ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features in this article are unavailable to you, speak to your entity Admin first about updating your permissions.
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We recommend starting a recurring fundraising program to raise more funds more consistently and with less effort. Our tools make it easy to customize your recurring settings to fit the needs of your digital fundraising program!
Edit recurring settings
Head to the “Recurring settings” tab of your form editor.
In the “Recurring frequency” section of “Recurring Settings,” you can customize the types of recurring contributions your form will allow donors to make. This will also affect any recurring upsells.
Click to expand the dropdown menu.
- “Monthly: unlimited” is the default setting for recurring donations. This means that a donor's recurring donation will repeat monthly until they choose to cancel it.
- “Monthly: specified duration” prompts donors to specify how many months they would like their donation to recur. After the specified time, recurrences will automatically end.
- “Weekly” asks donors to give weekly instead of monthly. Our team can turn on weekly recurring for candidates and campaigns eight weeks before an election, and up to ten weeks before an important deadline or event for 501(c)(4) or 501(c)(3) organizations. Learn more about weekly recurring, or contact our team to get set up.
- “None” will disable any recurring ask on your contribution form. This does not impact any other form
Recurring display
Under “Recurring display,” you can customize the style of your form’s recurring ask to maximize its conversion potential.
“Toggle” is the default setting on all forms. Your recurring ask will appear as a toggle that donors can switch between, with a one-time donation being the default. We recommend this option if you’d like to prioritize overall form conversion.
“Checkbox” will turn your recurring ask into a checkbox. Use this option to optimize recurring conversions for this form. You can use the default language in the checkbox or customize it.
Recurring promotion
Under “Recurring promotion”, you can add additional promotions to incentivize donors to opt into a recurring donation.
Recurring pitch
The recurring pitch tool allows you to write a custom pitch highlighting the recurring option at a supporter's final step of donating.
This pitch will look the same whether you have the Toggle or Checkbox display.
Learn how to add a recurring pitch to your form.
Recurring incentive
Recurring incentives are free gifts for supporters who sign up for a recurring donation. You cannot include a recurring pitch and incentive on the same form.
Learn more about the recurring incentive tool.
Read our guide to learn more about building a recurring program!
The amount of support that the ActBlue Customer Service Team can provide is dependent on the permissions that you have. Check with your entity Admin about your assigned role.
If you have any questions, please contact our support team using the email address you use to access your ActBlue account.
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