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How can I let my donors change their recurring donations themselves?
How can I let my donors change their recurring donations themselves?

Give your donors the power to change their recurring donation with our supporter portal

Updated over a week ago

With our supporter portal and NationBuilder payments, donors can update their recurring donations themselves without your team having to change anything for them. Empower your donors to increase their donation amount in just a few clicks!

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Donation management settings

The donation management section allows your recurring donors to see their active recurring payments, their cadence (monthly/annual), the payment method on file, and the date of their next donation.

To configure your donation management settings, make sure the supporter portal is enabled for your nation and navigate to your nation Settings > Nation Defaults > Supporter portal > Donation management.

Donors can:

  • change the credit card and billing address associated with any of their recurring donations, and -- if you enable it -- cancel or update them

  • change the amount of a recurring donation if “change donation amount” is enabled.

Email your donors a link to increase their donation amount

The supporter portal is available to logged-in supporters at https://[your domain]/supporter_portal and you can email your donors with a link to a specified amount using this URL: https://mycooldomain.com/supporter_portal/recurring_donation/{{ recurring_donation.id }}?amount={{ new_amount }}

You can also create an email blast and link to specific donation amounts in the portal to encourage your donors to increase their recurring donations by a specific percentage, which could look something like the dynamic message below:

Increase your impact today! Update your monthly gift amount by 50% to $10.00 here.

There are a few components to making this dynamic message, but the following code will generate links for all your recipient's recurring donations so they can increase them by 25%. Copy and paste the code below into the email editor of one of your blasts to implement this in your nation:

{% for recurring_donation in recipient.recurring_donations %}{% if recurring_donation.status == 'active' %}

{% assign new_amount = recurring_donation.amount_unformatted | increase_by_percent: 25 %}

{% assign link_url = recurring_donation.portal_detail_view_url | append: "?amount=" | append: new_amount %}

Increase your impact today! Update your {{ recurring_donation.recurrence }} gift amount to ${{ new_amount }} now.


In the code example above, you would then want to hyperlink the word "now" to {{ link_url }} like this:

📌 Note: The new_amount value that will be suggested to your donors will always round to the nearest whole number and does not include a currency symbol. If you use the drop {{ new_amount }} to reference the suggested donation amount as in the example above, be sure to use the currency symbol relevant to your donors.

Customize the code

In the code block above, there are a few modifications you can make to better fit your audience.

  1. {% for recurring_donation in recipient.recurring_donations %}{% if recurring_donation.status == 'active' %}
    This specifies that the links should only display for the recipient's active recurring donations. If you have donors who have monthly and annual recurring donations, you could narrow this further by adding {% if recurring_donation.recurrence == 'monthly' %} to the end of this conditional.

  2. {% assign new_amount = recurring_donation.amount_unformatted | increase_by_percent: 25 %}

    This is where you can assign the percent increase you want to offer. You can change 25 here to any numeric value to set the percentage increase you want to offer.

  3. {{ link_url }}

    You can hyperlink any word or phrase in your email that appears below the first 3 code blocks in the example to {{ link_url }}. Clicking this hyperlink will take the donor to their supporter portal view where the suggested new donation amount will be pre-selected for their active recurring donation.

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