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.

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

EveryAction Orientation (coming soon)

Join us for a series of 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.

Advanced Create A List for Fundraisers

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

  • Wednesday, July 8, 1:00-1:30 PM
  • Wednesday, August 5, 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, July 17, 12:30-1:00 PM
  • Friday, August 14, 12:30-1:00 PM

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Create A List for Fundraisers

Creating lapsed donor searches and email segments.

  • Friday, July 17, 2:00-2:30 PM
  • Friday, August 14, 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, July 2, 2:00-2:30 PM
  • Thursday, July 16, 2:00-2:30 PM
  • Thursday, July 30, 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, July 24, 1:00-1:30 PM
  • Friday, August 21, 1:00-1:30 PM

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Learn how to use DonorTrends to uncover additional revenue among your current supporters. We will specifically talk about strategies to upgrade donors to become mid-level or sustaining donors, recapture lapsed donors, and identify planned giving leads.

  • Monday, July 6, 1:00-1:30 PM
  • Monday, August 3, 1:00-1:30 PM

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

  • Thursday, July 9, 1:30-2:00 PM
  • Thursday, July 23, 1:30-2:00 PM
  • Thursday, August 6, 1:30-2:00 PM

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

  • Friday, July 17, 1:00-2:00 PM
  • Friday, July 31, 1:00-2:00 PM
  • Friday, August 14, 1:00-2:00 PM

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

  • Thursday, July 2, 1:30-2:00 PM
  • Thursday, July 16, 1:30-2:00 PM
  • Thursday, July 30, 1:30-2:00 PM

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Gift Processing

Overview of all things contributions and processing, from Financial Batch Manager, creating scheduled reports, refunds, to custom mail merge acknowledgements.

  • Monday, July 20, 1:00-1:30 PM
  • Monday, August 17, 1:00-1:30 PM

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

  • Wednesday, July 15, 1:00-1:30 PM
  • Wednesday, August 12, 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, July 22, 1:00-1:30 PM
  • Wednesday, August 19, 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, July 10, 12:00-1:00 PM
  • Friday, July 24, 12:00-1:00 PM
  • Friday, August 7, 12:00-1:00 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, July 1, 1:00-1:30 PM
  • Wednesday, July 29, 1:00-1:30 PM
  • Wednesday, August 26, 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, July 31, 2:00-2:30 PM
  • Friday, August 28, 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, July 7, 12:00-12:30 PM
  • Tuesday, July 21, 12:00-12:30 PM
  • Tuesday, August 4, 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, July 1, 1:30-2:00 PM
  • Wednesday, July 29, 1:30-2:00 PM
  • Wednesday, August 26, 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, July 8, 12:00-12:30 PM
  • Wednesday, July 22, 12:00-12:30 PM
  • Wednesday, August 5, 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, July 9, 2:00-2:30 PM
  • Thursday, July 23, 2:00-2:30 PM
  • Thursday, August 6, 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, July 8, 2:00-2:30 PM
  • Wednesday, July 22, 2:00-2:30 PM
  • Wednesday, August 5, 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, July 10, 1:00-1:30 PM
  • Friday, August 7, 1:00-1:30 PM

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How to track, refund, and reengage sustainers.

  • Friday, July 10, 2:00-2:30 PM
  • Friday, August 7, 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, July 31, 12:30-1:00 PM
  • Friday, August 28, 12:30-1:00 PM

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