Enhancing Your Marketing Strategy with Direct Response Plans
This course teaches you how to build and manage Direct Response Plans in EveryAction. Learn how to segment audiences, track budgets, assign source codes, and use matchbacks to evaluate campaign performance across channels. Register to either watch a video, attend a live Q&A, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
FREE
EveryAction MasterClass Course
This advanced course series is designed for experienced EveryAction users looking to deepen their expertise in donor engagement, automation, reporting, and fundraising strategy. Learn how to master tools like Moves Management, WealthEngine, DonorTrends, advanced email tactics, and more. Register to attend a live Q&A, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
$1,500
Gathering & Preparing Data For Your Import
Preparing your data correctly is essential for a smooth and successful bulk upload. This course walks you through the process of gathering external data, formatting it properly, and using the EveryAction import template to streamline your import process. To complete the course, choose one of the following: watch the training video, attend a live Q&A session, or read the help article. Then, take the short quiz to check your understanding.
FREE
Building Custom Reports
This advanced course walks through EveryAction’s Report Manager, teaching you how to build custom reports using export formats, Fundraising Analysis, Quick Counts, Crosstabs, and the Analytics Dashboard. Register to either watch a video, attend a live Q&A, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
FREE
