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Bonterra Development + Digital

Bonterra Development + Digital
Formerly EveryAction

Overview

What is Bonterra Development + Digital?

Bonterra Development + Digital enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.

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Recent Reviews

Every Action Counts!

10 out of 10
September 22, 2023
Incentivized
I use EveryAction at work to keep track of out 1:1 meetings, to set up follow up meetings etc. I think there is no other program that make …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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What is Bonterra Development + Digital?

Bonterra Development + Digital enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.

Entry-level set up fee?

  • Setup fee optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Bonterra Development + Digital?

Bonterra Development + Digital enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.

  • Connecting to an integrated toolset - Connects a unified CRM with Advocacy, Volunteer Management, and Community Engagement tools.
  • Optimize outreach - Boosts conversion rates with reliable communication tools, multi-channel automation, and predictive analytics to target donors with personalized ask amounts determined through machine-learning algorithms.
  • Building organizational sustainability - Converts first-time donors into long-term supporters with multi-step donation forms built for one-click giving and secondary ask sequencing.
  • Cultivating stewardship best practices - Master donor stewardship by leveraging moves management, planned giving, and direct mail tools designed to engage and scale larger donors.
  • Boosting conversion rates - 33% of forms have at least one pre-filled field due to a previous action taken across the Bonterra network—giving customers a boost in conversion rates.

Bonterra Development + Digital Features

Reporting and Analytics Features

  • Supported: Predictive analytics

Additional Features

  • Supported: Multi-channel automation
  • Supported: High converting
  • Supported: Grants management
  • Supported: Planned giving
  • Supported: Moves management
  • Supported: Optimized asks
  • Supported: Multivariate email testing
  • Supported: Robust reporting

Bonterra Development + Digital Screenshots

Screenshot of donor segmentation and targeting by evaluating donors' past behavior, which highlights best opportunities to improve retention, increase donor value, and raise more money.Screenshot of a single, unified platform to support all kinds of campaigns by sending newsletters, creating action alerts, crafting fundraising appeals, and building automated workflows with a modern, targeted email tool boasting deliverability rates.Screenshot of multi-channel workflow automations.Screenshot of a picture of an individual record. These feature customization options used to tailor the page and highlight important information.Screenshot of a Bonterra form. 33% of forms have at least one pre-filled file due to a previous action taken across our network, boosting overall conversion rates.

Bonterra Development + Digital Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States

Bonterra Development + Digital Downloadables

Frequently Asked Questions

Bonterra Development + Digital enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.

Blackbaud CRM, Blackbaud Raiser's Edge NXT, and ROI Solutions Revolution CRM are common alternatives for Bonterra Development + Digital.

Reviewers rate Availability highest, with a score of 8.2.

The most common users of Bonterra Development + Digital are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(203)

Attribute Ratings

Reviews

(26-50 of 140)
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Score 3 out of 10
Vetted Review
Verified User
Most of the organizations in which I've used EveryAction - or which I've supported with EveryAction setup & use - try to make it the solution for all of their online organizing needs. There are very few mobilizing functionalities it doesn't claim to offer (most notably, peer-to-peer texting). That can be really convenient for organizations that are trying to do outreach on a lot of different levels, and recognize the need to have all that data live together in one place. But I've also noticed that the scale of what EveryAction offers can make it overwhelming for less technical staff, and especially volunteers. I have found it suits organizations best that absolutely need bulk email, digital fundraising, phone banking, event management, broadcast texting, online advocacy, action tracking, reporting, and a bunch more functionality all in the same tool because they have no other options.
  • Some people find the Create A List tool more intuitive than other record-querying equivalents, which can make it easier for digital organizers to target and segment bulk emails, broadcast texts, door-knocking sheets, etc.
  • The ability to add custom fields on both Contact and Contribution records allows for some flexibility in making the system adapt to your organizing model
  • There aren't a lot of other tools out there that make phone banking quite as accessible
  • EveryAction's Email Series/Automations allow for some pretty sophisticated things to run mostly on their own, from welcome and reactivation series, to drip campaigns
  • For the most technical EveryAction users, the ability to customize online form appearance and functionality using callback functions allows for pretty intricate customization of submitter experiences (e.g. redirecting form submitters to different destinations based on how they filled out the form)
  • The most common frustration and complaint I've experienced has been about support. Issues can sometimes drag on for months, they have given false or misleading information, data has been lost during migrations, and perhaps the worst is that they have been caught trying to avoid responsibility. But on some level these might just be symptoms of a larger problem. The tool is too big, trying to do too much. That means we customers get overwhelmed and need to ask for support more often, and that their support staff may actually be less familiar with some details of the tool than we are. And it doesn't help the situation that they seem to have pretty rapid staff turnover.
  • In the theme of EveryAction trying to do too much, many of the pages - from records to admin menus - are just overwhelming. There are too many sections and subsections. When to get to know each one, it makes sense why it's there and why it's important. But the combination of all the different pieces makes it a very difficult tool to onboard volunteers less comfortable with technology. If your grassroots fundraising program relies on a bunch of retired volunteers, it will be a challenge to get them to use EveryAction.
  • Generally speaking, it seems as though there's more emphasis on marketing and sales than support. There is some ability to pick and choose just the pieces you need and not pay for pieces you don't. But everything is expensive, there is a lot of emphasis placed on upselling you, and there are hidden costs. Up until not too long ago, there was no way to bulk delete records, and when you'd ask support for help doing so, they'd bill you with a data services charge. They offer migration support for a cost, but in all the migrations I've seen and heard about, they aren't very helpful because they spend more time explaining what can't be done without even more costly support than trying to understand your unique organizing and data needs. And if you have a data warehouse and want to get your data dumped in there, the prices can get very high very quickly.
  • On the more technical side, EveryAction's APIs are useful, but I feel they get developed and managed so haphazardly that it's hard to plan around them. The API credentials you get have selective permissions to the endpoints you'd need in a way that's completely opaque. For instance, loading values to Custom Contact fields is a relatively straightforward part of updating a Contact record, but if Custom Contribution fields require a completely different process, involving automated bulk imports, from updating Contribution records. Bulk imports don't allow for other, more standard Contribution updates and you have to ask to get an API key type has access to the bulk import endpoint, even if you already have access to Contribution endpoints. Their documentation is decent when it comes to using the endpoints, but doesn't reflect operational obstacles like this. I've found and heard that more time is spent working with support than actually writing code when developing using their APIs.
  • Reports can be very helpful, but despite what EveryAction folks claim, in my experience, they're just not quite as customizable as we need. Especially when it comes to connecting people to one another, or understanding donors AND their donations, it seems the only options are to export data and process it externally, whether that means someone's doing a whole lot of work in Google Sheets, or you have tech capacity for data visualization, but still have to pay a lot for the data dump.
At this point, I can only in good conscience recommend EveryAction to organizations that really do require something close to the wide array of functionalities that EveryAction offers, and have no other way to put all their organizing data together in one place. There aren't a lot of alternatives out there that offer even a decent fraction of what EveryAction offers, and it can be incredibly important to have one place to see everything about your supporters - we need to know which of our event attendees are also major donors when doing follow up, for instance! But the problem is that other tools out there are better than EveryAction at one or a few of the functions it offers. And they also might be easier to adopt because they're focused on a much narrower range of things. So if you don't need most of the tools built in to EveryAction, or if you have another way to bring all your data together, I suggest you make sure you do plenty of due diligence on alternatives (which might be a bunch of different tools) before committing to EveryAction.
Score 3 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction to manage a 90,000 member database (CRM), including tracking donations, campaign participation, member interests, contact information, and email program. We have both staff and volunteers managing the database.
  • Expansive member profile options, that are easy to customize.
  • Solid list segmentation options, if a bit clunky in execution.
  • Processes donations easily.
  • Customer service is pretty bad - often unresponsive, a lot of passing off to other members of staff, general lack of knowledge about the product, etc. Their employees seem like they hate working there.
  • Unless you have a dedicated staff member to manage profiles, get rid of dupes, etc, it becomes unwieldy quickly.
  • Action Network has better UX and tools (petitions, letters to lawmakers, etc) at cheaper prices.
It's a tool that is a bit too big and expensive for small organizations, and offers little in the way of customer support/service. So, unless you can afford a dedicated database manager, it would be difficult for me to recommend this tool. If you can, its very powerful and may be a good fit,
Score 1 out of 10
Vetted Review
Verified User
Incentivized
EveryAction was the most comprehensive solution we could fine to automate interactions and followups and maintain a close relationship with our supporters. The platform is, honestly, incredible with just about anything you could think of. The problem is not the platform, in my opinion it's the company who owns it, Bonterra. They present themselves as a company that supports those who 'do good', along with slogans that ring the SJW bell. The company owns CyberGrants, EveryAction, Network for Good, and Social Solutions. We setup our account and the sales rep offered free on-boarding, training, and so we began configuring it for our org. We waited for the on-boarding team to reach out, but no one did. I finally reached out after the 2nd month to be informed that they were so backed up the training would not begin for several months and to read their docs! We moved forward, setup the system as needed and began learning all the nuances of it.. it's quite complex. Then, we received a bill... during our 'free' 90 days on-boarding. They refunded it but at this point, we did not see the support needed to continue and cancelled based on their breach of agreement by charging us w/o auth. Their legal department sent a cancellation doc for us to sign which legally barred us from writing reviews, etc!! We declined and asked them to edit the agreement, which they would not. We did NOT sign it and they would not provide any further confirmation the account was cancelled other than an email. Is that really supporting those that do go, or just chasing the buck and trying to gag those that have negative experiences!?
  • Campaign Automation
  • Integrations
  • Drip Campaigns
  • CRM
  • Unauthorized Charges to Customers
  • Requiring clients who cancel to sign a legally binding gag agreement
  • Poor on-boarding and training process
EveryAction is well suited to an organization who can overlook the overselling, under-delivering that ensues after the sales rep gives you enough 'free' addons to sign a contract... to then not provide those add-ons (on-boarding, training, support). Have a legal department ready to review ALL contracts they want you to sign. From my experience, If you cancel, for any reason even if they breach the contract, I belived they will try to get you to sign an agreement legally binding you from making negative reviews, comments, etc.! Makes you wonder how many review 'stars' they would actually have if the negative experiences were allowed to be posted. Paying over $3500/year for this kind of experience would be disastrous for most businesses in my opinion.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The Children's Agenda uses EveryAction to: Manage and send e-newsletters and other mass email communications Send action alerts to supporters to send letters and sign petitions to elected officials Track donors and donation
  • Designing and sending e-newsletters is quick and easy.
  • The automation of letter campaigns only going to constituents and their respective representatives makes our advocacy more effective.
  • Being able to save searches means that when we send emails we know, with only the click of a button, that they are going to the most updated list of our supporters.
  • Being able to build audience lists by adding in and taking out one step at a time lets us target our communications more effectively.
  • It would be nice to have a way to create shorter and "more friendly" URLs for our links rather than using the auto-generated ones. They are too complex for putting on print communications or graphics that aren't clickable for people to type the URL into their browser. They are also too long for twitter posts. To avoid this, we post the link onto our website where we can create a short URL with words that are easy to remember and type. That added step takes time we could use better in other ways.
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.
September 19, 2022

EveryAction Review

Andrew Kleczek | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
EveryAction is a useful tool for political organizing, especially within the Democratic party. The primary lists are generally good, while the L2 and below could be horrible.
  • Tracking voters
  • Voter outreach
  • Donor / voter outreach
  • L2 lists can be trash
  • Lists in GOP states are often trash
EveryAction is great if you're trying to fundraise from Democrats or elect Democratic candidates.
September 19, 2022

EveryAction - Great tool

Victoria Sunkel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use EveryAction for targeted emails to different audiences, making one-click emails to companies or politicians, making sign-on petitions or letters, etc.
  • Organizing targeted groups
  • Organizing volunteer interests
  • Streamlining the process
  • Automatic saving projects
EveryAction is very well suited for nonprofits focused on some type of social action or organizing volunteers.
Score 8 out of 10
Vetted Review
Verified User
I use EveryAction with several clients to set up fundraising and advocacy emails, to monitor donations over time, in conjunction with lead-generation, donor acquisition, and donor retargeting ad campaigns, and other tasks. I also use VAN for electoral and membership management purposes with a client, including events and integrations with other platforms like Hustle, Mobilize, Mobile Commons, and Impactive. In addition, I support other users with finding the features they need.<br>
  • Email Marketing
  • Membership Reporting
  • Fundraising
  • Event Management
  • Integration with ActionNetwork
  • Advocacy Page Setup
EveryAction works really well for email marketing for campaigns and nonprofits. Its connection to VAN makes it a vital tool for election work whether by nonprofits or campaigns.
I have occasionally found its event management cumbersome to work with. It's also challenging to onboard new organizing staff to using VAN and EveryAction for their campaigns -- a steep learning curve.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Eblasts and PR to keep members informed and active. I found it was easy to create content and use other content from outside sources. I was able to import images and text for a professional eblast. EveryAction saves time and time of course is money. The templates aid in content creation.
  • eblasts
  • Feedback
  • ease of use
  • easier login access
Keeping people informed and providing content quickly. The templates help to streamline the creation process. I didn't have to recreate the wheel and redesign outgoing content. I was able to focus on making great content and making it quickly. The interface is very easy to learn and understand. Almost everything is user friendly.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I manage our members donations, contact information, run reports, print out donation acknowledgements. Using EA saves time with generating the thank you letters, makes managing incoming donations seamless and keeping track of donors contributions, any changes to their donation status, etc. It's also a great way of being able to follow up with members, making notes of any changes and provides space where I can note 1-1 conversations I've had, so that the next time I speak with a donor I can continue where I left off. This really personalizes my interactions with our donors.
  • End user experience is quite transparent - other db's are WAY more cluncky and not designed specifically for my work in the non-profit realm.
  • Running reports are seamless
  • Layout of workspace is clean and efficient
  • FAQs well organized and easy to follow
  • Relationship between primary record and attributed contributions is messy when trying to figure out if thank you letter has been generated. Attributed record should, when activated, supercede primary record.
  • SmartSearch isn't always as smart as it claims to be
so much more streamlined and intuitive use than Salesforce - especially when it comes to creating, editing and processing reports
Score 9 out of 10
Vetted Review
Verified User
Incentivized
EveryAction is our master database that serves our unique needs as a nonprofit. In addition to storing data for thousands of contacts, EveryAction collects donations through online forms and provides templates for professional email campaigns.
  • Targeted email campaign
  • Donation tracking
  • Bulk upload
  • Donation forms
  • MyList function
  • Search by organization/company, not just name
EveryAction is the gold standard for Customer Relationship Management in the nonprofit sector.
Ali Matthews | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction for almost everything, from donation receipts to targeted emails. We create specific lists to send emails to donors and community members internationally, depending on their relation to the organization. We also create forms for fundraising for our annual fundraisers as well as one-off fundraisers. We use every action online action to create action alerts (petitions) to drive forward our campaigns. Once we establish a more grassroots team we plan on using volunteer and event features as well.
  • Tech support
  • Tutorial videos
  • Flexibility
  • Since the pandemic, tech support
  • A code-free stylization for forms
EveryAction is good for smaller nonprofits with at least 1,000 supporters, (not sure if worth it for smaller ones because of $$) and nonprofits with tens of thousands of supporters. I’ve worked with EveryAction at three different organizations ranging from 2,000 contacts in the CRM to 100,000. If you’re just looking for a donation platform, EveryAction may be too much, but if you’re also sending emails and targeting multiple areas, it’s great.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
EveryAction (EA) is our digital CRM. We use it to send action and appeal emails to our donors and supporters. EA has provided us with greater flexibility and speed in producing and disseminating our messages to our audience than our former CRM. I use EA to track donations, look up supporter contact information, and view reports.
  • Templates for email queries.
  • Custom fields for greater tracking detail
  • Better user interfaces for work activities.
  • Better strategies and solutions for sustainer migrations. Losing 10% of your organization's monthly donors is a big revenue loss.
  • Ability to easily use more payment processors than Paragon.
The onboarding and support team are first class. Very patient and helpful with all of the onboarding process and genuinely interested in making our organization's experience with EA and fundraising successful. Ease of use in sending email communications to our donors and supporters. Reporting functions are well thought out and helpful in tracking revenue and donors.
Sam Jacobson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use it for email marketing. It's an excellent product and I'm very happy with it -- I've used many of the competitors, including Action Network and NationBuilder. NGP works best, and I think I speak for others in the industry when I say that.
  • Email marketing
  • CRM for tracking supporters and supporter behavior
  • Online fundraising
  • Petition / engagement emails
  • Should allow for more cold email outreach
  • Faster supporter from customer service
  • Better integration with ActBlue
I work in Democratic campaigns. This product is the standard. I've used many of the competitors, including Action Network and NationBuilder. NGP works best, and I think I speak for others in the industry when I say that. It's not as good for volunteer management but I don't really do that.
Craig Plazure | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
EveryAction is used to help connect advocates with their elected officials in federal and state governments. Advocacy organizations use EveryAction as a CRM to maintain a database of their advocates and communicate with them by email and/or SMS.
  • EveryAction is a powerful database that helps administrators track individual advocates' actions and communications
  • EveryAction's advocacy tools are a great way to help advocates reach their elected officials
  • EveryAction provides easy to use and customize online action forms for sign-up, petition, and advocacy actions
  • EveryAction also provides an easy to use and customize email tool
  • EveryAction has a steep learning curve, but their help documentation and recordings are useful
  • Other tools in the space have features that EveryAction doesn't, like mapping
EveryAction is perfect for advocacy organizations or organizations like nonprofits that seek to raise money. It's not a great solution for small-budget organizations that can't afford their tools.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
EveryAction maintains our membership data. We use it to create new contacts, hold information on our clients, and then connect their data to the Voter Activation Network (VAN).
  • Integrate with VAN
  • Integrate with other databases
  • Create nice looking HTML emails
  • More help tutorials
  • More responsive sales representatives
We used EveryAction because it integrated well with the VAN database. It was a good all-in-one database for our needs with existing members, adding in new contacts and connecting to public voter files. It also stored the financial incentive history of donors. We could create emails for our contacts as well, which was nice.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use CRM to manage 2000+ contacts. The integrations with Zoom and Hustle mean that there is no data entry for event registrations and SMS. We use it for emails, including automations, as well as recording the work organizers do. I wish social media integrations were more functional. For small tight-budgeted nonprofit organizations like ours, the many of the additional paid features price points is too high.
  • Zoom integration
  • Email Automations
  • Parsing email lists
  • We need to be able to assign contacts to a specific organizer via bulk uploads
  • Hustle integration doesn't include all the details that would be useful; messaged by and results, for example
EveryAction is a versatile, flexible CRM that manages contacts, segmented lists, automations, and important integrations with other online apps. It does require training to fully utilize and may be complicated for a staff that isn't high-tech-literate/savvy.
May 03, 2022

EveryAction Review

Alexander Nyirendah | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
EveryAction has been a very integral tool in managing our constituent data. The ability to tag our community members using activist codes, identify people based on the type of event where we met, and the ability to measure levels of engagement help move the work forward. EA allows me as a user to quickly identify who I should be talking to when there are pertinent matters at hand.
  • Data management.
  • Event management.
  • Documentation.
  • Data health checks.
  • Clear pathways to adjust and correct data.
  • Engagement management.
Being a C3/C4 the ability to switch from EA to the voter file is integral to the success of our organization. EA allows us to load our base and automatically tags those individuals that are registered to vote into the voter file. Virtual phonebanks also create a space that makes it easy to activate new volunteers without creating a complicated profile.
Timothy Prezlock | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use the product daily for digital fundraising emails. Action Network allows me to specifically target audiences, which allows me to combat spam.
  • Backend forms
  • Targeting
  • Reporting
  • Combatting spam
  • More features on backend forms
Suited for fundraising. Not necessarily suited for small standard marketing due to cost.
Justin Wilkins | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction to manage volunteer recruitment, advocacy actions, fundraising, and primary CRM. It is helpful to have one system for managing supporters that integrates advocacy, volunteer work, and fundraising. We will launch petitions or advocacy tools to provide supporters with a way to take action. Staff and volunteer leads can then measure and evaluate progress toward goals. With the integration of Development and Email/text communication, we are able to shape communication and fundraising asks based on the engagement of supporters in the work.
  • Volunteer management
  • Fundraising integration & tools
  • Online action tools for advocacy (federal and state are strongest)
  • Emails to dynamic lists
  • Automation functions are good
  • Fundraising intelligence features are good
  • Local advocacy, school board advocacy
  • Better design templates for online action pages. You should be able to change the look and feel more easily without coding… or they should help customers with this
  • Clearer communication about available features and costs.
  • Better pricing for smaller groups- they are expensive
  • More support for onboarding and helping groups use the system most effectively (like setting up codes, revenue streams, reporting, etc) lots of groups underutilize it because of how sophisticated it can be.
When we have had to rapidly deploy advocacy actions and measure progress forward specific goals it has been great. The ability to integrate email and fundraising to support that work is also great. Making it easy for staff and volunteers to follow up and engage people works well too. The biggest challenge has been weak support for local advocacy. School boards and some local data aren’t available, and custom targets aren’t sufficient when trying to support statewide work. It might be okay on a county-by-county basis but still, the lack of school board data is a problem. The other challenge is the out of the box tools don’t look great unless you embed them with code on your current website. Depending on what that is it might be a challenge. We use WordPress and regularly embed actions and forms and it works well. I previously had a problem embedding them in Wix and square space because it would strip codes that help us track information.
April 21, 2022

EveryAction Every Day

Score 6 out of 10
Vetted Review
Verified User
Incentivized
I use EveryAction daily to support political campaigns' fundraising programs. This tool allows me to create specific target audiences, understand our email list, and conduct tests to ensure we're constantly evolving and achieving our fundraising goals.
  • Target audiences.
  • Reporting.
  • Ease of email coding.
  • Customer service and flexibility.
  • Confusing user interface/UX.
  • Engagement metrics aren't standardized.
EveryAction is suitable for smaller programs where email volume is not extremely high. For programs that require lots of specialized reporting, coding, and branding, this would probably not be the best choice.
Les Helmuth, CFRE, CGPA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
EveryAction is at the core of our fundraising operation - CRM, donor records, gift records, gift planning, etc. We use the data we get from EveryAction to help us plan our donor visits and the next steps for each donor. I'm grateful for the reporting process, though it takes getting used to, it gives us more than we need to report out to our stakeholders, board members, and management.
  • Reporting results
  • Data collection on each donor/record
  • Prioritizing follow up steps with donors
  • I find the reporting process for gifts to be a little more cumbersome than expected, but once figured out, it works
EveryAction is well suited for any sized operation - the controls, tools, and ability to see the work of colleagues are really helpful. It makes being able to check in with colleagues simpler. Setting up the report formats you like is a little more cumbersome than I expected, but it will eventually work itself out as I get more and more accustomed to the way EveryAction works.
April 06, 2022

Great!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
EveryAction is great for connecting with our supporters and for collecting more! IT is very user-friendly and the guidance sent out is really helpful. I appreciate all of the capabilities of their online actions and targeted emails. We are able to do so much more with this tool than we were able to do before.
  • Emails
  • Forms
  • Automations
  • Step by step guides
  • More options for automations (applying survey questions, etc.)
It is great for advocacy work. Sending advocacy emails to legislators and other targets is super easy and helpful in EveryAction. I also love how we can reach our base quickly and easily using targeted emails. It is great for advocacy updates and soliciting donations. The different list options are great.
Ian Wraga | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use minivan to access voter and issue data for our different campaigns for civic engagement.
  • User Experience is smooth
  • Easy to access information.
  • Offline mode allows users to save battery which is very helpful.
  • It could be more flexible to user engagement.
  • There isn't much that a user can do to change incorrect data in the app.
  • Sometimes house locations on the map are not accurate to where they are in real life.
Canvassing and community outreach projects.
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