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Bonterra News June 2026 | EveryAction

July 7, 2026 at 6:34 PM
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FEATURED IN EVERYACTION

Join the Changemakers’ Circle: Our Stage. Your Spotlight.

You and your organization are doing incredible work - and we'd like to celebrate it!

By joining Bonterra's Changemakers' Circle, you can share your story, spotlight your success, and inspire the broader social good community. As a member, you'll get invitations to participate in advocacy opportunities that fit within your schedule - you get to choose how you participate!

Learn more about the Changemakers’ Circle here.

ASC SPOTLIGHT

Que? For What? Embracing a more Efficient Future
by. Peter R., Advanced Support Consultant

If you've seen "Que" pop up in EveryAction and wondered what it is or whether it's worth your time, this one's for you.

Que is Bonterra's AI assistant built directly into EveryAction. It's not a separate tool you have to learn or a new platform to log into—it lives inside the workflows you're already using. The idea is simple: instead of navigating menus, building queries manually, or starting every email from a blank page, you tell Que what you need in plain language and it does the heavy lifting.

For organizations that feel stretched thin—managing campaigns, stewarding donors, and keeping data clean with limited staff—that kind of efficiency isn't a nice-to-have. It's a real operational advantage.

Read more to see where Que is already making a difference for EveryAction users.

WHAT’S NEW IN EVERYACTION

EveryAction Que: Natural Language Segmentation Updates

We've shipped a batch of improvements to Que's natural language segmentation.

More Complex Queries: You can now add an "exclude step" to your queries, letting you build more advanced segments. For example: "Show me people who live in Massachusetts but not those who live in Boston." Define an audience, then carve out a portion of it based on a second set of criteria.
Email Address Filters: Query for segments based on email address and its attributes, such as whether an address is subscribed or unsubscribed and when it was added. Example: "Show me people who have a subscribed email address who live in Boston."
My Saved Lists Filters: Query against people who belong to an existing Saved List, so you can refine an existing list further. Example: "Find everyone on my Major Donor Saved List who lives in Boston."

Learn more on these improvements here.

EVENTS & TRAINING: EVERYACTION

EveryAction: Office Hours

Join our EveryAction training experts each week in our open-ended, customer-driven sessions designed to give you answers to your burning questions - and how you how to get the most out of your fundraising software.

There are several staggered sessions each month so you can join whatever time works best for you - and submit your questions in advance to ensure we get you the best possible answers!

Check out one of our upcoming sessions:

From Summer to Success: Measure Where You Are and Set Up for a Strong Finish
Thursday, July 23 - 2:30pm ET
Register here.

Summer is more than a well-earned break. It's a critical checkpoint in your fundraising year. You're halfway through, and there's still time to course-correct before the fall push begins. In this coaching session, Tracy Vanderneck will walk you through practical steps to assess your progress and head into Q3 ready to execute.

We'll cover how to measure funds raised against your year-end goal to see where you really stand, and how to review projected vs. actual numbers with your accounting team. You'll also learn why reaching out to corporate partners now, before they lock in next year's budgets in October, can make a big difference. To round things out, we'll look at how cleaning up your data and refreshing your forms can improve outcomes in Q3 and Q4.

Don't let the summer slump slow you down. Use it to your advantage!

Clean Data, Confident Fundraising: An EveryAction Que Skills Lab
Wednesday, July 29 - 1pm ET
Register here.

You've told us: duplicate records are one of the most frustrating parts of managing your EveryAction database. Spotting them takes time. Fixing them takes even more. And the longer they sit there, the less you can trust the data you're working from. We heard you.

This Skills Lab is built around solving that problem, with practical best practices for data hygiene, and a new Que-powered tool that automatically finds, surfaces, and helps you resolve duplicates with far less manual effort.

What We’ll Cover:

Why data quality is the foundation of everything: A grounded look at what poor data hygiene actually costs your organization. and why EveryAction data integrity is the central building block for better fundraising, reporting, and outreach.
Introducing Que Duplicate Management: Que now runs a nightly duplicate detection model across your contact database, scores every potential match by confidence level, and surfaces them in a dedicated Duplicate Management page, so you always know exactly where to start.
Cleaning your database in EveryAction: A walkthrough of how to use the new Duplicate Management page, review flagged pairs side-by-side, and merge or dismiss with confidence, plus tips for building data hygiene into your regular workflow.
Live Q&A: Bring your messiest data questions. We'll answer them together.

Level Up With an EveryAction Certification

Want to stand out as a go-to leader within your organization - and drive stronger development results at the same time?

An EveryAction certification demonstrates to your colleagues and your community that you’ve sharpened your skills and validated your expertise with the tools you use every day. Certification isn’t just about earning a badge - it’s about building confidence, discovering new efficiencies, and unlocking the full potential of EveryAction.

Don’t just use EveryAction - level up on your expertise. Head to Bonterra Academy today to sign up for our certification prep course or register for our certification exam!

Already achieved certification? You can recertify your expertise through Bonterra Academy, too!

WHAT’S NEW IN MOBILIZE

A More Transparent Experience for Supporters

We've added a new cookie consent banner, powered by OneTrust, to all Mobilize pages (including mobilize.us, event pages, and organization feeds). You can choose which cookies you'd prefer to accept or decline within this banner. The banner also automatically adapts based on your region - ensuring that the correct privacy framework is applied.

This update is part of our ongoing commitment to transparency and trust for our Mobilize users and their supporters.

Learn more here.

WHAT’S COMING TO MOBILIZE

Upcoming Improvements to Magic Link Login

We’re streamlining the Magic Link login flow to make it clearer and easier to use. Today, if the Magic Link button doesn’t work, the fallback login requires entering a long token, so we’re making a small but meaningful improvement: replacing that long token with a simple 6-digit one-time code.

This keeps the same secure system behind the scenes while making fallback login easier to enter and less confusing to navigate. Stay tuned!

Better VAN Sync Error Handling

We're proactively updating our sync capabilities in your Mobilize event creation form, so that you'll now be able to recieve real-time feedback on their configuration status.

This provides organizers the opportunity to see any potential issues before an event is published - preventing errors from being published, and making the event creation process even easier.

EVENTS & TRAINING: MOBILIZE

Mobilize 101: General Onboarding
Every Other Friday - 2pm ET

Join our training team every other Friday for an hour-long general onboarding, including live Q&A, to learn about Mobilize and how to implement your programs!

Our next session is scheduled for Friday, July 10 at 2pm ET.

Register here.

IMPORTANT DATES & ROUTINE MAINTENANCE

Upcoming Office Closures

Wednesday, July 1 - Canada Day (CA)
Friday, July 3 - Independence Day (US)
Friday, June 17, 2026 - Nelson Mandela International Day (UK)

Monthly Maintenance

EveryAction:

Thursday, July 9 - 6am ET - 7:30am ET (disaster recovery drill)
Saturday, July 18 - 6am ET - 7am ET
Sunday, July 19 - 6am ET - 7am ET
Monday, July 20 - 6am ET - 7am ET

Mobilize:

Monday, July 13 - 1am ET - 5am ET
Monday, August 10 - 1am ET - 5am 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.