Convert active donors to recurring

What this flow is for

Convert Active Non-Recurring Donor to Recurring Donor emails donors marked active who do not have a recurring gift. Those donors are at higher risk to lapse. Asking them to give recurring can make giving more consistent and helps you forecast the budget. Recurring donors also donate anywhere from 30%-60% more dollars throughout the year!

It does not change how giving works in Planning Center. Recurring still starts there if the donor chooses to.

This template Uses Budgets. Language can differ per budget — a general budget may need different wording than a pledge campaign.

What you'll see

On All, the card shows Available and Uses Budgets.

Open the card for Subscribe to Convert Active Non-Recurring Donor to Recurring Donor. Fill Sender, From Email, and Reply Email, then Select Budget. See Subscribe a flow.