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 Checkout Modal. Supporters can choose it and complete the donation without leaving your website.
Add a benefit to Checkout Modal
- Go to Campaigns > [Your campaign] > Checkout Modal > Benefits.
- Select the Offer donation benefits checkbox.
- Click Add benefit and choose a benefit from your catalog.
- Click Save changes.
Checkout Modal offers one benefit per campaign. To change it, click the three-dot menu next to the benefit, click Remove, and add another one.
Benefits in Checkout Modal
Benefits for Checkout Modal are set up separately from Campaign Pages. Turning benefits on for a Campaign Page 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 supporter. If you leave the criteria empty, the benefit appears on any donation at or above the campaign minimum.
- Click the three-dot menu next to the benefit and click Set eligibility criteria.
- Choose a Donation frequency: Both frequencies, One-time only, or [recurring frequency] only.
- Set the minimum donation for each frequency you chose.
- 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, supporters must enter a delivery address during checkout. They can also decline the benefit and donate without it.
Benefit data after the donation
The benefit name, the chosen option, and the fair market value (FMV) appear in receipts, thank-you emails, the Donor Portal, exports, and CRM integrations, together with the delivery address and recipient name.
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