EveryAction Guide

Fundraising

EveryAction is equipped with a full suite of online and offline fundraising features, allowing your nonprofit to raise funds from supporters near and far.

Offline Fundraising

EveryAction offers a complete suite of direct response and major gift fundraising tools to meet your development needs. Some of the key features included are grant management, move management action plans, segmentation tools, direct response planning, and predictive modeling.

Online Fundraising

In addition to the ability to accept online donations, you can create a convenient giving process with one-click donations and self-service portals so donors can easily update their giving preferences. Upgrading donors to sustainers is quick and easy, and lightboxes with dynamic ask strings make it simple to ask the right donor for the right gift, every time.

You can manage the logistics of peer-to-peer fundraising events and even empower donors to make tribute donations in honor of their loved ones. You can also target segments in EveryAction through Facebook Advertising.

Advocacy

Some of EveryAction’s most notable features are those empowering nonprofits and advocates to inspire social and political action. The platform has tools for conducting essential advocacy efforts, including click-to-call, one-click petitions, social advocacy, assured delivery of emailed communications, and an Elected Officials Lookup tool that allows supporters to easily find and contact local representatives.

Additionally, EveryAction has powerful tools that empower your staff to canvass, recruit supporters, and accept contributions on the go. This is done through a mobile canvassing platform, MiniVAN, that funnels data directly into your central EveryAction instance.

Comprehensive Reporting

Strong fundraising and advocacy efforts are powered by comprehensive data and effective data management strategies. With a custom report builder and the ability to create built-in data visualizations, EveryAction enables your nonprofit to take efficient action and measure results as you do so.

Because EveryAction is a unified database, all of your reporting happens in one place, giving you a 360-degree view of your programs and donors in seconds. Easily target your fundraising and advocacy efforts with precision due to EveryAction’s DonorTrends functionality, which empowers you to score supporters based on past interactions.

Digital Marketing

EveryAction equips your team with tools to conduct effective, omnichannel marketing campaigns. This includes robust email marketing capabilities, such as workflow automation with built-in templates and the ability to create emails with conditional and personalized content, multivariate testing, and one-click actions. And now, with SMS, you can broadcast calls to action over text message as well as email to your supporters.

EveryAction is also prepared to help you harness digital opportunities by assisting your team with building custom, mobile-responsive websites on the Drupal content management system. To explore the process further, review this DNL OmniMedia guide to nonprofit website design, which shows how to tackle one of these projects.

Volunteer and Member Management

Nonprofits not only manage employees and constituents but also volunteers who are eager to contribute. EveryAction offers dedicated volunteer management tools that empower you to create volunteer profiles, segment supporters by custom tags and identifiers, track sign-ups, schedule volunteer shifts, and even recruit and onboard new participants.

EveryAction has features for those nonprofits that maintain membership programs as well. For example, you can automate communications to new and current members, set renewal criteria and automated reminders, track data surrounding your membership program, and upgrade and recover members with targeted, automated campaigns.

Event Management

With EveryAction, you can manage event logistics such as invites, RSVPs, and the roles of each participant in the experience. You can offer various ticketing options, creating tiers to raise the ideal amount from each segment of your donor population. With EveryAction’s Zoom meeting and webinar integrations, you can take your events virtual with a click of a button.

EveryAction also enables your supporters to host their own events. Your supporters can plan fundraisers or community events independently and send the information to your database. After these events, you can analyze the data gathered to determine success and improvement opportunities going forward.

You Need One Solution to Power All of Your Efforts

You may have invested in a handful of solutions, each designed to meet a specific operational need. Now, you’ve found that managing a variety of disparate solutions is no longer efficient. If you’re ready to compile your various nonprofit tech solutions into one comprehensive solution, investing in Bonterra’s Fundraising and Engagement solution is a great next step.

On the other hand, if you’re just beginning your tech journey, Bonterra EveryAction is a user-friendly solution with basic capabilities that can get you started on the right foot and can grow with you.

You Need a Solution You Can Customize

Bonterra EveryAction is highly customizable, allowing you to build integrations, create custom database fields, and more. Work with your internal team of CRM and nonprofit database experts to create an EveryAction workflow that works for your team. Or, if you don’t have a team like this, work with an external nonprofit tech consultant to manage your customizations and ensure that Bonterra EveryAction works the way you need it to.

You Need to Inspire Political Action

EveryAction was originally launched by NGP VAN, which is a voter contact database and political fundraising and compliance tool. The platform’s early origins are connected with political action, and because of that, it was created with advocacy efforts in mind.

If your organization is looking to inspire political action, you’ll likely benefit from Bonterra EveryAction’s advocacy features, including one-click actions, geopolitical mapping, ensured advocacy message delivery, social trending tools, and street canvasser mobilization.

Plan for Data Migration

As we’ve covered, nonprofits investing in Bonterra Fundraising and Engagement will likely need to evolve their tech stack from a handful of smaller solutions to a comprehensive CRM and digital fundraising/advocacy platform. This will involve a massive migration of data from each separate platform into Bonterra EveryAction to ensure the new platform contains all historical data. This is often a pain point for nonprofit organizations, so it’s important to develop a clear plan for data migration.

Here are a few questions to keep in mind when creating your data migration plan:

• Who will own the data migration process to ensure the full transfer is completed?
• Which databases and software solutions need to be migrated to EveryAction?
• Should your organization invest in nonprofit tech strategy consulting to manage the transfer?

Overarching Nonprofit Digital Strategy

While Bonterra Fundraising and Engagement is a robust solution, you may use other tools in addition to it to manage nonprofit operations. For example, you might be using social media to conduct outreach and app technology to conduct mobile advocacy. You might even opt to keep some of your existing tech tools (e.g., your website) rather than transferring all of your operations to Bonterra EveryAction.

It’s important that you first develop a nonprofit digital strategy, which is essentially a plan for how your various tech tools will be used to reach your fundraising and outreach goals.

When developing your nonprofit digital strategy, consider the following:

• What are the goals you want to achieve using technology?
• Which software solutions will you use, and what is the purpose of each?
• Are there areas where you can integrate portions of your digital strategy to simplify the process overall?

EveryAction Training

Because Bonterra Fundraising and Engagement is an expansive platform covering a variety of tasks, multiple teams across your organization will likely interact with it. It’s crucial that each team member can effectively manage EveryAction and their particular role within it, and that’s where training comes into play.

Often, organizations invest in dedicated training for their team from the start to ensure the investment doesn’t go to waste. This can be done directly through Bonterra EveryAction community training sessions or by working with a Bonterra EveryAction consulting partner such as DNL OmniMedia.

Here are a few questions to consider when investing in training for your team:

• Which team members are most in need of training?
• Which portions of the solution would your team benefit from training on?
• Will you work with a Bonterra EveryAction trainer or a third-party consultant?

EveryAction Support

Bonterra EveryAction is a robust solution that encompasses a variety of operations and allows extensive customization. To benefit from its full functionality, we recommend investing in additional support and nonprofit tech consulting. A consultant can manage various tasks, including data migration, platform customization, and even workflow automation.

When considering EveryAction support, keep the following questions in mind:

• Will you work with Bonterra’s internal consultants or invest in specialized third-party consulting?
• Does your budget allow for investment in the platform as well as additional consulting?
• What Bonterra EveryAction consulting services would benefit your team the most?