Embed Size (px)
Citation preview
GETTING THE MOST OUT OF EVERYACTION
https://www.everyaction.com/usersummit_decks
The EveryAction Support and Account Management Teams
Rebecca Straley, Jon Schadt, Amy
LaPorta, Rumi Matsuyama
https://www.everyaction.com/usersummit_decks
Training & Support
Training & SupportTo get you to better experts, faster, we’ve opened up
access to our support teams via direct email:
• Organizing: [email protected]
• Development: [email protected]
• Digital: [email protected]
• Political/Compliance: [email protected]
Your old email contacts still work, and if you use the
“wrong” email, we’ll still get you to the right place. We’re
working on a project to update our phone prompts with
these options, as well.
Account Management
1. ActionID
Got an ActionID issue?
• Put the person having the issue in touch
with our support team. 1:1 troubleshooting is
nearly always best.
• When you contact support:
• Tell us your organization name as it appears in the system.
• Be sure to include the email address and name of the person
who is having the issue (if it's not yourself).
• Send your message from the email associated with your
account.
• Be specific with the issue that you're having.
2. My Email Won't "Deliver"
There are 1000s of factors that impact email
delivery and deliverability, and we've got lots of
resources to help you figure it out when happens.
• DKIM/SPF
• Send from a real email address that you own and use
• Segment by recent activity
• Make sure you have permission to send to the email
addresses you load into your database
Got an Email Deliverability issue?
• Review our "Learning Email Deliverability Essentials" help doc.
• Reach out to our support team with information:• Have you done all the "basics" in the "Learning Email Deliverability Essentials" help doc?
• What domains do you send email blasts from?
• How large are your average email blasts?
• If you are aware of specific delivery issues, what email blasts have had issues?
• Provide a list of email addresses that went into spam and which email they were associated with.
• John Pepper, our Deputy Director of Client Services who specializes
in Targeted Email and Deliverability will be available at our
ActionBar tomorrow from 12pm-2:45pm.
• We have a year-end Email Deliverability webinar planned for
October/November.
3. Tracking Your Efforts in EveryAction
Component Example
Source Code AHQ1908A3C
Campaign Type & Campaign Annual Fund: 2019 Appeals
Channel & Contact Type Mail: Direct Mail
General Ledger Fund Unrestricted
Cost Center 11300
Power of EA Tracking
• Your Pathway to Multi-Channel
• Robust Reporting & Analysis
• Acquisition ROI Reporting
Anatomy of EA Tracking
Got some Tracking issues?
Best Practices
Use campaigns and channels
Make codes unique and for one-time use only.
Use a consistent naming convention.
Remember, in our system we track RFM separately, so most orgs don't
need to include them in your source codes.
Resources
EveryAction Source Codes Feature Workshop
4. Bulk Upload
When do I use "Load data with VANID" or "Load new contacts directly?"
How can I tell what EveryAction used for match criteria when matching files from my file to the records is in my database?
Common Errors on Bulk Upload
Got Bulk Upload issues?
• Start with the Bulk Upload Basics video on the EveryAction Help Docs.
• If you have problems decoding the Bulk Upload error message, check out
the "Uploading Data" document in our Help Docs.
• Reach out to [email protected], and we will send you the form
to request a 1:1 help session for your bulk upload.
5. What are other organizations doing that I’m not?
FastAction and One-Click Donate
Who Can One-Click Donate?What it Looks Like
Be sure to enable on your
form, and then set up your
Targeted Email…
Learn more by watching this video:
https://tinyurl.com/EAportal
Donor Self-Service Portal
Subscription Confirmation Email
Email to Notes
PDF Report Builder
Fundraisers Management
MiniVAN
Engagement Points
Got more “feature” issues?
Fundraisers Roundtable on Thursdays at 4:00 PM• Oct 3rd: Targeted Messaging and Segmentation
• Oct 17th: Grow Your Supporter Base by Recapturing Your Lapsed Donors• Oct 31st: Don’t ever do these very SCARY things in your fundraising campaigns
• Nov 14th: Lighten Your Load, Automate Everything
Interested? Email [email protected].
Feature Webinars on Wednesdays at 3:30 PM
Subscribe for New Feature announcements: https://tinyurl.com/EAFeature
Want these slides?
• Give one of us a card after the presentation, or
• Email [email protected] and we’ll send you a link, or
• https://www.everyaction.com/usersummit_decks
More questions?
• Email [email protected] and we’ll answer, and/or setup a
Feature Webinar to talk through common requests
Questions?
Thank You
