Activation Workshop: Enabling Recurring Donations
Consistent donation revenue is crucial to long-term financial stability. Remove barriers for loyal supporters by offering the ability to contribute on an ongoing basis at a level that suits them.
In this workshop, we’ll set up a monthly recurring membership in your system using Variable Recurring Giving. In addition to the setup, you’ll learn how to sell the membership internally. We’ll also talk about how Variable Recurring Giving interacts with your website, and prepare you with the tools to talk to your wider team about how to get it up and running online for your donors.
Pre-requisites for attending:
- Continuous authority turned on with your Payment Service Provider
- Auto-renewable memberships turned on
- Stored wallets turned on
- Interface Access
- Settings
- Sales and/or Opportunities
Considerations - If you are not currently using Spektrix Payments, and you’re interested in switching over, we may recommend holding on this workshop until you are implemented.
Please note: Activation Workshops are not recorded. These are interactive, hands-on sessions for small groups, and participants may share examples from their live systems. Keeping workshops unrecorded helps create an open learning environment and encourages active participation.
Note on Registration: To ensure an interactive session with tailored support, registration is limited to 10 participants on a first-come, first-served basis.
If you can no longer attend, please cancel your registration to free up a spot:
- Log into the Community and select the specific event you are registered for
- Select 'View Receipt' on the right-hand side
- In the pop-up, select 'Cancel' at the base and click 'Submit'
If you don’t see this option, just email us at [email protected] and we’ll handle it for you!
For the best experience, attendees should log in on a computer (vs. a mobile device), and it is recommended you use Google Chrome as it's the best browser for this experience. Other browsers will work, but elements like virtual backgrounds, and audio and camera settings can be blocked, depending on your browser and settings.
Attendees
