System Print

EveryAction

https://www.everyaction.com/development

Since the last edition of the Consumers Guide, EveryAction has added a host of new functionality aimed at strengthening its position in the marketplace of systems for growing nonprofits. Today the system brings together strong constituent management and reporting tools with automated workflow features and helpful functionality to help nonprofits manage complex membership programs and grant applications. In broadening its core functionality, however, the system packs a lot of information onto each screen, making it a little more daunting to individuals less comfortable with technology. Users can personalize their dashboard and rearrange sections on constituent records to move the fields or cards they look at most often to the top of the screens.

The system has much to offer organizations looking to expand beyond basic donor management and donation tracking. Multichannel campaign management and reporting allows you to export donor lists to any channel and track your fundraising performance across campaigns to determine which channels and packages are performing best. Pre-built reports allow you to dive deep into your data, with easy access to reports that provide usable insights from complex datasets, such as the ROI of acquisition campaigns. Nonprofits that are looking to expand digital advertising will appreciate the system’s social matching capability and integration with Facebook’s Ads Manager, which can push a list of contacts directly into a custom audience in Facebook for use in targeted messaging or to create a “lookalike” audience.

Smaller nonprofits can make use of the system’s recurring lightbox upsell that asks donors if they would like to convert their one-time gift into a sustainer gift, which helps them to build a stronger base of supporters. Organizations that use EveryAction’s FastAction tool streamline the donation experience for individuals who have previously used any other FastAction form by pre-populating the form with the donor’s contact information and/or stored credit card number.

An automated workflow builder with a visual interface helps you create triggered messaging campaigns, such as a welcome series, and moves management plans to cultivate donors. A grant application management workflow with status tracking and automated task assignment is built into organization records, allowing you to track the creation of grant applications and steward the grants after they are received. A straightforward query builder allows you to develop a list using virtually any field in the database and shows you the running total of results as you add new filters and save the results as a static or dynamic list.

The base package for the system includes donor management, online fundraising, basic advocacy, and basic volunteer management. It also includes free phone and email support. In addition, EveryAction support is staffed all night long on important giving days, such as Giving Tuesday and New Year’s Eve, to monitor traffic and address any issues, such as protecting against organization site crashes by diverting traffic to a separately hosted donation form if there is overwhelming response.

Pricing is based on the number of contacts in the database and includes an unlimited number of users. New customers can use EveryAction’s self-service onboarding tools for free or can opt for a $1,500 “Getting Started” package that includes training and data migration. Yearly pricing for the base package starts at $1,308 for organizations with up to 1,000 contact records. Organizations with 20,000 contact records can expect to pay $5,388 per year for the base package.

System Summary

  • Year Launched: 1997
  • Pricing, Small Nonprofit (1,000 contacts, 3 users): $1,308/year
  • Pricing, Mid-size Nonprofit (20,000 contacts, 10 users): $5,388/year

System Evaluation

StandardEnhancedAdvanced
Donation Management
Gift RecordsMeetsMeetsPartially Meets
PledgesMeetsMeetsMeets
Recurring GiftsMeetsMeetsMeets***
Online DonationsMeetsMeetsMeets
Other Gift TypesMeetsMeetsMeets
Constituent Management
Contact RecordsMeetsMeets***Partially Meets
HouseholdingMeetsMeetsPartially Meets
Online Contact FormsMeetsMeetsMeets
InteractionsMeetsMeetsMeets
Groups/TaggingMeetsMeetsMeets
Donor ResearchMeetsMeets**Does Not Meet
Duplicate managementMeetsMeetsMeets
Prospecting & Proposals
WorkflowMeetsMeetsMeets
Grant/proposal managementN/AMeetsMeets
Communication
LettersMeetsMeetsMeets
EmailPartially MeetsPartially MeetsMeets
ContentMeetsMeetsMeets
Text MessagingN/ADoes Not MeetMeets
Marketing (Email) AutomationMeetsMeetsMeets
Other Interactions
EventsPartially MeetsMeetsPartially Meets
Volunteer ManagementMeetsDoes Not MeetMeets
MembershipMeetsMeetsPartially Meets
Peer-to-peer FundraisingMeetsDoes Not MeetDoes Not Meet
Payments & Accounting Integrations
Payment ProcessingMeetsMeetsMeets
Transaction Exports/Accounting IntegrationMeetsPartially MeetsPartially Meets
ReconciliationMeetsMeetsMeets
Search, Queries & Reporting
SearchMeetsMeetsDoes Not Meet
QueriesMeetsMeetsDoes Not Meet
ReportsMeetsMeetsMeets
DashboardsMeetsMeetsDoes Not Meet
Other Integrations
IntegrationsMeetsMeetsDoes Not Meet
APIsMeetsMeetsMeets
Security, Customization & Configuration
SecurityMeetsMeetsMeets
PermissionsMeetsMeetsMeets
CustomizationMeetsMeetsDoes Not Meet
Mobile AccessMeetsDoes Not MeetDoes Not Meet
Training & Support
TrainingMeets***MeetsMeets***
SupportMeetsMeetsPartially Meets

* Certain functionality requires use of a custom field.
** Certain functionality requires an integration with a third-party system.
*** Certain functionality is available for an additional cost.