EveryAction 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.

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

Unable to attend or looking for more information in the meantime? Find our library of on-demand Online Trainings in the EveryAction Help Center.

Getting Started with EveryAction

These sessions are designed for new users to get up and running. We'll help you put your best foot forward and answer your questions. If you haven't already, be sure to use our Getting Started area in the Help Center, where you can download packets to help manage your transition to EveryAction. To get these packets, log into EveryAction and then click here.

Welcome to EveryAction

Learn how to use reports to analyze and improve outcomes, track your campaigns and efforts, and work with contact records. Designed for high-level staff who will be using reports and tracking outcomes.

  • Thursday, January 21, 12:00-1:00 PM
  • Monday, February 1, 12:00-1:00 PM
  • Monday, February 15, 12:00-1:00 PM

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Working with the Voter File

Learn about the relationship between My Voters and EveryAction and how to track voter outreach. Designed for those who have purchased and will be working with the voter file.

  • Tuesday, January 19, 3:00-4:00 PM
  • Tuesday, February 2, 3:00-4:00 PM
  • Tuesday, February 16, 3:00-4:00 PM

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Fundraising in EveryAction

Learn the essentials and best practices for processing and organizing your donations, dive deeper into tracking campaigns and efforts, get familiar with high-touch fundraising tools, and see how you can customize your fundraising reports with just a few clicks.

  • Wednesday, January 20, 3:00-4:00 PM
  • Wednesday, February 3, 3:00-4:00 PM
  • Wednesday, February 17, 3:00-4:00 PM

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Migrating Your Data

Get a step-by-step walkthrough of our recommended six-step approach to importing your data. We'll review some of the ways in which you might need to adjust your spreadsheet beforehand, and how to use our import tool, Bulk Upload.

  • Friday, January 22, 1:00-2:00 PM
  • Friday, February 5, 1:00-2:00 PM
  • Friday, February 19, 1:00-2:00 PM

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Publishing Your Forms

Learn the basics and best practices for creating forms and how to analyze engagement using our reports. You'll also get to see examples of Signup and Contribution forms during this session.

  • Monday, January 25, 1:00-2:00 PM
  • Monday, February 8, 1:00-2:00 PM
  • Monday, February 22, 1:00-2:00 PM

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Moving Over Your Email Program

Learn how to move your email program over to Targeted Email, including implementing an opt-in strategy, segmenting your audiences, using our templates (Reusables), and analyzing email results.

  • Tuesday, January 12, 12:00-1:00 PM
  • Tuesday, January 26, 12:00-1:00 PM
  • Tuesday, February 9, 12:00-1:00 PM

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Running a Successful Sustainer Program

Learn about advanced segmentation, narrowing by household, and creating mailing universes and suppressions.

  • Wednesday, January 13, 3:00-4:00 PM
  • Wednesday, January 27, 3:00-4:00 PM
  • Wednesday, February 10, 3:00-4:00 PM

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Email Deliverability

Learn how you can implement email best practices in EveryAction to avoid spam filters and increase supporter engagement.

  • Thursday, January 14, 3:00-4:00 PM
  • Thursday, January 28, 3:00-4:00 PM
  • Thursday, February 11, 3:00-4:00 PM

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Community Trainings

These training sessions are great for anyone looking for an overview of a particular feature or tool. We'll show highlight the essentials and include best practices.


Advanced Create A List for Fundraisers

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

  • Wednesday, January 20, 1:00-1:30 PM
  • Wednesday, February 17, 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, January 29, 12:30-1:00 PM
  • Friday, February 26, 12:30-1:00 PM

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Create A List for Fundraisers

Creating lapsed donor searches and email segments.

  • Friday, January 29, 2:00-2:30 PM
  • Friday, February 26, 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, January 14, 2:00-2:30 PM
  • Thursday, January 28, 2:00-2:30 PM
  • Thursday, February 11, 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, February 5, 1:00-1:30 PM

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

  • Thursday, January 21, 1:30-2:00 PM
  • Thursday, February 4, 1:30-2:00 PM
  • Thursday, February 18, 1:30-2:00 PM

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

  • Friday, January 15, 1:00-2:00 PM
  • Friday, January 29, 1:00-2:00 PM
  • Friday, February 12, 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, January 14, 1:30-2:00 PM
  • Thursday, January 28, 1:30-2:00 PM
  • Thursday, February 11, 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 acknowledgments.

  • Monday, February 1, 1:00-1:30 PM

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

  • Wednesday, January 27, 1:00-1:30 PM
  • Wednesday, February 24, 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, February 3, 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, January 22, 12:00-1:00 PM
  • Friday, February 5, 12:00-1:00 PM
  • Friday, February 19, 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, January 13, 1:00-1:30 PM
  • Wednesday, February 10, 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, January 15, 2:00-2:30 PM
  • Friday, February 12, 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, January 19, 12:00-12:30 PM
  • Tuesday, February 2, 12:00-12:30 PM
  • Tuesday, February 16, 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, January 13, 1:30-2:00 PM
  • Wednesday, February 10, 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, January 20, 12:00-12:30 PM
  • Wednesday, February 3, 12:00-12:30 PM
  • Wednesday, February 17, 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, January 21, 2:00-2:30 PM
  • Thursday, February 4, 2:00-2:30 PM
  • Thursday, February 18, 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, January 20, 2:00-2:30 PM
  • Wednesday, February 3, 2:00-2:30 PM
  • Wednesday, February 17, 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, January 22, 1:00-1:30 PM
  • Friday, February 19, 1:00-1:30 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, January 15, 12:30-1:00 PM
  • Friday, February 12, 12:30-1:00 PM

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