Bonterra Development + Digital

Formerly EveryAction

EveryAction is well-integrated with campaigns and development functions EveryAction is simple for non-tech savvy campaigners to use

In our experience, EveryAction is appropriate for small to mid-sized non-profit organizations that engage in a wide variety of fundraising operations. It is geared primarily towards political fundraising, and some of the vernacular and features are clearly oriented to campaign or issue-based fundraising, which makes the tool particularly apt for those organizations. That orientation has not proved to be a hindrance for our non-political fundraising, fortunately. However, I imagine some development time will be 'wasted' (from our perspective) in building out those features.

It is well suited on State Representative campaigns and above. Where you have fewer voters and donors it is less useful

EveryAction oversold [itself] to us in terms of its capabilities to meet clearly defined needs in early discussions and during implementation. While we still feel we need to move to a singular, comprehensive CRM (we were using separate donor tracking and email marketing tools) and EveryAction will eventually get them, they are not ready for prime time for our unique needs of offering "member-only" content to members and organizations subscribers. We've had to implement several workarounds that hamper some of our marketing efforts to organizations (versus people) and cannot effectively generate tax letters with accurate amounts. These were explicit needs defined by us which they assured us they could meet. Not so.

I think if you are using it solely as an email client for sending out messages to large networks of people it has a good purpose. However, it lacks many features that a more established CRM would have. I think it can be part of the overall solution for a non-profit organization but not the entire one.

Very well suited for organizations setting up their first CRM system. Uploading an existing database was challenging and more technical support was needed to streamline it. Organizations engaged in advocacy have great tools.

Able to personalize donor requests for donation duration

Well suited as a stand-alone CRM, but it doesn't integrate well with its own email function or list/reporting functions

When running a campaign that is not time-bound or could easily go over election seasons, EveryAction will be perfect for you to maintain your contacts, connect to voter file data, and take action with your voters. It would be too much for a short campaign that just needs quick access to voter file information through the VAN.

EveryAction is well suited for large organizations that need or desire an integrated database for their fundraising and constituent engagement. While there are other platforms that nominally have similar functionality, EveryAction stands out in terms of everything being integrated by default. Smaller organizations, or those with channel-specific needs, may find EveryAction to be too much for their needs. Large organizations that desire a high level of customization, and don't mind the work and resources that go into it, may also find that EveryAction doesn't best suit their needs.

We use WordPress to host our donation API. This links to the automated emails.

Well suited for nonprofits with medium- to large-sized development departments that can take advantage of more of the communication features, such as targeted emails, acquisition list finder files, detailed tracking of all donor communication, online forms, etc. as well as modules like Wealth Engine integration and moves management. Less well suited to organizations that want a single database for donor and accounting records.

EveryAction is the optimal platform for non-profits that have email lists and are seeking to elevate the way they manage contacts. If you have a need to track activity, acquire new users, send emails, and convert users to donors, advocates, or loyalists, EveryAction offers a great experience. EveryAction allows you to transfer data from previous CRMs, but if you don't believe you'll use all the features of the software, it may not be useful to transition until your data is clean and you're ready to elevate your strategies.

Sending targeted emails is a great use of EveryAction. By creating lists, you can send specific emails based on the criteria you set. The ability to create templates makes the process go smoothly and quickly. The emails look professional and I love that you can see the analytics to determine the effectiveness of your outreach.

EveryAction is a much faster and more efficient digital tool [compared] to spreadsheets when it comes to vast amounts of people. EveryAction's downside is that if [the] WiFi goes out, as it's a digital tool, you can't access the information.

Excellent email communications manager, donation page builder, and political advocacy to electeds.

EveryAction is great for donor management and engagement. You can create easy-to-use forms quickly and post them anywhere, be it your webpage, social media, or even in an email. All you need is the link! If you know how to write code, that would be a bonus, but not necessary. I've only been using it for about a year and it has decreased my office work significantly; it does the hard work for you. I highly recommend this platform if you have several people you would like to manage and keep in contact with on a regular basis.

EveryAction is great for progressive political organizations that wish to deploy digital campaigns to their audience, grow their audience reach, and keep the audience engaged. The tool is very intuitive to use and I've seen updates to the platform that has made the tool even easier for someone without a technical background to build campaigns. Anything in the realm of email, form submission, reporting, and automation is very well done.

EveryAction is about the best single platform for nonprofits that engage in advocacy work or campaigns. It has huge functionality and the ability to do so much in one place--emailing, fundraising, action forms, and so much more. It's less good for running a survey, for example, which would be useful.

Great system. Impressed with reporting features, emails, online actions.

In any political environment, such as a campaign, field office, or grassroots organizing organization, EveryAction is very useful. It would be less useful in a setting where outreach is not the priority.

I can't think of a scenario where I wouldn't use EveryAction. It works perfectly across all of our departments. I find the platform easy to use, and easy to train new team members on. EveryAction provides quick, easy ways for us to communicate with our audiences in the different ways they wish to be engaged.

It’s best suited for organizations that have issues with departments being siloed. It allows you to house all of your data in one place and to compare data across departments. It makes internal collaboration much easier.

I think EA has a very particular audience that it focuses on very well - if you're a non-profit and you need an out-of-the-box solution for donor management and to send emails and build webpages, EA is phenomenal for that. It's easy to use and is quick to spin up. There's also a ton of features to build upon the basis after a while as well. I'm not sure EA is good for really small operations though - EA's tools are powerful and can be fairly overwhelming for smaller non-profits.

EA works well for entering gifts into donors accounts. Works very well when we need to replicate a gift in the donor's account. The clone feature is terrific. There are times when we apply gifts to a pledge and the pledge is already completed or near complete but the system allows the payment to be made that's higher than the pledge balance. This creates additional work for us to fix.