EveryAction 2026 Conference Recap: Report Manager Overhaul, Que Updates, and Renamed Forms

Highlights from EveryAction's First Virtual Conference

EveryAction held its first-ever virtual conference on June 30, 2026. It was a packed morning covering the product roadmap for the rest of the year, plus sessions on OneCause and Welcome Series strategy. I was there so you didn't have to be. Here's what's worth knowing.

Image Library Overhaul — Still on Track for Q3

If you caught last edition's news about the Image Library overhaul, you'll be happy to hear it's still on schedule. Expect the release sometime in Q3, and with it, the ability to move, organize, and delete images for the first time.

Enhanced Bonterra Payments Reporting

Later in 2026, expect enhancements to Bonterra Payments reports with more granular field options that should give you more detailed payment information than is currently available.

Report Manager Overhaul — More Details Shared

The update I'm most excited about got more airtime at the conference. While there's still no release date, we now know more about what's coming first: enhancements to contribution and contact fields will roll out before improvements to other field types. The full rearchitecture is underway and this one is worth the wait.

Contribution Forms Get New Names

While not spoken about at the conference, a rebrand worth mentioning just dropped: contribution forms have been renamed in Online Actions.

• The Optimized Contribution Form is now the Smart Contribution Form

• The classic Contribution Form is now the Custom Contribution Form

• Coming soon to the Smart Contribution Form: tribute gifts and Double the Donation integration

• DAFPay integration is also in the works. There is no timeline yet, but during the conference it was confirmed to be in development

Que Roadmap: A Lot in the Pipeline

Que, Bonterra's in-app AI, had dedicated conference time and the roadmap is ambitious. If you've already noticed the new prompt input boxes appearing in more areas of EveryAction, that's just the beginning.

Create a List with natural language segmentation

You can already build a CAL search using natural language, but promptable fields are currently limited to contributions, contribution summaries, street addresses, email addresses and activist codes, and you are also limited to one add and one remove step. Here's what's rolling out:

• Recurring gifts support should be added this week

• Coming soon: Targeted Email and Online Actions behaviors

• Later this year: origin source codes, membership, home districts, events, phones, custom fields, and multiple steps of all types

Contact deduplication via Que

First mentioned in the last edition of The Action Report, the first iteration of duplicate management via Que is releasing in late July 2026. The initial release will include three tabs: Que-generated potential duplicates for review, contacts marked as not a match, and previously merged contacts. Future releases will let users set parameters for automatic merging.

MCP access to Que and Bonterra APIs

Bonterra is developing MCP access to Que and Bonterra APIs, which would allow integration with tools like ChatGPT, Claude, and Copilot. No release date has been shared, but conference attendees were clearly excited about the possibilities.

Worth knowing: MCP (Model Context Protocol) is an open standard that lets AI tools connect to external apps and data sources. If this integration ships as described, it could significantly expand how you can use AI alongside your EveryAction data.

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What Motivates Recurring Donors? New Research from Neon One

According to the M+R Benchmarks Study recurring giving grew by 12% in 2025, and Neon One just published new research on why donors choose to give monthly and what prompts them to start. The findings are worth building into your messaging strategy.

Social media was the second most common prompt, followed by donors who actively sought out an organization to support. The picture that emerges: sustaining donors are a self-motivated, mission-driven group. They give to causes that feel personally meaningful, and to organizations they see doing visible, impactful work.

Don't let those "without being asked" numbers lull you into silence. Recurring donors may not need a hard ask, but they do need to know the option exists.

Neon recommends making your recurring giving program as visible as possible, with messaging that:

• Reinforces your community's personal connection to your mission

• Shows supporters specifically how their ongoing support creates impact

• Invites them to partner with you, not just donate to you

Once your messaging is in shape, put it everywhere: social media, website, newsletter, email appeals. Visibility is the strategy.