Upgrade Links for one-time donations

You can now generate One-Time Upgrade Links for specific one-time donations and use them in retention campaigns, CRM workflows, and direct outreach. This extends Upgrade Links — previously available only for recurring plans — to one-time donations.

When a supporter opens a link, they see a pre-filled confirmation page for that donation and can start a recurring plan in one click, with no need to re-enter payment details. Until now, automatic receipt emails were the only channel for one-time-to-recurring upgrades. You now control when, where, and to whom each link is sent.

You can generate One-Time Upgrade Links in four ways:

• Dashboard — create a link from a one-time donation's detail page.
• CRM mapping — sync links to your CRM through Fundraise Up's native integrations for supporter segmentation and email sequences.
• Exports — add a One-Time Upgrade Link column to CSV exports for use in Mailchimp, Constant Contact, and other email platforms.
• API — build links programmatically for custom integrations.