EveryAction Discussion

If you're still running older donation forms, it may be time to look at EveryAction's Optimized Contribution Form (OCF). OCFs are modern, mobile-first donation pages built with best practices already baked in with no coding required. Features like Recurring Upsell (which invites one-time donors to upgrade to monthly giving at checkout), Cart Abandonment nudges (which capture email addresses and remind donors to complete incomplete gifts), flexible payment options including Apple Pay, Google Pay, and PayPal/Venmo, and a streamlined four-step setup make OCFs one of the fastest ways to meaningfully improve your donors' giving experience.The good news is that optimizing your donation form experience doesn't have to be a big lift. It usually requires a fresh look.For OCFs and Traditional Contribution Forms, Optimized Ask is one of the highest-value features to make sure you're taking advantage of. It uses predictive models to personalize suggested donation amounts for individual donors base

Our organization is considering signing a contract with CLC Consulting to help us with a few things, such as setting up better tracking of our acquisitions and improving our re-engagement of inactive contacts. Does anyone have experience working with them? Would you recommend them?

We have been using Every Action for about 3 years, 1.5 I have been utilizing it as a staff member. We were not utilizing all tracking under each Source Code to its full extent - in some instances incorrectly. I am going to be optimizing all of our source codes going into our next FY. We will start with our Impact Report / Appeal as a starting point. I want to track all levels of giving and am wanting to have potentially 10 source codes for each as outlined below. I am seeking feedback, thoughts on how others are tracking for say donors in all of these categories across both DM and Online. Individual, Corporate, Municipal, Foundations, Community Organizations. I am thinking at least ten codes because I want to pull reporting easily instead of my normal practice of pulling out the few non individual donors each time I report. Thoughts on this approach? - below is the individual donor example.Source: SP26_Impact Report_DMCampaign & Campaign Type: Acquisition: SP26 ImpactChannel &

When adding a note for a contact, there are several categories to choose from, but I would like to create new ones.  Is this possible?  I do have admin privileges, but cannot find a way to do so.  Thanks in advance for any help!

Thanks to everyone who joined today’s coaching session, Modern Thank-You Strategies that Inspire Donors. Liz Albert reviewed best practices for thanking your donors. In our EA-specific breakout room, I went over how to use workflow automations to thank your offline donors.I’d love to hear other ideas from you! What automations do you use to thank donors? Do you leverage EA’s workflow automation templates such as birthday or first gift anniversary to reach out to your donors on a more personal level? Anything else that Liz went over that resonated with you?Drop your questions, ideas, or examples below. This community is a great space to learn from each other!

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?

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 you can do before a major campaign is audit what you have

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 responses, I would recommend sen

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.

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, test, and grow together.  

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 like “Show me my lapsed do

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!

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.  

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 certain time period. But everything I’ve tried would require a lot of

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 allow every singl

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, 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!

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

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!