CLC Toolbox 🧰

ActBlue

Course

Streamline regular imports of contribution data from ActBlue into EveryAction by setting up a Bulk Upload template.

Activist Codes

Course

Apply these codes to profiles to mark interest areas, constituency, newsletter subscriptions, and more.

Administrative

Course

Structure your EveryAction database for consistent, secure use for your team.

Advocacy Forms

Course

Send emails or tweets to leaders straight from a form.

Automations

Course

Design workflows that reach out to contacts directly or reminds a user to follow up with a contact.

Bulk Uploading

Course

Add contacts, contributions and more to your database in bulk!

Campaigns

Course

Group related outreach efforts under an umbrella code to gain high level reporting.

Canvassing

Course

Structure a script and report on door-to-door engagement with your contacts.

Contacts Management

Course

Individual contacts make up the database.

Contribution Forms

Course

Accept donations via online forms.

Create a List

Course

Ask questions about the contacts in the system to produce actionable lists and searches for use throughout the database.

Data Hygiene

Course

Refresh your database periodically.

Data Security

Course

COMING SOON! Take precautions to protect the personal information in your database.

Engagement Points

Course

Assign a point value to ways contacts engage with your org; target audiences based on engagement level.

Events

Course

Plan, invite, and track event participants.

Follow Ups

Course

Track who in your database needs attention—when, how, and from whom.

Form View for 1:1s

Course

Collect a contact's answers to a series of prompts, while viewing their prior responses.

Getting Started

Course

All EveryAction users gotta start somewhere!

Grants Management

Course

Document individual grant plans while also being able to access a birds-eye view of the whole program.

Manual Gift Processing

Course

Update the database to reflect contributions and pledges that don't sync automatically.

Membership

Course

COMING SOON! Track dues as to a multi-tier membership structure; automate renewals too!

Merge Duplicates

Course

Get rid of those pesky extra profiles without losing important profile data.

Moves Management

Course

Plan and track high-touch donor portfolios.

Notes

Course

Understand how to quickly add, categorize and export notes.

Online Action Forms

Course

Supporters donate, take action, subscribe to your newsletter, RSVP for events and more via online forms.

Planned Giving

Course

Create plans for donations following a donors passing.

Relationships

Course

Use this EveryAction feature to view connections between individual contacts as well as organizations

Reporting

Course

Pull key metrics from the database to analyze the health of programs tracked by the system.

Revenue Streams & Budget to Actuals

Course

COMING SOON! Categorize income and track progress to monthly goals.

Self-Service Page

Course

Supporters update their own contact information, correct their payment info for monthly giving, and generate their own contribution receipts.

Shopify

Course

Import new Shopify orders into EveryAction as contributions using Zapier.

Soft Credits

Course

Add one or more contacts (beyond the direct contributor) to a single contribution.

Stories

Course

Solicit stories from contacts, and manage the review their publication.

Survey Questions

Course

COMING SOON! Capture a contact’s answer to a given question at a point in time.

Targeted Email

Course

Send out emails en masse to audience segments from your database.

Thanking Donors

Course

Keep up with thanking donors, no matter the format of their donation.

VAN Relay

Course

Create workflows to use VAN and EveryAction databases in coordination.

Virtual Phone Bank

Course

Call contacts in your database and track audience responses.

Year-End Gift Receipts

Course

Send gift receipts to your donors by the end of January.