Recurring Gift Upsell
Recurring gift upsell is a Standard Donation Form option that encourages one-time donors to give monthly recurring gifts. Donors who choose to give a one-time gift of less than $1000 can select from two monthly gift options based on their original gift amounts, or continue with their one-time gifts.
Note: For donor-entered gift amounts, the recurring gift upsell option doesn't appear.
To enable recurring gift upsell, a form must include one-time gifts and process payments with Blackbaud Merchant Services.
Enable or turn off recurring gift upsell on a single form
-
-
Under Get started, Fundraising opportunities, select Enable recurring gift upsell for one-time gifts.
To turn it off, clear Enable recurring gift upsell for one-time gifts.
-
Continue designing the form and save it.
Update the upsell title and text on a form
-
-
Under Form, select Click to edit on the gift amounts.
-
Update the title and text and select Done.
-
Continue designing the form and save it.
Tip: The highest amount button in the prompt respects font and color changes made to the Payment button in the Form designer. To make these changes, under Form, select Payment button under Style in the Form designer.
View recurring gift upsell data
For recurring gift upsell, you can view the projected recurring gift total and the percentage of donors who converted their one-time gift to a recurring gift from Online Giving.