Legacy: 💸 Setting Up Recurring Donations in ClickBid

⚠️Legacy features will be retired at the beginning of 2026. For more details on this change, click here.

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.

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🛠️ 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.

⚙️ 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.

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.

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📱 Enable Recurring Donations for Text-to-Give

1. Navigate to Donations/Text-to-Give in the menu.

2. Click Settings.

3. Find the Allow Recurring Donations dropdown.

4. Select Yes from the dropdown.

🔍 Info: All recurring donations made via text-to-give will appear in the Recurring Donors tab only—not in general donation reporting.

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📂 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.

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🔄 Identify Recurring vs. One-Time Donations

• Go to Donations/Text-to-Give > Manage Donations.

• Look for a green $recurs tag next to donations.

  • Click this tag to view:

    • Donation schedule

    • Amount

    • Whether the donor covered processing fees

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📬 Send Donor Login Link

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

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💳 Refunding a Recurring Donation

1. Go to Donations/Text-to-Give > Manage Donations.

2. Locate the donation you want to refund.

3. Click the refund icon next to it.

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🌐 Donor Experience: Online/Text-to-Give Page

1. Donors can choose Donate Once or Donate Monthly.

2. After selecting Donate Monthly, a popup appears with:

   • Recurring amount

   • Date of donation

   • Confirmation button

3. Donors press Confirm to complete the setup.

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💻 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.

3. If Monthly Options is selected, a new popup allows:

   • Changing the donation amount

   • Opting in/out of credit card fees

   • Returning to one-time donation

4. After confirming, donors will see a red PAY! button to finalize.

5. A 15-second green confirmation message appears on-screen, and a receipt is emailed.

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📧 Donor Receipt & Profile Access

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

  • Donation details

  • A link to manage their donor profile

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🔐 Setting Up a Donor Profile

1. Donor clicks the link in their email receipt.

2. A confirmation message appears prompting email verification.

1. Once verified, the donor creates a password.

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

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👤 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