Product Updates

Optimized Contribution Form Enhancements We’ve made a few small but powerful updates to improve your donors’ experience on Optimized Contribution Forms in EveryAction.  What’s New Address Auto-Fill  Donors can now start typing their address and instantly see suggested options to auto-complete the form.  This speeds up checkout and reduces the chance of typos.    Cart Abandonment Follow-Alongs  When donors close an embedded contribution form modal, they’ll now see a helpful reminder toast message.  This message encourages them to leave their email so they can be reminded later, making it easier to capture potential lost donations.   Why It Matters  Faster checkout means less friction and more completed donations.  Smarter follow-ups give you another chance to engage donors who might otherwise drop off.   Learn More Dive deeper into how Optimized Contribution Forms work in EveryAction here:   Understanding the Optimized Contribution Form  

What’s New  DonorDrive to EveryAction Integration – July 23, 2025 We’re excited to announce the new DonorDrive to EveryAction integration, making it easier to bring your fundraising data together in one place. This release syncs core DonorDrive data into EveryAction so you can manage peer-to-peer and individual giving alongside the rest of your fundraising programs. Key highlights:  Sync Donations (Contributions) and Constituents (Contacts) from DonorDrive into EveryAction  Updates made in DonorDrive automatically flow into EveryAction  Streamlined reporting with all contributions in one CRM view  Additional notes:  One-way sync only (DonorDrive ➝ EveryAction)  Deletions or edits in EveryAction will not flow back to DonorDrive  SSO between platforms is not included   Actionable Insights Widget – July 9, 2025 We’re introducing a new homepage widget that delivers timely, data-driven recommendations right where you work. Powered by DonorTrends models, Actionable Insights makes it easy to identify opportunities and take action immediately. Here’s how it works:  A homepage widget displays insights with headline, context, and a one-click “Run the List” action  Generate actionable donor segments instantly — no manual reporting needed  11 insights available at launch, covering:  Donor retention  Upgrade opportunities  Sustainer engagement  Lapsed donor reactivation  Benefits include:  Faster action on fundraising opportunities  Improved donor retention and upgrade rates  Access to DonorTrends features like the Fundraising Optimization Guide and CAL Filters  Additional notes:  Available to all EveryAction customers (exceptions: AV and TSM customers for now)  Insights are updated nightly, not in real time  Not personalized per user — insights appear at the committee level   Why It Matters  Unified donor view: See contributions from DonorDrive alongside other giving data in EveryAction.  Smarter fundraising decisions: Actionable Insights puts data-driven recommendations at your fingertips.  Faster workflows: Reduce time spent building reports or lists — just click “Run the List.”  Better outcomes: Designed to boost retention, upgrades, and overall fundraising performance.   Learn More  FAQ: Actionable Insights  Best Practices: Actionable Insights    

What’s New  Optimized Contribution Form We’re rolling out a brand-new Optimized Contribution Form to help you fundraise faster and more effectively. This new UI makes it simple to create and publish donation forms that are mobile-ready, donor-friendly, and optimized for conversions.   Key highlights:  Streamlined Form Builder with best-practice defaults and a preview option  Enhanced Donor Experience with mobile-optimized layouts and expanded payment options (Credit Card, ACH/EFT, Stripe Link, PayPal, Venmo, Google Pay, Apple Pay)  Automatic Confirmation Emails/Receipts  Branding & Tracking support with basic customization and comprehensive Source Code/Activist Code tracking  Additional notes:  Works with your existing forms  FastAction and fraud prevention are enabled by default  Currently supports USD currency only  Not compatible with political Bundler functionality   (New!) Optimized Ask with Apply Left to Give  We’re also enhancing Optimized Ask with a new Apply Left to Give feature. This upgrade helps ensure donors never see contribution requests that exceed their legal limits. Here’s how it works:  Ask amounts are generated based on a donor’s history  Apply Left to Give automatically removes any amounts that would exceed contribution caps  A new ‘Left to Give’ merge field is available for customized, donor-specific messaging  Benefits include:  More dollars raised (Optimized Ask has driven a 347% increase in dollars per page load)  Built-in compliance support  Personalized outreach opportunities   Bulk Clear Custom Field Values Managing custom fields just got easier. You can now clear custom field data in bulk using the Bulk Upload tool. Simply upload a file with the word CLEAR in the relevant custom field columns, and the system will remove those values across multiple records at once.  Why It Matters  Faster fundraising: Save time with ready-to-go, optimized donation forms.  Better donor experience: Donors get mobile-first, flexible payment options, boosting conversion rates.  Compliance confidence: Automatically respect contribution limits while still maximizing ask amounts.  Smarter data management: Clean up custom field values across records in just a few clicks.   Learn More  Understanding the Optimized Contribution Form  How do I Bulk Clear Custom Field Values?   

New in EveryAction: Optimized Contribution Form + Bulk Waiver Signature Export Starting May 29, 2025, we’re making it even easier for EveryAction customers to fundraise and manage supporter data.  1. Optimized Contribution Form We’re rolling out a brand-new Optimized Contribution Form designed to help you:  Raise more money with less effort – forms are built with best-practice defaults to maximize conversion.   Get started faster – simplified setup means less time configuring and more time fundraising.   Offer more ways to give – donors can contribute via PayPal, Venmo, Google Pay, Apple Pay, ACH, credit card, and Stripe Link.   Stay compliant automatically – confirmation receipts and reporting codes are built in.  Why you’ll love it:  A clean, modern form design that makes donating easy.  Seamless integration with your existing EveryAction tools.  Smart defaults that let you publish forms in minutes, not hours.   2. Bulk Export Waiver Signatures (New!) We’ve also added the ability to bulk export Waiver Signatures as PDFs from the Online Activity Report.  Exports will download as a ZIP file containing an individual PDF for each signature.  Files reflect your selected report parameters.  Perfect for teams who need to verify physical signatures quickly and securely.   Coming Soon Throughout June 2025, you’ll see more enhancements like recurring donation upsell, cart abandonment reminders, SmartLinks with FastAction, and optimized ask strategies.  Ready to Try?  Your new Optimized Contribution Form will automatically appear in your Online Actions workspace on May 29, 2025.  The bulk export of Waiver Signatures is available now in the Online Activity Report.  💡 Tip: No extra setup required for either feature — you’re ready to start using them right away.  Learn More For more information, check out these resources:  Understanding Waivers in Online Actions Forms  Understanding the Optimized Contribution Form   

New Feature: Collect Waivers Directly in Online Actions Forms  Managing volunteer and event participation just got easier! You can now add Waivers directly to your Online Actions forms and collect either typed or hand-drawn signatures at the point of submission. This means you can seamlessly capture important acknowledgements such as:  Liability release forms  Media release forms  Background check acknowledgements  No more juggling paper waivers or separate signature tools — everything is stored digitally and tied directly to each contact’s record.  How It Works When you build a new Online Actions form, you’ll see an option to add a Waiver section. Simply enter your legal text, choose whether to require typed or hand-drawn signatures (or both), and publish the form. Once someone signs and submits, their waiver is automatically saved as a PDF in their contact record, ensuring you always have a copy on file.  Stay on Top of Waiver Tracking Reporting is built right in:  Use filters in the Online Activity, Ticketed Guest, and Stories reports to see who has signed.  Add a “Waiver Signed” column to make tracking simple.  Export signed waiver PDFs in bulk when you need a full set of records.   Easy Access on Contact Records From the contact record, you can quickly check whether someone signed a waiver in their Activity Feed. You can also download the signed waiver PDF directly from the Attached Files section.  📖 For step-by-step instructions, visit our Help Center guide: Understanding Waivers in Online Actions Forms.  This new feature streamlines the way you manage legal acknowledgements, making it easier than ever to collect, track, and store waivers — all in one place. 

'Optimized Ask' is now available in 'Mobile Messaging'!  Note: This feature is currently available only to EveryAction customers with DonorTrends enabled on their committee.    You can now include an ‘Optimized Ask’ array in contribution forms linked within your mobile messaging, including Smartlinks to embedded ‘Online Actions’ contribution forms, using 'Automation'. These ask amounts dynamically adjust to each supporter, helping to maximize both conversion rates and gift sizes.   Merge Fields:  Smart Link:  Additionally, corresponding Smartlinks and Merge Fields are available for use in custom Keyword responses.   To track performance, refer to the following columns in your Mobile Messaging Performance Report:    Optimized Ask Shown  Optimized Ask Accepted  Optimized Ask Options   

Home Page & Navigational Enhancements to improve your experience!  EveryAction beta release introduces several updates to improve navigation, discoverability of features, and the overall user experience.  Disclaimer: The new navigation and homepage are available to some EveryAction customers as part of a beta release. If you are participating in the beta, please note our help center content has not yet been updated to reflect the new interface. Users eligible for the beta will see a 'Try EveryAction beta' toggle in the header. Clicking the toggle will take you back-and-forth between the new beta experience and the “old” navigation and homepage.   To review all of the changes associated with this release, click here to read our guide.  You can now send your lists in 'MyList' to Saved Report Templates! This update makes it easier to view data for the audience you want to with fewer steps.  From the 'MyList' Result Page > 'Reports' You can choose to send your list to a default or a saved report:    Note: You can also send your lists via Mobile Messaging.