Bonterra Que: Best Practices & Prompt Guide for Formbuilder
Bonterra Que is your AI fundraising assistant, built directly into EveryAction. Powered by 10+ years of fundraising AI and performance benchmarks across thousands of campaigns, Que helps teams create high-converting, mission-aligned Optimized Contribution Forms with less effort.
With a simple prompt, you can create modern, mobile-optimized forms—for example, launch a donation page for a new campaign, tailor a form to lapsed donors, or emphasize recurring giving for sustainers based on best practice defaults.
Whether you're a Development Associate at a growing nonprofit or a Digital Director at an enterprise organization, Formbuilder gives you the speed and flexibility to publish forms that convert, without needing a designer or dev team.
Getting Started with Formbuilder in Bonterra Que
Step 1: Open Que
From your EveryAction dashboard, click the Ask Que icon to launch the assistant.
Step 2: Use a Suggested Prompt or Type Your Own
To get the best results from Formbuilder, include campaign purpose, donor segments, preferred donation logic, or branding info. The more specific your request, the more tailored your form will be.
Try prompts like:
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"Create a donation form for our wetlands emergency campaign. Highlight monthly giving and use a hopeful tone."
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"Build a Giving Tuesday form with a $25, $50, $100, $150. and $200 ask ladder."
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"We want a donation form for lapsed donors who haven’t given in a year. Make it warm and emphasize impact."
Que will return a preview of the form, pre-filled with giving logic.
Step 3: Review the Suggested Form
Que displays a complete form with title, description, donation options, frequency settings, and optional elements like upsell prompts or cart abandonment reminders. You can review, refine, and save directly in chat, or open the draft in Online Actions.
Step 4: Refine and Edit the Form
Use natural language prompts in chat to modify your form. Want to change language or adjust ask amounts? Just ask.
Try prompts like:
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"Make this form use the blue and orange theme from our Earth Week campaign."
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"Update the default amounts to $20, $40, $60, $80, and $100 and enable monthly upsell."
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"Include a custom footer that highlights our tax-deductibility before year-end."
Step 5: Save or Publish
Once your form looks good, it will be saved as a draft in Online Actions — all changes are auto-saved. To publish and start using your form in emails, SMS, or social campaigns, go to Online Actions.
Example Use Cases for Formbuilder
| Scenario | How Que Helps | Example Prompts |
|---|---|---|
| Monthly Giving Launch | Creates default recurring options, adds donor-friendly messaging, and upsell logic. | "We’re running a monthly giving push. Can you build a form with $10, $25, $50, $75, and $100 defaults and make monthly the default frequency option?" |
| Lapsed Donor Campaign | Emphasizes impact, uses warm re-engagement copy, and highlights familiar branding. | "Create a one-time gift form for donors who haven’t given in a year. Make it about returning to the mission." |
| First-Time Donor Appeal | Keeps layout simple, adds testimonials or proof of impact, and sets lower ask tiers. | "Create a welcoming form for new donors. Use $15, $30, $45, $60, and $75 as defaults and add a quote from a program recipient." |
Prompt Guide: How to Use Que for Formbuilder
Que helps you build effective donation forms in minutes by combining best practices with your org’s historical patterns.
Try prompts like:
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“This form is for lapsed donors (12+ months). Focus the message on rekindling their connection to our cause.”
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“Change the default amount option to be $75 instead”
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“Design a first-time donor form with suggested amounts of $15, $30, $45, $60, and $75. Make it warm and welcoming.”
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“Change the colors of my form to #F26419 and #F6AE2D”
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"This is for major donors. Increase default asks to $500, $1,000, $1500, $2000. and $2,500 and remove monthly."
You can expect:
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Campaign Relevance based on your prompts
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Smart Defaults pulled from EveryAction and Bonterra-wide best practices
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Edit Control via chat or manual switch to Online Actions
What do you want to do next?
Interested in learning how Bonterra keeps your data safe? Read more about Bonterra's AI Responsibility and Data Security Practices here.
Curious about how you can access Bonterra Que? Read more about accessing Bonterra Que here.
Want to learn more about Formbuilder in Bonterra Que? Ready for about Formbuilder here.
Ready to dive into Formbuilder now? Access these ‘How do I’ articles:
Want to learn more about Fundraising Coaching in Bonterra Que? Read more about Fundraising Coaching here.
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Ready to dive into Fundraising Coaching now? Access these 'How do I' articles:
Want to learn more about Donor Segmentation in Bonterra Que? Read more about Donor Segmentation here.
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Ready to dive into Donor Segmentation now? Access these 'How do I' articles:
Want to learn more about Email Creation in Bonterra Que? Read more about Email Creation here.
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Ready to dive into Email Creation now? Access these ‘How do I’ articles:
Not what you are looking for? Return to Understanding Bonterra Que here.