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Bonterra EveryAction

Score7.9 out of 10

217 Reviews and Ratings

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What is Bonterra EveryAction?

Bonterra EveryAction enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.

Categories & Use Cases

Media

Screenshot of donor segmentation and targeting by evaluating donors' past behavior, which highlights best opportunities to improve retention, increase donor value, and raise more money.
Screenshot of a single, unified platform to support all kinds of campaigns by sending newsletters, creating action alerts, crafting fundraising appeals, and building automated workflows with a modern, targeted email tool boasting deliverability rates.
Screenshot of multi-channel workflow automations.
Screenshot of a picture of an individual record. These feature customization options used to tailor the page and highlight important information.
Screenshot of a Bonterra form. 33% of forms have at least one pre-filled file due to a previous action taken across our network, boosting overall conversion rates.

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Screenshot of donor segmentation and targeting by evaluating donors' past behavior, which highlights best opportunities to improve retention, increase donor value, and raise more money.

Reviews

What users are saying about Bonterra EveryAction.
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Highly Recommend Bonterra Development Digital for Nonprofits.

Incentivized
Julia BiancoView profile
Community Organizer at Planned Parenthood California Central Coast (51-200 employees employees)

Use Cases and Deployment Scope

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!

Pros

  • Donation forms.
  • Volunteer management.
  • Accessibility

Cons

  • Features complicated at times.

Return on Investment

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

Bonterra EveryAction by [...]

Nancy Batista, MBAView profile
National Fellowship Director, Poderosas at Poder Latinx (11-50 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • Crm
  • Event tools
  • Reports

Cons

  • The newsletter feature is sometimes glitchy

Return on Investment

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

Other Software Used

Slack

Has been helpful at building our Individual Fundraising framework

Incentivized
Verified User
Employee (11-50 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • The moves management action plans have been very helpful while setting up our individual fundraising framework. Allowing us to track everything in one place
  • The reports are extremely helpful when dissecting different segments of our donor base, including HNWI, LYBNT, etc

Cons

  • The automation feature doesn't always send out emails automatically. Sometimes I have to pause the workflow and activate it again to get it to send, which is frustrating
  • While there are useful tutorials currently on the Bonterra EveryAction page I believe they could be updated and more could be posted to go over more functionality of Bonterra EveryAction

Return on Investment

  • 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

Other Software Used

Kindsight iWave, WordPress

New User's experience

Incentivized
Verified User
Director (11-50 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • As a new user of 2-3 months using Bonterra I like ther Targeted Emails
  • Forms

Cons

  • Although Targeted Emails features is nice, I faced a lot of challenges with the formatting and editing text as a new user.
  • With forms, it would be great to have options to create as signing-up (categories are editable instead of set)

Return on Investment

  • 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.

Alternatives Considered

Action Network

Thank you Bonterra EveryAction

Incentivized
Verified User
Employee (201-500 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • Advocacy Related Communications
  • Individual Fundraising Forms
  • Grants Management

Cons

  • Increased functionality around targeted email for donors related to a contribution
  • A user-friendly interface for automation
  • Google Suite integration

Return on Investment

  • 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

Alternatives Considered

Bonterra Network for Good and Bonterra ETO

Other Software Used

Bonterra ETO, Paylocity, Google Calendar

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