Diving in to a new partnership!
We've been quite pleased to date with all of our interactions and when problems or deadlines have moved - the EA team has worked with us to ensure we meed our organizational goals.
Our organization had been with a Blackbaud product for many years and were challenged in ease of use and functionality. We were excited to find all of the assets as part of EveryAction that would allow us to engage with our donors, advocates, pet passionate people and pet parents in a very different way. As of now - we are smack in the middle of our data conversion. It is not without some pain points but that is absolutely expected in any conversion. But, I've been impressed with the quality of customer service, availability and commitment of the EA team to getting it right. As of now - I'd absolutely suggest exploring their tools and their team! We've been most happy!
We are not deep into usage to be able to honestly answer this questions. We do know we one of the negatives in the selection process was the inability to embed video in outbound emails. But we understand many clients are requesting this option and are working hard to roll out that tool soon!
EveryAction Review - Re: Onboarding
So far it's been great. We're looking forward to fully transitioning using it by the end of November and starting the year onboarding the rest of our staff.
The cross-team collaborative platform, as well as team-specific customization. We're still relatively new to EveryAction, so this is a current general overview.
Some pages for custom forms might require more technical coding support and in some few instances, forms/design seems bulky or dated. For the most part, the customization allows a flexible, seamless design paired with thoughtful, high functionality on both the external user and administrator end.
Product is limited and customer service is the worst
Over the past two years, we have helped on partner migrate to EA and two partners leave the EA platform. The functionality of the system is limiting, to say the least. In doing so, we engaged with customer service for a variety of reasons. In the case of onboarding a new client, it was mostly crickets, our questions often went ignored or it was a "whatever" kind of answer.
Then just recently we helped a partner migrate from EA to Salesforce because EA was never going to be able to provide the layers and levels of functionality that this customer needed. Our experience was TERRIBLE!! The EA team held the org's data hostage, prolonged the process of migration, and made the customer pay for extra months that they didn't need because of EA's delay. Their responses to our questions were ambiguous, unhelpful and mostly petty.
If I could, I would blast how horrible EA is to everyone I know. I promise, as a consultant and a long-time nonprofit professional, I will NEVER recommend this product or this team to any of my clients or colleagues and if I run across people who are on EA, I will do my best to get those orgs to leave EA as soon as possible.
There was nothing that I liked about the software.
- Reporting is limited
- "Lists" are difficult to query and use
- Mass editing is impossible
- No forward-thinking functions like actions or reminders
- Record pages aren't laid out in any usable fashion
- "Help Articles" don't help at all
- Editing individual data is difficult
- Account model is limited = orgs vs. people vs. businesses
- Campaign and event hierarchy and construct is confusing
Excellent CRM for growing organizations
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.
Easy to use at first, and immense power and flexibility when you get into it. Also great performance
It's a powerful engagement platform
The ActionTag online form system works great out of the box, and is fairly easy to customize if you want to fine-tune your user interfaces and flows
User management is made really easy with some powerful tools like quick role comparison and impersonation
The performance! Views load fast. Reports update fast. Contacts and user records save automatically for 80% of the attributes you update. And the "Create a List" interface is so performant that I use it just to answer idle questions about the constitution of our database (which is not small). I've used Salesforce a fair amount with a similar sized database; often running reports, you would enter in all the parameters, run it, and then go make a sandwich. Five minutes later, maybe it had run. I never even THINK about how long something will take to run anymore. It's great.
Growing pains. EveryAction already does a lot, and their product team is expanding what it offers at a fine clip. As a result, features are often released with bugs and/or oversights that probably would have been caught in a more conservatively evolving platform. In a way, this is kind of a sneak Pro, because as long as you take new features with a few grains of salt, you benefit from a pretty agile development schedule. And most importantly, the bugs/oversights have always been functional; security, in my experience, has never been compromised in favor of progress.
EA is user friendly, built for activism, and a "work in progress".
At Resource Generation we appreciate how user friendly EveryAction is to navigate. Our full staff and many of our member leaders need to use the system to move their work forward, and that hasn't been possible with other systems. EveryAction also uses the language of in person and online organizing throughout its systems which is helpful from a functionality and user adoption standpoint. The values alignment also means the kinds of functions that are built prioritize justice frameworks, such as selecting preferred gender pronouns.
EveryAction is a newer database, and new functions that you might expect to already exist are being built all the time. One example is responses to online forms formerly going directly into a contact record as notes, which is now an optional function. So expect there to be some growing edges for the system. That said, the support team is good about acknowledging what is being built and communicating and mitigating the impacts for users where possible. This is primarily why I scored lower on "Features & Functionality".
Overall, the CRM is a joy to work with. Most of the time, everything works seamlessly. The ability to create emails and form is very easy to learn and excel at.
EveryAction is an incredibly user-friendly CRM with excellent email and form building, great source code building, great segmentation tools, and very useful reporting-making tools. The ability to track community engagement, the ease-of-use and the attractive interface make EveryAction (which I use daily) incredibly helpful in my content creation and reporting.
EA reports are very good with one exception: I'd like a state-by-state breakdown of emails sent to recipients. Right now, I cannot easily find out how many emails the average person in California received from us. EveryAction should allow for local/state email counting.
Great software and great customer support.
I like the various tools that it offers. It gives me the ability to efficiently and expertly manage all aspects of our clients' digital program.
It's not the most intuitive UX. So sometimes when we're tasked with training our technologically-uninclined clients, it's not always easy to show them how to use EA.
This software is powerful but easy to use. Great customer support as well.
Tracking contributions, compliance.
I like how intuitive it is to use. It is fast, easy to navigate, stores tons of important data, and makes my job a lot easier!
I would love if it was a little easier to customize, but overall a great product and highly recommended.
Great Customer Service and Easy to Use
Great User Experience for Admins and Constituents
Overall, it is a very clean and user-friendly database for both the admins and constituents. The only downside is that it was built for political organizations who canvass or phone bank, but they are working on making it more friendly and easier for non-profit organizations who do not fit that category.
Very easy to use and figure out system for the administrators and for the outside constituents. They have a robust reporting and infographics feature that helps you keep up on top of your goals and progress monetarily or with responses to forms/emails. The forms are very easy to build and use, with a clean look. The software has a lot of built in features which are great if your organization is politically active: makes lots of phone calls, uses a lot of volunteers, does a lot of canvassing. Additionally, the platform would be beneficial for a non-profit who wants to track their donations/fundraising and emailing easily in a system. The price is good for us since it is based on the number of contacts in your database, not the number of users.
As a membership organization who hosts a lot of events for our members, the systems are somewhat in place to meet our needs, but we need to do a lot of manual labor or pay extra fees to get the systems to work to fit all our needs. That being said, as the platform is seeking a broader audience of non-profits, they are starting to embed and automate the tasks we are currently doing manually or paying extra for.
In my work, we use the Every Action advocacy, fundraising, and email tools.
The software is extremely user friendly, my non-technical staff find that setting up emails, petitions, advocacy campaigns, sign up forms, and fundraising forms is very easy to do. Every Action is constantly asking for user input and rolling out updates and new features that make the tools more robust and easy to use. The advocacy tools are robust and include integration with social media both for campaign targeting (through twitter) as well as to make it easier for constituents to share our campaigns. For the most part, tracking and reporting on email, advocacy, and fundraising results within the tool is easy to use and the reports are robust. Creating scheduled reports and analytic dashboards is easy and allows you to see almost every detail you'd want to know about how your campaigns are performing.
Functionality for surveying constituents is currently very limited, but this is something they are currently working to develop. Integration with other databases has been challenging for us as has duplicate management.
Moving to EveryAction was an great decision on our part -- incredibly better than our old system.
Its step-by-step functionality is great even for non-tech people; they seem to get it much quicker than others. And the VAN integration was the big selling point for most people -- never before has it been so easy to see if someone opened an email, came to an event, filled out a form, and got a survey response all in one place before. And while we don't use it as much as I'd like, the Advocacy Tool is truly great and something I haven't seen others do as well. And Customer Service is always responsive and helpful if it's something that already exists.
Everything that I would change about EveryAction are just additional tweaks to its existing functionality; I don't think there are any overarching/systemic flaws -- we would just be able to link back to survey questions, for example, whereas right now only activist codes are available, etc.
Our web developer recommended EveryAction to us. We are a patient advocacy organization.
Quite a few, but off the top of my head:
Modernized, nice looking communications.
Increased engagement with volunteers.
EveryAction has modernized our communications in many ways. The most important improvement for us a nationwide advocacy organization has been the uniquely easy way that EAction helps us track and analyze our volunteer engagement. We are most excited about the event management and recruitment potential of EveryAction, and the possibility of unifying and bringing most of our digital communications under one tool.
Depending on your working and learning style,, you will either like the fact that EAction seems to constantly evaluate and/or add new/improved features, or you will probably feel unsettled by the changes. Either way, you will want to spend more time upfront watching the video tutorials or at least have a plan to ask for more training in order to understand the basic features, which remain largely unchanged. You may also want to be more proactive with seeking tech support.
Better than NationBuilder
Easy and simple creation of signup forms and donation pages, powerful email tool for our newsletter.
We switched to EveryAction from NationBuilder and absolutely love it. The user interface is sleek and modern, and its very easy to query based on dozens (hundreds?) of filters, actions taken, demographics, etc. We also use the email tool to send out our newsletter and can quickly and easily make donation & signup pages.
There's not much I don't like about EveryAction. I wish the email templates were built out a bit more, but that's really it.
Using EveryAction, we've taken supporter engagement to a new level. These are powerful tools.
Mobilizing supporters, both old and new, is easy with EveryAction. Emails, advocacy, and fundraising are straightforward. The interface is elegant. It's given us an amazing ability to create engaging and effective campaigns that are impactful and have helped us grow.
There's a learning curve here, but the supporting documentation is strong and I've found their support team and our organization's account representative to be extremely helpful. They care about making sure we're using EveryAction to the best of our ability.
Great High-End CRM
EveryAction is a great, albeit expensive, CRM that arguably justifies its costs. Its support team is reliable, helpful, and prompt. Within EveryAction, you can nearly anything you could hope for outside of peer-to-peer texting - our package includes data tracking (with an option to purchase direct voter file incorporation), list generation, click-to-action tools, donation functionalities, event tracking, and email generation, among other features. It's incredibly convenient to have a one-stop shop while managing a large public interest campaign.
An incredible amount of functionalities + tools built into one CRM; great + straightforward database; straightforward segmenting tools + email generation tools; fantastic customer service.
High price-point compared to market standard; email builder could be more sophisticated and flexible; somewhat difficult to learn + teach, relying on repetition.
EveryAction makes data and fundraising easier
EveryAction allows me to keep clients data securely stored while offering the ability to provide high level organized reports at the same time.
As someone who does freelance data management EveryAction is a user friendly system that keeps donations, donor notes, and other valuable information organized and accessible.
Until you can full familiarity with EveryAction it can be challenging to understand the vast array of data points the database stores.
I have used several CRMs and EveryAction is the most powerful and easiest to use, by far.
There are so many features of EveryAction that are exceptional. My favorite feature is the list builder. You can easily create a list of constituents and then run a report to access whatever data you need, all in seconds. Next, EveryAction has so many available fields - it is extremely flexible and easily accommodates your needs. Third, the support at EveryAction is fantastic - they are constantly improving the product and adding features my team suggests. Finally, I have never used a CRM that so easily allows for import and export of data.
There is a learning curve when it comes to direct mail plans and reports. However, there are very helpful tutorials on the EveryAction website to facilitate this.
EveryAction is the only database that I recommend for solid fundraising practices
I have used NGP & EveryAction during just about every iteration of my career--for all clients when I was president of my fundraising firm, and now with our state affiliates at LCV. From a fundraising perspective, it doesn't get better than EveryAction. It allows digital fundraising and advocacy to happen effectively in the same place as major donor fundraising, tracks actions, events, etc. Fundraisers can manage call time, set next move tasks, and log all fundraising activities in a smooth and efficient way that helps build for long-term and enduring relationships with the organization.
Over the years there have been bugs, issues with duplicates or other technical issues, but the EveryAction team go out of their way to make sure they troubleshoot and solve these issues.
Organization of contact page
Ways to work with the data
Almost endless number of ways to run reports
In the data transfer from old software to EveryAction, all the organization contacts became people contacts so we can't treat our funders as orgs in EveryAction (i.e. assign a primary contact) unless we delete them all and begin again.
The targeted email takes a lot of work to look beautiful and doesn't offer a lot of design options. Would prefer to use a platform like MailChimp but don't think that EveryAction supports the integration.
They have a great product. There is so much capacity with this software that after a year, we are still discovering things. But our account rep checks in frequently to make sure we've seen new feature updates, and they offer weekly trainings on some of the more advanced features that you might not discover on your own. They really want you to get deep into the database and use every bit of it.
They have been very thoughtful in how they help the user measure the donor experience. I also like that they are constantly innovating and releasing new features.
The transition process. I also find some of the reporting a little less customizable than I would like.
An outstanding CRM with an innovative team ready to help take any campaign to the next level.
A CRM that provides everything a user needs to run a successful, data-driven advocacy campaign.
I work with plenty of clients with different CRMs, and I can confidently say, EveryAction is probably one of the most powerful CRM's I've used - it's so easy to create lists and really see granular data about an individual contact. The email tool is pretty solid, and creating online forms, petition pages, signups, etc is intuitive and quick. For advocacy, EA features click to call, social advocacy, email, and allows for custom targets, which is a differentiator from most other tools.
The naming conventions for features could use a little bit of work (tags vs. codes vs. activist codes), but other than that, not many complaints.
This software has been great for us...much better than the program we were using before.
flexibility of reports, ease of entry of data, identifying donor information good. household info good...
ability to use certain fields, frustrations with tech support, line is busy frequently would like to be able to schedule an appointment for help. Upgrade was very difficult and information from support not as helpful as it should have been.
Great Customer Support, Very Solid Tools
It was such an improvement over our previous system!
I like how easily I can get in touch with EA's support. I also like how solid the various tools are - very little bugginess, which is a huge upgrade from what we used before.
The reporting can get a little confusing. Certain data is available in certain types of reports and not in others.