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EveryAction Works!
Updated June 18, 2021

EveryAction Works!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with EveryAction

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.
  • Ease of use
  • Integrations
  • Robustness
  • Flexible to scale
  • It helps if you come from a political background and have experience using NGP Van. Without having that previous experience it may take longer to learn
  • Slow to adopt new techs. Certain things like the email editing feature were only just added recently. They could be more proactive on upgrades
  • It would be great if they had a live chat option to speak to someone without sending a request and waiting for an email.
  • Improved the data entry process
  • Fantastic ROI
  • Improved volunteer management
  • Helps us to identify top potential volunteers or donors
  • Great integration with our website.
We upgraded from an old version of EveryAction, so the implementation for that was pretty simple. I think for most organizations it should be pretty straightforward since there isn't a whole lot you need to set up before uploading your lists and contacts into the system. The import process is very smooth.
The system is only down for maintenance late at night, and I've never had problem getting on. I think there could be a faster response rate to support questions--I don't know if it's just how they operate or a lack of staff to handle those. That said, their responses are always extremely helpful and I rarely have to ask a followup on a service request.
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.

Do you think Bonterra Development + Digital delivers good value for the price?

Yes

Are you happy with Bonterra Development + Digital's feature set?

Yes

Did Bonterra Development + Digital live up to sales and marketing promises?

Yes

Did implementation of Bonterra Development + Digital go as expected?

Yes

Would you buy Bonterra Development + Digital again?

Yes

We haven't yet used another system so can't compare. That said, when we upgraded from EveryAction 7, the current version is a massive upgrade. Just on every level it's smoother and and easier to navigate and contains many more features, such as activist codes and survey questions.
It's very well suited as a basic CRM, but also if you're tracking donation or volunteer history from your supporters. I might not use it if you're only using it for fundraising tracking since its volunteer tracking is where it is most robust. It works very well with databases of virtual any size.

Using EveryAction

9 - All levels, Executive Director, Data Director, Field Director, Comms, Finance, etc.
7 - Same as the previous question, though most go through the Data Director
  • Data collection
  • Emailing
  • Contribution tracking
  • Volunteer management
  • How easy it is to upload contacts into the system
  • Being able to communicate with the voter file to make accurate and standardized addresses for everyone
  • Being able to target volunteers by precinct
  • More targeted fundraising
  • Better develop automation for when a person joins our list
It fits all our needs.

Evaluating EveryAction and Competitors

  • Product Features
  • Product Usability
  • Product Reputation
  • Prior Experience with the Product
Probably previous use of the product. I've had experience with NGP VAN, so understanding that system meant that there was virtually no learning curve for understanding this system.
Not sure if we would.

EveryAction Implementation

  • Implemented in-house
Change management was minimal - We didn't experience that a whole ton because I had experience with the system so was able to adapt very easily.

EveryAction Training

  • Online training
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.

Configuring EveryAction

There's really not a whole lot you can configure, but at the same time I'm not sure what you'd want to do. You have a great ability to add any sort of data tracking measure you want on a contact, and can pull those lists/reports in any way that fits your needs.
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.
No - we have not done any customization to the interface
No - we have not done any custom code

EveryAction Support

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.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Support understands my problem
Support cares about my success
Difficult to get immediate help
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.

Using EveryAction

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.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Plain English
  • Not to many buttons
  • The layout is easy to read
  • It looks modern
  • There might be a few terms like "activist codes" or "source codes" you may need to learn.
Yes - It works fine. Generally you have to switch to view in desktop mode to get all the features, but that said, I really wouldn't want to be using it on mobile. There's just so much data collected on individuals that there's no good way to make it completely optimized for mobile.

EveryAction Reliability

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.
Occasionally pages can be slightly slow to load, but nothing extreme. Reports go pretty quickly as well.

Integrating EveryAction

Extremely easy if you have an API key.
For systems like thrutext that have an API integration already with EA, it's very simple. More difficult to come up with your own API integration though
Not that I know of
  • File import/export
  • API (e.g. SOAP or REST)
I think just connecting more with companies doing similar work to get easy API keys.

Relationship with EveryAction

Just super smooth. They did a fantastic job of explaining everything the product had to offer over webinar, and were incredibly available to answer any questions we had about specific features they might not had explained. We really appreciated how they didn't rush through anything, and made sure we understood what they were talking about.
Fantastic, they checked in with us a couple times to follow up on features we weren't sure if we wanted to have added or not. They also were just incredibly quick to respond to us and fix any glitches or technical problems incredibly quickly. They were also very upfront and honest about what we couldn't do with the system so everything was super transparent.
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.

Upgrading EveryAction

Yes - It was super smooth. I think we were offline for a day, if that? All the data was imported as we wanted and had no hiccups.
  • Better layout
  • More tools to be able to track people
  • Event calendar has been absolutely critical for tracking events and volunteers
  • More email functionality
  • Better emailing
  • Integration with forms and our website
  • Easier to manage our list
  • Searching is much easier