--- title: Recurring Upsells description: Learn how to use the recurring upsells feature on your ActBlue contribution form. --- [Skip to content](https://help.actblue.com/hc/en-us/articles/16870058082327-recurring-upsells#main-content) English - United States Show submenu for translations ![ActBlue](https://help.actblue.com/hubfs/1-B-AB-HorizontalLockupLogo-FullColor-RGB.svg) Open main navigation Close main navigation - English - United States Show submenu for translations - [Contact us](https://help.actblue.com/hc/en-us/requests/new) [Contact us](https://help.actblue.com/hc/en-us/requests/new) How can we help you? - There are no suggestions because the search field is empty. 1. [ActBlue Support Documentation](https://help.actblue.com/hc/en-us) 2. [Core ActBlue](https://help.actblue.com/hc/en-us/core-actblue) 3. [Core Contribution Form Features](https://help.actblue.com/hc/en-us/core-actblue#core-contribution-form-features) # Recurring Upsells ### **In this article:** 1. [What is a recurring upsell?](https://help.actblue.com/hc/en-us/articles/16870058082327-recurring-upsells#what-is) 2. [How can I create and manage my recurring upsells?](https://help.actblue.com/hc/en-us/articles/16870058082327-recurring-upsells#create-and-manage) 3. [Can I customize my pop-up recurring box?](https://help.actblue.com/hc/en-us/articles/16870058082327-recurring-upsells#customize) 4. [What other recurring settings can I edit?](https://help.actblue.com/hc/en-us/articles/16870058082327-recurring-upsells#other-recurring-settings) --- ### **What is a recurring upsell?** A recurring upsell is a pop-up that donors see after they process a one-time contribution. The pop-up suggests that the donor increases their impact by converting to a recurring contribution after their one-time donation has already been processed.  --- ### **How can I create and manage my recurring upsells?** #### Getting Started To create and/or manage your recurring upsell settings, start by opening up the form you'd like to make changes to and clicking the blue **Edit** button. This will open up the **Form Editor**. Next, select the **Post-donation Upsells** tab: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/RecurringUpsells_FormEditorTab.png?width=332&height=545&name=RecurringUpsells_FormEditorTab.png)   From here, select **Recurring** from the **Post-donation Upsell** dropdown: ![](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/RecurringUpsells_Post-DonationUpsellDropdown.png) The other option in the dropdown is **Smart Boost**. Please note that if you choose to enable the **Smart Boost** upsell, your donors will not see a recurring upsell after they donate, even if you have the recurring upsell enabled; however, a donor can still choose to make their contribution on the form itself. For more information (and to learn more about Smart Boost) click [here](https://help.actblue.com/hc/en-us/articles/16870105529367-smart-boost)! #### **Setting Recurring Upsell Asks** Next, click to expand the **Recurring Upsell Ask** dropdown menu and choose from one of the following options:  ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/RecurringUpsells_RecurringUpsellAskDropdown.png?width=404&height=601&name=RecurringUpsells_RecurringUpsellAskDropdown.png)   ##### Smart Options Due to its high conversion rate, the **Smart Options** recurring upsell is turned on by default for all Core contribution forms. This means that if you select a **Monthly: Unlimited**, **Monthly: Specified Duration**, or **Weekly** recurring frequency, Smart Options will automatically be enabled. (If you don't have recurring enabled, donors will not see the Smart Options upsell). When Smart Options is enabled, all one-time donors will see a pop-up suggesting multiple monthly donation amounts smaller than the one-time donation they just made. Our conversion-optimized algorithm automatically generates these suggested amounts based on the original donation amount. Donors will also have the option to set a custom monthly amount. ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/RecurringUpsells_SmartOptions.png?width=462&height=368&name=RecurringUpsells_SmartOptions.png) ##### Smart Suggestions When you turn on **Smart Suggestions**, donors making a one-time donation will see a pop-up suggesting a single lower recurring donation amount after they process their contribution. (This is different from **Smart Options**, which suggests multiple amounts and lets donors input a custom amount).  ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/RecurringUpsells_SmartSuggestion.png?width=464&height=370&name=RecurringUpsells_SmartSuggestion.png) ##### Original Amount The **Original Amount** option will ask donors to make their original donation amount recurring. ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/RecurringUpsells_OriginalAmount.png?width=489&height=392&name=RecurringUpsells_OriginalAmount.png)   Regardless of the recurring pop-up you use, one-time donations will always process first, so you won’t lose a one-time donation if a donor opts out of your recurring program. When a supporter presses the donate button on a contribution form, we’ll initiate a charge for the one-time donation. If they choose to **Make it monthly** on the pop-up, we convert their donation to a monthly recurring one. Supporters always have the option to skip the monthly donation. If they hit **Skip It** or do nothing (close the page, etc), the donor will only see the one-time charge they initiated on their credit card statement. #### **Setting Recurring Upsell Customizations** Once you’ve selected a recurring upsell ask, you can customize the language displayed in the post-donation pop-up. The **Upsell Title** is an opportunity to add a short, catchy headline to your recurring ask. The **Upsell Message** is custom text that will appear on the pop-up. Try to remind your donors why continued investment in your campaign or organization is important to your long-term goals. You’ll want to keep this blurb as short as possible, to make sure it’s not overwhelming for your mobile donors. ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/RecurringUpsells_UpsellCustomization.png?width=470&height=842&name=RecurringUpsells_UpsellCustomization.png)   Once you’ve configured your pop-up settings, don't forget to click the green **Publish** button to save your changes. Then click **Show Upsell Preview** at the bottom of the **Post-Donation Upsells** tab to see what your pop-up ask will look like. ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/RecurringUpsells_UpsellPreview.png?width=497&height=891&name=RecurringUpsells_UpsellPreview.png)   If you choose to [translate your form’s standard ActBlue-provided text into Spanish](https://help.actblue.com/hc/en-us/articles/16870089877399-spanish-language-option), the ActBlue-provided text in your recurring upsell pop-up will also be translated. ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/RecurringUpsells_SpanishTranslation.png?width=596&height=491&name=RecurringUpsells_SpanishTranslation.png) (Note: You will still need to input a custom title and ask in Spanish).  --- ### **Can I customize my pop-up recurring box?** Yes - and we highly recommend it!  By inserting an image or some customized HTML, you can prompt your donors by showing them something that will make them excited to become a recurring donor. When picking images to use in your fundraising, keep [image vetting and consent best practices](https://help.actblue.com/hc/en-us/articles/16870060487063-image-vetting-and-consenting) in mind. Here's an example: ![](https://help.actblue.com/hs-fs/hubfs/Knowledge%20Base%20Import/RecurringUpsells_CustomizePop-Up.png?width=503&height=574&name=RecurringUpsells_CustomizePop-Up.png)   Customizing a pop-up box has worked well for several organizations, and we encourage you to try testing some customizations on your own forms. Once you’ve finished customizing your pop-up, make sure to click on the green **Publish** button at the top of the form editor to save your edits. Now you can use recurring upsells to build a large base of recurring donors! --- ### **What other recurring settings can I edit?** In the **Recurring Settings** tab of the Form Editor, you can also [write a custom, static recurring pitch](https://support.actblue.com/campaigns/contribution-form-features/recurring-pitch/) for your contribution form or [offer a free gift to supporters who choose to make a monthly donation.](https://support.actblue.com/campaigns/contribution-form-features/recurring-incentive/) Please note that you cannot include a recurring pitch and incentive on the same form. - [Donors & Grassroots Fundraisers](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#main-content) - [Donor Guides](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#donor-guides) - [Contributions](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#contributions) - [ActBlue Express Accounts](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#actblue-express-accounts) - [Raising Money for Campaigns and Organizations](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#raising-money-for-campaigns-and-organizations) - [About ActBlue](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#about-actblue) - [Other](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#other) - [Core ActBlue](https://help.actblue.com/hc/en-us/core-actblue#main-content) - [Getting Started with Your Core Dashboard](https://help.actblue.com/hc/en-us/core-actblue#getting-started-with-your-core-dashboard) - [Managing & Granting Access to Your Core Dashboard](https://help.actblue.com/hc/en-us/core-actblue#managing-granting-access-to-your-core-dashboard) - [Creating & Managing Core Contribution Forms](https://help.actblue.com/hc/en-us/core-actblue#creating-managing-core-contribution-forms) - [Managing Grassroots Fundraising for Core Donors](https://help.actblue.com/hc/en-us/core-actblue#managing-grassroots-fundraising-for-core-donors) - [Working with Core Contribution Forms](https://help.actblue.com/hc/en-us/core-actblue#working-with-core-contribution-forms) - [Core Contribution Form Features](https://help.actblue.com/hc/en-us/core-actblue#core-contribution-form-features) - [Selling Tickets & Merchandise with Core](https://help.actblue.com/hc/en-us/core-actblue#selling-tickets-merchandise-with-core) - [Refunding & Managing Core Contributions](https://help.actblue.com/hc/en-us/core-actblue#refunding-managing-core-contributions) - [Reporting & Accessing Your Core Fundraising Data](https://help.actblue.com/hc/en-us/core-actblue#reporting-accessing-your-core-fundraising-data) - [Signing In & Using 2FA in Core](https://help.actblue.com/hc/en-us/core-actblue#signing-in-using-2fa-in-core) - [Managing Your Merchant Account in Core](https://help.actblue.com/hc/en-us/core-actblue#managing-your-merchant-account-in-core) - [Activating & Managing Express Lane in Core](https://help.actblue.com/hc/en-us/core-actblue#activating-managing-express-lane-in-core) - [Fundraising Strategy in Core](https://help.actblue.com/hc/en-us/core-actblue#fundraising-strategy-in-core) - [Integrations & Analytics in Core](https://help.actblue.com/hc/en-us/core-actblue#integrations-analytics-in-core) - [Using Call Time in Core](https://help.actblue.com/hc/en-us/core-actblue#using-call-time-in-core) - [Other Core FAQ](https://help.actblue.com/hc/en-us/core-actblue#other-core-faq) - [Raise by ActBlue](https://help.actblue.com/hc/en-us/raise-by-actblue#main-content) - [Getting Started with Your Raise Dashboard](https://help.actblue.com/hc/en-us/raise-by-actblue#getting-started-with-your-raise-dashboard) - [Managing & Granting Access to Your Raise Dashboard](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-granting-access-to-your-raise-dashboard) - [Creating & Managing Raise Fundraising Pages](https://help.actblue.com/hc/en-us/raise-by-actblue#creating-managing-raise-fundraising-pages) - [Reporting & Accessing Your Raise Fundraising Data](https://help.actblue.com/hc/en-us/raise-by-actblue#reporting-accessing-your-raise-fundraising-data) - [Managing Your Merchant Account in Raise](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-your-merchant-account-in-raise) - [Managing Your Conduit Account In Raise](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-your-conduit-account-in-raise) - [Raise FAQs](https://help.actblue.com/hc/en-us/raise-by-actblue#raise-faqs) - [ActBlue Field Tools (formerly Impactive by ActBlue)](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#main-content) - [Getting Started](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#getting-started) - [Contacts](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#contacts) - [Users](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#users) - [Data and Integrations](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#data-and-integrations) - [Training Volunteers](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#training-volunteers) - [Texting (Peer-to-Peer, Broadcast, and Automated)](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#texting-peer-to-peer-broadcast-and-automated) - [Phone Banking](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#phone-banking) - [Friends and Family Messaging (Relational)](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#friends-and-family-messaging-relational) - [Canvassing](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#canvassing) - [Voter Registration](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#voter-registration) - [Forms](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#forms) - [Other Actions (Social Sharing, Open Webpage)](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#other-actions-social-sharing-open-webpage) - [Best Practices & Ideas](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#best-practices-ideas) - [Billing & Account Management FAQs](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#billing-account-management-faqs) - [Frequently Asked Questions](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#frequently-asked-questions) - [ActBlue Website Builder (formerly Hey Victor)](https://help.actblue.com/hc/en-us/actblue-website-builder-formerly-hey-victor) - [Other FAQs](https://help.actblue.com/hc/en-us/other-faqs#main-content) - [Applying for a New Account FAQs](https://help.actblue.com/hc/en-us/other-faqs#applying-for-a-new-account-faqs) - [Sign In & 2FA FAQs](https://help.actblue.com/hc/en-us/other-faqs#sign-in-2fa-faqs) - [Post-Election FAQs](https://help.actblue.com/hc/en-us/other-faqs#post-election-faqs) - [ActBlue FAQs](https://help.actblue.com/hc/en-us/other-faqs#actblue-faqs) [![1-AB-TaglineLockup-Horizontal-Brand-5.20.25-02](https://help.actblue.com/hs-fs/hubfs/ActBlue%20Logos/1-AB-TaglineLockup-Horizontal-Brand-5.20.25-02.png?width=410&height=40&name=1-AB-TaglineLockup-Horizontal-Brand-5.20.25-02.png "1-AB-TaglineLockup-Horizontal-Brand-5.20.25-02")](https://secure.actblue.com/) Copyright © 2025, ActBlue