Boost recurring donations this giving season with the upsell prompt!A donor who says yes to a monthly gift at an event will often not say yes again at home a week later. If your Donation form allows recurring gifts, your team can set one up on the spot.
To set up a recurring donation:
- Tap Donate in the app, or tap Take a donation on the Home screen.
- Enter the amount.
- Choose the recurring frequency instead of One-time.
- Tap Continue and complete the donor's details.
- Review the gift and tap Collect Payment.
- Choose how to collect the card.
The app confirms Recurring Donation Set Up when the schedule is in place. The amount shown is what is charged each time, not a one-off total.
Important: Recurring gifts can be collected on a Terminal Reader or by QR Code only. Manual Entry is not offered for a recurring gift — a card typed on the staff device cannot be used to set up a schedule. If you have no reader, hand the donor the QR code.
If the option is not there
The One-time and recurring choice only appears when the Donation form that Soapbox Engage Onsite uses allows recurring gifts. If your team cannot find it, check that form's recurring settings. See Choosing the donation form Engage Onsite uses.
What the donor should be told
Say clearly what they are agreeing to — the amount and how often — before collecting. A recurring gift set up in a noisy room that the donor did not understand becomes a cancellation and a complaint.
Managing the gift afterwards
Recurring gifts set up in the app appear in your Subscriptions in the administrator alongside those started on your website, and are managed the same way.
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