5 ways to improve donor experience using Open Checkout method

Nov 15, 2024
Ahnna Pildysh
Senior Product Marketing Manager

Increased conversion rates and higher donation revenue? Yes! Nonprofits worldwide are seeing incredible results by using Fundraise Up's Checkout modal donation form.

A recent release of the Open Checkout method allows organizations to trigger the Checkout modal based on specific triggers and by pre-filling donor information to further improve the donor experience.

What is Fundraise Up’s Checkout modal? It’s our modern version of the donation form which appears as an overlay on top of your website's content. Like this:

By prompting donors when they’re most engaged, you create a contextualized giving experience that boosts conversion rates. Below are a few creative examples of how organizations can launch the Checkout modal to capture donors’ attention.

Let’s look at a few scenarios…

2. Send personalized offers to your donors’ accounts

To encourage donors to give again and increase the likelihood of successful checkout completion, you can set up the Checkout modal to open when a donor clicks on a personalized offer in their account on your website.

To implement this scenario, you can set it up as follows:

  1. Create personalized offers: Show tailored offers in donors’ accounts, such as opportunities to support new projects. These personalized offers can be based on donor data, previous contribution history, and other expressed interests creating a more engaging and relevant experience for each supporter.
  2. Pre-fill the Checkout modal: When a donor clicks on a personalized offer, the Checkout modal automatically opens with pre-populated fields. These can include suggested donation amounts, designated causes, preferred currency, and the donor's contact details. This approach simplifies the process of making repeat contributions, enhancing donor convenience and potentially increasing giving frequency.

3. Encourage additional giving post-donation

To maximize donor engagement, initiate the Checkout modal automatically after a first-time donor completes their initial contribution. This strategic timing creates an opportunity to suggest additional causes, effectively cross-promoting your organization's initiatives while the donor is already invested in your mission.

By capitalizing on this moment of engagement, you can potentially increase overall contributions and deepen donor involvement.

To implement this scenario, you can set it up as follows:

  1. Display relevant content after a donation: After a donor completes their contribution and closes the Checkout modal, present them with targeted content or a popup offering an additional giving opportunity. This could include information about related projects or a special offer connected to their recent donation. Use the FundraiseUp.on JavaScript API function to track donationComplete and checkoutClose events, triggering the display of new content at the optimal moment
  2. Automatic opening of the Checkout modal: If the user is interested in the offer, the Checkout modal will open up automatically with pre-filled parameters, including the amount, fund designation, and contact details.

4. Using your CRM ID to auto-fill donation form

Optimize the donation experience for returning or known supporters by tapping into your CRM data. Launch the Checkout modal pre-populated with donor information by simply passing the CRM ID through the URL. This can significantly increase the chances of completed contributions by reducing donor friction and expediting the donation checkout process.

To implement this scenario, you can set it up as follows:

  1. CRM ID in URL: The donor receives a unique link containing their CRM ID as a URL parameter, for instance, https://example.com/donate?crm_id=12345. This link can be shared through various channels, such as QR codes in printed materials, direct messages on social media, donor email communications, direct mail, etc.
  2. Retrieve CRM Data: When the page loads, the website extracts the crm_id parameter from the URL. The system then matches this ID with the donor’s information stored in a CRM database or lookup table (such as name, email, or previous donation preferences).
  3. Automatically pre-populate the Checkout fields: Once the match is found, the donor's data is automatically passed to Fundraise Up’s JavaScript API, allowing the Checkout modal to open with pre-filled fields, such as name, email, and donation amount. Increase the likelihood of successful donations by personalizing your donation form for known donors as much as possible.
    Let’s get technical: Take a deep-dive into the AI that powers our online donation platform. If you’re on the IT team, you’ll love this!

5. Test your donation cart experience

Simulate your donation "cart" checkout to ensure seamless donation experience on your website. Use the FundraiseUp.openCheckout function to collect donations, while using custom fields helps you analyze fund allocations.

To implement this scenario, you can set it up as follows:

  1. Cart elements: Your website page uses HTML components representing "designations" or "projects" to which donations can be made. Each has a description, image, the ability to select a donation amount, and an "add to cart" button.
  2. Select multiple projects: The donor can select the desired projects, set amounts, and add them to the cart.
  3. Data transfer to Checkout modal:
    • When clicking the "Proceed to cart" button, the Checkout modal opens.
    • The Checkout modal opens with a pre-filled total donation amount, including all selected items.
    • In the Custom field (e.g. checkout_content), a hashed list of selected projects and their amounts is passed. This can look like a JSON string with information about each project.
  4. Data export: You can fully analyze fund allocations by exporting donation data, including the custom field checkout_content, where the value of this field will include the project and the corresponding donation amount.

Fundraise Up’s Open Checkout method offers nonprofits like yours innovative ways to optimize the donation experience. When donors feel engaged, they’re likely to give more (and more often) so tailor your digital giving efforts for today’s digital donor. Book a personalized demo with our platform experts to learn how Open Checkout method could work on your website.

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