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FEBRUARY 2026

Welcome to the February edition of Bonterra News!

Read on to learn more about what’s new and what’s coming for our Fundraising Solutions customers within our EveryAction, DonorDrive, and Mobilize platforms.

Featured

AI Built for Good Summit
Thursday, March 12th, 2026
12pm ET - 3:30pm ET

The social good sector stands at a crossroads: the promise of efficiency meets the responsibility of equity. As AI reshapes fundraising and grantmaking, leaders are asking an urgent question:

"How do we move faster without sacrificing trust, transparency, and human judgment?"

Join Bonterra’s flagship virtual conference to explore what responsible, human-led AI looks like in practice and how to apply it with confidence.

Advanced Support Consultant Spotlight:
Reactivating Lapsed Donors with Focus
by Peter R., Advanced Support Consultant

Lapsed donors are often treated as one large segment — but a donor who gave 11 months ago is very different from someone who hasn’t given in three years. The most successful reactivation work I’ve seen starts with clear segmentation and simple execution.

Here are a few approaches that consistently perform well:

Define your lapse tiers.
Create saved searches based on last contribution date (e.g., 9–15 months, 16–36 months, 3+ years). Each group should receive different messaging and cadence.

Prioritize by likelihood.
Use DonorTrends or Bonterra Que to identify which previously engaged donors are most likely to return. Focus effort where probability is strongest.

Check engagement before asking.
Supporters who have opened or clicked recently—but haven’t given—often respond well to a short, direct reactivation message.

Keep the ask simple.
Reference their past support, include one clear call-to-action, and align suggested amounts with their previous gift. Enable recurring upsell to capture monthly conversions.

Protect the experience.
Use real-time suppression to remove anyone who donates once the campaign begins and apply frequency caps to avoid fatigue.

Lapsed donor reactivation doesn’t require complex automation—just clean segmentation, thoughtful suppression, and a focused message.

If you’d like help building a reactivation framework in EveryAction, our Advanced Support Consulting team can configure the searches, safeguards, and reporting with you in a single working session.

Book time today

What's New

ICYMI - Updated Access to Bonterra Que

We’ve updated how you use Bonterra Que!

If you’ve purchased Que Intelligence:
You have full access, with no monthly limits and no need to focus on managing your credits. You’ll be able to keep using Que across your workflows without restriction.

If you have not purchased Que Intelligence:
You can still use Que. Every user in your organization will receive a monthly allowance of free credits, which refresh every month. Credits are then used when Que completes work for you, like building a donor segment or drafting an email.

Learn more

Supercharge Donor Relationships With Que

With the new Donor Stewardship skill, Que provides a concise, two-sentence summary of a donor’s current status and clear recommendations for next steps — based on your data and Bonterra’s predictive AI models.

By highlighting timely insights and suggested actions, this skill helps teams prioritize the right outreach at the right moment, strengthening donor relationships and increasing retention and lifetime giving.

Learn more

New Homepage Customization Available

As a part of our updated and enhanced homepage, we’ve added the ability for multi-committee users to customize their EveryAction homepage - and keep those customizations consistent across all of their committees.

Learn more

Updated Process for Submitting Comments to Regulations.gov

In August 2025, the U.S. General Services Administration disabled the API that enabled direct comment submission to Regulations.gov. To ensure supporters can still take action, we’ve introduced a seamless workaround that guides them to manually submit their comments after completing an Advocacy form.

No additional setup is required—everything works the same, with updated confirmation page and email language to walk supporters through the final step.

Learn more

New "Favorites" for Contact Details

We've created a new "Favorites" section at the top of each Contact Details page, making it easier for you to customize and reorder your favorite sections and create a personalized, ideal view.

Learn more

Phones Data Model Update

We've made some changes to our Phones Data Model across web, mobile, forms, reports, call sheets, and imports - so your phone data behaves more consistently wherever you interact with it.

Some highlights from this change include the standardization of the "phone type" label and updates to call sheets to match some updated naming conventions for both clarity and consistency.

Learn more

What's Coming

Experience an Easier, More Secure Login in 2026

We’re excited to announce that soon, you’ll enjoy a faster, smoother, and more reliable login for all of your Bonterra tools - including EveryAction!

In the coming months, we’ll replace your 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 EveryAction platform you know and love - plus new fundraising tools to come!

Events & Training

Level Up With Bonterra Certification

With Bonterra Certification, you can sharpen your skills, validate your expertise, and stand out as a go-to leader within your organization. Certification isn’t just about earning a badge — it’s about building confidence, discovering new efficiencies, and unlocking the full potential of your software so you can drive even stronger results.

Your journey starts in Bonterra Central, your dynamic hub for learning, collaboration, and growth. Inside, you’ll find the certification courses along with a vibrant community of fundraising and engagement professionals who are sharing best practices, troubleshooting challenges, and exchanging fresh ideas every day. Whether you’re looking for step-by-step guidance, strategic inspiration, or peer support, it’s all at your fingertips.

Don’t just use Bonterra - master it. Head to Bonterra Central today to start your certification and join the conversation!

Access Bonterra Central

Thursday, March 5th at 2:30pm ET

EveryAction: Product Updates

Join us for our monthly product updates session, where we’ll highlight our newest product releases and provide an opportunity to not only answer your questions live - but provide you with a real-time demonstration of these changes so you can jump right in and see what’s new.

Friday, March 27th at 1pm ET

EA Que Skills Lab

Welcome to the Que Skills Lab, where learning gets practical! This interactive webinar is built for people who want to roll up their sleeves and practice new Que skills, not just hear about them. Expect real scenarios, guided exercises, expert insights you can put to work right away, and a live Q&A to ask any of your Que questions.

Whether you’re looking to strengthen your approach, solve current challenges, or level up your impact, the Que Skills Lab is your space to experiment, learn, and grow!

What's New

Waitlist Feature Now Live in Mobilize

This long awaited, exciting new feature allows:

Organizers to enable waitlists per timeslot when setting a max capacity.
Supporters to join a waitlist when an event or shift reaches max capacity.
A “Join waitlist” button to appear automatically once a shift is full.
Organizers to view and manage waitlisted supporters directly from the shift details page.

Learn more

New Registration Controls Now Live -
Close Volunteer Shifts in Advance

We’re excited to announce that one of our most requested feature updates is now live, and organizers can now close events for further signups at their convenience. This gives you more control over capacity, logistics, and last-minute changes, as well as:

Set a signup cut-off in advance: lock registrations hours, days or minutes before an event starts to finalize materials, staffing, and plans with confidence.
Close a shift instantly: stop signups immediately when capacity is reached or plans change.
Shift-level control: only the closed timeslot is hidden from feeds, modals, emails, and signup forms (other shifts stay visible).

Learn more

What's Coming

Block Users Across Multiple Dashboards in One Click

Soon, admins for parent organizations will be able to block or unblock a user across all sub-dashboards in one single action.

This update removes the need to repeat the same action across each sub-dashboard and helps ensure user status stays consistent across your org structure. We’ll have more information on this update soon!

Upcoming Improvements to Magic Link Login

We’re streamlining the Magic Link login flow to make it clearer and easier to use. Today, if the Magic Link button doesn’t work, the fallback login requires entering a long token, so we’re making a small but meaningful improvement: replacing that long token with a simple 6-digit one-time code.

This keeps the same secure system behind the scenes while making fallback login easier to enter and less confusing to navigate. Stay tuned!

Updates Coming to Search Bar

Soon, we’ll be testing a small update to the search bar on Mobilize.us to help more supporters find events faster.

What’s changing:

A more visible, easier-to-spot search bar on the homepage
Helpful placeholder text
Suggested popular queries to guide new visitors

This update is designed to make it easier for supporters to discover and sign up to your events - we’ll have more information on this update soon!

Custom Field Sync Expansion

We’re continuing to work on expanding the custom field sync with VAN to provide several crucial updates, such as providing the option to use a checkbox as a survey response and syncing dropdown, short, and long text fields.

These updates are designed to provide:

More flexibility for organizers: You can now use a wider range of custom fields for organizing work.
Stronger data sync: You’ll be able to reduce manual data entry between Mobilize and VAN.
Better reporting: You’ll see richer data captured for analysis and follow-up
Less overhead: You’ll be able to automate more of the sync process, and ultimately, save time.

Stay tuned for additional information on these improvements!

Events & Training

Every other Friday, 2pm EST

Mobilize 101: General Onboarding

Join our training team every other Friday for an hour-long general onboarding, including live Q&A, to learn about Mobilize and how to implement your programs!

Our next sessions are scheduled for:

Friday, March 6th at 2pm ET
Friday, March 20th at 2pm ET

Important Dates

Upcoming Office Closures

Monday, March 9, 2026 - Labour Day (AU)

Monthly Maintenance

EveryAction:

Saturday, March 21st, 2026 6am ET - 7am ET
Sunday, March 22nd, 2026 6am ET - 7am ET
Monday, March 23rd, 2026 6am ET - 7am ET
Saturday, April 18th, 2026 6am ET - 7am ET
Sunday, April 19th, 2026 6am ET - 7am ET
Monday, April 20th, 2026 6am - 7am ET

DonorDrive:

Friday, March 20th, 2026 9pm ET - Saturday, March 21st, 2026 1am ET
Friday, April 24th, 2026 9pm ET - Saturday, April 25th, 2026 1am ET

Mobilize:

Monday, March 9th, 2026 1am ET - 5am ET
Monday, April 13th, 2026 1am ET - 5am ET

During this time users may encounter intermittent errors. Users are recommended to try their operation again or wait until the completion of the maintenance window.

Please visit the Bonterra Status Page to view all upcoming scheduled maintenance windows.

Contact Support

Bonterra Academy

10801 North Mopac Expressway,
Suite 300, Austin, TX 78759 USA

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Fundraising Solutions | What's New in February

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