EveryAction Q&A

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?

I used the settlement date to reconcile with finance for EFT since they can take a few days to a week to deposit to the bank. Recently (as of 10/3), I have not seen the settlement date on EFT donations made through the online form. We use Paragon Payment as our Payment Gateway.

How are unsubscribe link options applied to email addresses? If a contact unsubscribes from one type of email, how does EA deal with the email address for other targeted email content types?  On contact records, the email simply shows “Unsubscribed” with no information about the specific email types. Where do we specify the content of the targeted email?

When I go to assign a staff member to a contact for contact management, I am not seeing all of the staff members listed in the drop down menu. Even though these staff members have been added to the “assigned to” dropdown field through the Custom Fields and I can see their names showing up there, I cannot see them when I go into a contact and try to assign them.   

My report to find profiles (ID's) with multiple Recurring Commitments doesn't seem to be working anymore and I can't seem to find the right criteria to recreate it. Does anyone have a solution? Thanks!

We use EA’s recurring gift tool for donors who want to set up a payment monthly, quarterly, or annually. Our practice is to begin soliciting donors 11 months after their last gift, so that they’re giving around the same gift date or a little earlier each year. That’s led us to an odd scenario where we sometimes begin solicitation with a donor, not realizing that they have an annual scheduled gift set to process the month after. While we can export the source code for their last gift (i.e. “recurring gift club”), that alone doesn’t always alert us to a pending gift for various reasons. All this to say: what is an easy way to export an indicator of whether a gift is pending from an account? It seems EA has that information, since the “financial” tab shows the green button to mark it pending. How can we pull that for cross reference without creating a bunch of extra work each month?

I saw this start in another thread, but wanted to start this as a separate convo:How are others using Activist Codes and Tags? What’s your criteria for when to use one vs the other - or both. We’ve been using the two in tandem quite a bit with the hierarchy of tags providing more content. IE Activist Code: Attended Conference X and tag: Conference X - speaker, Conference X - panelist, Conference X - coordinator. though I’m aware we could get similar functionality under events, so “conference” is a bad example!

Is anyone else having trouble exporting this report? Ours are hanging in the in-progress state until nightly clear-out.

I would like to run a report on several Tags at the same time. Is there a way to export a list of All tags on a record?

Hey! When you are using the EA automation tool, does everyone get the same message or do you have decision trees that branch out to personalize the sends? 

My organization is in the process of planning our Giving Tuesday campaign for the first time since starting to use EveryAction. As part of the campaign, we would like to create a Giving Tuesday landing page on our WordPress site and embed our Contribution Form from EveryAction, along with a progress thermometer so donors can see how close we are to reaching our goal. The last fundraising software we used provided an embed link for the thermometer along with one for the form itself, but I can’t seem to find that on EA. Does EA have this capability, or are there suggestions for how we can still have this visual integrated with the form?

Please post any feedback you have about the Bonterra Central Beta Tester experience in this group: https://community.bonterratech.com/groups/beta-tester-feedback-107 😀