EveryAction Discussion

I’m working with a veteran EveryAciton user. She spent two hours working on an email. When she clicked Send Sample Email, her screen locked up. She clicked Save, and the system logged her out. When she logged back in and went to her draft email, it was where she started two hours ago, but all the images she had uploaded for the email during that time period were in the image library.She doesn’t use VPN, and she knows to use EveryAction navigation instead of browser navigation. I’m at a loss for how to explain how she could have lost two hours of editing work. Can anyone give me some possible explanations?

We recently migrated to bonterra payments, it seems like the amount of time we spend reconciling EveryAction donations has doubled. The payment gateway we previously used charged one lump sum for processing fees monthly.  Bonterra payments charge fees on each individual donation. However, there is no single report that can pull donation data that includes: source code, financial batch, donation amount, settlement batch info and processing fees.  So far we’re having to:download a report filtered by payment gateway in EA reports that includes source code, general ledger code, donation amount, covered costs, financial batch, settlement date - sort by settlement date go to bonterra payment gateway download batch info one by one for each payout date that includes processing fees, net payout  (arduous due to inability to open batches in new browser tab, and filters reset each time you navigate away from filtered results) then match,

One of the most common challenges I see across EveryAction databases is data that's technically usable but quietly working against you. Duplicate records, inconsistent source codes, outdated constituent information—none of them are catastrophic on their own, but together it adds up to segmentation you can't fully trust, bloated databses, and campaigns that leave results on the table.The good news is that EveryAction has built-in tools to help you get ahead of it.A good starting point is running a duplicate check on your contact records. Even well-maintained databases accumulate duplicates over time—people give through different channels, staff enter records manually, or an import brings in names that already exist. EveryAction's merge tools let you identify and resolve these without losing essential data and cleaning them up now means your lists and reports reflect reality.On the source code side, one of the highest-value things

Hi all! I wanted to put out a call for virtual/remote volunteer opportunities at your nonprofits. In conversations with corporate funders, virtual and/or remote volunteering opportunities always come up as something they would like to know more about and be able to recommend to their home-based staff. I thought I would go straight to the source and start collecting opportunities that your nonprofits have that volunteers could do virtually or independently nationwide, not just as a larger office group. If you have virtual volunteering opportunities at your nonprofit please share them here (link to your website and a description of the opportunity) and I will pass them along. Thank you! 

Hi Everyone, I wanted to make a quick plug for Office Hours with Rachel and Chase.Also the title was clickbait, so feel free to disregard if you only came for the drama.I was a late registrant today, and so didn’t get around to posting any questions. When I showed up for the session, it was just me, Rachel, and Chase on the call. One more person showed up for a little bit before logging off. For one hour, it was legitimately just the three of us, and they sat there answering every single question that I threw at them rapid fire. They both took turns listing use cases for various features I was curious about and gave great context for how to use the tool while also sending links for further reading. I would recommend people get in sooner rather than later. I think I got lucky to get the two of them for a whole hour, and I imagine it will be different once attendance starts picking up. Also, even though both of them were very on the ball with all of their r

For the 501c3 orgs that use EveryAction, this question is for us. United Way and other workplace giving/3rd party gift processors love to take processing or admin fees out of the pledges. This creates chaos in properly recording the donor’s gift! How are you recording these gifts and, ideally giving the donor credit? Pledges--how are you reflecting them being paid, since UW takes forever to payout pledges? Soft Credits--how do you know which donor to attribute the gift to? And of course, if you sync your EA donations with your org’s Finance Dept, how do you make sure these gifts aren’t being double counted? I’d love to hear from anyone who has figured out a way to make this work.

Question for non-Bonterra staff…. Has anyone had success resolving issues with accounting?Please respond with a direct message - I’d love to connect for advice. On a few occasions, we’ve had some major disconnect between our account manager (main advocate within Bonterra), and Bonterra’s accounting office. Seems to be a regular occurrence that we’re told things are resolved, and then need to be re-resolved. It’s been a major headache.If anyone has a success story - and some tips, I’m all ears. Again, please send me a direct message. No need to have this all on the open message thread. Thanks! 

An employee recently left our company but had several Scheduled Reports that no longer run.  Is there any way to change the ownership of the Reports?  What about Saved Searches?  Are there any other best practices that should take place before someone leaves in order to avoid failed reports?

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, t

I’ve started to see some strong and creative usage of Bonterra Que as teams ramp up their spring campaigns.What stands out is how quickly teams are moving from idea to execution. Instead of drafting, building, and segmenting separately, they’re using Que to do that work directly in EveryAction, then refining from there.For teams shaping their campaigns, prompts like “How should I structure a spring fundraising campaign?” or “Write a fundraising email for a mid-year appeal” are helping get to a solid starting point faster. When it’s time to launch, requests like “Create a giving form for our spring campaign” or “Draft an event invitation email” are speeding up execution without starting from scratch.On the targeting side, teams are using prompts such as “What audiences can I target in my database?” and “Create a list of donors likely to upgrade their gifts” to quickly identify where to focus. There’s also been a strong focus on re-engaging donors, with prompts li

Is it possible to set up a contribution form in which there are different suggested donation amounts for monthly and annual recurring payments, not just one-time or recurring payments? Donation options with “monthly” recurring payments selected.Donation options with “yearly” recurring payments selected.As you can see, the amount does not change when I toggle between Monthly and Yearly. To provide different options, will I have to create separate forms? Looking forward to hearing everyone’s ideas/feedback!

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?

Hello all! Our organization has a lot of international donors. The way EA forms are intended to work is when the US/Canada is selected it populates a dropdown box in State/Province. For other countries (all other countries?) it disables the verification so that the State/Province can be manually entered. Sometimes, however, the manual State/Province entry isn’t accepted, still returning the error “State/Province is required.” Has anyone else had experience with this? I may have narrowed it down that it’s most likely to happen, when multiple forms are on the same webpage.Appreciate anyone else’s input or experience on managing international donors, which I know seems to be a small part of the EA network/focus. Thanks!

Hi All - I posted this under the Fundraising community, but sharing here as well….Curious if there are other organizations represented here that are primarily working with a Catholic audience?I’d love to connect and swap notes around things like how you handle religious prefixes and suffixes - and how you work around character limits, how you’ve organized tracking for nuns or priests within specific orders. We try to keep everything correct in the Formal Envelope Name field, but it would still be nice to use create-a-list to find all the “OFM Cap” suffixes for example.  

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 da

I would like to recognize long-term recurring donors in ways that go beyond the initial letter we send after the first contribution and the email receipts that come with each monthly contribution. Much like the Contribution Acknowledgement Report, I would ideally like to generate letters on EveryAction and add a record to each person who is sent a letter. I would like it to include details that are available in the Recurring Commitment Report, like:Amount Frequency Start Date Total Contributions Received to Date Plus all of the fields required for sending a letter (name, address, etc.)Ideally, it would be great to have a Mail Merge Template that works for this purpose, or a way to generate a report that could be paired with a Word document to do my own mail merge. We’re thinking of doing it to acknowledge contacts who have given above a certain cumulative threshold in recurring contributions, or who have given for a certai

Hello! Does anyone use a Wix website and embed EveryAction donation forms with Apple Pay as a payment method? If so, I’d love to hear how you accomplished it. We’ve been helping a client with this, and have run into a few challenges since Wix tends to prioritize embedding through iframes, which can mask some things. For example, previously we successfully found a way to get an Optimized Form button to work as an embed using Velo (it didn't work in the native Wix embed), but are now struggling with helping Apple Pay to recognize the verified domain file in the .well-known directory for the embedded form.If we need to, we have a web developer we can go back to, but am wondering if there’s any community wisdom someone could share first. Thanks in advance!

Here’s something that would add to the functionality of Report Manager and would make it even more flexible and usable: a report format for “Every contact in the database” and the ability to include use Edit Columns to include any column that is available in all/most of the other formats that report on contacts, contributions, online forms, etc. Plus, activist codes and all emails attached to the contact record. Contribution summaries, advocacy/online form summaries, and so on too. The scenario I’m describing is when we need to see a list of everyone in the database along with their emails and specific activist codes they have (yes/no). It’s somewhat similar to the Export Format called Standard Text, since that allows you to include Activist Codes one by one and to include Personal Email, Work Email, Preferred Email, Other Email. I could see including Other Email 2, Other Email 3, and so on if a contact has many, many emails.I know Export Formats exist, but they don’t

I am getting horizontal lines appearing between my rows in emails built with the Drag & Drop editor.In the screenshot below, individual rows appear with slight blue horizontal lines between them. The cells have padding, but no border. Is this the expected behavior?

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, t

 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!

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, i

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!

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!