EveryAction

A step-by-step guide for syncing your EveryAction online action forms, activist codes, event forms, and contact fields with Strive.

What can I do with the EveryAction integration?

With the EveryAction integration you can:

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 VAN ID or Phone Number does not already exist in your Members list. Existing Member records will update with any new data submitted in the form.

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.

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.

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. Your Member record will not pull in secondary (non-preferred) numbers.

How do I sync EveryAction contacts with Strive Members?

To sync existing EA contacts, you must first add them to an Activist Code in EveryAction. Next, create a saved list in EA to import to Strive. Make sure all members you would like to sync are a part of the Activist Code and Saved List.

Now in Strive, head over to the Saved Lists tab in your EveryAction Integration settings. Import your saved list. Once imported, the corresponding activist code will appear on the Activist Code tab. Sync the activist code.

Syncing behavior can be defined via the Fields tab. An activist code group sharing the same name as your activist code is automatically created in Strive. All members a part of your initial sync will be a part of this group. To sync a new member with EA, add them to the activist code group. Their record is automatically created/updated in your EA committee.

Tip: Include your Activist code group in Automations so new members in Strive are added to EveryAction.


Set up your EveryAction integration

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 import your contacts, sync your Activist Codes and forms, and configure field sync behavior.


Import Contacts with Saved Lists

EveryAction contacts in your Saved List are imported as Members.

  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 EveryAction dynamic lists or saved searches.
  4. If you would like to sync Activist Codes with Strive, make sure to assign them to Contacts before you import them via your Saved list.
  5. From your Strive account, select Settings in the EveryAction box on the Integrations page.
  6. Go to the List tab.
  7. Click Import next to the list you'd like to import. A group is automatically created using your EA list name.
Saved List groups

A Strive Saved List group (sharing the same name as your imported list) is automatically created when the import is complete. All contacts imported as members will be a part of the Saved List group.

Tip: Use this group to filter by import source in your Members list, Reports, and Inbox. You can also use this List group to target broadcasts.
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 not import the duplicate record. 
➩ 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, import a new list.


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.

Note: To make activist codes available to sync, you must first import at least one contact assigned to the activist code in EA, via a saved list.

  1. If you would like to bulk sync existing contacts in EA with Strive, make sure to assign them to the activist code before you import them via your Saved list.
  2. From your Strive account, select Settings on the EveryAction Integrations page.
  3. Go to the Saved Lists tab.
  4. Click Import next to the list that contains at least one contact assigned to the activist code.
  5. From the Activist Codes tab, Click Sync.
Activist Code Groups

A 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.

Troubleshoot common activist code sync issues:

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

My Activist code is not appearing in the Activist Code Table:
  • Confirm you have imported at least one contact assigned to that activist code via a saved list. Syncing an Activist Code will not import Contacts into your Members List.

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. 
  • Verify that the missing contact has been previously imported via a saved list. Syncing an Activist Code will not import Contacts into your Members List.
  • 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 sync with the duplicate record. 

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 to “archived” or “inactive” will not stop contact/member synchronization.

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.
  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 On! 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 On! in the sync column.
Event groups

A 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 create a duplicate record.


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 create a duplicate record.
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

A 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.

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 submission before 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 not create a duplicate record or trigger the Automation.


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, or two way overwrite.
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.
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)
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