Organize your supporters into the right groups to drive more effective messaging, campaigns, events and more.

Offer direct, accessible support to supporters with a dedicated toll-free number.

Augment your existing communications to reach supporters instantly and maximize engagement with SMS. Our Mobile Messaging product is integrated with the rest of the platform, allowing your organization to create, track, and analyze campaigns all in one place.

Incorporate images, gifs, videos, contact cards, etc. into your mobile messaging.

Create custom keywords to engage with supporters and grow your opt-in list. Use keywords to automate responding with links to your forms, for text to donate, or to text to sign up.

Streamline processes with scheduling. Plan your communication strategy effectively with tools designed for convenience and impact.

Create an advocacy form and configure the advocacy step to ask supporters to contact their elected officials and custom targets in support of a particular cause, policy or bill.

Manage an inbox and facilitate direct, personalized communication to your supporter base. Engage in meaningful conversations and build stronger relationships with your community.

Streamline processes with automated actions. Plan your communication strategy effectively with tools designed for convenience and impact.

Run a smarter, integrated email program using our easy-to-use visual editor, powerful A/B multivariate testing tool, one-click donations, and advocacy actions.

Enable monetary and non-monetary contributions, fostering volunteerism, financial support and advocacy seamlessly. Leverage a variety of form types (Recurring donations, tribute donations, one-time donations, advocacy, peer-to-peer, story collection and more). Track form performance (Views, Conversion Rates, Submission Rates and more).

Enable supporters to save their profile and payment information for faster giving, volunteering and advocacy actions later. Additionally, experience higher conversion rates when any one of Bonterra’s 20M+ profiled supporters engages with you.

Harness the full potential of the platform through API integration capabilities. Connect and synchronize with other systems to expand your outreach and streamline your workflows.

Leverage an “autodialer” tool that allows volunteers/staff to make calls, record information, and attempt to connect a caller to the next person automatically. Note: customer subscriptions will include usage limits and usage fees related to VPB Connect. The details of those limits and fees will appear in customer contracts.

Leverage a Mobile app that staff/volunteers can use to manage walk lists (lists of households/people), talk to potential supporters/donors/members at their home or workplace, and record the results of those conversations.

View and track progress of canvassers on a map, get stats of contact and contributions collected, and download a report with more granular daily-canvasser data.

Use automated phone messages to make calls or conduct surveys without caller capacity, streamlining your outreach efforts and data collection.

Activate a recommendation model that creates supporter-specific donation recommendations that dramatically increase revenue per donor.

Manage teams, volunteers and staging locations for your advanced organizing efforts.

Activate a growing number of use-case specific AI models, including those designed to retain supporters, reactivate lapsed supporters, target upgrades, identify planned givers, and uncover potential sustainers.

Manage all the details of your event, including registration, ticketing, RSVPs, check-in functionality, promo codes, and discount codes.

Engage attendees through live video and chat interactions during events, enhancing the experience and fostering community.

Expand your reach with sponsor solicitation and management. Attract and engage sponsors for your events to extend your capabilities and enhance attendee experiences.

Run a silent, live, or fixed price auction depending on the needs of your organization. Choose the format that best suits your goals and resources.

Manage all the details of your auction including start and end times, item images, starting bid amounts, minimum bid increments, buy it now prices, and more.

Set automatic email notifications to indicate when auctions have started and ended, as well as to follow up with attendees who made commitments to pay.

Integrate event and auction functionalities seamlessly with other systems using the full potential of the platform’s API integration capabilities.

Search for possible duplicates, view two possible duplicates side-by-side to confirm, merge two duplicate records. Receive a Duplicate Analysis Report (DAR) and bulk merge duplicates that you confirm.

Access to Contribution forms for accepting donations (Recurring/Tribute/One-time), enabling email confirmation, and creating a sharing option.

Log and manage the details of your supporters’ biographic and demographic information to improve personalization and engagement strategies.

Generate and send contribution acknowledgement using new custom templates or pre-existing saved templates. Display a ‘thank you message’ page with donation details upon form submission with prompt for user to download.

Create a custom field group to associate related fields together. Create a custom field and assign a data type of text, long text/note, lookup field, date, numeric.

Access a variety of different reports such as contribution, contact history, survey response, engagement points, and more to understand and optimize your strategies.

Push the text of your Outlook, Gmail, or other email communications with your supporter automatically into their F&E contact record, ensuring seamless record-keeping.

Group contributions together and assign them to a batch for reconciling banking statements and ensure that information is not changed once checks have been deposited.

Let users create custom households to account for individual donors who contribute money together, ensuring accurate financial tracking and relationship management.

See the whole picture of your contact’s data and track their giving journey to understand their commitment and tailor future interactions.

With an integrated Mail Merge tool, you can easily create a mail merge template within F&E and generate thank-you letters using any report columns as merge fields.

Track pledges, document pledge agreements, establish timelines, and monitor your pledge fulfillment rate year over year.

Track all different sources of revenue so that inbound contributions can be attributed to a revenue stream when posted to the general ledger.

Allows for the attribution to be split by amount or percentage when more than one person is responsible for the contribution.

Easily generate state disclosure or compliance reports to ensure your organization meets regulatory requirements.

Organize all your financial transactions in a structured manner with a general ledger, essential for accurate financial management and reporting.

Create a currency of engagement by assigning points to activities participated in so that the work a supporter does on behalf of an organization can be measured quantitatively.

Create and edit workflow automations such as automatically enrolling contacts, assigning staff, scheduling follow ups, analyzing contacts, applying Activist Codes to tag and track contact attributes, and send contacts down customized communication journeys.

Assign staff action steps to ensure timely communication with every funder, enhancing accountability and funder satisfaction.

Utilize modern, state-of-the-art workflows to identify and research prospective funders and track deadlines and documents throughout the grant lifecycle.

Effectively manage your unique member program with customizable membership levels, terms, and hierarchies. Set rules to easily identify member opportunities and track upgrades. Automate communications to welcome, renew, and recapture members at the right time, every time.

Plan, track, and analyze the process of cultivating major donors. Identify prospective donors, segment based on their potential value and donor profile, automate best practices for nurturing prospects and analyze results.

Dynamically segment your audience into mutually exclusive groups to better target fundraising, advocacy, and communication efforts.

Custom data field that allows you to enter or calculate data for your specific need, adding versatility and precision to your data management.

Get access to an in-house data replication solution to enable direct access to your raw data to run ad hoc SQL queries, connect with business intelligence software, or develop custom integrations.

Allows you to use your existing OAuth 2.0 Compatible IDP to manage the username and password for those logging into Bonterra F&E.

Create direct response plans to elicit an immediate response from targets with the goal of quickly generating leads or donations. Capabilities include segmentation, package creation (sub-segmentation), cost estimation, reporting, source codes and campaigns for integration with other marketing channels.