Organizing Syllabus
Organizing-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!
Resources for Base Building
Built with organizers using EveryAction in mind. Reach and grow your base with support documentation for EveryAction's organizing tools.
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Resources for: Organizing Directors, Field Managers and Organizers
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Set up, complete and report on phonebanking using Open Virtual Phone Bank!
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Click-by-click support documentation for tracking 1:1s, event participation, follow ups and more!
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.
Organizing 101
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Virtual Phone Bank
Course • 12 lessonsCall contacts in your database and track audience responses.
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Canvassing
Course • 8 lessonsStructure a script and report on door-to-door engagement with your contacts.
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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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Events
Course • 29 lessonsPlan, invite, and track event participants.
Organizing 201
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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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Reporting
Course • 22 lessonsPull key metrics from the database to analyze the health of programs tracked by the system.
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Follow Ups
Course • 3 lessonsTrack who in your database needs attention—when, how, and from whom.
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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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Notes
Course • 4 lessonsUnderstand how to quickly add, categorize and export notes.
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Engagement Points
Course • 13 lessonsAssign a point value to ways contacts engage with your org; target audiences based on engagement level.
Pricing Options
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Free
3-day Trial (no credit card required)
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$38.00 / 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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Development Syllabus
Bundle • 29 learning productsDevelopment-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.
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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.