Benefits in Checkout Modal

Offer a thank-you gift with donations made through Checkout Modal.

After creating benefits in your Benefits catalog, you can offer one of them in . Supporters can choose it and complete the donation without leaving your website.

Add a benefit to Checkout Modal

 
  1. Go to Campaigns > [Your campaign] > Checkout Modal > Benefits.
  2. Select the Offer donation benefits checkbox.
  3. Click Add benefit and choose a benefit from your catalog.
  4. Click Save changes.

Checkout Modal offers one benefit per . To change it, click the three-dot menu next to the benefit, click Remove, and add another one.

Child smiling while playing with water from a hand pump, alongside a donation form for a charity. The form includes options for one-time or monthly donations and a thank-you gift option for a T-shirt.

Benefits in Checkout Modal

for Checkout Modal are set up separately from . Turning on for a  does not turn them on in Checkout Modal. A campaign that uses both formats can offer a different benefit in each one.

When you offer a benefit in Checkout Modal, donation matching no longer appears there. It still appears on the Campaign Page.

Set eligibility criteria

 

Eligibility criteria define when the benefit appears to a . If you leave the criteria empty, the benefit appears on any donation at or above the campaign minimum.

  1. Click the three-dot menu next to the benefit and click Set eligibility criteria.
  2. Choose a Donation frequency: Both frequencies, One-time only, or [recurring frequency] only.
  3. Set the minimum donation for each frequency you chose.
  4. Click Save changes.

The benefit appears only on the frequencies you chose. If a supporter switches to another frequency, the benefit disappears and is removed from their donation.

Mailing address for physical benefits

 

If the benefit requires shipping, must enter a delivery address during checkout. They can also decline the benefit and donate without it.

Fundraise Up doesn't handle benefit fulfillment or delivery. Organizations are responsible for sending physical items to supporters and providing access to digital benefits.

Benefit data after the donation

 

The benefit name, the chosen option, and the fair market value (FMV) appear in receipts, thank-you emails, the , exports, and CRM integrations, together with the delivery address and recipient name.

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