EveryAction 8 Community Trainings

Register Below - All times are in Eastern

To sign up for a training webinar, available to all EveryAction 8 users at no additional cost, please register below. If you have any questions please email help@everyaction.com.

Don't forget to register for your free EveryAction Orientation, too. You'll get a series of four discussions with hands-on activities led by an EveryAction team member. We'll walk you through essential steps to getting started, including creating your own plan to launch with EveryAction. Enroll today.

Note: Please check your email for a remote login link and conference call number. All times are in Eastern.


EveryAction Orientation

Join us for a series of four discussions with hands-on activities led by an EveryAction team member. We'll walk you through essential steps to getting started, including creating your own plan to launch with EveryAction - all for free.

Next start date: Tuesday, February 18, 1:30-2:30 PM

Register Now


Advanced Create A List for Fundraisers

Advanced segmentation, narrowing by household, and creating mailing universes and suppressions.

  • Wednesday, February 19, 1:00-1:30 PM
  • Wednesday, March 18, 1:00-1:30 PM
  • Wednesday, April 15, 1:00-1:30 PM

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Contact Record for Fundraisers

Setting up contact records to reflect your workflows and other role-based needs.

  • Friday, February 28, 12:30-1:00 PM
  • Friday, March 27, 12:30-1:00 PM
  • Friday, April 24, 12:30-1:00 PM

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Create A List for Fundraisers

Creating lapsed donor searches and email segments.

  • Friday, February 28, 2:00-2:30 PM
  • Friday, March 27, 2:00-2:30 PM
  • Friday, April 24, 2:00-2:30 PM

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Creating and Using Scripts

Setting up scripts to use for MiniVAN canvasses and Virtual Phone Banks. Please keep in mind that this training will be performed in SmartVAN.

  • Thursday, February 13, 2:00-2:30 PM
  • Thursday, February 27, 2:00-2:30 PM
  • Thursday, March 12, 2:00-2:30 PM

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Direct Response

Overview of the various plans within the Direct Response tool, segmenting audiences and creating a suppression list, creating packages and accurately tracking their performance over time.

  • Friday, March 6, 1:00-1:30 PM
  • Friday, April 3, 1:00-1:30 PM

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Email

Sending an email, one-click links, conditional content, and reporting.

  • Thursday, February 20, 1:30-2:00 PM
  • Thursday, March 5, 1:30-2:00 PM
  • Thursday, March 19, 1:30-2:00 PM

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Events

Creating event forms for paid and free events, tracking registration, and reporting.

  • Friday, February 14, 1:00-2:00 PM
  • Friday, February 28, 1:00-2:00 PM
  • Friday, March 13, 1:00-2:00 PM

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Forms

Creating Contribution Forms and Signup Forms including design options, tracking your online efforts, enabling and requiring form fields, and setting up confirmation emails.

  • Thursday, February 13, 1:30-2:00 PM
  • Thursday, February 27, 1:30-2:00 PM
  • Thursday, March 12, 1:30-2:00 PM

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Gift Processing

Overview of Financial Batch Manager, creating schedule reports, and bulk editing contributions.

  • Monday, March 2, 1:00-1:30 PM
  • Monday, March 30, 1:00-1:30 PM
  • Monday, April 27, 1:00-1:30 PM

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Grants

Creating grants, tracking correspondences, scheduling installments, and recording key dates all within EveryAction.

  • Wednesday, February 26, 1:00-1:30 PM
  • Wednesday, March 25, 1:00-1:30 PM
  • Wednesday, April 22, 1:00-1:30 PM

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Major Gifts

Utilizing Moves Management Action Plans to track all your correspondence with major donors and prospects, including recording key dates for important asks and information about projected gifts.

  • Wednesday, March 4, 1:00-1:30 PM
  • Wednesday, April 1, 1:00-1:30 PM

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Marketing Automation

Learn how to automate emails to respond to your supporters' actions, including welcome series, recurring payment failures, re-engagement and more. See examples of how to create the audiences that power these Automation programs.

  • Friday, February 21, 1:30-2:00 PM
  • Friday, March 6, 1:30-2:00 PM
  • Friday, March 20, 1:30-2:00 PM

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Membership Management

Setting up membership levels, accurately capturing due payments, and creating searches and reports of lapsed, dropped, and renewed members.

  • Wednesday, February 12, 1:00-1:30 PM
  • Wednesday, March 11, 1:00-1:30 PM
  • Wednesday, April 8, 1:00-1:30 PM

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Planned Giving

Tracking all your planned gifts and adding new ones, managing relationships, and recording important correspondence with donors.

  • Friday, February 14, 2:00-2:30 PM
  • Friday, March 13, 2:00-2:30 PM
  • Friday, April 10, 2:00-2:30 PM

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Preparing for Call Time

How to upload asks, create and print call sheets, and start a Call Time Session. Please keep in mind that this training will be performed in NGP.

  • Tuesday, February 18, 12:00-12:30 PM
  • Tuesday, March 3, 12:00-12:30 PM
  • Tuesday, March 17, 12:00-12:30 PM

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Reporting for Fundraisers

Creating custom contribution reports, long-term value reports, and more, as well as scheduling reports.

  • Wednesday, February 12, 1:30-2:00 PM
  • Wednesday, March 11, 1:30-2:00 PM
  • Wednesday, April 8, 1:30-2:00 PM

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Running Call Time

How to run paperless Call Time and analyze your results. Please keep in mind that this training will be performed in NGP.

  • Wednesday, February 19, 12:00-12:30 PM
  • Wednesday, March 4, 12:00-12:30 PM
  • Wednesday, March 18, 12:00-12:30 PM

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Running Canvasses with MiniVAN

Learn the basics and best practices for setting up canvasses and knocking doors with MiniVAN, our mobile canvassing app. Please keep in mind that this training will be performed in SmartVAN.

  • Thursday, February 20, 2:00-2:30 PM
  • Thursday, March 5, 2:00-2:30 PM
  • Thursday, March 19, 2:00-2:30 PM

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Running Virtual Phone Banks

Setting up and best practices for making calls with Virtual Phone Banks. Please keep in mind that this training will be performed in SmartVAN.

  • Wednesday, February 19, 2:00-2:30 PM
  • Wednesday, March 4, 2:00-2:30 PM
  • Wednesday, March 18, 2:00-2:30 PM

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Soft Credits

Efficiently tracking and recording all your important soft credits like donors advised funds and workplace giving.

  • Friday, February 21, 1:00-1:30 PM
  • Friday, March 20, 1:00-1:30 PM
  • Friday, April 17, 1:00-1:30 PM

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Sustainers

How to track, refund, and reengage sustainers.

  • Friday, February 21, 2:00-2:30 PM
  • Friday, March 20, 2:00-2:30 PM
  • Friday, April 17, 2:00-2:30 PM

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Tracking Your Efforts

Organizing your Source Codes in the most effective hierarchical structure, leveraging campaigns to track multi-channel fundraising efforts, tying Source Codes to Campaigns and Contact Types to better track where gifts came from, and accurately categorizing your supporters with Activist Codes.

  • Friday, February 14, 12:30-1:00 PM
  • Friday, March 13, 12:30-1:00 PM
  • Friday, April 10, 12:30-1:00 PM

Register Now

 

If you have any questions, please email help@everyaction.com.