Bonterra News January 2026 | EveryAction
FEATURED
Help Shape the Future of Bonterra Fundraising Tools(And Get a Chance at a $300 Gift Card!)
We're making EveryAction, DonorDrive, & OneCause even better - and your input guides what comes next.
Take a quick, 10-minute survey about your experiences using your Bonterra fundraising tools. Your input goes directly to our product teams and helps us understand what matters most, so we can prioritize improvements that support how you work. As a thank you, you'll be entered into a drawing for a $300 gift card!
The 2026 Product Survey is open through Monday, February 16th, and can be found at the bottom-right of your screen in EveryAction and DonorDrive, and the top-right of your screen in OneCause.
Combining Workflow Automations and Scheduling Reporting for Continuity and Consistency
Workflow Automations help teams streamline recurring tasks like adding activist codes or managing moves management updates. Set up a workflow once and let EA handle the rest—reducing manual work while ensuring consistency across your processes.
At the same time, Scheduled Reporting makes it easy to share key metrics with stakeholders automatically. Saved reports are delivered on a regular cadence, giving visibility to those who don’t log into EA often—without the need to manually resend reports.
With Scheduled Reporting and Workflow Automations working together, teams gain consistent visibility into data and progress. Automations ensure updates happen reliably, while scheduled reports keep the right people informed at the right time.
Learn more about Automations here.
Learn more about Scheduled Reporting here.
Advanced Support Consultant Spotlight:Building Systems That Survive Staff Turnover
by Peter R., Advanced Support Consultant
"A lot of my recent work has focused on cleaning up old data and processes and creating new futureproofed ones. The best systems aren’t just effective today—they’re understandable and maintainable six months from now by new staff members."
What this looks like in practice:
- Plain-language naming conventions.
Saved searches and automations named for what they do, not how they were built, reduce confusion and onboarding time.
- Fewer workflows, clearer purpose.
Consolidating overlapping automations makes it easier to troubleshoot and adjust when priorities shift.
- Documented “why,” not just “how”.
A short note explaining why a workflow exists helps future users decide whether to reuse, pause, or retire it.
- Standardized campaign checklists inside EveryAction.
Rather than external docs, we embed consistency directly into configuration—forms, receipts, and follow-ups behave predictably every time.
Advanced Support Consulting helps teams design systems that work today—and still make sense tomorrow.
Book time with our ASC team today - click here.
WHAT’S NEW
Bonterra Que Credits(Beginning February 1st)
Starting in February, we’re updating how you use Bonterra Que — your AI-powered fundraising assistant.
Each user in your organization will automatically receive a monthly allotment of credits to use across Que’s fundraising skills. Credits are used when a skill completes work for you — like building a donor segment or drafting outreach — with more advanced skills using more credits. Your credits refresh each month, so you can keep using Que to support your day-to-day fundraising work and try new skills as we release them.
Organizations that upgrade to Que Intelligence unlock full access to Que’s capabilities — allowing teams to rely on Que more consistently to extend capacity and execute faster, without adding staff or outside support.
Last chance to lock in Que Intelligence at 50% off
January 31st is your last opportunity to secure Que Intelligence at 50% off, starting at $63 per month. This upgrade ensures uninterrupted access to Bonterra Que and helps set your team up for a stronger, more efficient fundraising program in 2026.
Click here to lock in today.
Make the EveryAction Experience Your Own with Our New, Updated Homepage
We've officially launched our new, streamlined navigation and refreshed homepage experience to EveryAction users!
Along with providing access to Que, this update makes it easier to view key metrics and activities at a glance, and introduces an improved sidebar navigation option that groups your frequently used tools more intuitively.
Learn more here.
Optimized Contribution Form Enhancements
- Updated language for payment options
- Options to adjust ask arrays based on donation frequency
- Ability to upload a logo onto the contribution form
- Opportunity to add a “progress bar” to the form
- Additional internal naming convention field
Learn more here.
WHAT’S COMING
Supercharge Donor Relationships with Que
Beginning next month, Bonterra Que will help development teams quickly understand how to move donor relationships forward. With the new Donor Stewardship skill, Que provides a concise, two-sentence summary of a donor’s current status and clear recommendations for next steps — based on your data and Bonterra’s predictive AI models.
By highlighting timely insights and suggested actions, this skill helps teams prioritize the right outreach at the right moment, strengthening donor relationships and increasing retention and lifetime giving.
Stay tuned for more information on this exciting new skill in the coming weeks!
EVENTS & TRAINING
ICYMI - Bonterra Que Training
Ready to see how AI can make your fundraising easier and more effective? Join us for an interactive session introducing Bonterra Que, your new AI-powered fundraising assistant in EveryAction! You’ll discover how Que can help you write better donor messages, create smart donor segments, and plan stronger campaigns—all in less time.
Mass Communication Strategies to Amplify Your Fundraising
with Kristi Rinck
Wednesday, February 11th at 2:30pm ET
In today’s crowded landscape, reaching supporters—whether they’re longtime donors, new volunteers, or curious community members—means meeting them on their preferred channels.
Join us for a highly-rated (and highly-requested) coaching session with fundraising coach Kristi Rinck, where you’ll learn how to implement cohesive, donor-centered communications across email, video, SMS, and even direct mail.
Ask the Experts: Automations
Thursday, February 19th at 2:30pm ET
Join our product experts for a live, interactive session focused on how Workflow Automations can save you time and reduce manual work. Learn how to set up automations that handle repetitive tasks, like managing activist codes, moves management, and report distribution, so your team can focus on impact instead of admin.
Bring your questions, see real use cases, and walk away with practical tips you can put into action right away.
EA Que Skills Lab
Friday, February 27th at 1pm ET
Welcome to the Que Skills Lab, where learning gets practical! This interactive webinar is built for people who want to roll up their sleeves and practice new Que skills, not just hear about them. Expect real scenarios, guided exercises, expert insights you can put to work right away, and a live Q&A to ask any of your Que questions.
Whether you’re looking to strengthen your approach, solve current challenges, or level up your impact, the Que Skills Lab is your space to experiment, learn, and grow!
IMPORTANT DATES
Upcoming Office Closures
- Monday, February 16, 2026 - President’s Day (US), Family Day (CA), Bonterra Self-Care Day (AU | UK)
- Monday, March 9, 2026 - Labour Day (AU)
Monthly Maintenance
- Saturday, February 21st, 2026 6am ET - 7am ET
- Sunday, February 22nd, 2026 6am ET - 7am ET
- Monday, February 23rd, 2026 6am ET - 7am ET
- Saturday, March 21st, 2026 6am ET - 7am ET
- Sunday, March 22nd, 2026 6am ET - 7am ET
- Monday, March 23rd, 2026 6am ET - 7am ET
During this time users may encounter intermittent errors. Users are recommended to try their operation again or wait until the completion of the maintenance window.
Please visit the Bonterra Status Page to view all upcoming scheduled maintenance windows.