Through everything from complicated data transfer projects, staff trainings, to optimizing our donation forms - the EveryAction team has been an excellent technology partner for nearly 3 years. We're thrilled to keep working with EveryAction as they are constantly rolling out new features and improvements so we can provide our supporters with best-in-class emails and donation forms to support our cause.

My organization uses EveryAction primarily for its Fundraising and Digital features: donor management, user segmentation, targeted email, online donation forms, and reporting. It was our organization's first-ever donor database and an excellent investment for our team in our early days. As Comic Relief has grown, and as our digital strategies have become more sophisticated, we've been please to see EveryAction's product evolve and improve along with us. Highlights of the product include it's robust list creating feature, email editor, donation forms, and its reporting center. EveryAction also provides excellent all-around account management - no other vendor we've worked with has been this attentive to our needs and receptive to our feedback.

We initially struggled to on-board members of our organization to use EveryAction - the produce was likely too sophisticated for staff members who are less tech savvy. In recent months though, we've seen tremendous improvements to their help documentation and webinar offerings which has allowed our staff to train themselves and get one-on-one support after nailing the basics.

Overall this has been a good system for a small nonprofit with limited data needs, and as we've learned more about the ins and outs we've been able to make more and more use of it. There is a bit of a learning curve, but documentation is clear, and at its most basic set up you can still do everything you need to do with it before you learn some of the more advanced features.

The list-building is relatively easy to understand even for folks who are not well-versed in CRMs and databases, a major plus for a nonprofit. They've also improved their emailing features quite a bit in the last few years, so emails are easy to construct and make professional within the targeted email feature. I also love that you can move sections around on profiles and in list-building in order to customize what you see first depending on how you use it, a huge time-saver.

Some of the importing can be finnicky, without clear error codes (example: if a country name isn't exactly how it appears in the system, it will just reject the whole file, and it took us a while to figure out what the problem was.) There's also not a way to quickly merge duplicates -- it does have a dupe finding tool, but each merge takes an inordinantly long time. In order to do a mass ID and purge, you have to pay an additional fee.

We've had to buy 3rd party software for each of these to supplement EA. We use google analytics, BLINK, Peak Metrics, and have someone contracted to keep track of emails because of how lacking the available reports and warehouse data is. I want to see what list I sent an email to and who sent the email and what campaign it was for.

Creating lists. Managing users and user profiles. Flexibility with tags.

Online actions. Email performance reports. Spreadsheet like views to edit info. So! Many! Duplicates! Bulk upload matching- selecting what to match on.

The functionality/ features offered are really helpful and extremely versatile - we use EveryAction as our volunteer management base as well as our donor CRM.

Be sure to dedicate the organizational/company time and capacity needed to customize it for your needs and to align across your teams about how to properly use the systems and get practiced with them. That is the biggest pitfall we've had as an org.

Everyaction excels at allowing users to pull from various data points within the CRM to create dynamic searches and lists of supporters and donors to engage, culitvate, and solicit. Everyaction's integrated features like online actions and targeted emails allow you to use real-time data you collect from supporters and act on them. On top of this, every action has a lot of useful and cool features like automation and easy-to-use bulk uploads that make processes easier.

Transferring our historical data from our previous CRM to every action was difficult. We are still working on creating a fully functioning sync between the two platforms.