Checkout modal

The Checkout modal and the Checkout form it contains are designed for both desktop and mobile use. They adapt to display device-specific features and payment options. In addition, they include several features designed to increase conversion rates and ensure successful donations for any campaign.

The Checkout modal is a turnkey solution for accepting donations through your website. Once the Fundraise Up installation code is added to your website and an active Stripe account is connected, all you need to do is enable the Checkout modal.

You can enable the Checkout modal in one of the following ways:

• Navigate to the Checkout modal tab on your Campaign’s page and click Enable Checkout modal button.

Or

• Open your Campaign, select Settings, then General, and tick the Checkout modal checkbox in the Campaign format section.

No additional development is required to activate features or payment methods.

To see how supporters will experience your Checkout modal, you can do either of the following.

Preview the donation screens as they will appear to supporters, based on your current settings. Note that this preview is non-interactive and only allows for viewing, not for making test donations.

You can find the preview link or preview button in two places: in the Checkout modal section within the Campaign Overview, or at the bottom of the page in the yellow bar while editing your Campaign.

From the Preview window you can switch between Campaign formats (if you have both enabled), devices, locales, and countries. You can also see all the different screens that are part of the donation flow, according to your current settings.

Testing your Checkout modal allows you to actually go through the donation process in a Checkout modal, just as your future supporters will.

There are two ways to test your Checkout modal:

• In the Campaign Overview, click the Make a test donation link located in the Checkout modal section.
• While previewing your Campaign, click the Make a test donation link found in the hint bar below the Preview.

These methods enable you to simulate a donation, with the flexibility to test various locales and countries. Learn more →

Conversion optimization is a key aspect of the Checkout form. It is enhanced by using modern web technologies, e-commerce strategies, and artificial intelligence (AI) integration.

Here are some methods Fundraise Up uses to optimize conversion at checkout.

The Checkout modal appears on top of your page without redirecting to another page. Typically, in nonprofit cases, clicking on a donation button redirects to a donation page, which can lower conversion rates. Fundraise Up's Checkout modal avoids these redirects, helping to maintain click-to-view conversion.

Our Checkout form, similar to other online giving tools, shows various suggested donation amounts. What sets our Checkout apart is that it uses AI to personalize these amounts for each visitor, improving conversion rates.

Fundraise Up's AI takes into account factors such as the user's location, browser version, device type, date and time, and more.

All data used for generating donation suggestions is first-party, ensuring a personalized and effective donation experience.

Inform your supporters about the specific impact of their donation using the impact descriptions built into our Checkout modal. Show them how $20 can buy school books or how $500 can fund vital cancer research. Providing real examples of potential impact increases conversion rates and encourages greater generosity. Learn more about impact descriptions →

The "Remind me later" screen helps to prevent the loss of potential donations. It appears when someone tries to close the Checkout modal without completing their donation. This feature allows supporters to easily leave their email, so they can be reminded to complete their donation later. To start collecting abandoned donations, enable this feature in your Organization Settings.

The Checkout form includes features to encourage supporters to upgrade from one-time to recurring donations (upsell) and promotes other donation frequencies (cross-sell).

In addition, machine learning, a part of AI, can be used to determine the right conditions for presenting upsell and cross-sell opportunities to supporters.

Pre-conversion upsell

Typically offered during the checkout process, after a supporter has selected a one-time donation amount, but before they select a payment method. It encourages them to switch from a one-time donation to a recurring donation plan.

Post-conversion upsell

This upsell is offered after a supporter completes a transaction on the Checkout form. It's a strategy that doesn't affect conversion rates negatively. Instead, it's an effective method to encourage supporters to adopt recurring donations. Depending on the supporter's actions during checkout, they will be prompted to upgrade their donation to either a monthly or annual basis.

Annual tribute upsell

If a supporter makes a one-time tribute donation and includes the name of the person being honored, they will be offered the choice to make their donation recur annually. This option is only available if annual recurring donations are enabled in the Organization Settings.

Address autofill simplifies the checkout process by minimizing the amount of typing needed when a supporter is asked for their mailing address. It prioritizes autofill suggestions based on the supporter's location to show the most relevant addresses first.

Fundraise Up enhances global fundraising by using autofill services tailored to each location. This allows for various address search methods, including those starting with the postal code.

Traditionally, supporters are presented with the option to cover the transaction costs of a donation. Our adaptive cost coverage is an extension of this functionality that uses AI to determine who should be prompted with the request to cover transaction costs. The result is an increase in conversion and revenue.

Fundraise Up’s Checkout form includes accessibility features that improve the donation experience. Fundraise Up is WCAG 2.1 AA compliant and is regularly audited by independent third-party accessibility auditors. Learn more →

Our Checkout form allows you to present supporters with virtually any modern payment method during checkout, including crypto. It uses machine learning to decide which payment methods to show each supporter, based on their device type and browser. Read more about our payment methods →

The following payment methods are supported in our Checkout form:

Fundraise Up has designed specific user interfaces for different payment methods, such as cryptocurrency, to simplify and streamline the checkout process and accommodate unique requirements.

You can personalize the checkout experience for individual supporters and reduce the number of fields they have to fill out by using Fundraise Up's URL API to pre-set certain Checkout attributes. Learn more →

When UTM parameters are included in a Checkout modal’s URL, the parameter values are captured and stored in the resulting donation record. Learn more →

Fundraise Up’s JavaScript API includes three events that can be subscribed to for tracking or integration purposes. Learn more →

Fundraise Up offers Checkout in 23 languages, making it easy for you to offer a donation experience in your visitors' preferred languages. Learn more →