Donation form - upsell to sustainer

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Hi, We'd like to provide the opportunity for a user to switch their donation from one-time to monthly (sustaining) right after making the one-time donation.  I believe I saw documentation on how to do this at one point but I can't find it now.  The general idea would be that if the person was making a one time donation they would be taken to a page that asks if they want to switch to a monthly donation instead (using a formula to suggest a monthly amount based on what they were going to donate one-time).  Thanks for the help,

Andrew 
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  • Hi Andrew,


    We code these upsell features for most of our clients on various systems (Luminate included). Here's an example of a donation form with a sustainer upsell ask. I've added the "&df_preview=true" url parameter so that you can test: https://secure2.convio.net/marrow/site/Donation2?df_id=13991&13991.donation=form1&df_preview=true


    Sorry, I don't have the time to get into the details, but all of the related code is on the client-side, so you could view > source and get the idea.


    -Jesse
  • Jesse Kelsey:

    Hi Andrew,


    We code these upsell features for most of our clients on various systems (Luminate included). Here's an example of a donation form with a sustainer upsell ask. I've added the "&df_preview=true" url parameter so that you can test: https://secure2.convio.net/marrow/site/Donation2?df_id=13991&13991.donation=form1&df_preview=true


    Sorry, I don't have the time to get into the details, but all of the related code is on the client-side, so you could view > source and get the idea.


    -Jesse

    Thanks Jesse - looks like a great solution

  • Nice work. I'll have to steal that idea!


    I noticed the MatchGiftInquiry tool. I wasn't aware BB offered this tool. We use the one from HEPData.


    Of course a search doesn't find much about this, aside from a few knowledgebase posts. Is it only available with eTapestry? Any idea what it costs?

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