30 New Guides Published on the CLC Toolbox

Hi there, 

The team at CLC has been busy writing and publishing new guides to demystify EveryAction and VAN. Below is a list of the 30 new guides we've published since May 2024.

We publish new guides to courses on a rolling basis as they complete our rigorous internal editing process; this way Toolbox subscribers get new guides as soon as they're published!

New Course: Engagement Points

Tired of combining or comparing lots of different reports? Need a bird's eye view of how engaged your audience is?

Use Engagement Points to assign a point value for different ways your contacts engage with the organization. Then compare engagement to understand your contact base better across data silos. The new course walks you through each click of set up! 

New EveryAction Guides

New Lessons in Create a List

Deepen your EveryAction use with more complex lists and searches. Find these in the Create a List course:

• Create a List/Saved Search | Advanced
• Take Action from My List

New Lessons in Contacts Management

Manage your org's contacts with more intention. Find these in the Contacts Management course:

• Use Followed Contacts
• Create Financial Households
• Use Contact Relationships to Link Individuals and Organizations

New Lessons for Development

Make the most of development focused features in EveryAction. Find these in the Membership, Grants and Moves Management courses:

• Use Follow Ups with Moves Management Action Plans
• Including Grants in Follow Ups Reporting
• View and Export Notes by Note Category (EN/ES)
• Create Expired Membership Outreach Email Automation
• Upload Gift Membership Recipient Info & Memberships into EA via Bulk Upload Wizard

New Lessons for Organizing

Give your org's contacts a chance to make their voice heard, with a deeper look in the updated Advocacy Forms course:

• Introduction and Use Cases for Advocacy Forms
• Assess and Troubleshoot Advocacy Form Deliverability

New Lessons for Strategy and Administration

Hone your EveryAction strategy, hygiene and administration. New lessons available in Automations, Administrative, Data Security, Data Hygiene and more!

• Report on Overall Email Performance
• Guiding Questions for Multilingual Audience Strategy
• Internal vs. External Facing Automations
• Create Export Format for Email Mail Merge
• Delete a saved search/list
• Retroactively apply Origin Source Codes to contacts without them, through Bulk Apply Wizard or Internal Bulk Apply
• Remove Minors from your Database

Reminder: VAN Quick Start Series

As election season starts in earnest, we have the VAN courses to help your field staff and volunteers get off the ground and on the phones and doors!