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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A “Bump Your Recurring” link is an individualized link you can send to your recurring donors so they can easily increase the amount of their monthly contribution. Each link is unique and directs to an Increase Your Monthly Impact page associated with the donor’s ActBlue Express account.
Generating "Bump Your Recurring" links
The Report Builder automatically generates “Bump Your Recurring” links for eligible recurring donors. To access these links, build a custom report and include the “Bump Your Recurring Link” column.
First, open your Dashboard and select Report Builder from the Dashboard toolbar.
Click “Build New Report” in the top right corner of the page.
On the Build New Report page, select your date range and filters. You may wish to change the Refund Status filter to “Non-Refunded only” to exclude refunded contributions from your report.
Next, select the columns you want in your report, including the “Bump Your Recurring Link” column from the Recurring section. You may want to check the following columns so you have the information you need to send the links:
- Donor Email
- Donor First Name
- Donor Last Name
- Is Recurring
- Text Message Opt-In
Click “Generate” at the bottom of the page. Using the pop-up, you can save the template for future use.
The banner at the top of the page indicates report generation. If you save it as a template, export it to Google Sheets™ or download it as a CSV.
The “Bump Your Recurring Link” column only populates for eligible recurring contributions. These recurring donations must be:
- Single recipient
- Monthly
- Active with more than one recurrence remaining
- Attached to an ActBlue Express account
If the “Bump Your Recurring Link” column is blank, the donation does not meet these requirements.
Since each link corresponds to a specific recurring contribution, use the information from your report to ensure that you send links to the correct donor. Donors who click their link will land on an Increase Your Monthly Impact page. If a donor chooses to increase their recurring contribution, the new amount will apply to the next recurrence.
The Increase Your Monthly Impact page is not customizable. The graphic next to your group’s name is the one that appears in the ActBlue Directory, and smart data automatically populates the dollar amounts listed in the “more monthly” buttons.
Exporting "Bump Your Recurring" link data
You can also use the Report Builder to view the results of “Bump Your Recurring” links. Simply include the “Bump Your Recurring Amount,” “Bump Your Recurring Seen,” and “Bump Your Recurring Succeeded” columns.
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.
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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