Products
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Communications Syllabus
BundleCommunications-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
BundleDevelopment-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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Organizing Syllabus
BundleOrganizing-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
BundleALL ACCESS PASS | Structure your EveryAction database to best-practice standards. Includes all EveryAction content available on the Toolbox.
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VAN Quick Start
BundleLearn how to use VAN to host, manage and report on canvasses and phone banks. Bundle includes guides that train your volunteers too!
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ActBlue
CourseStreamline regular imports of contribution data from ActBlue into EveryAction by setting up a Bulk Upload template.
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Activist Codes
CourseApply these codes to profiles to mark interest areas, constituency, newsletter subscriptions, and more.
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Administrative
CourseStructure your EveryAction database for consistent, secure use for your team.
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Advocacy Forms
CourseSend emails or tweets to leaders straight from a form.
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Automations
CourseDesign workflows that reach out to contacts directly or reminds a user to follow up with a contact.
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Basics of Navigating VAN
CourseOrient yourself to the different features of the VAN interface, and learn the fundamentals.
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Bulk Uploading
CourseAdd contacts, contributions and more to your database in bulk!
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Campaigns
CourseGroup related outreach efforts under an umbrella code to gain high level reporting.
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Canvass with MiniVan
CourseLearn how to track conversations with voters using an app on your smartphone.
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Canvassing
CourseStructure a script and report on door-to-door engagement with your contacts.
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Contacts Management
CourseIndividual contacts make up the database.
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Contribution Forms
CourseAccept donations via online forms.
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Create a List
CourseAsk questions about the contacts in the system to produce actionable lists and searches for use throughout the database.
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Dashboards
CourseCOMING SOON! Use dashboards to visualize your data, track programmatic goals and Campaign progress.
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Data Hygiene
CourseRefresh your database periodically.
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Data Security
CourseCOMING SOON! Take precautions to protect the personal information in your database.
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Engagement Points
CourseAssign a point value to ways contacts engage with your org; target audiences based on engagement level.
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Events
CoursePlan, invite, and track event participants.
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EveryAction Fundamentals
Course[BETA] Learn skills every EA user should have.
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Follow Ups
CourseTrack who in your database needs attention—when, how, and from whom.
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Form View for 1:1s
CourseCollect a contact's answers to a series of prompts, while viewing their prior responses.
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Getting Started
CourseAll EveryAction users gotta start somewhere!
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Grants Management
CourseDocument individual grant plans while also being able to access a birds-eye view of the whole program.
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Manual Gift Processing
CourseUpdate the database to reflect contributions and pledges that don't sync automatically.
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Membership
CourseCOMING SOON! Track dues as to a multi-tier membership structure; automate renewals too!
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Merge Duplicates
CourseGet rid of those pesky extra profiles without losing important profile data.
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Moves Management
CoursePlan and track high-touch donor portfolios.
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Multilingual Audiences
CourseCOMING SOON! Structure your codes to communicate with audiences speaking various languages.
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Notes
CourseUnderstand how to quickly add, categorize and export notes.
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Online Action Forms
CourseSupporters donate, take action, subscribe to your newsletter, RSVP for events and more via online forms.
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Phonebank with OpenVPB
CourseLearn the ins and outs of making calls for your campaign.
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Planned Giving
CourseCreate plans for donations following a donors passing.
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Relationships
CourseUse this EveryAction feature to view connections between individual contacts as well as organizations
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Reporting
CoursePull key metrics from the database to analyze the health of programs tracked by the system.
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Revenue Streams & Budget to Actuals
CourseCOMING SOON! Categorize income and track progress to monthly goals.
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Self-Service Page
CourseSupporters update their own contact information, correct their payment info for monthly giving, and generate their own contribution receipts.
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Set up a Canvass in VAN
CourseLearn how to define an audience, cut turf and manage data for a door knocking campaign.
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Set up a Phone Bank in VAN
CourseDefine the audience, write your script, and report on conversations using these guides.
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Shopify
CourseImport new Shopify orders into EveryAction as contributions using Zapier.
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Soft Credits
CourseAdd one or more contacts (beyond the direct contributor) to a single contribution.
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Source Codes
CourseLearn the ins and outs of structuring and applying source codes in a way that allows your organization to pull key metrics.
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Stories
CourseSolicit stories from contacts, and manage the review their publication.
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Survey Questions
CourseCOMING SOON! Capture a contact’s answer to a given question at a point in time.
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Targeted Email
CourseSend out emails en masse to audience segments from your database.
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Targeted Email 101
Course[BETA] Learn the three components of creating and sending a bulk email: Define your audience, Create Content, and Review and Send.
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Thanking Donors
CourseKeep up with thanking donors, no matter the format of their donation.
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VAN Relay
CourseCreate workflows to use VAN and EveryAction databases in coordination.
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Virtual Phone Bank
CourseCall contacts in your database and track audience responses.
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Year-End Gift Receipts
CourseSend gift receipts to your donors by the end of January.