EveryAction Q&A

The enable Confirmed opt-in was used on a signup form, but the visibility of the email opt-in field was hidden. People submitting this form did not receive the triggered confirmation email. They are now marked as Sent-Not Confirmed. I am not able to change their status to pending on their contact record; the box is greyed out.Any idea how I can send these people an opt-in confirmation email? Re-submitting the corrected form doesn’t work.

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! 

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!

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?

Hi, I need to remove some images from the content library but seem to only be able to edit the images themselves, adding filters, etc. I need to DELETE them or RENAME them “do not use.”Thanks for your brains,Jacki

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.

Is there any method of getting DonorTrends Scores into a scheduled report? Seems like only the Tiers are selectable columns.This needs to be a report because we need it emailed on a schedule.

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? 

I had an embarrassing intro call with a consultant today when they pointed out we needed an actionable thing on our donate page...While screensharing he pointed out that there was no place to input donation info on our donate page of our website. Apparently when a user is viewing our pages with a VPN turned on, none of our embedded EA forms are visible.Is this an issue others have noticed or experienced? In this particular instance, web browser was Google Chrome and VPN was NordVPN. It seemed to be all embedded EA forms - so not just donate page, but our advocacy actions and event registrations too. Our staff is now taking some screenshots with different combos of browsers and VPNs that we have access to.Fortunately, I don't think it impacts our typical supporter - since we have an older donor demographic. Not ideal if any percentage of people going to our website cant even see a form for an advocacy action or donating. Yikes! 

Hello! I am writing this message a little out of desperation to see if I can get the attention of someone in Bonterra - because I’ve sent multiple requests to the Billing through Bonterra’s support portal (https://www.bonterratech.com/support), and have also emailed collections@bonterratech.com and responded to the emails we received and have not received a response from anyone through any of these methods in months. Last year, we received two separate invoices for the same service. We paid the first one which was for the correct amount, and explained to Bonterra that the second invoice was an error - since it was for the incorrect amount and we had already paid the annual subscription a few months prior. Someone from Bonterra emailed us and confirmed that the invoice was an error, and that on their end there was no past due amount. That it was a portal issue, and that they would work on fixing it. It’s been months and we are still receiving threatening emails that if we don’t pay in 1

Hi! So we have this custom report set up of all our new contacts from the past week that gets sent via email every Monday. Lately we’ve noticed that the report has been missing 75% of the actual new contacts that come in - the report only catches certain form submissions and not contacts that came in via our Mobilize events. That missing 75% isn’t just our Mobilize signups as well. Even if I strip all filters bare and just leave in the saved search I have for all new contacts last week, the numbers are still different:If I run that saved search of new contacts last week = it shows 71 contactsIf I run the report that includes that same saved search = it shows 25 contactsIf I run that saved search again but with just the Mobilize events they still appear, which means they’re being caught by the saved search but not the report. What’s even more interesting is if I filter that report more to set the results for just submissions this year and Date created within this year it shows 25. If I

In EveryAction, we have saved reports for our financial reconciliation, and Revenue Stream is a field that we use to help with matching contributions to our budget lines. It seems that the default reconciliation report and the ones we’ve saved from that template no longer allow us to see Revenue Stream in the columns of the report. Is this intentional, or are we missing something?

My understanding is that if multiple contacts share the same email, Targeted Email and Send an email in a workflow only sends an email to the contact who most recently had that email address added to their record. If that contact is not included in a saved search for a workflow due to suppressions, e.g. marked as deceased, or their email is marked as unsubscribed, will that mean that no one with that email address will receive an email? Or does it send to the next most recent?

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 relabel that date filter to clarify what it is, as the generic “date” has confused and frustrated my client (an

I’m trying to get ahold of our account rep to talk about our contract and making changes to the modules we have. I’ve sent emails in April and May to the person who previously was our rep (not sure if they still are) with no response (not even an autoreply) and have also submitted support requests which have garnered no response. Feeling incredibly frustrated I can’t get ahold of anyone.

Hi Everyone,I was wondering if anyone has found a way to download a list from EA that includes a column indicating tags.I was recently asked to download a list from EA, and I wanted to include a column showing which specific tag each person had.The way we use tags in our organization is through a hierarchy. For example, we have a main “2026” tag with subtags for events our organization hosted or participated in.In this particular case, I created a list by selecting everyone with the overall “2026” tag. The list generated correctly, but when I went to download it, I wanted to include a column showing which subtag within the 2026 hierarchy each person belonged to.The only workaround I could find was to create separate lists for each individual subtag, but that would require running a large number of searches.Has anyone encountered this issue or found a better solution for something similar?Thank you in advance!

Good morning. I am running some extensive analyses of all of my organization’s online forms. I am reaching out as a category that is important (tribute type) does not display once I use the group by function in report manager. I wanted to know whether or not the columns displayed on a report when utilizing the group by function can be customized. Thank you!

I have found that reports based on saved searches are not immediately updating themselves and get stuck with results from a prior report run even though the searches themselves return accurate updated results and I don’t know why this is happening.  Happened most recently today: I createe a custom report template based on a saved search several days ago It ran perfectly and the results were correct.  The saved search produced 3 hits and the report had 3 rows My saved search was based on an staff assignments.  I did a bulk upload today that applied staff assignments to additional records I reran the report and expect there to be 79 rows. There’s the same 3 rows as before I ran the saved search. There are 79 contacts as expected  So my report is stuck with the old results from over a week ago (i.e. the result it had when I first and last ran the report).  If there’s a built in lag it seems significant (in this particular case, the upload that updated my saved search result was over an ho

Hi! Does anyone know how to add an additional payment method option? We occasionally receive donations through QCDs, and having that as an option would be very helpful for tracking and reporting purposes. The current options listed are: Apple Pay, Cash, Check, Credit Card, Debit Card, EFTs, Electronic Pay System, Google Pay, In-Kind, Money Order, Stock, Unknown, Venmo. Thank you in advance!

How do I delete workflow automations that I am no longer using?  

When I am bulk uploading organizations — there is no place to select a matching field for "common name" or "organization name" all of the matching fields are for individuals. I want matching fields for organization name.Where is it? I am either not seeing it, we don't have access to it, or it doesn't exist. 

When bulk uploading, how do you clear out "null" out assigned staff. So when bulk uploading a record, when it previously had an assigned staff and I want it now to have no assigned staff...when I leave it blank it didn't do anything. Should leaving it blank clear out the field?Or is there another thing I need to type in the cell to trigger the system to clear it, like Clear, or Null.... 

We’re working on cleaning up over 20k contact records and I was wondering if there was  a way to merge obvious duplicates in bulk to cut up the time it’ll take. Or is it really just the Find Duplicates tool (without the possibility of merging more than two contacts at a time)?