EveryAction Fundamentals
[BETA] Learn skills every EA user should have.
Course curriculum
What You'll Learn
How to Navigate CLC Toolbox Courses
Before we begin...
What is EveryAction?
Task: Log In & Set Home Page
Log into EveryAction & Get Started (En/Es)
Task Self-Assessment
Task Self-Assessment (Reference)
Chapter 1 Wrap Up
Individual Contact Records
Task: Add Details to a Contact
Search for Contact Profiles (En/Es)
Task Self-Assessment
Task Self-Assessment (Reference)
Chapter 2 Wrap Up
Create Lists of Contacts
Task: Create lists
Create a List/Saved Search | Fundamentals (En/Es)
Level Up: Create a List Advanced
Task Self-Assessment
Task Self-Assessment (Reference)
Chapter 3 Wrap Up
What to do with your List of Contacts
Task: Explore Tools in My List
Take Action from My List
Task Self-Assessment
Task Self-Assessment (Reference)
Chapter 3 Wrap Up
Folders
Task: Load a Saved Search and Share Folder Access
Access and Load a Saved Search or List (En/Es)
Share Folder Access with a Teammate (En/Es)
Task Self-Assessment
Task Self-Assessment (Reference)
Chapter 4 Wrap Up
(and more!) by subscribing to one of the following bundles.
Organizing-focused courses | Build your strategy with guides focused on EveryAction’s base building tools and integrations. Includes EveryAction content related to Virtual Phone Banks, Follow Ups and more!
Communications-focused courses | Skill-up your EveryAction communications use, with guides focused on using mass communications features. Includes EveryAction content related to email, events, stories and more!
Development-focused courses | Build your EveryAction skills for development and fundraising in EveryAction. Includes EveryAction content related to development and development integrations available on the Toolbox.
Asian American Advocacy Fund
National Domestic Workers Alliance