EveryAction Donor Software Review

Are you seeking a best-in-class digital donor management CRM? If you are, the team at EveryAction, believe they have just the tool for you built and supported by nonprofit experts, which allow organizations of all sizes to optimize their interactions with supporters and prospects, leading to the best outcomes.​ Let’s take a look.

EveryAction CRM Software Review

We are excited to share this quick look at EveryAction, a digital donor management CRM Software, for helping nonprofits raise funds & inspire supporters to take action.

For those interested in learning more about EveryAction CRM beyond this summary, we are available to share with you our thoughts about this donor management software database and others and how it fits into the larger nonprofit software market today.

Suffice it to say, we have curated, interviewed, and prepared more detailed information for executives employed in the not for profit industry to set up a time to discuss at length. Our software reviews are designed for those who would like fair and objective insights into the capabilities of this CRM software for nonprofit program.

Our Sources: Over the course of time, we have worked with the EveryAction team many times to help our clients. We have reviewed the solution in brief and detailed demonstration overviews with their team, curated specific insights from the vendor for various use cases, read through countless software website pages, case studies and read multiple peer to peer reviews. This brief summary is a culmination of those insights.

Buyer Disclaimer: It can’t go without saying, there are many unique things which this system can do that are not mentioned. And, some possible holes too.  So, be mindful of this fact. While we believe this is a good summary, this short review should not be your only source of the truth!

Introduction to EveryAction Donor Software:

Per EveryAction, their mission is to build best-in-class digital, donor management, and advocacy tools on a single, unified CRM – just for nonprofits changing the world.

As of 2018, EveryAction purports to have 200 employees & roughly 2,000 customers. Founded in 2014 as EveryAction, they have another arm to their organization, NGC-VAN, founded in 2009, which services 501c4, PAC and Candidates. Their primary HQ is located in Washington, DC.

Per LinkedIn, as of 1/2019, the average employee tenure is 1.5 years. In the last two years, they have had a steady employee growth of 165% and appear to be continuing to grow.  

According to social media tags, their speciality is Donor CRM, Fundraising, Advocacy, & nonprofit technology. They have a good social following on various sites such as twitter, linkedin, & Facebook.

Per GlassDoor, an online company employee rating site, there were no reviews by employees. However, from anecdotal information, many of the employees we have visited with seem to be proud of their mission and committed to their work. The culture seems to support their employees and customers.

The Best CRM for Advocacy Organizations

The Key Functions of EveryAction CRM

After review, EveryAction is a capable donor management solution for nonprofit advocacy and politically focused groups.

With logical comparisons to other Donor CRM platforms, such as NationBuilder, NeonCRM, Raiser’s Edge, Salsa, & Engaging Networks, the software is extendible and offers an extensive selection of functionality to allow nonprofits of all sizes to optimize interactions with supporters and prospects:.

The system includes the core functional attributes many digital fundraising software providers extend to their clients such as:

  1. ONLINE FUNDRAISING: Raise more money with mobile-optimized donation forms, one-click fundraising, robust reporting, sustained giving functionality + more than 40 million Action Profiles, proven to increase conversion rates.
  2. ADVOCACY: Empower supporters and build your list directly through your website with one-click actions for advocacy forms and petitions, offline advocacy, and the all-new Social Advocacy feature.
  3. VOLUNTEER MANAGEMENT: Recruit, track, and manage volunteers, members, and events with the platform trusted by the most notable volunteer organizations in the country including SEIU, AFL-CIO, and NAACP.
  4. DONOR MANAGEMENT: Keep your online and offline efforts organized in one place with constant access to giving history, records, and contact information – no matter where an interaction took place.
EveryAction CRM Software Review

Please call us to discuss how their system is unique.

Where Does EveryAction CRM Fit?

This system is built and supported by nonprofit experts which shows. The EveryAction CRM allows organizations of all sizes to optimize their interactions with supporters and prospects.​ They serve all sizes of organizations in the U.S., and focus on any type of nonprofit, both 501-C3 and C4.

Their tools allow nonprofits that are interested in basic digital engagement, online fundraising, and also organizing and advocacy. In addition, they can also serve organizations that have needs around “chaptering” with a national headquarters and local affiliates.

Generally speaking, the demographic profile of an organization who will likely fit this donor CRM comprise of some of the following traits, qualities, & interests:

  • Non-profit organization with focus on political advocacy who canvass, have a phone bank, makes lots of phone calls for causes, & uses a lot of volunteers.
  • NGO types include organizations focused on social justice, health, relief, hunger, global causes, civic engagement, equality, conservation, & veteran groups
  • Organizations frustrated with a complex CRM system.
  • Non-profits which desire tools for Engagement, Development & Organizing.
  • Seeking a unified tool for online donations, targeted email, online political actions, & advocacy.
  • You desire everything in one CRM for better segmentation, data management, and reporting that’s built especially for nonprofits.
  • Organization who is struggling with an outdated UI and seeks a modern sleek UI.

As of 2019, some of their clients include Planned Parenthood Federation of America, Jewish Voice for Peace, Center for Biological Diversity, Greenpeace USA, NAACP, Union of Concerned Scientists, American Battlefield Trust, EveryTown for Gun Reform, Brady Campaign to Prevent Gun Violence, & Stand with Parkland.

How Much Does EveryAction CRM Software Cost?

From a pure financial perspective, EveryAction extends a competitive value.

As of 1st quarter 2019, please find some characteristics & rule of thumbs for the  pricing model.

  • EveryAction has a monthly pricing model based on number of emails hosted and on which modules the nonprofit needs.
  • They also charge for data migration from another system in a standard installation engagement.
  • Their software upgrades are delivered on a revolving basis at no additional cost.
  • Also, they offer weekly product Webinars, pre-recorded Webinars, custom trainings on demand, & manuals for clients.

Buyer Disclaimer!

It is very important to note and underscore here that pricing philosophies may change and it’s at the discretion of the software manufacturer to do so.

Every client is unique and software products evolve over time too. So, pricing may change from time to time. Therefore, this brief summary is not intended to be the final authority on pricing rather just a rule of thumb.

Please make no mistake or assumptions here.

SmartThoughts does not sell this or any other software. We ask that you please consult directly with the software vendor for the most up to date pricing before making your final assessment.

What is the 911 Peer Review on EveryAction CRM?

Like software options today, software peer review sites are all over the internet.

Below you will find several review sites to choose from on EveryAction from it’s users (where applicable).

  1. G2Crowd Review
  2. Capterra
  3. SoftwareAdvice

Due to amount of online digital reviews for this vendor, there is a good representation of peer comments. However, we still encourage time to be spent in reference checking process with this provider.

Buyer Note:

Before you check out the feedback found on these sites, our recommendation is that you please review our article on how to utilize these review sites and comments on various resources here.

SmartThoughts has independent data from various sources too (not published) which may offer some additional thoughts, comments, and feedback too for various use case scenarios.

Case Studies On EveryAction

Case studies are a very good way to learn more about various software options. While they are “spoon fed” by the vendor, it’s still enlightening to read and valuable.

You may find some good ones here.

Is EveryAction the Best Donor CRM Software for Your NGO?

We don’t espouse to the belief that there is “one best CRM” for everyone. But, EveryAction may very well be your best fit.

However, to answer this question with certainty, we need to know more about what makes you unique. And, discuss other insights about this platform which we have curated, clients interviewed, and discuss more detailed information beyond just this summary.

Please know that our detailed analysis and expertise is available upon request. To be sure, our software analysis is not a “pretty brochure”, “marketing noise.” or a “sales pitch.”

Rather, we provide a free objective dialogue and insights designed to help nonprofit executives make a smarter software business decision.

If you are interested in some help with reviewing your options and comparisons, please check out our “vendor matching” services here.

Want More Software Reviews?

Please stay tuned to our ongoing “Searching for A Smart CRM Software” where we will continue to provide further insights into membership database software options designed for our 501(c) 4 , 501(c) 3, & 501(c) 6 focused organizations.

For the most recent published reviews, please click below:

And, to obtain a sample list of the database software reviews we have, you may follow the link here 

If you work for a database software system designed for nonprofits and you would like us to include your firm in our software review process, please contact us.

Until next time, keep SmartThoughts in mind. Happy Software Buying!

Membership Software Advice

How To Rock With Automation In Your Software Programs

Business Process Management requires workflow automation software

It’s always crunch time in the world of Association and Nonprofit leaders: time to drive membership, mission, & sustainability. In this article, I cover workflow automation features which may bring extreme value to your Nonprofit or Association.

“Marketing is too important to be left to the marketing department.” – David Packard

Insight is Everything in Attracting An Audience 

I know few Associations that have enough staff to continuously and thoroughly sort out which strategy has worked (and which has not worked) on a personalized level for every prospect segment in terms of timing and content. I believe that most would agree that it’s important to know which of your marketing strategies has worked (and which failed) for which segment of your prospective members. Don’t you?

But, do you have the capabilities to do it? Here is the good news. Many marketing automation software programs have built in workflow automation features which can do the analytics and workload of many staff members. They have the power to provide those key data points, and more to bring your data to life.

Why Workflow Automation Works 

Why automate business processes? According to Act-On, a marketing automation software technology, it offers these benefits for bringing your prospects on board through scheduled programs:

  • It ensures that the rubber meets the road: it automatically aligns what you say with who your prospects are and their level of interest in your Association.
  • It employs “if-then” logic to follow up with prospects using messages that speak to each prospect in a personalized and appropriate way based on their previous interactions with your Association or Nonprofit.
  • It keeps your other strategic marketing steps in play while it churns out more effective campaigns to land new leads.

Business Process Management is a Blessing

Today, I believe that workflow automation features should be paramount in all software selection projects not just marketing automation programs. This includes CRM, AMS, and even Community Software too.

Simply put, I do not believe that setting up automated workflow programs to run on their own should not be relegated to just “attracting” new constituents to your community (the tribe).

One of the key things to remember with any software expenditure is that staff should think about “what’s in it for me”. Nonprofits are all about the member and donor experience. But, quite frankly, new technology introduced to the organization should not kill your staff’s ability to get things done.

I realize this shouldn’t be the case. But, many systems are there to simply store information. In other words, the data is dead and the system requires heavy lifting to get the software to become a living breathing entity with value to the staff, members, and executive team.

Workflow automation capabilities will allow your team see technology as a blessing and not a curse. Why? Because it’s going to make them look really good!

In short order, programming automation workflow will allow your staff and organization see the value because:

  • It cuts time staff now spends on creating marketing campaigns; your campaigns now can run “on autopilot” with your specifications in place.
  • It facilitates and speeds up the analysis your leadership team can perform to gain a deep insight into your marketing program by reviewing what approach is working well for which prospects, and what marketing approach needs tweaking.

Timing and Content are King and Queen for Landing Prospective Members

“As you’ve noticed, people don’t want to be sold. What people do want is news and information about the things they care about.” – Larry Weber

I would add that timing the delivery of your news and information matters, too. Prospects pondering membership or donations are much more likely to act if you are using varying platforms to provide a stream of new reasons, stories, and/or testimonials that are compelling and relevant to each prospect.

  • An automated marketing program excels at offering those extra touch points without manually developing them each time you want them delivered.
  • Messages can be targeted and delivered on time and with particular relevance.
  • With workflow automation rules you can improve staff time and productivity.
  • Engage members with the right information at the right time in their journey with your organization.

“The key ingredient to a better content experience is relevance.” – Jason Miller

Workflow Automation to Engage and Delight Members Too

In order to keep members continually delighted and engaged in your brand or community, you should demand software which helps you continually delight once they become a member, donor, or customer too. Let’s take a look at one example found within an online community software leader, Higher Logic.

Within their community software, workflow automation rules can be used to help set up automated workflow for your new member campaigns. You can set up automation rules and programs to feed your new members with relevant information as they join an organization so that they quickly see the value of becoming a member. Let’s take a look an example work flow which may be accomplished:

  1. Sign up to become a member via the CRM or AMS
  2. Schedule an email to have the member update their profile information
  3. Day 7 the system sends out an email to check in on them because they have not been back to their website
  4. 2 weeks out the community software sends out an email because their is no profile picture
  5. 4 weeks out the community software is scheduled to send out an email because they have not posted anything

Attracting new members simultaneously via marketing automation software and engaging your members at the right time with community software is  truly remarkable.

Ready to set up your Automated Workflow Programs?

If you do not have the ability to rope in new prospective members cost efficiently and effectively or continually delight them by engaging them too, perhaps your software needs updating.

Workflow automation capabilities should be viewed as a must have in all your platforms today. Unfortunately, I believe that a lot of software systems purport to be able to do this but simply don’t. If you are looking for a software solution and not just a piece of software to store data, dig deeper beyond simple features to what they system will do without user intervention.

Contact us and ask the questions that arose as you read this article. You’ll be wowed at the difference an automated system can make as you drive membership and revenue growth.

Free Software Advice for nonprofits

Monetize Your Online Community Success

Non-Dues Revenue with Online Community Software

The goal of a non-profit community is not usually to make money.  For most, it is to bring your constituents together in a secure and private space where stakeholders and others can interact, share, answer questions, and stay connected on their shared mission.  Yet many non-profits struggle for revenue and are usually on the lookout for non-dues opportunities and other ways to generate income. Why?

In this article, let’s discuss some options for digital advertising and how an online community website could generate non-dues income while still maintaining its purpose and integrity.

Increasing Non-Dues Revenue Via Advertising 

The idea of monetizing the relationships with your affiliates and sponsors is not a novel idea. But, there are good ways to do it and there are bad ways to do it.

Having the strategic vision for execution of their community members and finding the right technology partner is usually the hardest part for many nonprofits. To be clear, I believe that with the best fitted software, most online communities can generate income.

The old ways include slathering the website with off-topic advertisements. Or, hosting so many ads that a website is slow to load and hard to navigate.  A fresh new way involves limited, targeted ads and unobtrusive methods to get in front of the right person at the right time.

Let’s dig into these one by one.

Limited, Targeted Ads

The easiest and quickest way to add advertisements to any public website is with Google Adsense. Google supplies simple snippets of code that you paste into many webpages exactly where you want ads to show and then pays you whenever a user clicks on one of the advertisements.

The ads come in all kinds of sizes, so you can make them as obvious or unobtrusive and you want.  You can place just one ad per page or per site or as many as you want, although Google recommends no more than three ads per page.

Advertisements are usually either targeted to the site’s content or to each visitor’s interests, so inappropriate ads are minimized.  If they do pop up, you can block them from showing again. Google gets the money!

Limited, Affiliate Links

Another alternative on public websites, is to use Affiliate links which are similar to Adsense ads. But instead of Google paying you per click, an advertiser pays you when a visitor to your online community clicks on one of the advertiser’s affiliate links and then completes an action on his website.

For example, let us say that your non-profit works with children and you place a link to an advertiser’s children’s clothing store website on your site.  If someone clicks on that link and then buys some of the advertiser’s children’s clothing items, then he pays you a portion of that sale. Affiliate links are often as simple as a short text link and can easily blend into a community website.

Again, someone else gets the money!

Keep Your Money, Don’t Burn It 

There is a better way. And, one which you don’t have to share the money with anyone either.

Let me show you the money!

Communities are inherently useful outlets to grow and increase revenue streams and can even use to effectively promote your own events too.

Think about this for a moment.

Your association is a finely segmented entity ripe for a keen marketing program. Your members share a cause, a profession, or interest in learning. They talk about what is and is not helpful within their communities at events and conferences. Bring that dialogue in house and open it up digitally 24 x 7 x 365 days a year.

Who wins? Sponsors and your association benefit.

  • Your affiliate members (Sponsors) know that the buyers journey has changed today. It’s more difficult to capture their attention.
  • Sponsors love the “always on” of their marketing message.
  • Association members know they have the right audience which can appreciate their message.
  • Savvy advertisers knows how difficult it is to find the right connection.
  • They have information your members want to hear about and they need to hear about it too.

Your website pages should and could be the most valuable real estate found on the internet. So, why not take advantage of that real estate and benefit your community of users while making some money too?

It’s a win for everyone.

Advertising Options for Communities 

One of the advantages of Inbound marketing is that it leverages search engine optimization for your site. An open forum (one that does not require a log in) can help bring valuable new members into your site for more page views too.

Since we know that content is king on a website, a natural content creator like a community of users is priceless! Below you will find some options for placement of advertising in an online branded community:

  • Sponsor blog posts with high comments and page views.
  • Place Ad space on frequent threaded discussions.
  • Offer Ad placement on most popular member communities.
  • Feature logos in calendar events.
  • Promote sponsored/hosted webinars based on hot topic content from community.
  • Sale space in a most popular eBook or training downloaded by members.

Options are what sponsors want, right!? They want more members from a thriving and target ready community not the same old people year to year.

Consider A Branded Private Community for Non-Dues Revenue

So, things to consider here:

  • Don’t assume you need to place ads with Google in order to be effective on your website.
  • Do not believe that you need to place ads everywhere to make money or justify the endeavor.
  • Do practice and utilize personalization in your ads.
  • Consider a private branded community in order to promote more personalized ads for your sponsors.
  • Start out small & see what placements work best.

Does your non-profit association desire additional revenue opportunities?

If so, let’s discuss the value of online community software options. Until next time, keep SmartThoughts in mind.

Get the non-dues revenue you deserve with the tools you need