Development Syllabus
Development-focused courses | Build your EveryAction skills for development and fundraising in EveryAction. Includes EveryAction content related to development and development integrations available on the Toolbox.
Development-focused resources
Built with EveryAction development users in mind, these guides cover everything from getting logged in to EveryAction to setting up Moves Management to track your top prospects.
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Resources for Development Directors, Major Gift Officers and Coordinators
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Set up EveryAction's development tools according to best practices.
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Click-by-click support documentation for everything from setting up contribution forms to year-end receipts.
Quick Start
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Getting Started
Course • 7 lessonsAll EveryAction users gotta start somewhere!
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EveryAction Fundamentals
Course • 32 lessons[BETA] Learn skills every EA user should have.
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Contacts Management
Course • 14 lessonsIndividual contacts make up the database.
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Online Action Forms
Course • 6 lessonsSupporters donate, take action, subscribe to your newsletter, RSVP for events and more via online forms.
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Targeted Email 101
Course • 27 lessons[BETA] Learn the three components of creating and sending a bulk email: Define your audience, Create Content, and Review and Send.
Quick Start Badge
Earn this badge by completing this section’s courses.
Development 101
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Create a List
Course • 5 lessonsAsk questions about the contacts in the system to produce actionable lists and searches for use throughout the database.
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Notes
Course • 4 lessonsUnderstand how to quickly add, categorize and export notes.
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Contribution Forms
Course • 5 lessonsAccept donations via online forms.
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Targeted Email
Course • 15 lessonsSend out emails en masse to audience segments from your database.
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Manual Gift Processing
Course • 9 lessonsUpdate the database to reflect contributions and pledges that don't sync automatically.
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Self-Service Page
Course • 1 lessonSupporters update their own contact information, correct their payment info for monthly giving, and generate their own contribution receipts.
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Thanking Donors
Course • 2 lessonsKeep up with thanking donors, no matter the format of their donation.
Dev 201
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Reporting
Course • 22 lessonsPull key metrics from the database to analyze the health of programs tracked by the system.
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Automations
Course • 13 lessonsDesign workflows that reach out to contacts directly or reminds a user to follow up with a contact.
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Follow Ups
Course • 3 lessonsTrack who in your database needs attention—when, how, and from whom.
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Soft Credits
Course • 3 lessonsAdd one or more contacts (beyond the direct contributor) to a single contribution.
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Relationships
Course • 6 lessonsUse this EveryAction feature to view connections between individual contacts as well as organizations
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Events
Course • 29 lessonsPlan, invite, and track event participants.
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Form View for 1:1s
Course • 3 lessonsCollect a contact's answers to a series of prompts, while viewing their prior responses.
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Financial Batches
Course • 1 lessonCOMING SOON! Track and lock contributions in batches for tighter contribution history.
Dev 301
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Grants Management
Course • 7 lessonsDocument individual grant plans while also being able to access a birds-eye view of the whole program.
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Moves Management
Course • 14 lessonsPlan and track high-touch donor portfolios.
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Revenue Streams & Budget to Actuals
Course • 5 lessonsCOMING SOON! Categorize income and track progress to monthly goals.
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Virtual Phone Bank
Course • 12 lessonsCall contacts in your database and track audience responses.
Dev 401
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Year-End Gift Receipts
Course • 11 lessonsSend gift receipts to your donors by the end of January.
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Planned Giving
Course • 1 lessonCreate plans for donations following a donors passing.
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Membership
Course • 12 lessonsCOMING SOON! Track dues as to a multi-tier membership structure; automate renewals too!
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Pricing options
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Enroll Now
Free
3-day Trial (no credit card required)
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Enroll Now
$68.00 / month
1-Seat, Monthly Subscription
Other Bundles
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Communications Syllabus
Bundle • 15 learning productsCommunications-focused courses | Skill-up your EveryAction communications use, with guides focused on using mass communications features. Includes EveryAction content related to email, events, stories and more!
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Organizing Syllabus
Bundle • 15 learning productsOrganizing-focused courses | Build your strategy with guides focused on EveryAction’s base building tools and integrations. Includes EveryAction content related to Virtual Phone Banks, Follow Ups and more!
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Database Admin
Bundle • 44 learning productsALL ACCESS PASS | Structure your EveryAction database to best-practice standards. Includes all EveryAction content available on the Toolbox.