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: Monday, April 6, 3:00-4:00 PM

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Advanced Create A List for Fundraisers

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

  • Wednesday, April 15, 1:00-1:30 PM
  • Wednesday, May 13, 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, April 24, 12:30-1:00 PM
  • Friday, May 22, 12:30-1:00 PM

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Create A List for Fundraisers

Creating lapsed donor searches and email segments.

  • Friday, April 24, 2:00-2:30 PM
  • Friday, May 22, 12:30-1:00 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, April 9, 2:00-2:30 PM
  • Thursday, April 23, 2:00-2:30 PM
  • Thursday, May 7, 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, April 3, 1:00-1:30 PM
  • Friday, May 1, 1:00-1:30 PM

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Email

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

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

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Events

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

  • Friday, April 10, 1:00-2:00 PM
  • Friday, April 24, 1:00-2:00 PM
  • Friday, May 8, 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, April 9, 1:30-2:00 PM
  • Thursday, April 23, 1:30-2:00 PM
  • Thursday, May 7, 1:30-2:00 PM

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Gift Processing

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

  • Monday, April 27, 1:00-1:30 PM
  • Monday, May 25, 1:00-1:30 PM

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Grants

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

  • Wednesday, April 22, 1:00-1:30 PM
  • Wednesday, May 20, 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, April 1, 1:00-1:30 PM
  • Wednesday, April 29, 1:00-1:30 PM
  • Wednesday, May 27, 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, April 3, 1:30-2:00 PM
  • Friday, April 17, 1:30-2:00 PM
  • Friday, May 1, 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, April 8, 1:00-1:30 PM
  • Wednesday, May 6, 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, April 10, 2:00-2:30 PM
  • Friday, May 8, 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, April 14, 12:00-12:30 PM
  • Tuesday, April 28, 12:00-12:30 PM
  • Tuesday, May 12, 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, April 8, 1:30-2:00 PM
  • Wednesday, May 6, 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, April 1, 12:00-12:30 PM
  • Wednesday, April 15, 12:00-12:30 PM
  • Wednesday, April 29, 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, April 2, 2:00-2:30 PM
  • Thursday, April 16, 2:00-2:30 PM
  • Thursday, April 30, 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, April 1, 2:00-2:30 PM
  • Wednesday, April 15, 2:00-2:30 PM
  • Wednesday, April 29, 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, April 17, 1:00-1:30 PM
  • Friday, May 15, 1:00-1:30 PM

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Sustainers

How to track, refund, and reengage sustainers.

  • Friday, April 17, 2:00-2:30 PM
  • Friday, May 15, 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, April 10, 12:30-1:00 PM
  • Friday, May 8, 12:30-1:00 PM

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