Managing Regular Donations & Donors

Providing a supporter journey for  Regular Donors is essential to successful long-term fundraising. Raisely’s platform provides the flexibility to onboard regular giving donors and enhance their supporter experience. Let’s explore what this looks like…

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Features in Raisely for Regular Giving

Features in Raisely allow you to acquire, grow, and nurture Regular Givers in your fundraising community. Here's the features ready and available:

• Create Regular Giving frequencies in Donation Form
• Payments via Credit Card or Direct Debit
• Regular Donation Upsell in Donation Form
• Allow Regular Givers to manage their payment settings
• Detailed reporting for your regular donations
• Automated email Messages welcoming and notifying Regular Donors
• Personalisated experience in your Campaign and Messages
• Custom Fields & CRM to collect all the information you need from your Donors
• Enable Gift Aid for Regular Donors (UK only)

Setting Up Regular Giving (Donation Forms)

1

Within your campaign, from the sidebar select  Settings > Donation Form

2

Under  Donation Frequency you can Add/Remove/Reorder payment period options, including weekly, monthly, 4-weekly, fortnightly, quarterly, and yearly. Note, removing a payment period will remove this option altogether on your donation form.

3

Add your  Button Amounts below for each of your ‘Donation Frequencies’

4

Select  Save Changes

Add Regular Giving Upsell to Donation Form

Raisely allows you to add an upsell option to your Donation Forms, encouraging one-off donors to consider regular giving. To activate the Donation Form Upsell, simply:

1. Within your campaign, from the sidebar select Settings > Donation Form > and select the Regular Giving tab;
2. Here you have two options:
   1. Switch On 'Upsell to a monthly donation' which adds a new step to your donation form, encouraging the one-off donor to consider regular giving.
   2. Switch On 'Regular Giving Nudge', which adds a simple upsell message to your Donation Forms first step.

Each option when activated allows you to edit the message that appears to the donor.

Setting Up Direct Debit (Aus & UK only)

1. Stripe Settings

Login  to your Stripe account to enable BECS Direct Debit (AUS) or BACS Direct Debit (UK) payment method. See Stripe support guides above.

2. Raisely Settings

1

Within your Raisely campaign, from the sidebar select Settings > Payments & Receipts

2

To enable Direct Debit, switch toggle to ON then select Enable Direct Debit in the popup

3

Once enabled, select Add Direct Debit Option

4

Select your relevant Stripe account in the dropdown, and your related Direct Debit option enabled in Stripe. Then select Save Direct Debit Option

5

Back in Settings, select Donation Form. Ensure there is at least one Donation Frequency added alongside One Time, such as Weekly or Monthly

For more information on Direct Debit, see our Direct Debit support guide here.

Managing Regular Givers

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Select  Donations from your campaigns sidebar where you can search for or filter down for recurring donations. 

–

From the dashboard sidebar, select  People, where you can search for specific individuals, or use tags and segments to fine-tune your list.

What can the Donor Manage?

Once logged in, they will be able to modify their regular giving settings including the amount and frequency of the regular giving donation, as well as pausing or cancelling it.

They will also able to update the card to be charged for the regular giving donation, along with their general account settings (details, password, etc).

Communicating with Your Regular Donors (Messages)

–

From the sidebar, select Messages > Automatic

You can also include a button that redirects Regular Givers to a page where they can manage their regular giving. Within the button, you can add the following URL:

{{campaign.url}}/account/donations?access_token={{donation.user.accessToken}}

FAQ

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# What happens when regular payments fail?

Raisely determines if the failure was a "hard" or "soft" failure. A soft failure is something like insufficient funds. We expect we can continue to charge the card again, so we'll re-attempt a charge again in the next few days.

If the card has been cancelled then we'll record a "hard" failure. This happens if the account was closed, or the card reporting lost/stolen. We can never charge a cancelled card, so we won't re-attempt the donation.

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# What is the process for soft failures?

The regular donation's status is changed to ‘Retrying’, and payment is attempted 4 more times every 3 days. If the charge is unsuccessful, the donor will receive an email message

If donation still fails, status is changed to ‘Failing’ and payment is attempted 2 more times over 2 weeks

If the donation still fails, the status is changed to ‘Failed

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# What happens if a regular donor's credit card expires?

Raisely and Stripe don't send emails when cards expire, because we don't need to! Stripe works directly with the card-issuing networks to continue to bill cards even after they expire (as long as they are still active). 

While we still ask for a card expiration date when they sign up, this is used primarily for fraud protection.

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# If I archive a campaign, what happens to the regular donors?

If you have a campaign that has been receiving regular donations, and you archive that campaign, regular donations continue to be processed as normal. Though, due to the campaigns URL now being inactive, the donor will no longer be able to access their account on the site to view/edit their donation records. If you create a new campaign that uses the same URL as the archived one, donors will again be able to access their account information.

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