Salsa to EveryAction Migration FAQ

The purpose of this page is to ease the transition for organizations migrating from Salsa to EveryAction. Please reference the FAQs below.

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Where else can I find help?

LMS: academy.bonterratech.com/self-signup/ Code: Salsa

Help Center: help.everyaction.com/s/

Support: help@everyaction.com & (202) 370-8050, Option 2

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Table of Contents
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    Setting up your payment gateway

    In order to accept contributions in EveryAction, you will need to have at least one gateway. Paragon is our preferred gateway, and here’s some information on getting started:

    How can I apply for my Paragon gateway?

    help.everyaction.com/s/article/Paragon-Gateway

    What is the pricing for my Paragon gateway?

    EveryAction Payments Pricing One Pager

    Can I use Apple Pay on my contribution forms?

    Yes! Apple Pay can be set up if you have a Paragon gateway. Please follow the instructions outlined here to get started:

    help.everyaction.com/s/article/2974541-apple-pay-setup-in-everyaction

    Can I use PayPal on my contribution forms?

    Yes! You can connect your PayPal Business Account to contribution forms. You will need to enable Reference Transactions on the account in order for the integration to work. In order to set this up, please send your Access Token to help@everyaction.com via a onetimesecret.com link to get started. Please don’t send the token via plain text for your own security.

    help.everyaction.com/s/article/2983269-enabling-paypal

    What are designations and how many do I need?

    Every organization will have at least one Designation that will allow you to manage your contribution data. If your organization is set up with multiple financial entities, such as when you have a c4 lobbying arm and a c3 nonprofit arm, you can add additional Designations that will help you keep these contributions separate. Please let your Account Executive know if you require more than one designation so they can be purchased.

    What is Security Metrics? Are they legitimate?

    Security Metrics is a vendor that Paragon contracts with to ensure that merchants like yourself are compliant with PCI-DSS. Answering the questions sent by Security Metrics and, depending on your answers, undergoing a security scan of your website, will ensure that you are compliant with PCI-DSS. Please reach out to Paragon Custom Care at customercare@paragonsolutions.com or (800) 884-5208, Option 1 with any questions about how to complete the questionnaire.

    Connecting GiveGab

    What do I need to do to get my GiveGab integrated with EveryAction?

    On the EveryAction side of things, you will need to email help@everyaction.com and request we enable 1) the “GiveGabID” external id type and 2) the custom contribution fields associated with the sync (if you want that data). Next, you will need to request the GiveGab API Key within the API Integrations section of EveryAction. Here are some detailed help docs on this:

    Sending Targeted Email

    Is there a checklist I can follow to get started with sending email in EveryAction?

    Yes, here is a downloadable PDF you can utilize as you get started.

    Download the PDF

    How do I add a DKIM record?

    For your DKIM TXT record, please create a new TXT record with the below values (please make sure to replace yourorganizationsdomain.org wit h your own domain):

    • Host Value: ngpweb3._domainkey.yourorganizationsdomain.org
    • TXT Value: v=DKIM1; k=rsa; n=1024;
      p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQD+FZRWRvxNzHH8gasWTJi4+bWRyDSMgE I7XOwAzUyrrvwz4QZ4lDtOwQVAmkqxUiyf5YkufT6+5h15wmR0f82JwqwT1vMjOUNS
      /Kausds5aBJiu2GFsIFrwXBUFf2Hp81yRzWQ56XoP+QTYJDk7Q3NRRGg17QfOZSDfPZCMICF VwIDAQAB

    Important Note: If you use GoDaddy or your DKIM doesn’t validate at MXToolbox, there’s a chance your domain provider automatically adds your organization’s domain to the end of the DKIM host value which causes the DKIM record to no longer align. If you run into this issue, change the host value to ngpweb3._domainkey

    How do I add a new SPF record?

    For the SPF TXT record, please modify the existing TXT record that starts with “v=spf1” to add “include:_spfprod.ngpvan.com“ after v=spf1. Please ensure there is a space between the two values. If no TXT record exists with a starting value of “v=spf1” please create a new TXT record with the following information:

    • Host Value: @
    • TXT Value: v=spf1 include:_spfprod.ngpvan.com ~all

    If you do not currently have an SPF record, we suggesting creating a TXT DNS record for your SPF that includes all sources of email from your email domain. Please note if you currently have “include:salsalabs.org" on your SPF record, do not remove it until you no longer intend to send email out of Salsa Engage.

    Funds, Appeals, and Campaigns

    In Salsa Engage, these fields are utilized to track your fundraising efforts. In EveryAction, these are each called something different, so we wanted to explain how these translate.

    What are Salsa's Funds, Campaigns, and Appeals called in EveryAction?

    Funds represent how the gifts your supporters make should be distributed by Accounting. In EveryAction, this field would be the General Ledger Fund Name.

    Campaigns are large-scale fundraising events, such as a capital campaign when you are raising money for buildings, land, etc., or a Golf Tournament. In EveryAction, these can be mapped to a parent Source Code.

    Appeals are individual activities within a Campaign, such as the 'Spring annual appeal letter' within the Annual Campaign, or 'Registrations' within the Golf Tournament, or a 'Buy a Brick' event for the Capital Campaign. Think of them as 'sub-campaigns'.  In EveryAction, these can be mapped to a child Source Code of the parent Source Code for the (Salsa) Campaign.

    It’s also worth noting that EveryAction also has a field called Campaign, which is detailed below with the other types of codes available in the CRM and how each of them work.

    How were these fields mapped in my automated migration to EveryAction?
    [fundname] General Ledger Fund Name
    [funddescription] general ledger fund description
    [campaignname] source code (parent)
    [campaigndescription] source code description (parent)
    [appealname] source code (child)
    [appealdescription] source code description (child)

    *Please note if you paid for a custom conversion, the mappings were decided upon by you and the data specialist you worked with, so the above chart may not be applicable.

    How can I use these codes to report on contributions?

    There are various built-in reports in EveryAction’s Report Manager that allow you to leverage these codes for your reporting.

    • QuickBooks Contributions Report: Export contributions to TransactionPro for upload to QuickBooks Online - only includes contributions received.
    • General Ledger Adjustments Report: View contribution adjustments to export to the general ledger.
    • General Ledger Contributions Report: View contributions to export to the general ledger.
    • General Ledger Pledges Report: View pledges to export to the general ledger.
    • Contribution Report: View all contributions, editing the columns to include General Ledger fields.
    • Reconciliation Report: View contribution and adjustment details for the purpose of reconciling with your bank statements, editing the columns to include General Ledger fields. The data in this report is refreshed once a day overnight.
    • and more. Please explore the Report Manager in EveryAction to view all report options as well as customizations.
    • Contribution Report: View all contributions.
    • Contribution Aggregate Report: View a summary of giving for all of your donors across various date ranges.
    • Source Codes Report: View all source codes that are available to your committee.
    • Reconciliation Report: View contribution and adjustment details for the purpose of reconciling with your bank statements, editing the columns to include Source Code fields.
    • and more. Please explore the Report Manager in EveryAction to view all report options as well as customizations.
    How can I use these codes to segment contacts?

    You can go to Create A List to build queries to segment contacts based on a series of criteria. In the Contributions page section, you can query contacts under the Track Your Efforts section by Source Codes, General Ledger Funds, etc.

    What are the codes I can use in EveryAction and how do they work?

    Activist Codes

    Applied to: contact records

    Hierarchical? No

    Primarily used for tracking: Interest in particular issues (jobs, environment, etc.); Types of engagement (volunteer, low dollar donor, high dollar donor, etc.); Types of membership or relationship with your organization (Board Member, Platinum Member, Press, etc.)

    Source Codes

    Applied to: transactions, such as contributions, Online Form submissions, and Events

    Hierarchical? Yes

    Primarily used for tracking: where/how a transaction came from, what caused it (i.e. what motivated someone to give)

    Other important information: can also be applied to contact records in the form of an Origin Source Code (see below)

    Extended Source Codes

    Applied to: Contact Records and Contributions

    Hierarchical? No

    Primarily used for tracking: granular details about Direct Mail recipients

    Other important information: You must work with Customer Support to set up your initial mapping for tracked values

    Origin Source Codes

    Applied to: Contact records

    Hierarchical? Yes

    Primarily used for tracking: where or how a contact record came in, primarily what motivated them to engage; the field is populated based on the first Source Code applied to the contact record within 24 hours of the contact record having been created.

    Other important information: cannot be applied directly from the contact record itself (has to be done via bulk upload or Online Actions)

    Tags

    Applied to: contact records, Events, Locations

    Hierarchical? Yes

    Primarily used for tracking: broader efforts, such as membership, that may intersect with Source Codes or Campaigns and Contents

    Market Source Codes

    Applied to: Added to the end of an Online Form URL when it's linked in an ad

    Hierarchical? No

    Primarily used for tracking: online ad success, which ads are driving form submissions

    Campaigns

    Applied to: Online Actions, Targeted Emails, Activist Codes, Events, Scripts, and Master Survey Questions

    Hierarchical? No

    Primarily used for tracking: the efficacy of outreach efforts by categorizing specific campaigns and their contents for analysis. Campaigns can be

    Other important information: EveryAction Campaigns are defined fairly broadly but generally correspond to a program around a particular issue, such as saving the polar bears or raising awareness around gun violence prevention. Campaigns are also assigned Campaign Types – such as Issue or Legislative.

    Automated Migration Data Mappings

    How were my fields mapped from Salsa into EveryAction?

    If your organization had an automated migration from Salsa to EveryAction, your relationship mappings would be as follows:

    Download the PDF

    How were my relationships mapped from Salsa into EveryAction?

    If your organization had an automated migration from Salsa to EveryAction, your relationship mappings would be as follows:

    Download the PDF