Bonterra Development + Digital

Formerly EveryAction

EveryAction is used as our donor/donation database at Habitat Omaha. We track Events, Donors, Tax Information, and more. Reporting is a main component of our use with EveryAction, and the scheduled reports help us maximize our time and helps data analysis move along faster.

EveryAction's fundraising, digital marketing, and advocacy features have helped us immensely as the organization rapidly expands. Organization is key to ensuring our mission is carried out, and this database keeps everything where it should be. I am able to map projections, run reporting data for our donors, and send out Targeted emails regarding updates in our projects, and our communications department is able to manage our webpage. We can create specialized donation pages for our corporate sponsors and so much more customizable content.

We purchased the $5k package when I started in this position and it was mostly me asking questions to fill in the gaps of what I didn't know which was great, but I felt it could've used more structure.

Also please review the question you are asking, I think you either forgot a word or need to remove the word "for" as your question doesn't make sense.

Absolutely! Kristin has gone above and beyond to find out any answer I had, no more how detailed or odd. She is my rock and I appreciate her SOOOOO much!!!

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!?

EA's overall performance in supporting it's users has had a very negative impact on our org. We spent countless hours researching, then negotiating with the EA sales rep - akin to buying from a used car lot. We FINALLY got them to agree to provide a 90 on-boarding window to allow us to use the system, train our team and they agreed to provide on-board training during that time - which never came to fruition. I believe they also illegally charged our card on file, without authorization, during that free on-boarding period due to a 'misunderstanding' between billing and sales! They MAKE automation software to handle things like this.. why is there a miss in their own org processes? Then it was a battle to get them to 1) refund it, and 2) cancel the agreement without requiring a gag agreement. Also, if you want to use a different payment processor, like stripe, etc. you have to use Paragon Sultions which adds it's own $100/year, other fees, % charges, etc..

I feel we would not evaluate EA and would have moved forward with another solution had users with a negative experience not been gagged by their civil right violating cancellation agreement

Yes, premium support (on-boarding, etc.) was included in the ridiculous price of $3588/year

During the initial sales process we receive prompt responses from the sales rep, only waiting for his 'manager to approve' certain terms we requested.

We use EveryAction to receive donations and membership dues, send targeted email blasts, process letters to officials on action priorities, and track supporters' interests.

We are pleased that we can use all of these features to engage supporters through one CRM, but we have yet to be able to effectively do so six months later as we are continuing to work through unresolved problems encountered during the implementation.

We might have delayed another year in order to give EveryAction time to improve their membership and donor tools and to roll out an API tool.

n/a

They attempted to work with our developers to implement API-like access for member-only content on our website but missed the mark for neglecting to inform us that there were limitations on the type of contact we could offer such access.

We use it as our CRM and email service. We use it to track our supporters and volunteers and keep tabs on their volunteer activity. We also use it to pull lists of supporters for fundraising purposes. It's used by the entire organization, but mostly by our organizing team, who use it to add new supporters into the database, and then call them to volunteer and track their responses. The data director uses it to pull fundraising lists, send emails, and ensure that data is being properly entered. Other members of the team use it for reference to track overall progress as well as looking up specific people.

It's impacted all of our work. We've had great success tracking donors and customizing their donation pages to fit specific fundraising drives or events.

The advocacy tool is extremely good if your work involves having your supporters email local elected officials. I think there is room for improvement on this feature so I would just confirm that the officials you'd be advocating to are included before signing up.

Not sure if we would.

I think just knowing what source codes, survey questions, contribution history, and activists codes you want to start by using is a great first step. That will let you be able to track from day one the basic information you need to get started.

I don't believe we have; it just hasn't been something that we've required at this point.

It's hard to mention a specific, but on the extremely rare occasion where I'd put urgent in the subject field, I've gotten an incredibly quick response.

I think just connecting more with companies doing similar work to get easy API keys.

Really it was a pretty basic contract. There's not that many add on features that would cause someone to have a more detailed contract. The terms were also pretty basic, we paid annually and the price tiers are extremely straight forward. We never got the sense that there was any purpose or need to negotiate specific principle terms.

I think just ask theme what you need and just be clear if they do or do not offer those features. You may want to ask them if there are other organizations that have used the system before so you could learn some best practical practices as you get set up. But EveryAction is just a great organization and we found super easy to work with.

CASA is an immigrant service and advocacy nonprofit organization. EveryAction is used to manage our individual giving and supporter programs in the development department. We use EveryAction for mass emails, online action forms, processing and tracking donations, donor analytics, and as a general CRM for our donors.

Before EveryAction, we used multiple platforms to do these various things, none of which easily communicated with each other. EveryAction addresses this business problem.

EveryAction's advocacy features have opened the door for us at the organization the be able to quickly mobile supporters to take actions. The petitions, action forms that message their elected officials, and sign-up forms have made advocacy much easier.

Also, the fact that EveryAction has all these features backed by its CRM, really allows us to see which supporters are the most engaged and receptive to take actions.

The planned giving function in EveryAction kept crashing whenever I was trying to access it. I emailed support, and they worked behind the scenes to fix the errors. I provided the error codes, they had me test the functions, and when I reported continued problems, they kept working on finding a solution.