Post your questions for May 11th EA Office Hours!

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_DM

Campaign & Campaign Type: Acquisition: SP26 Impact

Channel & Type: Mail: Direct Mail

Revenue Stream & Type: Individual 

General Ledger Fund: General Operating

Cost Center: (internal revenue code associated with fund i.e. gen operating, fuel fund, etc.)

Thanks, Jon 

i was sitting in waiting room - never started

Hi ​@jmegasrussell  so sorry you were in the waiting room! I sent an email out letting everyone registered know that I was out of the office sick yesterday so unfortunately had to reschedule this to Wednesday. If that time doesn’t work for you, respond to that email thread and we can set something else up!