Product Updates

Optimized Contribution Form Enhancements  We’re introducing several enhancements to Optimized Contribution Forms that help you improve conversion rates, strengthen branding, and better tailor donation experiences—without adding complexity to setup. Customer Availability: All EveryAction customers using Optimized Contribution Forms Release Date: January 15, 2026  What’s New You now have more flexibility and visibility when building Optimized Contribution Forms:  Different Ask Amounts for One-Time and Recurring Donations  Configure separate donation amounts for one-time and monthly gifts, so recurring asks better reflect donor expectations and best practices.  Logo on Contribution Forms  Add your organization’s logo directly to the form and link it back to your website, helping donors recognize and trust your brand.  Fundraising Progress Bar  Display progress toward a fundraising goal directly on the form, motivating donors by showing how their gift contributes to the bigger picture.  Internal Facing Form Title  Use an internal-only title to organize and manage forms behind the scenes, while keeping donor-facing titles focused on messaging and campaigns.  Clearer Payment Button Text  The former “Pay Another Way” button now displays clearer language such as “Pay with card” or “Pay with card or ACH”, depending on your enabled payment methods. Note: No action required—this update applies automatically.   Why It Matters These enhancements make it easier to create donation experiences that are both donor-friendly and fundraiser-smart:  Monthly giving asks feel more approachable and increase recurring conversions.  Clear branding builds trust and reduce donor hesitation.  Progress visibility encourages participation and completion.  Internal organization improves efficiency for teams managing multiple campaigns.  Clearer payment language reduces confusion at checkout.  Together, these updates help you raise more while spending less time configuring forms.  Learn More Ready to put these enhancements to work? Explore the updated Help Center guides:  Understanding the Optimized Contribution Forms  How do I create an Optimized Contribution Form?  How do I enable Optimized Ask in optimized contribution forms?  How do I enable the Recurring Upsell in optimized contribution forms? 

EveryAction Product Release: Formbuilder with Bonterra Que (Released November 26, 2025) We’re excited to introduce the latest addition to Bonterra Que’s growing suite of AI-powered fundraising tools — Formbuilder, designed to help your team create optimized donation forms faster than ever. With Bonterra Que’s Formbuilder skill, you can instantly generate campaign-specific donation forms that follow fundraising best practices — no coding, cloning, or manual setup required. Que uses proven defaults and intelligent recommendations to help you design, personalize, and launch high-performing forms in minutes. To access Formbuilder, make sure you’ve enabled the new EveryAction navigation and homepage. This update unlocks Bonterra Que in your workspace, including Formbuilder and other agentic AI skills. Enable the New EveryAction Experience.  Bonterra Que: Formbuilder Bonterra Que’s Formbuilder skill empowers fundraisers to move from idea to ready-to-publish form with unprecedented speed. Instead of navigating dozens of settings, Que generates an optimized form draft tailored to your campaign goals — all within a simple chat interface.  Feature Highlights AI-Generated Form Creation   Generate a fully built, campaign-specific donation form — including suggested title, messaging, giving tiers, and donation frequency — by simply describing your campaign to Que.   Example prompt: “Build a donation form for donors who haven’t given in 12+ months. Center the messaging around our spring campaign.”   Ask Strategy Customization Set smart defaults for ask amounts and frequency, informed by fundraising best practices.  Example prompt: “Use $10, $20, $30, $40, and $50 as defaults and enable monthly upsell for small-dollar donors.”  Real-Time Editing  Adjust copy, design, or layout instantly through natural language commands, or switch to the manual editor for full control.  Example prompt: “Update the form to use a more earthy green.”  Auto Save and Publish  All forms are saved automatically to Online Actions, where you can preview, edit, and publish at any time.  Example prompt: “Save this draft — I’ll finish editing the CTA and publish later.”  Why It Matters Formbuilder with Bonterra Que helps fundraisers act fast when opportunities arise — such as responding to breaking news or launching a time-sensitive campaign. By combining the power of agentic AI with fundraising expertise, Que ensures that every donation form is optimized for performance, accessibility, and donor experience. The result: less manual setup, stronger forms, and more donations.  How to Access Formbuilder Formbuilder is available in the new EveryAction experience, which features updated navigation, streamlined homepage, and built-in access to Bonterra Que. To get started:  Click the Explore New Look toggle in your EveryAction header.  Your interface will instantly update to the new navigation and homepage.  You’ll now see Ask Que in your sidebar — your entry point to Bonterra Que and the Formbuilder skill.  Learn how to enable the new UI here: Enable the New EveryAction Experience  Coming Soon More Bonterra Que skills are on the way — including enhanced reporting insights and expanded form optimization tools. Stay tuned for upcoming releases that help your team raise more with less effort.  Learn More Bonterra Que is your AI-powered fundraising assistant, purpose-built for midsize and enterprise nonprofits. Whether you’re launching a new campaign or optimizing your online giving strategy, Que helps you go from concept to live campaign in minutes. Get Started Today:  Understanding Formbuilder in Bonterra Que  How do I create an Optimized Form in Bonterra Que?  Bonterra Que: Best Practices & Prompt Guide for Formbuilder   

DonorDrive Integration Enhancements  We’re continuing to expand the DonorDrive to EveryAction Integration — helping your team unify data, save time, and power more personalized fundraising.  What’s New  You can now map DonorDrive fields directly to EveryAction Source Codes, Activist Codes, and Custom Fields, bringing all your peer-to-peer and individual giving data into one view.  • Sync DonorDrive Constituent, Donation, Personal Campaign and Participant Event data to EveryAction for a fuller picture of supporter activity. • Map Custom Fields and Custom Questions (like T-shirt size or referrer) to EveryAction Custom Fields for better tracking. • Use Transaction Amount (instead of Donation Amount) for more accurate contribution syncing.  These updates let you connect DonorDrive’s event and campaign activity to EveryAction’s engagement tools — giving you richer segmentation, cleaner reports, and more precise campaign attribution.  Why It Matters  Smarter fundraising starts with personalization. When your peer-to-peer and individual donor data live in one place: • Every ask becomes more targeted and effective. • Your team spends less time on spreadsheets and manual imports. • You gain a 360° view of each supporter’s engagement — from campaigns and events to giving history.  Together, DonorDrive and EveryAction help you focus on relationships, not data wrangling.  Coming Soon  We’re continuing to enhance the integration to make setup even smoother and reporting even more powerful. Stay tuned for more details!  Learn More  If you’re ready to put these updates to work, check out this related guide: Understanding the DonorDrive to EveryAction Integration 

EveryAction Product Release: Introducing Bonterra Que  We’re thrilled to introduce Bonterra Que - an AI-powered tool designed to help your team raise more with less effort. Bonterra Que surfaces critical donor insights, like trends, retention risks, and engagement opportunities and provides personalized fundraising recommendations. With Que, we are combining our deep expertise with new advancements in artificial intelligence to deliver a truly innovative, impactful experience. This means getting all the benefits of cutting-edge technology with all the safety and expertise a trusted brand like EveryAction brings to the table.  This release focuses on two powerful new skills: Fundraising Coaching and Donor Segmentation — both built to help you engage donors more effectively and streamline your strategy.  🧭 Bonterra Que: Fundraising Coaching (Released October 2, 2025)  Bonterra Que’s Fundraising Coaching skill delivers personalized, data-informed guidance to help you craft stronger appeals and campaigns. Feature Highlights:  Get AI-powered recommendations for messaging, tone, and timing based on your organization’s donor data.  Access built-in prompt guides to refine appeals and follow-ups for better engagement.  Receive proactive coaching suggestions right within your EveryAction workflows.   🎯 Bonterra Que: Donor Segmentation (Released October 2, 2025)  The Donor Segmentation skill helps you understand your audience and create dynamic donor lists with ease. Feature Highlights:  Generate and edit donor segments automatically using predictive insights and key giving patterns.  Leverage AI-driven prompts to identify the best groups to target for each campaign.  Keep segments synced and actionable within EveryAction’s ‘Create a List’ tool.   💡 Why It Matters  Bonterra Que empowers your fundraising team to make smarter, data-driven decisions while saving time. These first two skills - Fundraising Coaching and Donor Segmentation - make it easier to personalize outreach, boost engagement, and optimize performance across your campaigns.  🔮 Coming Soon  More Bonterra Que skills are on the way later this year, designed to enhance your email, form creation, and reporting workflows. Stay tuned for updates!  📘 Learn More  Bonterra Que is your AI-powered fundraising assistant, purpose-built for midsize and enterprise nonprofits. Whether you’re launching a new campaign or optimizing your recurring giving program, Que helps you move from idea to execution in minutes. Get Started Today:  Understanding Bonterra Que   

Welcome to your September product update! This month’s release focuses on making fundraising and canvassing simpler, smarter, and more secure.  💳 Paragon Support for Optimized Contribution Forms  EveryAction customers using Paragon can now take full advantage of our Optimized Contribution Forms — built to increase donation conversion and average gift amounts.  Highlights: • Process donations through Paragon while using optimized forms. • Supports credit card, ACH, and Apple Pay payments. • Maintains PCI compliance and existing fraud prevention tools. • No setup required — Paragon integration works automatically.  Why it matters: Enjoy the optimized donor experience and higher conversion rates without switching payment processors.  🔗 Clickable Script Links in MiniVAN  Scripts just got more powerful! You can now include clickable links, phone numbers, and email addresses in your Script Details text editor. These will appear as tappable links in the MiniVAN mobile app — no more copy-pasting URLs on the go.  Highlights: • Supports clickable links in both iOS and Android MiniVAN apps. • Ideal for linking voter registration sites or support pages. • Works automatically — no configuration needed.  Why it matters: This update saves time in the field and helps canvassers access key resources instantly.  📍 Location Required Option in MiniVAN Manager  We’ve added a new “Require Location Services” setting in MiniVAN Manager, giving admins more control and visibility over canvassing operations.  Highlights: • New campaign-level checkbox to require location services. • Adds a “Location Required” column in MiniVAN Campaigns. • Prevents canvassers from using the app if location permissions are off.  Why it matters: Ensure greater accountability in paid canvassing programs and reduce the need for manual oversight.  📘 Learn More  Visit the EveryAction Help Center to explore how these updates can boost your team’s efficiency and results: Understanding the Optimized Contribution Form  Overview: MiniVAN  Best Practices: MiniVAN canvassing 

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.