Bonterra News March 2025 | EveryAction
FEATURED
Attending AFP ICON? We'd Love to See You After Hours!
Register for AFP ICON here.
Join us for the Bonterra Networking Reception - an exclusive evening for Bonterra customers at the San Diego Wine & Culinary Event Center.
Unwind with the Bonterra team over curated wine selections and appetizers, live product demos, and conversations with peers across the social good community. Plus - all attendees recieve special gifts and a chance to win a $100 bottle of wine!
Space is limited - register now to reserve your spot.
Please note - this event is by invitation only and open to all Bonterra customers attending AFP ICON 2026.
Advanced Support Consultant Spotlight:
Spring Campaigns, Faster with Bonterra Que
by Torvic V., Senior Manager, Advanced Support Consulting
I’ve started to see some strong and creative usage of Bonterra Que as teams ramp up their spring campaigns.
What stands out is how quickly teams are moving from idea to execution. Instead of drafting, building, and segmenting separately, they’re using Que to do that work directly in EveryAction, then refining from there.
Read more here.
BONTERRA CENTRAL COMMUNITY HIGHLIGHTS
If you haven’t had a chance to check out Bonterra Central’s EveryAction community, you may be missing out on incredible conversations between our EveryAction users and our team, as we help each other brainstorm solutions to your common, shared questions.
Here's one great example of the Community in action:
Join the conversation here.
WHAT’S NEW IN EVERYACTION
Better Target Your Communications with Que’s Donor Segmentation
Que can now help you generate strategic, ready-to-use donor lists using both built-in DonorTrends models and custom natural language queries. Using powerful predictive analytics, historical giving behavior, and now real-time query interpretation, Que can help build audiences in two exciting ways:
- Through pre-built, model-driven segments (such as lapsed donors or sustainer prospects)
- Through custom segments created from plain-language prompts (like giving behavior, location, activist codes, etc.)
You can now ask Que to “find my lapsed donors who are likely to return,” or “show me donors who gave more than $500 in Rhode Island” - and Que will identify and build those segments in seconds for you.
Learn more about Donor Segmentation here.
Review our best practices and suggested prompts for Donor Segmentation here.
Build Effective Forms in Seconds Through Que’s Formbuilder Skill
Bonterra Que’s Formbuilder skill makes it faster and easier to launch high-performing donation forms - no cloning, coding, or guesswork required. Instead of navigating dozens of settings, Que generates optimized forms in minutes using built-in best practices.
Whether you're launching a new appeal or building off a saved segment, Formbuilder uses proven best practices to set smart defaults for ask amounts, donation frequency, and messaging.
You can fine-tune the form via the chat interface or jump into the manual editor for full control - and you can easily upload images or scan documents to extract and use your own existing language. All forms are saved to Online Actions, ready to preview, edit, and publish with ease.
Learn more about Que’s Formbuilder skill here.
Review our best practices and suggested prompts for the Forumbuilder skill here.
Add Dictated Observations to Notes in MiniVAN
We’ve made it even easier to add notes within MiniVAN - so you can capture richer, in-the-moment notes and build a more complete picture of each conversation.
With this update, there’s now a more visible "Add Note" action button that appears after tapping on a contact, giving canvassers a consistent, easy-to-find entry point for adding a note. From there, you can also dictate your observations and save the transcribed note text - making it faster to capture what you’re hearing without breaking your flow.
These changes eliminate clunky workflows and provides an opportunity to capture valuable insights that aren’t necessarily built into an existing data structure.
Learn more about canvassing with MiniVAN here.
ICYMI - Updated Access and Credit Use with Que
Earlier this year, we updated how EveryAction users utilize Que within the platform by introducing “credits” that can be used when a Que skill completes work for you.
If you have not purchased Que Intelligence - every user in your organization will recieve a monthly allowance of free credits, which refresh each month (but do not roll over). If you use all of your credits for the month, you can continue using Que when credits reset the following month, or upgrade to the Que Intelligence for full access.
If you’ve already purchased Que Intelligence - you’ve got full access, with no monthly limits and no need to focus on managing your credits. You’ll be able to keep using Que across your workflows without restrictions.
Learn more here.
WHAT’S COMING TO EVERYACTION
Coming Soon: A More Secure Login
We’re rolling out a new login experience for EveryAction users next month - giving you a more consistent and secure login experience across your Bonterra tools.
To avoid login issues, you should:
- Confirm your login email, so you know which email address is tied to your account
- Make sure you know your password - or reset it before April 6th (to avoid having to reset it again!)
Please note that while you will now be managing your Bonterra account through the Bonterra Account Center, your account, your data, and your permissions will remain the same - as will the primary login URL you use to access your EveryAction tools.
We’ll be sending additional reminders as we approach this exciting update - so keep an eye on your inbox for further information!
Select Multiple Activist Codes Through Create a List
Next month, we’ll be making a small quality of life change for users on Create a List within the Activist Code page section. We’ll be changing the dropdown options, so that you can select multiple Activist Codes directly from the dropdown list - rather than having to navigate to another page.
By keeping this searching ability within Create a List, you can spend more time building searches, and less time bouncing between pages.
Please note: existing saved searches will not be affected by this change. Editing an existing saved search will populate the new UI with your previously selected Activist Codes.
EVENTS & TRAINING
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!
Sign up for our certification prep course here.
Take our certification exam here.
EveryAction: Office Hours
Register here.
We’re bringing you a new way to get answers to your burning questions - twice-weekly Office Hours are coming to EveryAction!
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!
Here are the next upcoming sessions:
- Monday, April 13, 2026 - 3pm ET
- Thursday, April 16, 2026 - 11am ET
- Monday, April 20, 2026 - 3pm ET
- Wednesday, April 22, 2026 - 12:30pm
Building a Board That Shows Up and Drives Impact
with Drew Glover
Wednesday, April 22nd, 2026 at 2:30pm ET
Register here.
Join Drew Glover, fundraising coach, for an engaging session on one of the most powerful drivers of nonprofit success: an active, accountable, and mission-aligned board.
In this webinar, we’ll go beyond the basics to explore how to build and energize a board that does not just exist but truly shows up. You will learn practical strategies for recruiting the right members, setting clear expectations for engagement, and creating a culture where board members feel empowered to contribute meaningfully.
Whether you are developing a board from the ground up or re-engaging existing members, this session will equip you with actionable insights to strengthen leadership, deepen commitment, and drive greater impact for your organization.
EveryAction’s Que SkillsLab
Wednesday, April 29th, 2026 at 1pm ET
Register here.
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
- Friday, April 3, 2026 - Good Friday (US | CA | AUS | UK)
- Monday, April 6, 2026 - Easter Monday (AUS | UK)
- Friday, April 24, 2026 - Bonterra Self Care Day (US), ANZAC Day (AUS)
Monthly Maintenance
EveryAction:
- Saturday, April 18th, 2026 6am ET - 7am ET
- Sunday, April 19th, 2026 6am ET - 7am ET
- Monday, April 20th, 2026 6am - 7am ET
- Saturday, May 16th, 2026 6am - 7am ET
- Sunday, May 17th, 2026 6am - 7am ET
- Monday, May 18, 2026 6am - 7am ET
DonorDrive:
- Friday, April 24th, 2026 9pm ET - Saturday, April 25th, 2026 1am ET
- Friday, May 22nd, 2026 9pm ET - Saturday, March 21st, 2026 1am ET
Mobilize:
- Monday, April 13th, 2026 1am ET - 5am ET
- Monday, May 11th, 2026 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.
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