Log into EveryAction & Get Started
© 2024, Caitlin Lee Consulting, LLC.
Team Account
31 steps
Log In (First Time)
1
In your email inbox, find the email with the subject line "You've been invited to join [YOUR ORG NAME] on EveryAction." Click ACCEPT INVITATION.
Save your organization's EveryAction URL to your browser's bookmarks. The URL is given in the email invitation and is necessary for future logins. You cannot find the login page by Google searching.
The invitation link expires within 48 hours. If you miss this window, please contact your organization's administrator to send you a new link.
2
Your organization may require you to accept a user agreement. If you accept this User Agreement after reading it carefully, check the box at the bottom. You can view the agreement at any time in your profile settings.
Create an ActionID + Set up 2-Factor Authentication
Failure to set up two-factor authentication may result in not having access to your EA account if your organization has made it mandatory.
Two-factor authentication (2FA) is a security method used in identity and access management. It requires users to provide two different forms of identification to login, enhancing overall security.
Note in May of 2026, EveryAction released a new login experience for many EveryAction users. Screenshots have been updated accordingly in this guide. Depending on the URL you sign into EveryAction through, you may see different/previous options for the login page and some other home page functionalities. Reach out to EveryAction support if you experience issues or have questions.
3
If you don't have a Bonterra/EveryAction account, click SIGN UP.
4
Enter the details as required to create a new account.
5
Confirm that you have read and accepted the Terms of Use and Privacy Policy, then click NEXT. An email will be sent to you to verify your account. Once you have verified your email, you can log in using your new account details.
6
The page will reload, and you should see a confirmation message indicating that your account has been successfully created. Next, click SET UP AUTHENTICATION APP.
If you prefer to receive a code by text message instead of using an app, click SET UP TEXT MESSAGE.
7
If you don’t already have one, download an authenticator app.
A variety of autheticator apps are available. Some commonly used authenticator apps include: - [Google Authenticator](https://www.authy.com/) - [Authy](https://www.authy.com/) - [Duo Mobile](https://duo.com/product/multi-factor-authentication-mfa/duo-mobile-app) Which app you chose to use depends on your personal preference or organizational guidance.
8
Open the authenticator app and use the QR scanner to scan the QR code, then enter the 6 digit verification code and click VERIFY.
The app will provide a temporary 6 digit code for you to add. You will have several seconds to do this action. Your screen may look different depending on which authenticator app you use.
9
Enter the 6-digit code from your authentication app into the text field in EveryAction and click VERIFY.
10
EveryAction will provide a recovery code. Store the recovery code in a safe place, as you may need it for account recovery in the future. Click FINISH.
11
The next page in EveryAction will confirm that your autheticator app was verified. To get back to the EveryAction main page, click ACTIONID.
12
Enter in your email and password.
13
You should receive a one-time code to enter. Check the box next to "Remember this device for 30 days." If you don't check this box, you'll need to add an authenticator code each time you log in. Enter the code and click CONTINUE.
For additional information on setting up 2-Factor Authentication, see the EA Help Article: [How to: Increase user account security with Multi-factor authentication](https://help.bonterratech.com/everyaction/s/article/Increasing-user-account-security-with-multi-factor-authentication).
Log In (Every Time)
14
Enter your organization's EveryAction URL in your browser. This URL is provided in the first email invitation you received. To find it again, search your email inbox for an email starting with the subject line "You've been invited to join."
Note in May of 2026, EveryAction released a new login experience for many EveryAction users. Screenshots have been updated accordingly in this guide. Depending on the URL you sign into EveryAction through, you may see different/previous options for the login page and some other home page functionalities. Reach out to EveryAction support if you experience issues or have questions.
15
Enter your email and click NEXT.
16
Enter your password and click NEXT.
17
If you have multiple user accounts, you will be prompted to select which user you would like to use for the session. Change users by clicking the dropdown list. Then click NEXT. If you do not have access to multiple user accounts, you will not see this step.
Main Menu Navigation
The Main Menu is typically set as the default Home view.\ \ However, yours may be set to a different view. See the section of this guide titled "Change Your Default Home Page" for more!
18
Click the hamburger menu icon to open the EA pages menu and search bar. Click the hamburger menu icon again to close it. This menu and search bar is for EveryAction tools such as the Report Manager and Event Calendar.
19
To access your home page view, click HOME or MY HOMEPAGE from the side menu bar. \ \ The Home page view has a few different options. This view has a series of standard links that are often needed for quick access. What you can see and access from the lefthand search bar will vary depending on your user permissions and organization's tier of EveryAction. As a result, your view may look a bit different than the view below. You can use the CUSTOMIZE VIEW option at the top right to update what you see on this page.
20
Use the top search bar to search for a contact. Possible matches appear in a drop down list.
These two search bars in EveryAction are different! Search for a **page**: search for tools in the system, such as "Event Calendar" and "Report Manager." Search for a **contact**: search for a person or organization in the contact list.
21
Click the bell to view system notifications. For example, you will receive a notification to alert you when an export file is ready.
22
Click the grid button to navigate between EveryAction, Online Actions, and Targeted Email. Online Actions is where you can find create and edit all externally-facing forms. For example, Event Sign Up forms, Advocacy Forms, Contribution Forms, Unsubscribe Pages, etc. Targeted Email is the hub for designing and sending bulk emails.
23
Click ES or EN to switch between Spanish and English.
24
Click the [[?]] to open EveryAction's information menu including their help guides and announcements. Click the [[X]] in the top right to close it.
Change your Default Home Page
Depending on how you use EveryAction in your role, you may find it helpful to change the home page view. This is the page you will see every time you login, and anytime you click the EveryAction logo in the top left.\ \ You have the options to change the sections and metrics available on your home page. The specific views available to you will depend on your user profile level, and the EveryAction package tier that your organization has purchased. Your options may look different than the list shown here.
Example home page: **My Homepage**\ \ \*Specific views available to you will depend on your user profile permission level as well as the tier of EveryAction purchased by your organization.
Example home page: **Fundraising Management** \*Specific views available to you will depend on your user profile permission level as well as the tier of EveryAction purchased by your organization.
25
To change your default home page to a different view, click your name to access your settings.
26
Click MY SETTINGS.
27
Click HOME SETTINGS.
28
Click this dropdown and select the view you would like to use as your default. This will affect your user account only. Your admin may have set a default for your user profile. Otherwise, the system default is "Main Menu."
29
Click SAVE to save the changes.
Return Home
30
To return to your home page at any time, click the EveryAction logo.
31
You can also click HOME in the cookie crumb path. A cookie crumb path shows the clicks that brought you to the current view. That way, you can retrace your steps back if needed.
Log into EveryAction & Get Started
© 2024, Caitlin Lee Consulting, LLC.
Team Account
31 steps
Log In (First Time)
1
In your email inbox, find the email with the subject line "You've been invited to join [YOUR ORG NAME] on EveryAction." Click ACCEPT INVITATION.
Save your organization's EveryAction URL to your browser's bookmarks. The URL is given in the email invitation and is necessary for future logins. You cannot find the login page by Google searching.
The invitation link expires within 48 hours. If you miss this window, please contact your organization's administrator to send you a new link.
2
Your organization may require you to accept a user agreement. If you accept this User Agreement after reading it carefully, check the box at the bottom. You can view the agreement at any time in your profile settings.
Create an ActionID + Set up 2-Factor Authentication
Failure to set up two-factor authentication may result in not having access to your EA account if your organization has made it mandatory.
Two-factor authentication (2FA) is a security method used in identity and access management. It requires users to provide two different forms of identification to login, enhancing overall security.
Note in May of 2026, EveryAction released a new login experience for many EveryAction users. Screenshots have been updated accordingly in this guide. Depending on the URL you sign into EveryAction through, you may see different/previous options for the login page and some other home page functionalities. Reach out to EveryAction support if you experience issues or have questions.
3
If you don't have a Bonterra/EveryAction account, click SIGN UP.
4
Enter the details as required to create a new account.
5
Confirm that you have read and accepted the Terms of Use and Privacy Policy, then click NEXT. An email will be sent to you to verify your account. Once you have verified your email, you can log in using your new account details.
6
The page will reload, and you should see a confirmation message indicating that your account has been successfully created. Next, click SET UP AUTHENTICATION APP.
If you prefer to receive a code by text message instead of using an app, click SET UP TEXT MESSAGE.
7
If you don’t already have one, download an authenticator app.
A variety of autheticator apps are available. Some commonly used authenticator apps include: - [Google Authenticator](https://www.authy.com/) - [Authy](https://www.authy.com/) - [Duo Mobile](https://duo.com/product/multi-factor-authentication-mfa/duo-mobile-app) Which app you chose to use depends on your personal preference or organizational guidance.
8
Open the authenticator app and use the QR scanner to scan the QR code, then enter the 6 digit verification code and click VERIFY.
The app will provide a temporary 6 digit code for you to add. You will have several seconds to do this action. Your screen may look different depending on which authenticator app you use.
9
Enter the 6-digit code from your authentication app into the text field in EveryAction and click VERIFY.
10
EveryAction will provide a recovery code. Store the recovery code in a safe place, as you may need it for account recovery in the future. Click FINISH.
11
The next page in EveryAction will confirm that your autheticator app was verified. To get back to the EveryAction main page, click ACTIONID.
12
Enter in your email and password.
13
You should receive a one-time code to enter. Check the box next to "Remember this device for 30 days." If you don't check this box, you'll need to add an authenticator code each time you log in. Enter the code and click CONTINUE.
For additional information on setting up 2-Factor Authentication, see the EA Help Article: [How to: Increase user account security with Multi-factor authentication](https://help.bonterratech.com/everyaction/s/article/Increasing-user-account-security-with-multi-factor-authentication).
Log In (Every Time)
14
Enter your organization's EveryAction URL in your browser. This URL is provided in the first email invitation you received. To find it again, search your email inbox for an email starting with the subject line "You've been invited to join."
Note in May of 2026, EveryAction released a new login experience for many EveryAction users. Screenshots have been updated accordingly in this guide. Depending on the URL you sign into EveryAction through, you may see different/previous options for the login page and some other home page functionalities. Reach out to EveryAction support if you experience issues or have questions.
15
Enter your email and click NEXT.
16
Enter your password and click NEXT.
17
If you have multiple user accounts, you will be prompted to select which user you would like to use for the session. Change users by clicking the dropdown list. Then click NEXT. If you do not have access to multiple user accounts, you will not see this step.
Main Menu Navigation
The Main Menu is typically set as the default Home view.\ \ However, yours may be set to a different view. See the section of this guide titled "Change Your Default Home Page" for more!
18
Click the hamburger menu icon to open the EA pages menu and search bar. Click the hamburger menu icon again to close it. This menu and search bar is for EveryAction tools such as the Report Manager and Event Calendar.
19
To access your home page view, click HOME or MY HOMEPAGE from the side menu bar. \ \ The Home page view has a few different options. This view has a series of standard links that are often needed for quick access. What you can see and access from the lefthand search bar will vary depending on your user permissions and organization's tier of EveryAction. As a result, your view may look a bit different than the view below. You can use the CUSTOMIZE VIEW option at the top right to update what you see on this page.
20
Use the top search bar to search for a contact. Possible matches appear in a drop down list.
These two search bars in EveryAction are different! Search for a **page**: search for tools in the system, such as "Event Calendar" and "Report Manager." Search for a **contact**: search for a person or organization in the contact list.
21
Click the bell to view system notifications. For example, you will receive a notification to alert you when an export file is ready.
22
Click the grid button to navigate between EveryAction, Online Actions, and Targeted Email. Online Actions is where you can find create and edit all externally-facing forms. For example, Event Sign Up forms, Advocacy Forms, Contribution Forms, Unsubscribe Pages, etc. Targeted Email is the hub for designing and sending bulk emails.
23
Click ES or EN to switch between Spanish and English.
24
Click the [[?]] to open EveryAction's information menu including their help guides and announcements. Click the [[X]] in the top right to close it.
Change your Default Home Page
Depending on how you use EveryAction in your role, you may find it helpful to change the home page view. This is the page you will see every time you login, and anytime you click the EveryAction logo in the top left.\ \ You have the options to change the sections and metrics available on your home page. The specific views available to you will depend on your user profile level, and the EveryAction package tier that your organization has purchased. Your options may look different than the list shown here.
Example home page: **My Homepage**\ \ \*Specific views available to you will depend on your user profile permission level as well as the tier of EveryAction purchased by your organization.
Example home page: **Fundraising Management** \*Specific views available to you will depend on your user profile permission level as well as the tier of EveryAction purchased by your organization.
25
To change your default home page to a different view, click your name to access your settings.
26
Click MY SETTINGS.
27
Click HOME SETTINGS.
28
Click this dropdown and select the view you would like to use as your default. This will affect your user account only. Your admin may have set a default for your user profile. Otherwise, the system default is "Main Menu."
29
Click SAVE to save the changes.
Return Home
30
To return to your home page at any time, click the EveryAction logo.
31
You can also click HOME in the cookie crumb path. A cookie crumb path shows the clicks that brought you to the current view. That way, you can retrace your steps back if needed.
