Online Action Forms Overview
Online Actions Overview
Online Actions is a powerful suite of tools that allows you to gather information from and share information with new and existing supporters. With Online Actions, you can create various types of forms including advocacy, contributions, events, petitions, email signups, and story collection. You can also create Pages to publicize organizational updates, events, and election data or use them for attendee check-in.
Getting Started
To access Online Action Forms in EveryAction, navigate to the left-hand sidebar menu and select Engagement > Communication Tools > Online Actions. From this dashboard, you can view existing forms, track their performance, and create new forms by selecting Create New Form and choosing the type of form you want to create.
Feature details
- Online Actions offers several key benefits that enhance your organization's digital presence:
- Network effect: FastAction creates streamlined form filling, boosting conversion rates by up to 350% through pre-filled form fields.
- Mobile optimization: Forms are adaptable and compatible across all devices.
- Fast loading speeds: Ensures prompt responses and higher completion rates.
- Versatility: Create unlimited forms for various purposes to reach all your audiences.
- Seamless integration: 100% EveryAction integration means data reporting and record updating happens in real time.
- Forms are highly customizable, allowing you to match your organization's branding with custom fonts, colors, and design elements without requiring technical expertise.
Feature Navigation
Read more about specific Online Actions features:
- How do I create an Online Actions form?
- How do I manage Online Actions form statuses?
- How do I use Design in Online Actions forms?
- How do I use Themes to style Online Actions forms?
- How do I track responses to Online Actions?
Tracking your Success / Reporting
Track supporter engagement with Online Actions through multiple reporting options. Basic performance metrics display on your Dashboard, but you can also access comprehensive data through:
- The Online Activity Report
- The Online Forms Comparison Report
- Individual contact records
- Create a List functionality to search for contacts based on form submissions
These tools support organizational growth, fundraising goals, and the success of your overall mission.
Next Steps
Explore the various form types available in Online Actions to determine which best suits your organization's needs, then begin creating forms that align with your engagement strategy.
The forms available to you depend on which packages your organization purchased:
- Advocacy - available with the Advocacy package
Read more about creating Advocacy Forms
- Contribution - available with EA Digital, NGP Digital, and Online Contributions packages
Read more about creating contribution forms
- Event Host - available with EA Digital, NGP Digital, and Digital Organizing packages
Read more about creating Event Host Forms
- Ticketed Event - available with EA Digital, NGP Digital, and Online Contributions packages
Read more about creating Ticketed Event forms
- Event Signup - available with EA Digital, NGP Digital, and Digital Organizing packages
Read more about creating Event Signup Templates
- Peer-to-peer - available with Peer-to-Peer package
Read more about creating Peer-to-Peer Fundraising forms
- Story Collection - available with Digital Stories package
Read more about collecting and managing Stories
- Volunteer - available with EA Digital, NGP Digital, and Digital Organizing packages
- Petition - available with EA Digital, NGP Digital, and Digital Organizing packages
- Signup - available with EA Digital, NGP Digital, and Digital Organizing packages
Looking for training?
Explore this feature at your own pace - join a live training session or watch a recorded webinar by clicking the link below.