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
Standard | Enhanced | Advanced | |
Donation Management | |||
Gift Records | Meets | Meets | Partially Meets |
Pledges | Meets | Meets | Meets |
Recurring Gifts | Meets | Meets | Meets*** |
Online Donations | Meets | Meets | Meets |
Other Gift Types | Meets | Meets | Meets |
Constituent Management | |||
Contact Records | Meets | Meets*** | Partially Meets |
Householding | Meets | Meets | Partially Meets |
Online Contact Forms | Meets | Meets | Meets |
Interactions | Meets | Meets | Meets |
Groups/Tagging | Meets | Meets | Meets |
Donor Research | Meets | Meets** | Does Not Meet |
Duplicate management | Meets | Meets | Meets |
Prospecting & Proposals | |||
Workflow | Meets | Meets | Meets |
Grant/proposal management | N/A | Meets | Meets |
Communication | |||
Letters | Meets | Meets | Meets |
Partially Meets | Partially Meets | Meets | |
Content | Meets | Meets | Meets |
Text Messaging | N/A | Does Not Meet | Meets |
Marketing (Email) Automation | Meets | Meets | Meets |
Other Interactions | |||
Events | Partially Meets | Meets | Partially Meets |
Volunteer Management | Meets | Does Not Meet | Meets |
Membership | Meets | Meets | Partially Meets |
Peer-to-peer Fundraising | Meets | Does Not Meet | Does Not Meet |
Payments & Accounting Integrations | |||
Payment Processing | Meets | Meets | Meets |
Transaction Exports/Accounting Integration | Meets | Partially Meets | Partially Meets |
Reconciliation | Meets | Meets | Meets |
Search, Queries & Reporting | |||
Search | Meets | Meets | Does Not Meet |
Queries | Meets | Meets | Does Not Meet |
Reports | Meets | Meets | Meets |
Dashboards | Meets | Meets | Does Not Meet |
Other Integrations | |||
Integrations | Meets | Meets | Does Not Meet |
APIs | Meets | Meets | Meets |
Security, Customization & Configuration | |||
Security | Meets | Meets | Meets |
Permissions | Meets | Meets | Meets |
Customization | Meets | Meets | Does Not Meet |
Mobile Access | Meets | Does Not Meet | Does Not Meet |
Training & Support | |||
Training | Meets*** | Meets | Meets*** |
Support | Meets | Meets | Partially 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.