What can I do with the EveryAction integration?

With the EveryAction integration you can:

• Import EA Contacts as Members via a saved list.
• Sync Strive Members and EveryAction Contacts with Activist Codes, Online Actions, or Event forms.
• Set custom field syncing between EveryAction Contacts and Strive Members.
• Trigger flows with Online Actions and Event forms.
• Track contributions and calculate donation ROI in your broadcasts
  

Will new members that sign an Online Action form or Event form be added to Strive?

Yes, anyone who signs a synced form will be added to the Strive members list, as long as their preferred phone number is subscribed for SMS.

A new Member record is created when that record's phone number does not already exist in your members list. Existing Member records will update with any new data submitted in the form.

If a new VANID is already associated with an Strive member with the same phone number, Strive will check to see if the existing VANID still exists. If it doesn't, Strive connects the member to the new VANID.

EveryAction forms must contain:
‍
• A Mobile phone field, set to required
• An SMS opt-in check box

‍How does Strive's EveryAction Integration prevent duplicate contacts?

Strive's deduplication prevents members from having the same phone number in a campaign. Strive attempts to match updated member data to existing contact records in EveryAction via their findByPhone or find API. Strive will attempt to first match by the contact's VAN ID, then by their preferred phone number.

Strive attempts to match updated member data to existing contact records in the following order:

• VANID
• Phone
• Synced Fields

There may be instances where a match is unsuccessful. For example, if you have multiple Contacts sharing the same phone number, Strive will update the Contact that most closely matches an existing Strive Member record, based on synced fields such as first and last name and zipcode.

What fields can I sync between my Strive and EveryAction account?

Core fields are automatically synced with default sync logic. Update how your core fields sync between accounts via the Fields Tab in EveryAction Integration settings. You can also sync EveryAction custom fields with custom fields in Strive. Learn more

Note: Strive will only sync with an EveryAction Contact's preferred phone number. Member records will not pull in secondary (non-preferred) numbers. This is also true for emails. 

How do I sync EveryAction contacts with Strive Members?

Once an EA API key is entered into Strive, your existing EveryAction contacts VAN IDs will begin to sync with existing Strive members. Strive will register changes to EA contacts' core fields and custom fields. The first run of Strive’s sync attempts to look for changes in the previous 90 days. If no changes have been made to contacts during this period, Strive will not sync the contact until a change has been made.

Tip: To sync all of your EA contacts VAN IDs in bulk, we recommend importing a saved list via the Saved List tab in Integration settings. This will sync all eligible EA contacts, regardless of if changes have been made to their contact in the last 90 days.

After this initial sync, contacts will be updated in Strive in the following ways:

• Updating existing contacts in EveryAction will create new members in Strive if the "Import New Members" checkbox is checked on the Saved List tab.
  
  • Note: Due to EveryAction's API limitations, individual changes to the phone's SMS opt-in status is not enough for the EveryAction API to mark the contact as updated. At least 2 fields must be updated on the contact for Strive to be notified that the contact is ready for a re-sync.
• Syncing a saved List will sync the list's contacts to members.
• Contacts who have submitted an Online Action Form will be automatically synced to a member if the Online Action Form is synced within Strive.
• Contacts who have submitted an Event signup will be automatically synced to a member if the Event is synced within Strive.

Syncing behavior can be defined via the Fields tab. Learn more.

‍Request your API Name/ Key

To integrate your EveryAction account with Strive, you must first request an API Key from EveryAction. Please refer to the EA help center article on API keys.

Once you have your EveryAction API name/key, you are ready to integrate your account with Strive.

‍Integrate EveryAction with Strive

1. From your Strive account, Click on Integrations in the left side navigation.
2. Select EveryAction integration.
3. Enter your API Key and API name.
4. Click Submit.

Once you have integrated your account with Strive, it is time to configure field sync behavior, import your contacts, and sync your Activist Codes and forms.‍ To import your contacts, first configure your field sync behavior and then create a list in EveryAction of all contacts you would like to sync and follow the instructions below to import the list to Strive.

Import Contacts with Saved Lists

EveryAction contacts in your synced Saved Lists are imported as members as long as they have a valid US preferred phone number that is opted in to SMS.

Note: Map any custom fields in your EA list to Strive fields via the Fields tab before importing a Saved List.

1. From your EveryAction account, go to My Folders on the left side navigation under Contacts.
2. Create a new folder or click on an existing folder. Under User Access select the Strive API and click Add.‍
3. Create a new list or assign an existing list to the folder (you can skip this step if the list you’d like to integrate is already assigned to the folder you have granted Strive Access to).
   Note: Strive does not support syncing EveryAction saved searches.
4. From your Strive account, select Settings in the EveryAction box on the Integrations page.
5. Go to the Saved Lists tab.
6. Click Import next to the list you'd like to import. A group is automatically created using your EA list name.
7. A Saved List may be refreshed. The EA List group for the Saved List will have its membership updated to reflect the members from the latest refresh.

Saved List groups‍

Troubleshoot common list import issues:‍

These are common issues when importing a saved list from EveryAction, and how to troubleshoot them.

➩ List not appearing in Strive‍

• Verify your list is a Saved list. Strive cannot sync with EveryAction dynamic lists or saved searches.
• Confirm the list’s folder has been granted permission access to the same API key that was entered when setting up the EveryAction integration in Strive.

➩ The list size column in Strive List table does not match the list size in EveryAction:

• Standby for 15 minutes and allow the import to finish processing. The list size column will update when the import has finished.
• Confirm the missing contact's preferred phone number is opted-in for SMS.
• Confirm you do not have duplicate records in your EA list/account sharing the same preferred phone number. Unlike EA contacts, Strive does not allow multiple member records to share the same phone number. If your EA list contains a contact with the same phone number but a different VAN ID as a member in your members list, Strive will check to see if the existing VANID still exists. If it doesn't, Strive connects the member to the new VANID. 
• Confirm that the VANID is not associated with multiple members in Strive.

➩ List updates in EveryAction not reflected in Strive: ‍

• Adding Contacts to a previously imported EveryAction list will not trigger an import in Strive. To add new EA contacts to Strive as members, refresh the list or import a new list.

Want all new contacts to automatically sync with Strive? Check the box on the Saved List page to enable this feature! Strive will import any new or updated contacts whose preferred phone number is marked as subscribed for SMS.

‍Note: EveryAction requires updates to subscription status AND a separate contact field (can be a core or synced custom field) to send updated contact records to Strive.

Sync Members with Activist Codes

Sync members with Activist Codes

Sync Activist codes to create Strive Activist Code groups. Adding a member to the Activist Code group will create/update contacts and assign them to the activist code in your EA committee.

1. From your Strive account, select Settings on the EveryAction Integrations page.
2. Go to the Activist Codes tab, find the Activist Code in the table, and Click Sync.

Note: Strive will only sync activist codes moving forward in time. This will not sync contacts who have the Activist Code applied to them in EA before the EA integration was set up in Strive.

Activist Code Groups

An Strive Activist Code group (sharing the same name as your Activist Code) is automatically created when sync is complete. All contacts imported as members/ assigned to the activist code will be a part of the Activist code group.

Adding members to this Activist Code group will create/update Contacts in EveryAction based on the EveryAction sync logic set in the Fields tab of your Integration settings.

Tip: Create an Activist Code in EveryAction and sync it with Strive. Add that Activist Code group to your automations so all new Strive members will sync with EveryAction.

Troubleshoot common Activist Code sync issues:‍

These are common issues when syncing an Activist code in Strive, and how to troubleshoot them:

➩ The member count column does not match the number of contacts assigned to the activist code in my EA account:

• Standby for 15 minutes and allow the sync to finish processing. The member count column will update when the sync has finished. 
• Confirm whether the “Import New Members” box is checked. When an Activist Code is applied to a contact in EA, Strive will attempt to find or create them as an Strive member and then add them to the Activist Code group.  If "Import New Members" is not checked, when an Activist Code is applied to a Contact, Strive will only add existing Strive members to the Activist Code group.
• Confirm the missing contact's preferred phone number is opted-in for SMS.
• Confirm you do not have duplicate records in your EA account sharing the same preferred phone number. Unlike EA contacts, Strive does not allow multiple member records to share the same phone number. If your EA list contains a contact with the same phone number but a different VAN ID as a member in your members list, Strive will not import the duplicate record. If a new VANID is already associated with an Strive member with the same phone number, Strive will check to see if the existing VANID still exists. If it doesn't, Strive connects the member to the new VANID.

➩ Activist code assignment/updates in EveryAction are not reflected in Strive

• Removing an Activist Code from a Contact’s record in EveryAction will not remove the corresponding member from the Activist Code group in Strive.
• Setting an activist code group to “archived” or “inactive” will not stop contact/member synchronization, however the group will not show up on a member’s profile.

‍

Sync Events

Sync EveryAction Events so contacts that submit your event form are imported/updated as members in Strive. Trigger SMS follow-ups when a new or existing member submits a synced event form with Integration Automations.

Sync a new event:

1. From your EveryAction account, go to Engagement in the left side navigation and select Events List.
2. Click Add new event.
3. Select your event type and fill out your event details. Note: You can create an online form by clicking the “Create Online Action” box, however you will still need to go to Online Actions and add Mobile Phone/SMS sign up.
4. Under Engagement in the left side navigation, select Online Action.
5. Select Create a new form. Make sure that you assign the same event type to the form as the event you created.
6. Fill out your form details. On the contact information sheet make sure you toggle Mobile Phone and SMS sign up to “ON”.
7. Click Publish.
8. In your Strive account, Click on Integrations in the left side navigation.
9. Select Settings under your EveryAction integration.
10. Go to the Events tab.
11. Click Sync next to the event you would like to sync. Synced forms will show Synced in the sync column.

Sync an existing event:

1. From your Strive account, Click on Integrations in the left side navigation.
2. Click on Settings under your EveryAction integration
3. Select the Events tab.
4. Click Sync in the row of the event you would like to sync.Note: Make sure your form includes a MOBILE PHONE field and SMS SIGN UP box.‍
5. Synced forms will show Synced in the sync column.

Note: Strive will not sync with events that have ended.

Event groups

An Strive Event group (sharing the same name as your Event form) is automatically created when sync is complete. All contacts who submit your EA event form (after sync) will be a part of this group.

Tip: Use this group to filter by source in your members list, Reports, and Inbox. You can also use this Event group to target broadcasts.

Troubleshoot common Event form sync issues:

These are common issues when syncing an Event in Strive, and how to troubleshoot them.

➩ Event submissions not appearing in Strive:

Strive will import new members and update existing ones who submit your event form After sync. Strive cannot access retroactive form submissions (form submissions before the form is synced in Strive).

• Confirm the event form submission happened after you synced the event in Strive
• Confirm the event form submitter's preferred phone number is opted-in for SMS.
• Confirm you do not have duplicate records in your EA account sharing the same preferred phone number. Unlike EA contacts, Strive does not allow multiple member records to share the same phone number. If the event form submitter has the same phone number (but a different VAN ID) as a member in your members list, Strive will not import the duplicate record. If a new VANID is already associated with an Strive member with the same phone number, Strive will check to see if the existing VANID still exists. If it doesn't, Strive connects the member to the new VANID.

➩ Event submission not triggering Automation in Strive:

• Confirm the event form submission happened after you synced the event in Strive. If the form was submitted before sync, the automation cannot be triggered by the contact.
• EA Integration Automations cannot be triggered more than once by a single contact. Multiple submissions of the same Event form will not trigger the automation more than once.
• Standby for 15 minutes and allow sync to finish processing. The member will be added to the event group upon triggering the Automation.
• Confirm the event form submitter's preferred phone number is opted-in for SMS.
• Confirm you do not have duplicate records in your EA account sharing the same preferred phone number. Unlike EA contacts, Strive does not allow multiple member records to share the same phone number. If the event form submitter has the same phone number (but a different VAN ID) as a member in your members list, Strive will not import the duplicate record. If a new VANID is already associated with an Strive member with the same phone number, Strive will check to see if the existing VANID still exists. If it doesn't, Strive connects the member to the new VANID.

Note: Strive will only sync an EA event submitter's contact data with Strive member records. Strive does not sync with event or RSVP data specific to the event.

Sync Online Actions

‍Sync Online Actions so that contacts that submit your Online Action forms are imported/updated as members in Strive.

Trigger SMS follow-ups when a new or existing member submits a synced Online Action form with Integration Automations.

1. From your Strive account, Click on Integrations in the left side navigation.
2. Click on Settings under your EveryAction integration
3. Select the Online Actions tab.
4. Click Sync next to the Online Action you'd like to sync.
   Note: Make sure your form includes a MOBILE PHONE field and SMS SIGN UP box.‍
5. Synced forms will show Synced in the sync column.

Once your form is synced with Strive, set up an automation to trigger an SMS welcome response, or thank you flow when the form is submitted.

Online Action groups

An Strive Online Action group (sharing the same name as your Online Action) is automatically created when sync is complete. All contacts who submit your EA Online Action form after sync will be a part of this group. This is only true for forms that are synced, meaning the sync button has been clicked.

Tip: Use this group to filter by source in your members list, Reports, and Inbox. You can also use this Online Action group to target broadcasts.

Troubleshoot common Online Action sync issues:

These are common issues when syncing Online Actions in Strive, and how to troubleshoot them.

➩ Online Action submissions not appearing in Strive:

Strive will import new members and update existing ones who submit your Online Action form after sync. Strive cannot access retroactive form submissions (form submissions before the sync in Strive).

• Confirm the Online Action submission happened after you synced the Online Action in Strive‍
• Standby for 15 minutes and allow sync to finish processing. The member will be added to the Online Action group upon submitting the form.‍
• Confirm the Online Action  submitter's preferred phone number is opted-in for SMS.
• Confirm you do not have duplicate records in your EA account sharing the same preferred phone number. Unlike EA contacts, Strive does not allow multiple member records to share the same phone number. If the form submitter has the same phone number (but a different VAN ID) as a member in your members list, Strive will not create a duplicate record.

➩ Online Action submission not triggering automation in Strive:

• Confirm the Online Action form submission happened after you synced the Online Action in Strive. If the form was submitted prior to sync, the Automation cannot be triggered.
• EA Integration Automations cannot be triggered more than once by a single contact. Multiple submissions of the same Online Action form will not trigger the automation more than once.
• Standby for 15 minutes and allow sync to finish processing and trigger the automation. The member will be added to the Online Action group upon triggering the Automation.
• Confirm the online action form submitter's preferred phone number is opted-in for SMS.
• Confirm you do not have duplicate records in your EA account sharing the same preferred phone number. Unlike EA contacts, Strive does not allow multiple member records to share the same phone number. If the form submitter has the same phone number (but a different VAN ID) as a member in your members list, Strive will check to see if the existing VANID still exists. If it doesn't, Strive connects the member to the new VANID.

Configure Field Syncing

Set core and custom field sync logic between your EveryAction and Strive account.  

Core fields:

1. Go to the Integrations page. Under your Integrations click the EveryAction Settings button.
2. Go to the Fields tab. All available core fields in EveryAction will appear in the fields table, along with the field in the Strive Members list that they are mapped to.
3. Update sync logic default settings for core fields by clicking the EveryAction Sync drop down menu. Select your desired sync logic. Sync can be set for one way, two way populate, two way overwrite, or ignore.

One way: Upload your EveryAction data to Strive. Strive will not make changes to your EveryAction data.
Two way, populate: Sync data between Strive and EveryAction. Populate empty fields when field is updated in Strive or EveryAction. Overwrite existing data in Strive when a field is updated in EveryAction.
Two way, overwrite: Sync data between Strive and EveryAction. Overwrite existing data when field is updated in Strive or EveryAction.
Ignore: Data in this field will not be synced between Strive and EveryAction. This is the default sync logic for the core field Birthdate.

Custom fields:‍‍‍

1. Go to the Integrations page. Under Your Integrations click the EveryAction Settings button.
2. Go to the Fields tab.
3. Click Add New field.
4. In the Field Name in Source column select the custom field you would like to sync from your EveryAction account.
5. Next, in the Field Name in Strive column select the custom field in Strive you would like your EA custom field to map to. To create a new custom field in Strive, go to your Members List and click +Add Field.
6. ‍‍The Field Type column will automatically populate with the field type assigned to your EA custom field. Ensure this field type is accurate for optimal filtering capabilities in your Members list.

‍Note: You can only sync an EA custom field once to a single member field in Strive.

Field Type Definitions:

Text: A text field (Employers Name, Meeting Notes)
Number: A number field (Office Number, Donation Amount)
Checkbox: A checkable field (Yes/No, Email Opt-in)
Select: A field with a drop down menu or select options (Volunteer Interests, Union Chapter)
Date: A date field (Volunteer Sign Up Date, Donation History)\

EveryAction Contribution ROI

Once you’ve synced your EveryAction account you can track contribution ROI to understand how your donation asks perform in messages.

Step 1: Enable donation tracking on your EveryAction links.

1. In order to track who submits your EveryAction contribution form you must use the Strive link shortener. Click Link below the compose window and enter the contribution form URL.
2. Select EveryAction in the Track click-throughs by type drop down.
3. Click Add Link

Note: Strive matches contribution submissions using the EveryAction form's market source, source ID code, and form tracking ID (ID of form). Where possible, make these sources/IDs unique so that Strive can most accurately associate a contribution with the contribution link included in your message.

Step 2: Monitor Performance in Reports

Donation ROI is tracked in your Broadcast, Automations, and Flow reports so you can see how each of your contribtion forms are performing across your messaging.

Once a donation is submitted via the shortened link, the Donation ROI widget will populate in the corresponding report with the following metrics:

• Donation ROI: this is your estimated return on investment based on the cost of the messages sent divided by the total donations raised via the shortened link. Please note that metric will begin to populate the ROI 24hrs after a broadcast has been sent.‍
• Donations: the estimated total number of donations received via the shortened link.‍
• Link clicked with no donation activity: the total number of members who visited the donation form via the shortened link, but did not donate.‍
• Messages sent with no clicks: the total number of messages sent where no click or donation activity was detected.

• Average donation amount: This is the average amount donated via the shortened link.
• Highest donation amount: This is the highest dollar amount donated by a subscriber in your audience via the shortened link.
• Total donations raised: This is the sum of all donations raised by the shortened link.

Note: if you are tracking multiple donation links, the metrics for average, highest, and total donations are specific to the link selected in the URL dropdown of the widget.

• Click conversion rate:  the amount of subscribers that clicked donation links divided by the estimated number of subscribers who clicked the donation link and donated.