#1 most frequent
United States of America
98.3%399 installations of 406
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
1 / 5
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.
Who Buys & Uses Bonterra EveryAction
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
1.2%5 installations of 406
#3 most frequent
Hong Kong
0.2%1 installation of 406
Highly Recommend Bonterra Development Digital for Nonprofits.
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 [...]
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
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
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
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
