Smart Recurring

Smart Recurring will present donors with a pop-up that prompts them to commit to a smaller monthly contribution after they’ve given a one-time amount.

To enable smart recurring, head to the Edit tab of any contribution form and choose “Use unlimited monthly contributions + smart monthly contributions” under “Recurring Contribution options.”

With Smart Recurring turned on one-time contributions will process and your donors will see a pop-up similar to the one below. They’ll be asked to commit to a slightly smaller amount every month, based on an algorithm built by our tech team.

You won’t lose your one-time donation if a donor chooses to opt out of a monthly contribution.

We recommend customizing your ask for the pop-up. Make it short and specific about why a recurring contribution will make a difference in your work.

Your donors will be asked to make a monthly recurring contribution in addition to their gift. This means that their one-time charge will process immediately, and their monthly recurring charge will start up the following month on the same day.

If a donor makes a one-time contribution of $210 or more they won’t be asked to make a recurring contribution of any amount on top of their initial contribution, since their one-time amount is on the higher end. You wouldn’t want to ask a donor making a $400 contribution to also commit to a recurring contribution.

And if someone does choose to commit to a monthly contribution using smart recurring, they’ll receive a receipt with the details of the contribution, letting them know that a charge will be processed each month.

They will also see a note indicating that the contribution will recur when visiting their contribution history.

Your campaign or organization will also be able to see who contributed via Smart Recurring from the detailed contribution list for any contribution form, or when searching for a specific contribution using the Search feature in your Dashboard.

You’ll see a note that the contribution will recur each month, along with the one-time contribution amount.

It will also be noted in CSV data when you download contribution info from your Dashboard. There will be a column on the CSV specifying whether or not the contribution was made via Smart Recurring, and a separate column noting the amount the contribution will recur for.