Recurring Pitch – ActBlue

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.

Recurring contributions help build long-lasting relationships with supporters, make budgeting easier, and bring in more money. The recurring pitch tool allows you to write a custom pitch highlighting the recurring option at a supporter's final step of donating!

This feature is available for both monthly and weekly recurring contribution forms.

The arrow pointing from your pitch to the “Yes” button is also customizable.

Go to the Contribution Forms tab of your Dashboard and click on the 'Edit' button next to your form's name to open the form editor.

screenshot with a box around the edit option next to the contribution form's name.

Go to the “Recurring settings” tab.

A screenshot of the form editor menu with the Recurring Settings tab highlighted.

Choose “Recurring pitch” from the “Recurring promotion” dropdown menu.

A screenshot of the Recurring Promotion dropdown expanded with the Recurring Pitch option highlighted.

(Curious about the other menu option? Learn more about recurring incentives here. Please note that you cannot have a recurring pitch and a recurring incentive on the same form.)

Write your custom recurring upsell in the “Recurring pitch message” field. The pitch is limited to 140 characters.

A screenshot of the Recurring Pitch section with the Recurring Pitch Message text field highlighted.

Your pitch will appear on your form preview in real-time.

A screenshot of an example donation form with an arrow pointing from the Recurring Pitch Message field to the live preview of how it will appear on the form.

If your donor is on desktop, they will see the recurring pitch under the “Make it monthly!” button options, like in the image above. If the donor is on mobile, they will see the recurring pitch above those buttons. The arrow will always point to the “Yes” button:

An arrow points down from the recurring pitch to the check boxes to make a recurring or one-time donation.

The recurring pitch is static, so all donors will see it, including ActBlue Express donors:

A contribution form with filled in payment information.

To change the color of the arrow attached to your pitch, go back to the main menu of the form editor and select “Branding.”

A screenshot of the form editor menu with the Branding tab highlighted.

Go to “Donation block elements” and scroll down to “Form accents.” Use the color picker to change the color of your arrow.

Donation block elements isolated under the branding submenu.

Form accents with a shade blue and its corresponding hex value shown.

To remove the arrow, set the color to TRANSPARENT (do not use a # symbol).

Once you are happy with your arrow and pitch, click the green “Publish” button at the top of the form editor.

A screenshot of the green Publish button at the top of the form editor menu.

To remove the recurring pitch, set the “Recurring promotion” dropdown back to “No additional promotion”:

A screenshot of the Recurring Promotion dropdown with the No Additional Promotion option highlighted.

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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