a way to connect our process for scanning checks to automatically upload to our bank and to the CRM.

In reconciliation, we have found a couple PayPal transactions on the PayPal activity report (that were not declined or refunded) that did not import into EveryAction with the other transactions in the PayPal batch. There is no obvious reason that these would not have imported with the other transactions, except they are the only transactions without an Invoice Number. In general, the invoice number points to the OA form ID.PayPal could not help me identify the source of this problem or how to correct it. Has anyone else ran into this?

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 record - we swap that). Quarterly/Annually: Clean up saved lists and reports with staff, annu

I’ve seen another question on here about a post-donation survey, but we’re hoping to do a relatively in-depth survey of our members. We plan to link it in a giving form or email. Ideally, we will use EveryAction to ask a series of questions, either linking relevant information to a contact record or producing some easy-to-understand report of who the folks in our community are. I’ve spent quite a bit of time exploring EveryAction to see what might work. I created this draft survey that includes the breadth of some of the questions we’d like to ask. I see that radio buttons (the last question on the survey) can be mapped to survey questions that are created separately in EveryAction, and therefore show up on a contact record. Some things can also be mapped to activist codes, which could be useful. But when it comes to multiple-choice questions, responses are captured in a Google Sheet, like this, which is hard to interpret. Has anyone successfully used EveryAction to survey their commun

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 predictably every time.Any other ideas for helping teams design systems that work today—and still make sense tomorrow?

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