Product Updates

📱 Set Up Mobile Messaging Without Contacting SupportYou can now get set up on mobile messaging directly in EveryAction, no need to contact support or your account executive.Previously, getting a mobile messaging number required submitting a form to Bonterra, who then managed the setup and carrier verification on your behalf. That process averaged 30 days with no visibility into where things stood. Now, you can complete the entire registration yourself in a single guided flow and go from zero to a verified, sending toll-free number in under 10 days.What's newFrom the mobile messaging page in EveryAction, you'll see a guided Begin Setup flow if you don't yet have a number provisioned. Clicking through launches Twilio's compliance form directly inside EveryAction, where you'll enter your business details, EIN, authorized representative information, and opt-in proof. Required compliance messages — opt-in, opt-out, and help keyword responses — are generated during setup and saved automatically to your committee details page.Once submitted, Twilio will review your application within 3–5 business days. You can track your status (Submitted, Pending, Approved, or Rejected) directly in EveryAction, and you'll also receive email updates. If your application is rejected, you'll see Twilio's specific rejection reasons in the UI and can correct and resubmit from the same page. Resubmitting within 7 days of rejection puts you in a priority review queue.Who this applies toThis feature is available to EveryAction customers who have mobile messaging included in their package and have not yet set up a number. Customers already provisioned with a number are unaffected. This flow supports toll-free number registration only — short codes, 10DLC, and number porting are not currently supported via self-service. Contact support for those setups.Before you beginMake sure you have your exact legal business name, business registration number (EIN or CBN), a valid business email, and a compliant opt-in form ready before starting. See [Before You Begin: Mobile Messaging Setup] for the full checklist. Help Center Articles  

🔗 OneCause Event Data Now Syncs Automatically into EveryActionThe OneCause → EveryAction integration is now available, bringing special event fundraising data from OneCause directly into EveryAction through an automated, hourly sync. Previously, organizations using both platforms had to manually export data from OneCause and import it into EveryAction after every event, a time-consuming process that delayed donor follow-up and left event participation data siloed from CRM workflows.Once enabled by your account team, the integration runs in the background every hour with no action required from staff. Contacts, events, event sign-ups, paid contributions, in-kind donations, and fundraising page activity all flow from OneCause into EveryAction automatically. Each synced event generates a source code using the event name, which appears on all related contribution records and is available as a filter and grouping option in Contribution Reports and Financial Batch Manager. Contributions are grouped into daily batches labeled "OneCause Import" for easy identification. Contact matching uses OneCause Supporter ID first, then email address, to link incoming records to existing contacts or create new ones.This means organizations can now move from event execution in OneCause directly into donor follow-up and stewardship in EveryAction without any manual reconciliation in between. Staff can segment contacts by event participation, filter contributions by source code to analyze event revenue, and act on giving activity faster, closing the gap between event day and meaningful engagement.Help Articles 

📋 Track Which Script Was Used for Every Contact AttemptNGP VAN now records which script was used during each canvassing or phone banking contact attempt. Previously, there was no direct link between a contact attempt and the script delivered during that interaction, leaving organizations unable to connect outreach activity to specific messaging. That gap is now closed.When a canvasser or phone banker makes a contact attempt in MiniVAN or a VPB with a script active, VAN automatically logs the Script ID on that attempt record. No action is required from staff in the field, it happens in the background. The Contact History Report gains a new Script column, filter, and grouping option, giving data staff and field directors a native reporting surface for script-level analysis.This means organizations can now go beyond tracking whether contact was made to understanding what message was delivered and to whom, enabling script coverage analysis, message type distinctions (GOTV, persuasion, accountability), and script effectiveness evaluation across a target universe.Help Articles  

🔍 Turf Cutting Just Got a Whole Lot Smarter 🔎Field organizers and data directors using EveryAction/NGP VAN can now generate walkable, deployment-ready turfs in minutes, not hours. The improved auto-cutter uses a smarter algorithm that respects real-world geographic boundaries like highways, rivers, rail lines, and parks, so the turfs your canvassers receive actually reflect the streets they'll walk.To generate turfs, simply open the Cut Turf tool, select the new Auto-cut option, and enter your target address count or number of turfs. The system handles the rest, covering your full area with no white space, no uncrossable boundaries, and shapes ready to deploy or refine on the spot.No action is required before launch. The improved auto-cutter is available automatically to all My Voters users in EveryAction/NGP VAN. No provisioning or settings changes are needed.Help Articles 

🏃 EveryAction Is Ready for Election SeasonAs the 2026 election cycle ramps up, we've made targeted performance improvements to two of the most heavily used tools during GOTV operations: the Turf List page and the MiniVAN import pipeline.The Turf List page is used by data staff to manage canvassing turfs. We've optimized how the page queries and paginates data so it stays responsive under peak load.The MiniVAN import pipeline created many small batch jobs per canvasser commit. We've consolidated these into single batches, reducing system load and speeding up how quickly canvassing data flows back into VAN after field staff submit.These improvements are live as of the July 9, 2026 release and require no action from customers or staff. You should simply notice things working better when it matters most.Help Articles  

🧩 Smarter Form Discovery in Online Actions with Queand  Rebranded Contribution Forms 🧩Bonterra has made it easier to find and build fundraising forms directly within your Online Actions workflow. Que’s form builder is now accessible inside Online Actions, so you can create a Smart Contribution Form right at the point of action.To make form selection clearer, contribution form types have also been rebranded. The Optimized Contribution Form is now called "Smart Contribution Form," and the classic contribution form is now called "Custom Contribution Form." The Smart Contribution Form is featured prominently in the Create New Form menu with a Recommended label, helping teams quickly identify the option built for higher conversion.These updates are available now for all EveryAction customers with Que enabled. Anyone who has opted out of Que will not see the Que button in Online Actions, but will see the updated contribution form names.Help Center Resources: 

We've shipped a batch of improvements to Que's natural language segmentation! 🎯Que Natural Language Segmentation: Build More Precise Segments with Exclude LogicFinding the right audience often means knowing who to leave out just as much as who to include. Que's natural language segmentation now supports an exclude step, so you can define an audience and then remove a specific portion of it in the same query, no manual list manipulation required.Try prompts like: "Show me people who live in Massachusetts but not those who live in Boston" or "Show me people who gave in the last 5 years but not in the last year."This update is available now for all EveryAction customers with access to Que. Note that queries are currently limited to a single add step and a single exclude step. 📤Que Natural Language Segmentation: New Fields — Email and Saved ListsQue's natural language segmentation now supports two new field categories, giving you more ways to find the right contacts without ever opening Create a List manually.Email filters let you find segments based on email address attributes, whether an address is subscribed or unsubscribed, when it was added, and more. Try: "Show me people who have a subscribed email address who live in Boston."My Saved Lists filters let you query against an existing Saved List and layer additional criteria on top. Try: "Find everyone on my Major Donor Saved List but only show those who live in Boston."Your access to these fields in Que mirrors your existing Create a List permissions, if you can query a field in CAL, you can query it in Que. This update is available now for all EveryAction customers with Que. Help Center Resources:Understanding Donor SegmentationHow do I generate Donor Segments with Create-a-List in Bonterra Que?How do I edit segments in Create a List (CAL) after Bonterra Que?Best Practices & Prompt Guide for Donor Segmentation 

💰 Enhanced Contribution Tracking with New Attribution and Adjustment TypesBonterra now offers improved contribution tracking and financial reconciliation with two new global updates to contribution management. Organizations can now designate contributions coming through third-party affiliate platforms with the new "Affiliate Partner" attribution type, giving them cleaner separation and reporting for affiliate revenue streams.Additionally, three new contribution adjustment types—Account Closed, Stop Payment, and Processing Error—are now available across all payment methods. These adjustment types align with standard bank return codes, making it easier to categorize and reconcile failed or reversed transactions, especially for organizations using financial system integrations like NetSuite.These updates are live now for all clients and automatically appear in standard reporting. Whether you're working with affiliate fundraising platforms or reconciling bank-driven reversals, these new options give you more precision in tracking and reporting contribution data.Help Center Resources:   

 We’re introducing a refreshed login experience for EveryAction users, bringing a more consistent and secure sign-in across Bonterra products.What’s Changing You’ll see a Bonterra-branded login page instead of the previous experience The login flow is slightly updated (enter email first, then password) You’ll manage your account through the new Bonterra Account Center What’s Staying the Same Your email and password do not change Your MFA settings carry over automatically Your access, data, and permissions remain the same Most users will not notice significant changes beyond the updated look and feel.A small group of users may be asked to complete a quick verification step the first time they log in if they: Were granted access between April 6–May 13 Updated their password or MFA during that time No action is required before logging in. You can continue logging in as usual—just with a refreshed look. Help Center Resources 

🤖 Que Now Answers Your EveryAction How-To Questions InstantlyQue now includes a product support capability that allows users to ask how-to and troubleshooting questions about EveryAction product features and functionality.When a user submits a question through the Que chat interface, Que returns a response in real time based on content from Bonterra's official Help Center documentation.This Que skill is always free — no credits required. While other skills, like donor stewardship or form builder, will use your free monthly allotment of credits (for those customers that have not upgraded to Que Intelligence) asking Que product support questions will not use credits.Every Que user can get help whenever they need it, regardless of their subscription package.Help Center Resources  📬Email Creation EnhancementsWe've included several updates to the Que email creation skill:Improved draft quality Que now draws on high-performing outreach examples and organizational context to generate emails that are more relevant and mission-aligned from the first draft, reducing the need for manual revisions.Support for uploaded assets Users can now upload briefs, images, and brand guidelines directly into the chat with Que. This allows Que to incorporate strategy and brand context that has already been developed, ensuring outreach is consistent with existing plans.Streamlined setup Intelligent defaults and automatic theme application reduce manual configuration steps, helping users move from setup to execution more quickly while maintaining consistent branding across emails.Help Center Resources 

📊 Drive strategic fundraising choices and prioritization with the Fundraising Analysis Que SkillQue can now provide you with a clear visual snapshot of your fundraising endeavors and provide clear, informed recommendations on how you can improve on those efforts. Simply ask Que any question related to fundraising performance and get a comprehensive answer, complete with concrete, actionable steps to help capture your next greatest fundraising opportunity.You can ask Que questions like, “How is my fundraising performance this year?”, “How is my donor acquisition trending?” or “How is my donor reactivation?” and Que will provide you with a narrative-driven view of your data you can take back to your team - it goes beyond statistics and tells a story, with next steps, driven by your own data.📝 Enhanced Contribution Form Builder Options with Que You can now not only create an optimized contribution form within Que but you can also make major edits and adjust configurations, add a progress bar based on the fundraising goal, and then publish the form - all from a Que conversation. You can even upload images and campaign context into Que to supplement your branding and messaging, as well as edit Confirmation Emails and apply Activist Codes and Source Codes to the form directly from your Que chat.🔎Get Instant Donor Stewardship Insights with ‘Analyze profile with Que’ Button  Donor Stewardship in Que has already enhanced the powerful relationship management capabilities of EveryAction by making it faster and easier to act on your donor data. And now, you can see it action faster by using the new ‘Analyze profile with Que’ button on a contact record.Que will respond with a concise summary of the donor’s relationship, highlighting key giving and engagement context along with a clear recommended next step. The summary brings the most relevant information into a single, structured view, making it easy for you to prepare for donor conversations with confidence.

💻Navigation ImprovementsYou may notice a few updates to the navigation within EveryAction to help make it easier for you to find what you need and increase your efficiency.These recent improvements include: The capability to apply Favorites across committees Expanding both the sidebar and your “Favorites” section by default when you first log in Allowing users to expand more than one sidebar section at a time Providing users with access to multiple databases easier visibility into said databases Reintroducing the “waffle” menu in the header for quick navigation to Online Actions and Targeted Email These updates make it easier for users trying to work quickly and effectively within EveryAction, and provide a more intuitive experience within your tools. 

 🎯 Donor Segmentation: Build Lists with Natural Language  Creating donor lists just got dramatically easier.You can now generate ad-hoc custom segments using natural language, not just predefined Actionable Insights searches or CAL queries.Just tell Que what you need!Example Prompts “Show me contacts who have given more than $100 this year.” “I need a list of contacts who haven’t given yet in 2026 who have the Major Donor activist code and live in Boston” “Create a list of donors in Maryland who have given $500–$1000.” What’s SupportedThis milestone supports a the most commonly used Create a List fields for nonprofit fundraising, including: Contributions Activist Codes Addresses You can: See the exact filter logic Que generates Preview segment size and basic stats Review before committing to use this list for outbound communication Hand off the query to Create a List for manual refinement and savingHelp Center Resources  🧠 Long-Term Memory: Que Remembers Previous ConversationsQue now retains context across conversations automatically. The more you work with Que, the better Que gets at understanding your organization, your specific work, and your work preferences.Your organization details, your goals, your role, any corrections that have been made, and your preferences—Que retains all of these and uses them without being asked. This feature was built with a privacy-first approach in mind: memories are stored at the individual user level and never shared. Users can see, edit, or delete what Que remembers at any time.If you want to see or manage what Que remembers, you can ask Que directly. And if you ever want to delete information from Que’s memory, you can! If you ever have the need to wipe everything, that’s possible too with an extra confirmation step.

We’re excited to introduce two major enhancements to Que, your AI fundraising assistant in EveryAction.These updates help fundraisers move faster, work smarter, and act with more confidence.This release includes:Donor Stewardship  File Upload But first, sharing some details on the Que credits model: 🖱️ Bonterra Que Credits + Continued (Free) Access for EveryAction Users Starting February 1, EveryAction users get free access to experience Que’s time savings and improved fundraising outcomes. Each user receives a set number of credits every month.Credits are used when Que completes work — like generating donor segments, drafting outreach, or creating campaign assets. More advanced skills use more credits. Credits renew monthly, so you can consistently try new skills and apply Que across evolving fundraising needs.When you’re ready for broader adoption, the paid Que Intelligence add-on unlocks full access without monthly limits.What This Means for Your Organization Time savings by reducing manual planning and execution work Smarter decisions powered by real engagement signals Expanded capacity without adding staff A clear path to scale your fundraising strategy with Que Intelligence Why Trust Bonterra with AI in Your Fundraising?AI in fundraising requires both intelligence and integrity.Que is built specifically for nonprofits — drawing from 180,000+ organizations and 20 million profiled supporters — and embedded directly in EveryAction to help you act, not just analyze.It’s backed by Bonterra’s ethical AI governance, secure AWS infrastructure, Anthropic’s transparent AI models, and more than a decade of AI innovation for social good.Help Center Resources 🧠 Donor Stewardship: Instant Donor Insight and Clear Next ActionAs a fundraiser, you don’t always need more data…sometimes you just need more clarity.Donor Stewardship gives you an instant, opinionated understanding of a donor and how to engage with that donor based on data in EveryAction. Within Que’s Donor Stewardship Skiill, you can now generate: A concise two-sentence donor summary A clear next best actions Ask guidance informed by predictive analytics and Optimized Ask recommendations This will help EveryAction fundraisers: Cut through the noise Reduce meeting prep time Surface predictive signals automatically Help you move from insight to action in an instant Here’s how it can help…A Major Gifts OfficerOpen a donor record before a meeting and instantly see a relationship summary and recommended next step including an informed ask amount.A Mid-Level FundraiserReview donors surfaced by Que and quickly understand engagement trends with recommended outreach strategy.A Development DirectorSpot-check donor records to evaluate relationship health and ensure recommended actions inform overall strategy.Help Center Resources 📎 File Upload: Give Que Context and Get Better AssetsYou can now upload files directly into Que to inform and enhance the assets it creates.Que doesn’t just “attach” your file. It parses the content and uses it to improve asset creation and quality.What You Can UploadYou can upload the key materials that bring your campaign to life, whether you're shaping strategy, refining messaging, or enhancing visual design. For example: Annual impact reports (PDF) to provide performance data, outcomes, and storytelling that can inform campaign messaging. Brand or voice guidelines (DOC, DOCX, PDF, TXT, or MD) to ensure all content aligns with your organization’s tone and standards. Campaign strategy briefs (DOC, DOCX, PDF, TXT, or MD) to share goals, target audiences, and positioning. Images, such as form headers or donation page imagery (PNG, JPG, JPEG, SVG) to guide visual direction and maintain brand consistency. Other campaign-related assets (PDF, DOC, DOCX, TXT, MD, PNG, JPG, JPEG, SVG) that support creative development and execution. Help Center Resources  

☏ “Personal (Home)” Renamed to “Personal” Release Date: February 18, 2026Who This Applies To: Organizations using phone data in EveryAction (Contact Records, Reports, Call Sheets, Forms, and Imports) What’s happening — in plain terms?We’ve updated the label “Personal (Home)” to simply “Personal.”That’s it.This change is part of our ongoing effort to make phone labels clearer and more modern.  Why this matters for youYou may notice that: Phone Type previously labeled Personal (Home) now appears as Personal. Reports, exports, and filters will reflect the updated name. The purpose of this change is to remove outdated “home” language and keep phone type labels simple and consistent.  What changed? Phone Type: Personal (Home) is now labeled Personal. The meaning of the field has not changed. No data has been removed or altered. No action is required. If you previously filtered or reported on “Personal (Home),” those records are now labeled “Personal.”  What this update does NOT doFor clarity: It does not change how phone numbers behave. It does not change Device Type. It does not affect exports or reports beyond the updated label. It does not require any updates to your workflows. This is a naming update only.  What should you do next?No action is required.If you use saved reports or filters, you may simply see the updated label moving forward.  What else do you need help with?For more information about how phone fields work together, visit: Overview: Phone Data Model in EveryAction Understanding Phone Types, Device Types, and Likely Cell Score If you have questions, your support team is here to help.

Regulations.gov Guided Copy/Paste Workflow Now Available Release Date: February 12, 2026Who This Applies To: Organizations using the Advocacy Online Action form  What’s happening?  The Regulations.gov site no longer allows outside systems (including ours) to automatically submit public comments on behalf of supporters.This update simply changes the final step of how comments are submitted.Supporters will now: See pre-written comment text Click a Copy Comment button Follow a direct link to Regulations.gov Paste and submit the comment themselves This ensures you can continue running federal public comment campaigns without interruption.  Why this matters for you?If you run advocacy campaigns tied to federal rules: You can still launch and manage comment campaigns. Supporters receive clear instructions. You can still track advocacy activity in your reports. Even though submission is no longer automatic, supporters can still take meaningful action—and your organization can continue driving impact.  What changed in the system?This update: Keeps Regulations.gov available as a delivery option in Advocacy forms Adds a Copy Comment button on the form and confirmation page Updates confirmation page and confirmation emails with step-by-step submission instructions Includes a direct link to the correct Regulations.gov comment page No automated submission happens behind the scenes anymore. Supporters complete the final submission directly on Regulations.gov.  What should you do next?If you’re launching a new campaign continue setting up your Advocacy form as usual: Connect your form to a Regulations.gov document. Add your comment text. Publish your form. The updated workflow is already built in. Not sure if this applies to you?From the EveryAction home page: Go to Engagement > Communication Tools > Online Actions If you see Advocacy forms listed, this update applies to you. If you don’t see Online Actions, use the Search for a page field in the left sidebar and type “Online Actions.”  How the supporter experience works now? A supporter fills out your Advocacy form. They see pre-written (or customizable) comment text. They click Copy Comment. They’re taken directly to the official Regulations.gov comment page. They paste their comment and submit it. Confirmation pages and emails now guide them clearly through these steps.  What this update does not do?For clarity: It does not restore automatic comment submission. It does not guarantee a supporter completes the final submission. It is not a new long-term integration with Regulations.gov. It is a simple, guided workaround that keeps your campaigns running smoothly.  Need step-by-step help?Start here: Understanding Regulations.gov in Advocacy Forms How do I connect an Advocacy Form to Regulations.gov? How do I configure Supporter Comments for Regulations.gov?   In summary You can continue running federal public comment campaigns.Your supporters can still take action.The process is slightly different—but simple and clearly guide  

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