EveryAction vs. WealthEngine

EveryAction is ideal for any advocacy group that is organizing the public to engage with their elected officials on issues. We primarily use it to send out Action Alerts calling on supporters to sign letters and petitions. From advocating with the local school board for more investment in mental health supports for students to advocating with the Governor to enact into law legislation to reduce child poverty -- EveryAction is a vital tool in our advocacy for public policies and public funding that support the well-being of children.

Incentivized

WealthEngine is an excellent prospect research tool. P2G scoring and other ratings are easy to understand. This allows for easy segmentation of prospects and prioritization of work for gift officers. We utilize this data for researching first-time donors, grateful patient prospects, and major gift prospects as well. All of our team are very satisfied with this tool.

Incentivized

• Acknowledgement letters
• Keeping track of donations
• Allowing changes to be made to donations if necessary, even after a couple of days (our old system was very difficult to make changes to a donation record)
• Allows for direct attachment of any electronic documents to the donor profile

Incentivized

• Donor contact info
• Confirm donor identity

Incentivized

• Getting help from the ticketing help system--it can take a long time to get a response.
• I'd be interested to see more email templates available for us to use or take inspiration from.
• The log-out times for EveryAction can be frustrating, especially when you get logged out in the middle of building a campaign and you lose information.

Incentivized

• WealthEngine is expensive for most nonprofits when looking at how to spend their money.
• WealthEngine seems to have a lot of turn over. Every time I email our account manager, they seem to have changed.
• WealthEngine can have glitches and does not work at times which is very frustrating.
• I would also like for WealthEngine to have better mobile service or an app.

Incentivized

We will never us EA, nor recommend them to another org, simply based on their failed promises to deliver training, on-boarding and then charging our account during our free 3 month period, then after cancelling the contract their legal department tried to force us to sign a cancellation agreement that barred us from writing reviews, making comments, etc!

Incentivized

It's just so easy--there isn't a lot of techy lingo or graphics, so a regular person can log in and have a sense of what does what. There might be a few terms you need to learn, but everything is in common English so you can almost always find what you're looking for.

Incentivized

Before the pandemic, tech support was 10/10, but now it’s a little harder to get ahold of someone. I completely understand the difficulty now with working from home and everything so I’m not upset, it just does cause a little worry when I’m pressed for time. A lot of it is my fault for leaving things to the last minute though :/

Incentivized

Will not go higher than 8 because of how often I end up locked out

Incentivized

Support is really good. The answers are always extremely helpful and really walk you through all the steps necessary to answer your questions. I do wish they had capacity for a live chat feature to allow for quicker responses because occasionally there can be a bit of a lag of a day or so to get a response.

Incentivized

The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.

Incentivized

They went through all the features and explained in easy-to-digest details what features the system had. They were also responsive to questions we had. We were able to check in with the support team after training and received prompt followups that helped supplement the training after we had real-world experience using the system.

Incentivized

EveryAction definitely makes it easier for my job and reaching members. I manage communications and to be able to communicate with members and donors quickly has been great. After a few weeks of reading the training guides and watching videos, I was able to learn EveryAction and it has helped my job. It is worth a shot!

Incentivized

Because EveryAction was developed by a team with plenty of experience in both non-profit and political work, it was far more tailored to our needs than either Salesforce (which caters more to for-profit businesses than non-profits focused on advocacy) or NationBuilder (which caters more to political work than non-profit work).

Incentivized

WealthEngine provides the same quality of data at a more affordable price point.

Incentivized

It just works whenever we need it. We'd grown our list and scaled up substantially since buying the product and have had no issues.

Incentivized

• Improved digital advocacy performance (one click action taking).
• Negative impact on email performance (open rates).
• Improved SMS acquisition (easy check box to sign up to receive text messaging).
• Vastly improved ability to pull data for analysis compared to other tools at this price point.
• Simplified integration of forms embedded in the website (Drupal).

Incentivized

• Depth of data
• Portfolio expansion

Incentivized