EveryAction Q&A

i need a list that gives me Household Cumulative Giving for this Fiscal Year with Cumulative Giving amounts and spouse names

What is the best approach to pull a LYBUNT Report in EveryAction? Gave Last Year But Unfortunately Not This Year Contribution Report. Is there a template already created? 

We just pulled a list of folks who only have one email that is marked as not subscribed but are still receiving emails. There’s a lot! Could someone explain why that is happening? 

Hi! Is anyone using the new Optimized Contribution Forms and accepting Venmo as one of the payment methods? I’d love to know and see an example of your form, if so. Thanks!

Hello! I have created a ticketed event, but there are going to be a few folks we'd like to invite that will not be required to pay. I cannot find a place in the event to create a discount code for these folks. I asked the AI bot and it said we may not have that setting enabled. I’m open to other work arounds I just really need to be able to give folks a free ticket! Can someone help me set this up?  

Hi EA folks! I’m looking to keep our number of contacts below the paid-for threshold. What’s the best way to do this? Find old contacts with no donation history and no longer subscribed to emails, and bulk-delete them? Has anyone gone through this process?

This is a two part question that stems from government comment periods not providing email addresses to deliver comments, and what appears to be EA’s inability to deliver comments to government portals any longer. First, can someone confirm that EA cannot deliver to governement comment periods on the government website?Second, if that is true, I would still like to allow users to customize suggested copy the way they do with an advoacy form. If we could download all the comments and deliver them to a target, using an advocacy action would be fine. But it seems as though you cannot collect advocacy form comments and then deliver them separately - they need to go to a target. And even if I made a fake target, there’s no way to download them? But petitions do not allow for customization of comments. So people can only insert a comment as a custom field, producing some strange comments when you then deliver your signatures. How are groups handling this? An

What is best practice for handling anonymous bequests and planned giving in EveryAction? These are planned gifts that we want to make sure are tracked for analytics and reporting but don’t strictly have a VanID that we can apply them to. Is it possible to apply bequests on a single or several “Anonymous” VanIDs as a stand-in? Or is there a better approach?

What are the best ways to track which donations may have come specifically from Social Media posts? Is there a way to tag these donations on the system? Can it be done automatically?  What are your best practices for being able to report the source of each donation? 

When I send a bulk email through the EA platform, it consistently lands in spam folders. Any work-arounds to help improve delivery??

Hey y’all! Have you started using our new Optimized Contribution forms yet? 

Does EveryAction run automatic NCOA address updates within the platform? We are getting a TON of returned mail, and I’m used to CRM’s having that capability built-in… questioning whether or not it is?

I am bulk uploading contacts from a webinar that we co-hosted.  I cannot seem to bulk apply the event (which is set up in EA as a webinar).  How can I bulk apply the webinar event to this group of people?The little info that is available in the help module seems to indicate that only ticketed events can be bulk applied.  I hope this is not accurate.

It would be nice or maybe I don’t know how --- to be able to compare the data from two merge accounts and decide what information should be merged.  I find that EA duplicates addresses and emails.

I’m curious about what the Suppression flag for “Do Not Email” on the Contact Record is intended for. Is it to sync requests to not get email from an external DM/TM database, maybe? In working for a client investigating unsubscribes, we learned that the Do Not Email field, when checked, triggers a process to change the Email to Unsubscribed. We learned that when working to direct subscribers who wanted to re-subscribe to a Confirmed Opt-In form where they opted back in. Unfortunately, they were again unsubscribed by the automatic process. Since the Do Not Email flag seems to override the user choice to re-subscribe, I’m interested in learning about the history of that field, what it’s for, and why a Confirmed Opt-In doesn’t automatically remove the flag. Seems like a user proactively re-subscribing should also automatically remove this flag. Give me all of your lore and institutional knowledge! 

We work with a nonprofit that manages a lot of grants, and they told us about a need they have for a new User Role. They described it a “like CRM View Only, but for Grants.” Basically, they want some of their staff to be able to view Grant Plans and Organization Contacts and Org Contributions for the grants, but not to view Person Contacts or Person Contributions. This is to protect the privacy of their major donor individuals. We submitted Product Feedback using the EA menu/form, but wanted to ask here if anyone else has had a need for this type of role. This client is on app.everyaction.com, which means their users are defined by User Roles, not by User Profiles (which would give more granular control over permissions). We know the goal for User Roles is to have a manageable number of User Roles that cover common nonprofit jobs. Is grants manager one that others have a need for, specifically excluding the ability to view persons and person contributions? Note:

I have always wanted EveryAction to add a relationship type called“it’s complicated”(I mean, relationships ARE complicated!)Just for fun, what are your silly suggestions? 

I have a client who would like to create a custom analytics dashboard specifically focused on grant reporting.In creating the dashboard one of the few filters available is “date” but there’s no indication of what dates are being filtered? In their use case, when they create the grants dashboard and attempt to use the “date” filter at the top to filter by award date (for example) it doesn’t work because the filter must be using some other date.  Like changing the date parameters in any way (last year, last week, yesterday) never changes the analytics charts at all. Because clearly whatever “date” is being filtered, is something completely unrelated to grants. But what “date” IS being filtered? we’ve asked EveryAction/Bonterra support this question several times via a ticket/thread that goes back to June 2025… and never received an answer.Ideally, I would love if Bonterra could re

We are trying to connect our EveryAction to our website to make getting information more streamlined. Unfortunately, we are unable to get our API Key Approved because the two people listed to request approval from are not part of our staff. Are we able to add our Executive Director to this list of people so she can approve the API integration key? 

I’ve read the Zoom integration article and watched a couple of recorded videos. But they don’t address whether we can send a confirmation email from EveryAction for Zoom events (that would include the URL to join the Zoom meeting/webinar)? It appears that if we link Zoom events to an EveryAction event, we should turn off autoresponders on the Online Actions event signup form and only do confirmations via Zoom? 

We have an EA client who is asking for some functionality that we’re unsure is offered out-of-the-box. They would like their donation forms to be able to include a dropdown or selector for donors to choose a specific program or project to designate their gift for. The issue is that they need the contribution source code to dynamically change based on what the user selects in the dropdown.  Is this something other EA clients have enabled through custom theme code? Or is there a way to enable this type of functionality with existing Online Action form options? I have to assume other organizations have needed similar flexibility for donors to restrict gifts to certain projects. 

I'd like to create a pledge form in Online Actions but don't see any templates to start from. Does anyone have a hack for doing this within the system? I'd prefer to collect them through an EA form than through a Google form, for example.It seems there has to be a way, since we can manually enter pledges in on the back end. Thanks!

How do you add a shift after you have created an event?

We are trying to have an API key approved to integrate EveryAction with our website. Unfortunately, there are only two administrators that we are able to select and submit a request to and they are not a part of our staff. We need to add our executive director, Kelly Tipler to this list of people so she is able to approve the request. Is this possible? 

Our development team has been having trouble exporting a householded mailing list to mail merge in InDesign. We can get the householded list with the mail merge button, but it won’t export all the fields we need — it wants to use the built-in mail merge feature, it seems — and we can export all the fields we want with a standard export, but then the contacts aren’t householded. It may be the path of least resistance is switching to using .docx templates instead of our nicely designed InDesign template, but I’m wondering if folks have figured out the right recipe for exporting the list we need?