Bonterra EveryAction

I use Bonterra Development + Digital for Van EveryAction. This allows me to create events in VAN and track data effectively. It also helps with engaging volunteers via signing them up for events, tracking their hours, and sending them messages. I can also use links to ask people to donate. Overall, great program!

• Improved fundraising performance.
• Effective digital marketing campaigns (high clicks and views).

Allows organization to have a crm that allows you to add tags to each individual and organization, it is integrated within the same software. While also allowing you to create events and add titles of hosts, or check in people and you are able to create a system to follow up on them and confirm them. Also, you are able to create a virtual phone bank. Allows you to create a sign up form, pledge form, while also allowing development to use certain funder tools. It also has a newsletter template that can be used. It also has features to allow you to create a campaign and be able to cut lists of your own crm and scripts to be able to help ID people on issues.

• I wish we could use it at the new organization i am with now

Slack

We use Bonterra EveryAction for our individual fundraising efforts. We receive donations through the Bonterra EveryAction donate form embedded on our website, along with sending out newsletters, targeted emails, event signups, and more with the automation feature. We also use Bonterra EveryAction to make repots so we can track lapsed donors, LYBNT donors, and more, for fundraising campaigns.

• Since using the MMAPs to help with our individual fundraising framework, we have seen an increase in donor-advised fund donations
• We used to use a different software for newsletters but having the capacity to send newsletters in automations and through targeted email has it made much easier, since that, along with our donation records, etc, are all in once place now

Kindsight iWave, WordPress

I am the administrator of Bonterra EveryAction and have had a lot of issues with the platform as new users. Help desk has not been helpful at all nor has the sales department who I reached out to try to seek support from.

• We are still learning how to use the entire platform and haven't been able to explore all features.
• The features that we've used are forms and targeted emails on a monthly basis. We would like to eventually use contacts and activists codes to do 1:1; volunteer and donor base tracking as well. Those were our intentions.
• And eventually if we learn how to use this platform more effectively, we'd like to use the "call to action" features and make use of this platform, if we find it useful and user friendly which has not been the case for everyone including myself.

Action Network

Bonterra EveryAction is our main CRM to track individual, foundation, and corporate donations in the form of single contributions and grants. We process all credit card donations using multiple forms specific to many different project sites across the agency. We are a nonprofit community based organization and this tool is also part of our advocacy strategy to reach our participants through targeted email.

• We have been able to develop a more specific strategy around targeted email
• We have been able to include grants in our CRM
• We have more people across our agency using the tool

Bonterra Network for Good and Bonterra ETO

Bonterra ETO, Paylocity, Google Calendar