30+ New Guides Published on the CLC Toolbox!

Hi there, 

The team at CLC has been busy writing and editing new guides to demystify EveryAction and VAN. Below is a list of the 30+ new guides we've added to the Toolbox since July 2024.

We add 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: Campaigns

Ready to take your reporting and data strategy to the next level? Campaigns allow you to group related outreach efforts (like events, email, advocacy forms and more) under an umbrella code to track your efforts. 

Our brand-new Campaigns course covers an introduction to using and setting up Campaigns in EveryAction. 

New EveryAction Guides

New Lessons in Grants Management

Deepen your EveryAction use by using Grant Plans to manage your grant applications and deliverables:

• Grant Action Plans Worksheet
• Create a Grant Plan
• Close a Grant Plan

New Lessons for Organizers

Ready to get your volunteers out on the doors? Check out the updated Canvassing course:

• Create an Audience for a Neighborhood Canvass
• Create a Linear Script for Neighborhood Canvassing in EveryAction
• Cut Turf in EveryAction
• Report on Canvass Results in EveryAction

New Lessons in Engagement Points

Want to understand your contacts' engagement with your org on a new level? See new lessons on strategically using Engagement Points:

• Develop Engagement Points Strategy (full chapter)
  • Why Develop an Engagement Points Strategy?
  • Engagement Points Strategy Worksheet 
  • References: Engagement Points Strategies Examples
  • Step 1: Write a List of "Asks" your Organization Makes of your Contact Base
  • Step 2: Determine a Point Value for each "Ask" (Engagement Type) in the List
  • Step 3: Identify How you will Track the Contact's Engagement Actions
  • Step 4: Use your Answers to Set up Engagement Points
• Assign Engagement Points to Donations
• Assign Engagement Points for Donations using Activist Codes and Automations

New Lessons for Communications

Improve your communications strategy with new lessons on Targeted Email and Multilingual Audiences. 

• Overview of Multilingual Audience Strategy
• Set up a Domain to Use with EveryAction Targeted Email
• Targeted Email Vocabulary
• Integrate WCAG AA Standards in Targeted Email's Drag & Drop Editor
• View and Update a Contact's Email Subscription Status
• Use the Email Address Status Report to Assess Subscriptions
• Report on Overall Email Deliverability

New Lessons for Development

Make the most of development focused features in EveryAction. Find these lessons in the Follow Ups, Manual Gift Processing, and Revenue Streams & Budget to Actuals courses:

• Use an Automation to Assign a Staff Follow Up to New Donors
• Prep Income Log for Upload 
• Manually Add Stock Gifts to EveryAction
• Glossary of Terms for Revenue Streams + Budget to Actuals

New Chapter on Source Code structure

These lessons make up our new chapter that guides you through defining your database's source code structure. 

• Decide how to use Source Codes
• Option A: Highly Detailed Use of Source Codes
• Option B: Moderately Detailed Use of Source Codes
• Option C: Basic Use of Source Codes

Additional New Lessons

Hone your EveryAction strategy, hygiene and administration. New lessons available in Automations, Events and more!

• Report on Automations
• Assign Event Leads | Ticketed + Non-Ticketed
• Create a Form with Payment Processing Capability in Mobilize and EA
• Mark Attendance at an Event Manually | Ticketed Events
• Use Source Codes in Create a List

Reminder: VAN Quick Start Series

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

Need access for a large group? Reply to this email!