Make it easier for your organization to convert one-time donors into monthly supporters! The recurring donation upsell option appears after a donor selects a one-time donation and prompts them to consider becoming a monthly donor. View a demo campaign with the upsell feature enabled →
Both recurring plans and the upsell option must be enabled before the upsell prompt will appear in your campaign checkout process.
How it works 👀
When a donor selects a one-time donation of $250 or less, they will be prompted to become a monthly supporter at the next step in the checkout process.
The suggested recurring amount is automatically calculated based on the donor's one-time donation amount, and is designed to feel like a natural and accessible monthly commitment. For example, if a donor selects a one-time donation of $100, they may be prompted to donate $20 per month.
Why is the plan less than the original amount selected? Recurring plans offer a consistent stream of funds, and a lower (but more frequent) amount can be more attractive to donors. Most recurring donors will donate more funds overall than a one-time donor.
When one-time donors are converted into recurring supporters, it's easy to identify upsold donations in your dashboard. An icon in the transaction sidebar indicates when a recurring plan results from the upsell prompt.
Enabling the upsell option ⚙️
Turning on the upsell in your account settings enables it on all of your campaigns by default. You can then turn it off for specific campaigns.
Head to your Givebutter dashboard.
Go to your Settings page, which is linked in the left-hand sidebar menu, and click Account.
Under General, enable the option for One-time to recurring donation offer. The upsell screen will be displayed in your campaigns' checkout process for one-time donations of $250 or less.
To turn off the upsell for a specific campaign, go to the campaign's Tools tab and find Donation settings.
Toggle off One-time to recurring donation offer and click Save.
If the upsell is disabled in your account settings, the campaign toggle can't be turned on. You'll see a prompt to enable it in your account settings first.
FAQ 🤔
Can I enable or disable the upsell option per campaign? Can I turn it off for a specific campaign?
Yes! Once the upsell is enabled in your account settings, it's turned on for all campaigns by default. To turn it off for a specific campaign, go to the campaign's Tools tab and toggle off One-time to recurring donation offer under Donation settings. For example, you might keep the upsell on for general fundraising campaigns and turn it off for memorial or major gift campaigns. Turning off the account-level setting disables the upsell on all campaigns.
I enabled the upsell option, but it's not appearing on my campaign.
Check that recurring plans are enabled on your account and that recurring frequencies are enabled on the campaign itself. Then confirm that One-time to recurring donation offer hasn't been turned off on the campaign's Tools tab. If everything is enabled, double-check that you're selecting a one-time donation of $250 or less. The upsell screen will not be displayed for donations over $250.
Can I customize the $250 threshold or the amounts of the suggested plans?
Not at this time – the upsell logic is not customizable currently.
Is it possible to use the upsell feature for Page or Event campaigns?
Yes! The upsell is available on Form, Page, and Event campaigns.