EveryAction Trainings

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Fundraising

  • Creating Lists of Donors and Prospects in EveryAction

    Create a List is EveryAction’s powerful tool for creating lists of contacts to reach out to or pull into a report. We’ll show you how to create lists of major, mid-range, low-dollar, and lapsed donors, sustainers, board members, and prospects so you can use these groups for Targeted Emails, direct response, calls, online ads, and other outreach channels. We’ll show you how to save these lists for later, and choose which people at your organization can see them.

    • Related packages: Development Basic, Standard, or Pro, and EveryAction 360
    • Workshop elements: Creating Saved Searches of major donors, mid-range donors, low-dollar donors, sustainers, lapsed donors, board members, and prospects; and sharing your lists with others
    • Who should attend: Anyone who needs to manage groups of donors and prospects

    1:00-2:00 PM Eastern
    Thursday, every 4 weeks

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  • High Touch Fundraising & Grants in EveryAction

    Learn all the essentials about high-touch fundraising in EveryAction, including bios, photos, outreach, major gifts, and planned gifts. Lastly, we’ll also show you how to manage grants. 

    • Related packages: Development Basic, Standard, or Pro, and EveryAction 360
    • Workshop elements: Adding a photo and bio to a contact, scheduling a follow up and creating a follow-ups report, assigning a staff member to a contact, tracking changes to high-touch contacts, adding Moves Management Action Plans and Planned Giving Plans to manage major and planned gifts (Development Standard & Pro), and tracking Grants (EveryAction 360, Development Standard & Pro)
    • Who should attend: Major gift officers or anyone cultivating major donors, as well as anyone managing grants in EveryAction

    1:00-2:30 PM Eastern
    Tuesday, every 4 weeks

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  • Importing Your Data Into EveryAction

    We’ll discuss record matching and walk you through how to use the import tool, Bulk Upload. We’ll cover the most common types of information you may want to upload, best practices and tips, and our recommended six-step process for importing your data. This webinar assumes some basic familiarity with contact records, Activist Codes, and Source Codes. To learn more about these elements, we strongly recommend watching our Working with Contact Records and Measuring Fundraising Success webinars or related on-demand trainings before attending this webinar.

    • Related packages: Any
    • Workshop elements: Importing a sample file (1-5 contact records)
    • Who should attend: Anyone who needs to import their own data and, preferably though not required, has become familiar with basic elements of the database.
    • Not covered: Creating and using codes

    1:00-2:00 PM Eastern
    Thursday, every 4 weeks

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  • Managing Direct Response in EveryAction

    Hear from one of our Direct Response experts about the types of Direct Response Plans in EveryAction and get a walk through of setting up a Direct Mail Housefile from start to finish, including segmenting recipients. Then, learn how to save packages and telemarketing scripts for repeated use. Lastly, we’ll show you how to track performance over time.

    • Related packages: Development Pro
    • Workshop elements: Creating recipient segments, customizing reports for tracking performance
    • Who should attend: Anyone using Direct Response Plans, particularly Direct Mail Housefile Plans
    • Not covered: While we will not have time to walk through each type of plan in detail, questions about all types of plans are welcome

    1:00-2:00 PM Eastern
    Thursday, every 4 weeks

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  • Measuring Fundraising Success in EveryAction

    Learn how to effectively and efficiently track your fundraising efforts with Campaigns and Source Codes, and then see how you can quickly and easily measure your success by customizing and scheduling reports with just a few clicks. Finally, we’ll look at how our Fundraising Management Home Page helps you manage your day-to-day tasks and accomplish your goals.

    • Related packages: Development Basic, Standard, or Pro, and EveryAction 360
    • Workshop elements: Customizing several reports including Contribution, Pledges, Year-Over-Year, and Long-Term Value reports, and setting the Fundraising Management Home Page
    • We’ll also show you: How to create and use Campaigns and Source Codes to track your efforts, but we recommend taking some time to plan them out, rather than creating them in the webinar.
    • Who should attend: Fundraisers who need to track results and measure success

    1:00-2:00 PM Eastern
    Thursday, every 4 weeks

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  • Processing and Reconciling Contributions in EveryAction

    Learn how to enter contributions in EveryAction including soft credits such as donor-advised funds; manage and reconcile contributions with Financial Batch Manager, identify how and when changes were made to your contacts using Audit Trail, and send acknowledgments using in-app mail merge templates.

    • Related packages: Development Basic, Standard, or Pro, and EveryAction 360
    • Workshop elements: Entering a contribution, creating mail merge templates, and customizing the Contribution Acknowledgment Report
    • Who should attend: Member or donor services staff, and anyone who will be reconciling fundraising records with financial records

    1:00-2:00 PM Eastern
    Tuesday, every 4 weeks

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  • Setting Up Membership in EveryAction

    Learn how to set up your membership levels, accurately capture due payment, and create lists and reports of lapsed, dropped, and renewed members.

    • Related packages: Development Standard or Pro, and EveryAction 360
    • Workshop elements: Beginning to set up membership levels, customizing reports
    • Who should attend: Anyone using our Membership tool

    1:00-2:00 PM Eastern
    Tuesday, every 4 weeks

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  • Working with Contact Records for Fundraisers in EveryAction

    Learn the basics about a contact record including creating a new contact; viewing, adding, and removing information; labeling some contacts using Activist Codes; managing duplicates; and identifying how and when changes were made to a contact record.

    • Related packages: Development Basic, Standard, or Pro, and EveryAction 360
    • Workshop elements: Creating a contact record and customizing the contact record All Details layout, entering contributions, adding contact information and notes, and creating and using Activist Codes
    • Who should attend: Anyone new to EveryAction
    • Not covered: High-touch tools like Follow-Ups, Moves Management Plans, Planned Gifts, or Grants; or high-volume tools like Membership or Direct Response

    1:00-2:00 PM Eastern
    Tuesday, every 4 weeks

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Digital

  • Getting Started with Online Forms

    Learn basics and best practices for creating Contribution and Signup forms, and follow along to create your own. Then, we’ll show you how to create customized reports with just a few clicks.

    • Related package(s): Digital
    • Workshop elements: Create your first Contribution and Signup forms
    • Who should attend: Anyone who needs to set up a Contribution or Signup form, or review best practices for their existing forms
    • Not covered: Other types of forms, advanced form design

    2:00-3:00 PM Eastern
    Tuesday, every 4 weeks

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  • Implementing Deliverability Best Practices

    We’ll walk you through email deliverability basics and options for implementing an opt-in and opt-out strategy, including how to identify and remove disengaged supporters from your email audience.

    • Workshop elements: Set up a subscription confirmation email, create a list of inactive subscribers, practice creating email segments
    • Who should attend: Anyone new to deliverability or looking to brush up on best practices

    2:00-3:00 PM Eastern
    every 4 weeks

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  • Managing and Growing Your Sustainer Program

    Recurring donors can help you raise more money year-round. We’ll show you how to implement a few simple updates to your Contribution forms that can grow your recurring donations and how to use our reports to retain and cultivate those donors.

    • Related package(s): Digital
    • Workshop elements: Enabling recurring options on your Contribution forms, setting up reports to monitor success
    • Who should attend: Anyone who wants to learn more about managing recurring gifts or uncover a great opportunity to raise more money all year round

    2:00-3:00 PM Eastern
    Tuesday, every 4 weeks

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  • Managing Virtual Events

    Learn how to manage events from your database; quickly generate Event Signup forms; easily track registrants and attendees; sync your events with Zoom; and set up an Event List page so supporters can browse all your events in one place.

    • Related package(s): Digital
    • Workshop elements: Create an Event, generate and customize an Event Signup form, and create an Event List page
    • Who should attend: Anyone who will be managing virtual, non-fundraising events
    • Not covered: Ticketed Events, in-person events

    2:00-3:00 PM Eastern
    Wednesday, every 4 weeks

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  • Running Advocacy Programs

    Our Advocacy forms make it easy for supporters to spread your message to targets like their legislators or company CEOs. Get a step-by-step walkthrough of the setup and the supporter experience, including selecting or creating targets for your Advocacy forms, setting up a great confirmation email, and how your supporters can customize their message to targets.

    • Related package(s): Advocacy
    • Workshop elements: Create a Form/Email Advocacy form and Social Advocacy form, and set up reports that will help you measure the success of your program and view messages sent to targets
    • Who should attend: Anyone with the Advocacy package, or those interesting in purchasing Advocacy.
    • Not covered: Click-to-Call Advocacy forms

    2:00-3:00 PM Eastern
    Tuesday, every 4 weeks

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  • Sending and Reporting on Emails

    You’ll learn how to segment your email audiences to target the people you want, use our Drag & Drop Editor to create emails that look great on any device, and measure email performance with reports.

    • Workshop elements: Practice using the Drag & Drop Editor, set up an Email Performance Report
    • Who should attend: Anyone who will be designing or sending Targeted Emails with the Drag & Drop Editor, creating email audiences, and measuring email performance.
    • Not covered: Classic Editor
    • Related package(s): Digital

    2:00-3:00 PM Eastern
    Thursday, every 4 weeks

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  • Welcome Email Automation Workflow

    Learn how to automate a series of welcome emails to engage your new subscribers effectively. You’ll see examples of Saved Searches that determine who gets which messages.

    • Related package(s): Digital
    • Workshop elements: Practice creating a welcome email automation, creating a Saved Search of new subscribers to receive the welcome emails, and other sub-segments of your audience
    • Who should attend: Anyone looking for an introduction to and real-life examples for using Automation, particularly for welcoming new subscribers, or those looking for examples of how to create Saved Searches for Automation.
    • Not covered: Other kinds of automation

    2:00-3:00 PM Eastern
    Thursday, every 4 weeks

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Organizing

  • Organizing in EveryAction

    Learn how to manage your volunteer and community outreach programs in EveryAction. We’ll show you the basics of a contact record and how to manage your lists of volunteers and community members using Saved Searches and Activist Codes.

    • Related packages: Any/All
    • Workshop elements: Creating a contact record and customizing the contact record All Details layout, adding contact information and notes, creating and using Activist Codes
    • Who should attend: Anyone managing their volunteer or community outreach programs through EveryAction
    • Not covered: Advocacy forms, events and Event Signup forms, Virtual Phone Banks

    1:00-2:00 PM Eastern
    Wednesday, every 4 weeks

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  • Running Virtual Phone Banks

    Learn everything you need to know about Virtual Phone Bank including creating a list of people to call, crafting a script for your callers, displaying relevant information for your volunteers, providing phone bank access to your callers, and tracking phone bank progress and results.

    • Workshop elements: Creating a script, creating a list of people to call, setting up a Virtual Phone Bank, customizing reports on your calls
    • Who should attend: Anyone who needs to set up a Virtual Phone Bank and help volunteers make calls.

    3:00-4:00 PM Eastern
    Thursday, every 4 weeks

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