Products
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Activist Codes
CourseApply these codes to profiles to mark interest areas, constituency, newsletter subscriptions, and more.
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Bulk Uploading
CourseAdd contacts, contributions and more to your database in bulk!
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Contacts Management
CourseIndividual contacts make up the database.
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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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Data Hygiene
CourseRefresh your database periodically.
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Events
CoursePlan, invite, and track event participants.
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EveryAction Fundamentals
CourseLearn 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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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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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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Notes
CourseUnderstand how to quickly add, categorize and export notes.
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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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Reporting
CoursePull key metrics from the database to analyze the health of programs tracked by the system.
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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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Virtual Phone Bank
CourseCall contacts in your database and track audience responses.