Product Updates

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 

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.