Product Updates

 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 

 Release Notes | Week of April 20 | Apricot 8.52.0 OverviewApricot 8.52.0 launches a new login experience for users in the United States and delivers performance and data accuracy improvements to the Attendance Tracker. Enhancements Login | New login experience launchedApricot now uses a new login experience for users in the United States. The updated login page keeps your existing credentials, adds built-in security enhancements to protect your organization's data, and provides a faster, more reliable way to access Apricot. To learn more about what’s changed, click here.Users in Canada and Australia: This update is coming to your region soon! Watch for release dates in the Bonterra newsletter and in-product notifications. Attendance Tracker | Performance improvements for Classes and Terms viewsLoad times for the Classes and Terms views in the Attendance Tracker are now significantly faster. Query logic has been optimized to retrieve data more efficiently, resulting in faster, more consistent performance. Fixes Attendance Tracker | Duplicate attendance records when toggling statusQuickly changing a student's attendance status no longer creates duplicate records for the same student, date, and session. Existing duplicate records have been cleaned up, and the system now prevents new duplicates from occurring. Attendance Tracker | Attendance sync day-of-week data errorsTwo data sync issues affecting recurring event schedules have been resolved. Delete operations for schedule day records and null day values during data transfer were not processing correctly. Recurring schedules now sync accurately.

 Release notes | Week of April 6 | Apricot 8.51.2 OverviewApricot 8.51.2 includes one enhancement and five fixes. This release improves case manager visibility, document search accuracy, and form behavior across several areas of the platform. Enhancements Beta opportunity | Participant snapshot powered by Bonterra QueA new skill powered by Bonterra Que can generate a quick snapshot of recent participant updates and activity directly from the Document Folder. This feature is currently in beta. To request access or learn more, contact em.rattini-reich@bonterratech.com. Fixes Site administration | Case manager assignmentSite admin users can now see the "Assigned case manager" dropdown when viewing program access for records. Previously, this dropdown was not visible for site admin users in that view. Document Folder | Linking fieldsClicking a linked record within an expanded form section in the Document Folder now opens the correct linked record. Previously, the parent record opened instead. Printing | Form rulesRecords for forms with form logic enabled but no form rules configured now print correctly. Previously, attempting to print these records returned an error. Connect | Account information updatesParticipants can now save account updates in Connect — including medical and dietary information — without encountering errors. The issue occurred when permission settings included fields with subfields, such as address lookup fields. Document search with multi-part namesDocument search now displays and returns full names correctly across all queries. Previously, searches involving multi-part name fields sometimes returned only the last name component.

🤖 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 

You can now offer ACH as a payment option on your donation forms - helping reduce processing fees while giving donors a secure, convenient way to give.  We have introduced ACH giving to donation forms, expanding payment flexibility beyond credit and debit cards. This enhancement allows donors to contribute directly from their bank accounts, often resulting in lower transaction fees for your organization. ACH payments typically carry lower processing costs than card payments, which means more of each donation goes directly toward your mission. It also gives donors another trusted option - especially appealing for larger gifts or recurring contributions.Key FeaturesACH Payment Option: Donors can securely enter their bank account and routing numbers during checkout. Lower Processing Fees: ACH transactions generally cost less than credit card payments. Improved Donor Experience: Offers flexibility and choice at the point of donation Recurring Giving Compatible: ACH can be used for both one-time and recurring donations. To start accepting ACH donations, simply enable the option within your donation form settings. Once activated, donors will see ACH as a payment method during checkout.Things to Keep in MindACH payments may take a few business days to process. Ensure your organization’s bank account details are correctly configured to receive ACH funds. Donors may prefer ACH for larger gifts due to increased trust and lower fees.  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.

This release introduces updates to user access management, organization profile setup, and the Bonterra GrantMatch workflow.User PermissionsA new permissions framework is now available in Nonprofit Hub. Organization owners can assign the Edit Organization Profile permission to other users. This permission allows users to update the organization’s About and Programs sections.The Users page now includes an actions menu for each user. Depending on the user, available actions may include editing access, removing the user, or transferring ownership.Programs Organization profiles now include a new Programs section. Authorized users can add programs manually by entering a name, description, service location, and budget.Users can also generate AI-powered program suggestions, then keep, edit, or dismiss those suggestions before saving them.Program data is used in the updated GrantMatch workflow.Bonterra GrantMatchGrantMatch now includes a simplified workflow centered around organization and program selection. After selecting a program, users are shown matching grant opportunities.The grant pool has expanded to include grants from Grants.gov, California grants, and publicly available web-sourced grants.Each result now includes an AI-generated match evaluation with fit analysis, application considerations, and recommendations.Users can also generate proposal content by selecting proposal sections and adding optional guidance for the AI.

We’re excited to introduce Giving Page Creation in Bonterra Que, your built-in AI fundraising assistant in Network for Good. This new capability makes it easy to create compelling, donor-friendly donation pages for every campaign—helping you follow the best practice of pairing each appeal with a dedicated giving page. With Giving Page Creation, Que can: Draft complete giving page content in seconds Tailor messaging to your campaign goals, audience, and tone Generate headlines, calls-to-action, and suggested giving amounts with impact statements Help you refine and improve content through simple prompts Whether you're launching a seasonal appeal and need a giving page to match your messaging or responding to an urgent need for funds, Que makes it easier to go from idea → live campaign.And as a reminder: All Network for Good customers can still use Que! Network for Good 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.Help Center Resources   

💻New Login Experience Enjoy a faster, smoother, & more reliable login We have replaced the existing login page with a new experience that keeps your current credentials, adds built-in security enhancements to protect your organization and donor data, and makes it even easier to access the Network for Good platform (and Bonterra Central + more Bonterra products coming soon!) Help Center Resources  🖱 Bonterra Que Credits + Continued (Free) Access for Network for Good Users Starting February 1, Network for Good 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 

📨Email Creation: Get your first email draft ready in an instant  Que helps you create fundraising emails in seconds. It automatically drafts messages that match your organization’s voice by learning from your past emails and tailoring the content to your campaign’s audience and strategy. You can quickly refine the draft using simple natural-language edits—no copywriting expertise required.Help Center Resources 📱SMS Creation: Start with a text messaging idea to create a ready-to-send SMS  Que also generates ready-to-send SMS messages designed around nonprofit messaging best practices and your campaign goals. Review and adjust the draft if needed, then send with confidence—making it easy for small teams to add effective text messaging to their campaigns without extra time or resources.Related Resources Training: Get Started with Bonterra Que 

OverviewThis release introduces a new beta capability powered by Bonterra Que and includes several updates that improve reliability and performance across Rules & Alerts, Imports, and form workflows. EnhancementBeta opportunity | Que participant snapshotA new skill powered by Bonterra Que can generate a quick snapshot of recent participant updates and activity directly from the Document Folder, making it easier for staff to quickly review recent changes. Interested in beta access? Contact em.rattini-reich@bonterratech.com to learn more or request enablement. FixesRules & Alerts | Consistent rule triggeringRules now trigger consistently, ensuring alerts and automated workflows run as expected. Rules & Alerts | Time-based alert record checksNew time-based alerts now evaluate existing records when they are created, ensuring notifications are sent when conditions are already met. Calculation fields | Cross-section calculation accuracyCalculation fields in one section no longer affect unrelated calculation fields in other sections, improving data accuracy across forms. Imports | Faster processing and search availabilityImports now process more efficiently, reducing the time required for imported records to become searchable. Form logic | Improved rule performanceForm rules now run more efficiently when viewing or completing forms, improving performance during data entry.

OverviewThis release introduces new ways to connect data, navigate records, manage forms, and analyze referrals — along with a performance improvement to make navigation smoother in Apricot Desktop. EnhancementsData Standards | Linking FieldsData Standards now support Linking Fields across different Document Folders. This allows you to connect related forms, support cross-program workflows, and maintain more consistent data across your organization. For setup details and examples on how to leverage these enhancements, see the full Data Standards Linking article. Document Folders | Navigate between Tier 2 recordsWhen a form includes multiple Tier 2 records, you'll now see Forward and Back buttons directly on the screen.  This makes it easier to move between case notes and related records without returning to the list view — saving time and simplifying review. Form Designer | Delete unused sectionsAdmins can now delete unused sections from published forms, as long as the sections are empty or contain only inactive fields. Additional improvements include: Clearer styling so hidden sections are easier to identify Automatic movement of inactive fields from deleted sections to the first section Restoration of fields to their original location if you undelete a section before publishing These updates help keep forms organized as they evolve. Network referrals | Export referral insightsYou can now export inbound and outbound Network Referrals directly from the referral screen into CSV files. Select the new Export button in the upper-right corner to download your data and analyze referral activity more efficiently.  Imports | Improved list navigationThe Imports list now defaults to showing your most recent imports first. To improve loading and navigation: The initial view displays the 20 most recent imports Select Load More to view the next 20 Select See All to display the full list These updates make it easier to find recent imports while still accessing older ones when needed. FixGeneral navigation | Desktop performanceWe improved how Apricot determines whether a user should be using Apricot Mobile, reducing its impact on navigation performance in Apricot Desktop.

OverviewThis release includes several fixes that improve reliability across record history, reporting, workflows, and form logic—helping your team work with greater clarity and confidence. FixesRecord history | Comparing record versionsThe Compare Previous Record option is now available as expected. Users can successfully compare record versions without the option appearing greyed out. Native Reporting | “Matches Any Of” filterReport Sections now load correctly when a Matches Any Of filter includes special characters, ensuring more consistent reporting results. Workflows | Inactive workflows visibilityWorkflows marked as Inactive no longer appear under My Workflows, reducing confusion and keeping task lists accurate. Form logic | Links and permission-based conditionsForm Logic now runs as expected when a Form Rule condition counts the number of Links—even if a user does not have permission to access those linked forms. This ensures rules evaluate consistently without interruption.

Looking for past Apricot release notes? All product updates from 2021 through 2025 are available in our archive: Browse the Apricot Release Notes archive For 2026 and newer updates, continue exploring posts here in Product Updates.

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  

OverviewThis release includes one enhancement to make Connect participant registration more reliable, along with three fixes that improve data accuracy and day-to-day workflows. EnhancementConnect | Retry email validation timeoutsAdmins can now quickly retry email validation for participants whose registration emails timed out. A new timeout indicator appears in the Unregistered tab of a Connect Participant Type, along with a Retry timeouts button. Selecting this option resubmits all email addresses that previously timed out within that Participant Type.  In most cases, retrying resolves the issue and allows the email address to validate successfully — helping participants validate their registration successfully. If timeouts continue after retrying, our Support team can help investigate further. FixesIntake | UK date formattingDates entered using the UK field format in Intake forms now save correctly. Submissions will remain in dd/mm/yyyy format instead of converting to the US format. Attendance Tracker | Terms using Specific DatesEdits to Terms that use Specific Dates now appear correctly when taking daily attendance. This improvement is especially helpful when switching a Term from Recurring to Specific Dates. To prevent confusion, only Recurring Terms will now reference Day(s) Off settings. Scheduler | Appointment details loadingAppointment details now load as expected even when a location hasn't been selected, making scheduling faster and more reliable.

OverviewThis release introduces new ways to report, collaborate, and stay informed — along with several fixes that improve accuracy and reliability across Apricot. EnhancementsImpact Hub Reporting | Data Standards & NetworksImpact Hub is now available to US Pro and Enterprise customers, bringing Apricot's most powerful and intuitive reporting experience yet. With this release, you can: Build Data Standards to support consistent reporting Create Networks to collaborate more easily across Apricot partners or agencies Use modern report visualizations to better understand outcomes and impact Whether you're coordinating across a community or streamlining internal operations, Impact Hub helps teams work together with clearer, more reliable data. Learn more: Apricot Data Standards & Networks Overview Impact Hub for Apricot Overview  Rules & Alerts | Improved notification reliabilityRules & Alerts now trigger more consistently, with behind-the-scenes improvements that reduce missed or unexpected notifications. This means greater confidence that alerts will fire when they should — so your team can stay focused on timely follow-up and action. Network referrals | Improved searchSearching in the My Referrals page is now faster and more flexible. You can search by: Participant first or last name Program name Overall performance improvements make it easier to find the referrals you need, when you need them. FixesRecord history | Form logic visibilityFields affected by Form Logic now display correctly in Record History, even when those fields are conditionally hidden in the form. Record audits | Login history accuracyWhen users are prompted to change their password after logging in, their login activity now displays correctly in Record Audits. Workflows | Progressing to the next formUsers completing a Workflow will now move directly to the next form, rather than being redirected to the Record Search page. Referrals | Email notificationsReferral email notifications no longer display participant names, ensuring notifications are secure and consistent.

OverviewThis release includes six defect fixes that affect dynamic fields, record saving, program management, and regional search experiences. These updates improve data accuracy, reporting reliability, workflow behavior, and search consistency across Apricot. FixesDynamic Numbers | Record SaveWe fixed an issue where Dynamic Number fields incorrectly reset to 0 when saving a record. Values now save and persist as expected. Native Reporting | Creation DateReports using the Creation Date system field set to Day of Week now display the correct day when records are created between midnight and 1 a.m. Workflows | Record SaveWhen completing a form that’s part of a Workflow, users are now correctly prompted to join an existing Workflow after clicking Save Record. Dynamic Text | AutopopulateWe resolved an issue where Autopopulate fields referencing Dynamic Text fields were cleared after the initial record save. Sites & Programs | Program CopyWe fixed an error that prevented Programs from being copied. Programs can now be duplicated successfully. Attendance Tracker, Caseloads, Scheduler | CAN/ANZ SearchWe improved search behavior for CAN and ANZ sites within Attendance Tracker, Caseloads, and Scheduler. Searches now return more consistent and accurate results when enrolling participants in Terms, adding participants to Caseloads, or attaching participants to appointments. Note: These improvements will be rolled out to U.S. sites in a future update.

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