EveryAction Q&A

Hi,I sent a tax email letter as well to my 2025 donors. The print version was correct, but the email has blanked contributions.How do I:1- See a copy of her email sent2-Where to go to troubleshoot this since the print version has the detail contributions.Any help is appreciated. Thanks 

I need to be able to export all emails by contact record from EA.  I am able to export preferred (which is a duplicate of one of the following categories), personal, work, and other.  Many of our contacts have multiple personal emails associated with their contact record and I cannot find a way to export all of the emails.  

TLDR: We want to create a list of donors who haven’t received contact in a year, but we don’t want that list to include the spouses/partners of people who we have contacted. How do we filter contact status by household rather than by profile? We’d like to create a list (or pull a report) that would show us who hasn’t gotten personal contact in a year. The basic process seems to be Create a List > Contact Status > Exclude contacts based on relevant results in the past 12 months. That seems to work for individuals.  Here’s the tricky part: we contact financial households by the household, but only list it under one member (usually the primary donor). Ex: Alice and Mary give together, but Alice is our main donor. We address communications to “Alice and Mary,” but we record the contact on Alice’s profile since she’s primary. Now, when we pull the list of contact statuses, it tells us that Mary has not been contacted this year.  There’s no

I’ve set up an online donate form to send out notifications to honorees after an honor/memorial gift, and I tested it with a colleague’s email address, but it’s been 24 hours and I’m not seeing the email notification. Does anyone know how long after a donation those notifications are typically supposed to go out?

TL;DR: Is there a way to grant our staff the access they need without making them all admins? We use EveryAction and can assign defined user roles — no customization that I know of.The full context:The majority of our organization is on the campaign/advocacy side of work and the user roles on that side are pretty limited and seem to not quite meet our needs. Most of our campaign staff are set to grassroots user roles. Some of their work includes working with businesses or government entities — contact type: organization — but they seem to be unable to view this contact type, which is really limiting. They also can’t search by online actions, like advocacy forms, even though that’s useful information for them. My workaround for that was to create a list based on form response for them, but when they can’t access contacts on the list, we’re kind of in trouble. We changed user roles for one of our campaign staff to digital o

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?

I’d like to create a list of donors from our annual campaign this year who increased their gifts in a substantial way. I’ve tried it a couple of different ways- each time I end up with different lists. What would be the best way to do this? Thanks!

We just finished our annual campaign and were surprised by how many first time donors the fundraising dashboard was showing. I used Create A List to generate my own list of first time donors, and when I went in and actually looked at each donor, many (almost half) were actually financially householded with regular donors as the other member. How do I get a good count of actual new donors without having these folks counted (my org would not see these as new donors). I did use the narrow by financial household step in my search creation.Thanks!

We use EA to track our Fundraiser’s success.  Each Fundraiser is an Assigned Staff member.  We use that to track how much a Fundraiser has raised. So if I have a Contact that is “owned” by an Assigned Staff member and then another staff member solicits a donation from that “owned” contact, how do I assign that specific contribution to the second Fundraiser (assigned staff)? I want that contribution to be credited to the second Assigned Staff member but want the contact as a whole to stay with the original Assigned Staff member.Same question just from s different angle.  If I have an unassigned Contact who has given $10,000 this year, and in November, a Fundraiser solicits a $1000 donation, how do I Assign that Contact to an Assigned staff with out having the $10,000 that was historically raised attributed to that Assigned Staff member? 

I can’t work for more than a few minutes on email newsletters without getting an error message that my page didn’t save and I need to refresh and/or sign in again (same difference, I’m bounced off the page). I’m not exaggerating. I can’t work for a steady amount of time without the error or refreshing just to make sure the system saves my work. Newsletters now are a nightmare to work on. I am so disappointed; just started happening a month or so ago.

How do I edit the financial household export and reporting fields related to names? It seems to be automatically generated, but there have been some glaring errors that we’d like to manually edit and avoid. I exported a list of donors with the field “Financial Household Salutation Informal,” and one of those names includes a deceased household member. Yikes! He’s marked as deceased in EA, and his living wife’s info had been edited to include only her name in the “Name” section of her profile. So why is his name auto populating if EA knows he’s deceased? My priorities for solving this are:Find a way to manually edit FH names via a hidden field somewhere. Understand where those auto generated names are populating from. That includes the various related fields for formal, informal, salutation, name, etc.It’s not an option for us to close a financial household after one member is deceased due to accounting purposes. 

Hello! I feel so silly asking this because I am sure there is a simple answer...yet somehow I cannot find it today.  I am trying to send out Year-End Receipts to our donors now that we have all of our check donations in the system. However, when I go into the donor profile it only allows me to send the letter from 2024 and I am having trouble remembering how I created such letter to add a new one for 2025. I remember uploading this letter at some point but can't find where this is done in the system.Can someone help me to find where these particular type of letters/emails live on the platform so that I can upload or create a new one for 2025?  Thank you! 

Hello everyone! I’ve been encountering a situation that I need a bit of assistance on. Our organization receives checks from donors with the naming pattern of “X and Y Last Name” and I wanted to see what is the best way to upload this information on EveryAction and still properly attribute the contribution to both profiles without creating a duplicate amount. For example, A check arrives from “Andy and Bob Doe” for the amount of $100.00. We have a profile for Andy Doe and Bob Doe. When we do a portal upload, we only assign the contribution to Andy Doe and then add Bob Doe’s name on the Notes section of the contribution. We do this because we don’t want EveryAction to think we received $200.00 from the group, $100 from Andy and $100 from Bob. Is there a better way to attach both profiles to this one contribution so that both profiles receive the proper recognition? Thank you so much for considering my question!

I am trying to add Fair Market Value to several past contributions so when I send the Year End Receipts, they will include the correct Fair market values not just the total contributions.When I look up directions on how to add Fair Market Values to contribution it shows me screenshots that do not reflect how my Every Action contribution form looks like. I found this article stating “In order to use this feature, you must have tax-deductible tracking enabled for any of your designations that receive charitable donations. Contact Client Services if you need to enable this (or are unsure if it is enabled). Once it has been enabled, two values will appear on all contributions: Fair Market Value and Tax-Deductible amount. Once you enter the Fair Market Value, our system will automatically calculate the tax-deductible amount.” but I am having trouble finding how to even contact client services.  Can someone help me figure

Good morning, I received a message from Credly this morning that my EveryAction Super User Certification badge will be expiring in February. Anyone else receive one? What do we need to do to keep it active? Thanks! -Amy

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

How to report on the field Relationships? I need to create a FY contribution report and add this field “Relationship” so I can acknowledge the gifts properly,

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

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?

I just held an event and want to indicate that my ticket purchases attended and also assign me attendees an activist code. What is the easiest way to do that?

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!

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? 

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?  

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?