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.


Advanced Create A List for Fundraisers

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

  • Wednesday, January 22, 1:00-1:30 PM
  • Wednesday, February 19, 1:00-1:30 PM
  • Wednesday, March 18, 1:00-1:30 PM

Register Now


Contact Record for Fundraisers

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

  • Friday, January 3, 12:30-1:00 PM
  • Friday, January 31, 12:30-1:00 PM
  • Friday, February 28, 12:30-1:00 PM

Register Now


Create A List for Fundraisers

Creating lapsed donor searches and email segments.

  • Friday, January 3, 2:00-2:30 PM
  • Friday, January 31, 2:00-2:30 PM
  • Friday, February 28, 2:00-2:30 PM

Register Now


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, January 16, 2:00-2:30 PM
  • Thursday, January 30, 2:00-2:30 PM
  • Thursday, February 13, 2:00-2:30 PM

Register Now


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, January 10, 1:00-1:30 PM
  • Friday, February 7, 1:00-1:30 PM
  • Friday, March 6, 1:00-1:30 PM

Register Now


Email

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

  • Thursday, January 9, 1:30-2:00 PM
  • Thursday, January 23,1:30-2:00 PM
  • Thursday, February 6, 1:30-2:00 PM

Register Now


Events

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

  • Friday, January 3, 1:00-2:00 PM
  • Friday, January 17, 1:00-2:00 PM
  • Friday, January 31, 1:00-2:00 PM

Register Now


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, January 21st, 3:00-4:00 PM

Register Now


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

Register Now


Gift Processing

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

  • Monday, January 6, 1:00-1:30 PM
  • Monday, February 3, 1:00-1:30 PM
  • Monday, March 2, 1:00-1:30 PM

Register Now


Grants

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

  • Wednesday, January 29, 1:00-1:30 PM
  • Wednesday, February 26, 1:00-1:30 PM
  • Wednesday, March 25, 1:00-1:30 PM

Register Now


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, January 8, 1:00-1:30 PM
  • Wednesday, February 5, 1:00-1:30 PM
  • Wednesday, March 4, 1:00-1:30 PM

Register Now


Membership Management

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

  • Wednesday, January 15, 1:00-1:30 PM
  • Wednesday, February 12, 1:00-1:30 PM
  • Wednesday, March 11, 1:00-1:30 PM

Register Now


Planned Giving

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

  • Friday, January 17, 2:00-2:30 PM
  • Friday, February 14, 2:00-2:30 PM
  • Friday, March 13, 2:00-2:30 PM

Register Now


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, January 21, 12:00-12:30 PM
  • Tuesday, February 4, 12:00-12:30 PM
  • Tuesday, February 18, 12:00-12:30 PM

Register Now


Reporting for Fundraisers

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

  • Wednesday, January 15, 1:30-2:00 PM
  • Wednesday, February 12, 1:30-2:00 PM
  • Wednesday, March 11, 1:30-2:00 PM

Register Now


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, January 22, 12:00-12:30 PM
  • Wednesday, February 5, 12:00-12:30 PM
  • Wednesday, February 19, 12:00-12:30 PM

Register Now


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, January 23, 2:00-2:30 PM
  • Thursday, February 6, 2:00-2:30 PM
  • Thursday, February 20, 2:00-2:30 PM

Register Now


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, January 22, 2:00-2:30 PM
  • Wednesday, February 5, 2:00-2:30 PM
  • Wednesday, February 19, 2:00-2:30 PM

Register Now


Soft Credits

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

  • Friday, January 24, 1:00-1:30 PM
  • Friday, February 21, 1:00-1:30 PM
  • Friday, March 20, 1:00-1:30 PM

Register Now


Sustainers

How to track, refund, and reengage sustainers.

  • Friday, January 24, 2:00-2:30 PM
  • Friday, February 21, 2:00-2:30 PM
  • Friday, March 20, 2:00-2:30 PM

Register Now


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, January 17, 12:30-1:00 PM
  • Friday, February 14, 12:30-1:00 PM
  • Friday, March 13, 12:30-1:00 PM

Register Now

 

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