EveryAction organizes gift and donation data differently than Salsa, using a standardized set of terms and structures. This video explains the terminology used in EveryAction for tracking financial contributions and how it maps to what you're familiar with from Salsa CRM and Engage.
In this video, you’ll learn:
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How EveryAction defines contributions and designations: All financial transactions are called contributions, and designations represent the financial entity that receives the gift (tax-deductible or not).
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What gateways are and how they’re used: Gateways, like in Salsa, are your configured payment processors. Learn how you can set up multiple gateways to accept various payment types including credit cards, PayPal, and Venmo.
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How campaigns and source codes work together: Understand how multichannel fundraising is grouped under campaigns and how source codes help you track which efforts led to each contribution or engagement.