EveryAction Q&A

I’ve been synching zoom webinars to EA events & online forms but have not figured out how to set up a form that honors a “no” rsvp. I want to be able to exclude no replies from further outreach so I had include “no” as an option on the EA form, but anyone who responds at all gets pushed to zoom and receives an email from zoom with the join info… which is confusing for people who have just said they can’t make it. I’ve since only allowed an “rsvp-yes” option to avoid that confusion, but then I can’t track who has seen the invite email and can’t make it (unless they respond to me directly). Am I missing something? Please help 😊 Thanks!

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)?

I use the activist codes type Email Interest to run several email lists.  On our unsubscribe page we allow people to edit their email preferences and they can add or opt-out of them email list. I want to create a list to see how many people have done that. There seems to be no one to search in “Build a list” of  people who have taken off an activist code. Does anyone know how to do this? 

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 invo

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 (i

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

Hi, I’d like to give my accountant access to the Bonterra Gateway area of the website so they can look at payment gateway payout details without having to go through me.Is that possible? How do you deal with this?Thanks for feedback

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 have staff members saying that since last week, they have not been able to send out draft emails to people. Any one else having this issue? 

How are other folks using the list or reporting tools in order to prepare 990 reports annually?I’m trying to create a list of households or businesses that gave $X+ across a specific revenue stream and date range (our fiscal year). This is important for our tax filings but also for major donor identification, board reports, and campaign planning.The fact that EveryAction's Create a List can't filter by Revenue Stream, and the reporting tools don't easily support "show me households that gave $X+ across specific revenue streams in a date range" means you're stuck with manual workarounds for a fundamental fundraising task.Anyone else come up with an easy solution?

In fielding a request from one of our program teams, I realized that county information is available irregularly across the default reports - In my case, county information was not available in the “Online Form Custom Question Response.”Is is possible to request data fields be made available on particular reports? Or a good resource to understand what fields generally are available on what reports? For the time being, our program team got what they were looking for - I know we can do some “post-processing” in excel for an easy join, but ideally this would be a relatively self-serve report for the program teams. I appreciate any feedback from the community! 

A client who is migrating to EA wants to recreate it’s premium gift forms and is frustrated that if a particular premium has different options (for example different colors of the same water bottle, or different sizes of the same tshirt) they need to create a separate premium for each variant that doesn’t work well in terms of the user experience. Apparently the premium gift option in Luminate (from whence they are migrating) doesn’t have this same limitation -- They have a dropdown that gives the option of selecting a tshirt (and from within that choice, a dropdown selecting the specific size) or “thanks, no tshirt”Has anyone encountered an elegant solution or workaround for this issue?Even if it involves a front end dev using Javascript for example?

I’d like to remove “hard bounced” emails from our active donor profiles so that we’re not sending emails that bounce back straight away. *I’m sure there’s a lovely automation to do that for future emails, but right now I’m focused on ones already in the system, many of which exist as “Unsubscribed - Hard Bounce.”I haven’t found an export format or report that includes all emails on a profile and tells me whether or not they’ve soft or hard bounced - only the confirmation status. If there’s a format I haven’t found yet, please let me know! Otherwise, I’ve been going into CAL to pull a list of people who had a “bounced” result under the Targeted Email tab. But when I check their profiles, many of the emails are already removed.I know there’s an easier way to do this, so please let me know what others are doing!

​Moving this to a new thread completely, and would love a Bonterran answer.  @Megan Dodds can you redirect to the most appropriate Bonterran to answer this? Ever since our migration, I’ve been confused about who is who, and who we reach out to with what questions. Can you give an overview of the various internal roles: account manager, account executive, and our renewal specialist?What should be our expectations for communication with these various contacts? When do we reach out to an individual directly? and when is it best to submit a support ticket through billing/accounting? I recognize that I had a pretty unusual setup for a year - with scheduled quarterly calls directly with our account manager. But without that I’m quite confused on who is responsible for what. 

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 created a volunteer form through Online Actions for people to request a service from us. I can see on my end that it is set up to send a copy of the confirmation email to two of our staff members, but after attempting multiple tests, it seems like the confirmation goes through to the client but not to us.

Two questions - How do I reconnect Auto-reply to donations made? How do I figure out why/how it was deactivated?

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.

When I add new events and use merge form language (reusables), sometimes the event is listed 3 hours later than intended. It doesn’t happen every time, but often. Using the same template - and where no changes to the reuseables - some events are the correct time, others are not.  

I asked this question in the Fundraising group but haven’t gotten a response--maybe this is a better place for it. Is there a way to add a Custom Calculated Field that calculates the amount of time that has passed since a donor’s first contribution? We are investigating using language such as “Thank you for being a supporter for __ years!” in cultivation and appreciation messages.

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

Good Morning, I’m attempting to figure out how to collect attendee information such as Meal Selection in the ticketed events form section “Additional Event Information” so that I get the information for each guest. Right now, I have it configured under “additional information,” but that doesn’t seem to tie the information to the Guest Names and only allows one answer per transaction.

Hello. I ran an Online Forms Custom Questions Report - however, when I download the event participant listing does not include address. I need to run a report with participant addresses. Can you help? 

I’ve done a TrueNCOA process on our mailing addresses so we can get updated addresses for folks who moved.I did a bulk import by VANID, and the addresses have been processed and added. However, it appears that for most of the people, they’re not marked as “preferred.” I can’t find any documentation about the Preferred address feature. When exporting these users for a mailing in the future, how would I make sure to pull the most recently updated address, even if it’s not marked Preferred? Or is there a way I can mark these updated addresses as Preferred?Thanks!

Is anybody aware of a way I can get a contact record’s combined total of contributions and soft credit\s in a report? This information is available when viewing a contact record (total giving under financial tab), but I cannot seem to pull this number into a report.