We have two Smart Recurring tools that base the recurring ask amount on the donor’s one-time donation amount: Smart Suggestion and Smart Options. The Smart Suggestion tool will present donors with a pop-up that prompts them to commit to a smaller monthly contribution after they’ve given a one-time donation. The Smart Options tool will present donors with a pop-up that suggests multiple lower monthly donation amounts and gives donors the option to set their own amount.
To enable either of these Smart Recurring tools, locate your contribution form via the Contribution Forms tab in your Dashboard toolbar. Then click the “Edit” button next to your form to open the form editor.
Click on the “Recurring settings” tab of your form editor.
You can find both the Smart Recurring options by clicking the dropdown under “Monthly recurring donations.”
To enable the Smart Suggestion recurring pop-up, select “Unlimited + Smart Suggestion” in the dropdown menu.
With the Smart Suggestion tool turned on, one-time donations will process and your donors will see a pop-up similar to the one below. They’ll be asked to commit to a monthly donation that is slightly smaller than the one-time amount they just gave. You won’t lose your one-time donation if a donor chooses to opt out of a monthly contribution!
To enable the Smart Options recurring pop-up, select “Unlimited + Smart Options” in the dropdown menu.
With the Smart Options tool turned on, one-time donations will process, and your donors will see a pop-up similar to the one below. They will be asked to choose between multiple monthly donation amounts, all of which are slightly smaller than the one-time amount they just gave. The pop-up will also give them the option to set their own monthly donation amount!
If you choose to translate your form’s standard ActBlue-provided text into Spanish, which we explain how to do here, the default language in a Smart Suggestion or Smart Options recurring pop-up will also be translated into Spanish.
We recommend customizing your title and ask for your Smart Suggestion or Smart Options recurring pop-up. Make it short and specific about why a recurring contribution will make a difference in your work. You can do so in the “Pop-up recurring title” and “Pop-up recurring ask” sections.
If you are creating a Spanish contribution form, we do not translate user-generated titles and asks.
Don’t forget to save your changes by clicking on the green “Publish” button at the top of the form editor.
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 donation.
And if someone does choose to commit to a monthly donation 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 viewing their contribution history in their ActBlue Express account.
It will also be noted in CSV data when you download contribution info from the Downloads tab of your Dashboard toolbar. There will be a column in the CSV specifying whether or not the contribution was made via a Smart Recurring tool (“T” indicates true: The donation was made via a Smart Suggestion or Smart Options pop-up), as well as separate columns noting the amount of the recurring contribution and the number of months the contribution will recur for.
Your campaign or organization will also be able to see who made a recurring contribution in the detailed contribution list and CSV file of all contributions for each contribution form. You can find these tools by clicking the "Stats" button in the form navigation bar (form navbar) when previewing your form.
On your form's Statistics page, click the "Additional tools" dropdown to find the list of detailed contributions.
You can also see who made a recurring donation by searching for a specific contribution in the Contributions Search tab in your Dashboard toolbar.
You’ll see a note that the contribution will recur each month, along with the one-time contribution amount.
In the “Recurring settings” tab in the form editor, you’ll also find the option to write a custom static recurring pitch for your contribution form. You can learn more about that tool here.