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💸 Setting Up Recurring Donations in ClickBid

Recurring donations help your organization maintain consistent support year-round. With just a few clicks, you can enable this feature for donors and manage it easily within your admin.

🛠️ What is a Recurring Donation?

A Recurring Donation allows a donor to give on a regular schedule—monthly instead of one-time. This helps nonprofits build a sustainable fundraising model.

💡 Tip: Encourage donors to choose recurring options by highlighting their long-term impact on your mission.

 

⚙️ Enable Recurring Donations for a Donation Item

  1. Go to Items > Manage Items.

  2. Select the donation item you'd like to allow recurring donations for.

  3. Check the box labeled Allow Recurring Donations

  4. In the Virtual Venue, also check Make this my Donation/Text to Give Item to enable recurring donations via your text-to-give link.

⚠️ Warning: Without this selected, your recurring donation option will not appear on the text-to-give page.

  1. Click Complete and Go Back.

  2. On the Manage Items page, you'll now see a blue “recurring” tag next to any donation items with recurring enabled.

 

📂 View and Manage Recurring Donors

  1. Go to the Recurring Donors tab.

  2. View each donor’s history and recurring donation schedule.

  3. Admin contacts will receive a confirmation email after each processed recurring donation.

  4. If a donor cancels their recurring donation, the Admin Contact Email listed under
    Software Settings > Account Settings > Contact Information will be notified.

 

📬 Send Donor Login Link

  • In the Recurring Donors tab, click Send Login Link next to the donor's name.

⚠️ Warning: This button will only be available after the first recurring donation is processed.

 

💻 Donor Experience: Bidding Site Donation Page

  1. Donor selects a Donation Item during the auction.

  2. A popup appears asking to Donate Once or view Monthly Options.

 

 

📧 Donor Receipt & Profile Access

  • After each recurring donation, donors receive a receipt email with:

    • Donation details

    • A link to manage their donor profile

🔐 Setting Up a Donor Profile

  1. Donor clicks the link in their email receipt.

  2. A confirmation message appears prompting email verification.

⏰ Info: The verification link expires in 60 minutes.

  1. Once verified, the donor creates a password.

  2. They log in to manage their profile and donations.

👤 Donor Profile Tabs Overview

Profile Tab

  • Contact Info – Update name, address, etc.

  • Login Info – Change username/password

  • Email Addresses – Add or remove email contacts

  • Phone Numbers – Manage associated phone numbers

    • Add/remove cards

    • See “Expiring Soon” or “Expired” tags

       

 

Manage Recurring Donations Tab

  • View upcoming donations

  • Update Details to:

    • Edit amount/date

    • Change card

    • Pause or cancel donation

  • View donation history and export reports