Donors can upgrade their plans by creating a donor account and logging in. Donors can quickly increase their donation amount by clicking the "Upgrade" button next to the donation amount in the expanded plan view. This presents the donor with a simplified interface where they can just enter a new donation amount and click "Save". The resulting recurring plan will charge on the next scheduled interval date.
Direct Link - Sharing through a Neon Fundraise email
The "Upgrade" lightbox can also be accessed by the donor via a direct link. You can add the link to Neon Fundraise emails using the Placeholder popup "Recurring Upgrade URL". This link allows organizations to make a targeted ask to upgrade recurring plans on the Recurring Donation automated emails. When the donor clicks the link, they are routed through login (or account creation) directly to the Upgrade lightbox, where they can confirm their amount and increase their giving with a single click.
One possible use case for this is to ask donors to upgrade their plan after 12 successive charges. This can be done using a conditional if tag based on the recurring plan charge count.
Direct Link - Sharing through an external email
Administrators can reconstruct and share this link external to the Neon Fundraise system. The link structure is:
[Campaign URL]/User/Profile/Payment/Recurring/[Plan ID]/Upgrade
If the plan ID is not known, it can be omitted, and the system will automatically choose the most recently created (and still active) recurring plan.
Additionally, URL parameters can be used to pre-populate an absolute upgrade amount into the amount field. To use this feature, append the following to the placeholder:
?amount=<number>
The amount can also be increased by an absolute amount, a percentage, or it can be multiplied. To use any of these features, append the "amount-type" parameter to the "amount" parameter. The "amount-type" parameter accepts values "add", "add-percent", and "multiply". An example of this parameter in use might be:
?amount=25&amount-type=add-percent
This example would add 25% to whatever the current amount is for the present recurring plan. Another example:
?amount=10&amount-type=add
In this example, $10 would be added to whatever the current amount is for the present recurring plan.
If the "amount-type" parameter is not used, the value for the "amount" parameter will replace the current amount for the present recurring plan.
Upgrade Plan Configuration Options
The Upgrade feature can be configured in multiple ways:
- If an organization doesn't want to display the "Upgrade" button at all, it can be hidden.
- The "Amount" field can be pre-populated with a specified amount, either a static increase or a percentage increase to the current donation amount. For example, the field can be pre-populated with an amount that is $10 more than the current amount, or 10% more than the current amount.
To configure any of these options, please contact support.
