EveryAction

A step-by-step guide for syncing your EveryAction lists, activist codes, event forms, and custom fields

What can I do with the EveryAction integration?

With the EveryAction integration you can use event forms to grow your members list.

Will new members that sign an event form be added to Strive?

Yes. Members who sign an EveryAction event form will be added to your members list once you have synced your event form with Strive.

EveryAction forms must contain:

-A FIRST NAME field, set to required
-A MOBILE PHONE field, set to required
-An SMS SIGN UP check box, set to required

Can I sync members between my Strive and EveryAction account?

That's right. Once you have set up your integration you can add new or existing members to Strive activist code groups to sync with your EveryAction contacts and activist codes. Strive will create and update EA profiles.

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

Core fields on synced lists and forms are automatically integrated into your Strive members list. In order to sync custom fields you must map them to the Strive members list via the custom fields tab in the EveryAction Integration settings. Learn more

How to 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.
Sync your EveryAction lists

Note:  Strive will only import EA contacts that have opted-in.

  1. From your EveryAction account, go to My Folders in 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. Next, 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.

  1. From your Strive account, select Settings in the EveryAction box on the Integrations page.
  2. Go to the List tab.
  3. Click Import next to the list you'd like to import. A group is automatically created using your EA list name.
  4. If there are any activist codes included in your list, they’ll appear in the activist codes table on the Strive integrations page.
  5. In the Activist Codes tab, Click Activate.

Once activated, your members list can be filtered and segmented by any activist code(s) you sync!

Sync your EveryAction event forms

Active event forms will appear in Strive once you have integrated your EveryAction account.

 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” and “Required”.
  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, both set to required.

  1. Synced forms will show On! in the sync column.

Once your form is synced with Strive, set up an automation to use your form(s) to trigger an SMS flow, welcome response, or auto reply. Learn more about automations.

Sync your EveryAction custom fields

Custom fields in your EveryAction will appear in the custom fields table drop down as available to sync. In order for custom fields to sync with the members table, you must map them to Strive.

Note: Core fields used on synced EveryAction forms and lists are automatically integrated into the Strive members list.

  1. From your Strive account, select Settings in the EveryAction box on the Integrations page.
  2. Go the the Custom Fields tab.
  3. Click Add New Field.
  1. In the Field Name in Source column select the custom field you would like to sync from your EveryAction account.
  2. Next, in the Field Name in Strive column select or create the custom field in Strive you would like your EA custom field to map to. To create a new custom field in Strive, simply type out the name and hit enter.
  1. 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 EA custom fields to fields in Strive once.

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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