How to create Upgrade Links

This option is preferable if you want to select specific recurring plan for the upgrade, as it provides you with the Upgrade Link directly from the Dashboard. To use this option, follow these steps:

1. Go to to the Recurring tab in your Dashboard.
2. Click on a specific recurring plan.
3. Check the information:
   • The Installment amount shows the current donation amount.
   • The Fee covered indicates whether the transaction costs are covered.
4. Choose your option:
   • Click the Offer an increase button to suggest a higher donation amount.
   • Click the Offer covering button, available only if the fee is not covered.

   These options are only available for active recurring plans.

   

5. After clicking a button, a window will open displaying a ready-to-use Upgrade Link. Copy this link for distribution.

Alternatively, click the Offer plan upgrade button located in the top right corner of the page.

If your account is integrated with a CRM, you can use the mapping feature in the Fundraise Up Dashboard to automatically deliver the Upgrade Links to your CRM.

1. Go to the Integrations page in your Dashboard and select the CRM. This will open the Fundraise Up integration settings page for your CRM.
2. Go to the Mapping rules tab and click Add rule. A select entity drop-down menu will appear in the Fundraise Up column on the left.
3. Select recurring. A select field drop-down menu will then appear.
4. Select amount upgrade link to upgrade the main donation amount, or cost coverage upgrade link to upgrade for cost coverage.
   

5. In the right column, choose the corresponding entity and field to map the data to your CRM.
6. Click Save changes. The Upgrade Links will then be automatically added to your CRM.

When mapping Upgrade Links in your CRM, consider linking the Upgrade Links not directly to the supporter or contact in the CRM but rather to the specific donation or recurring plan. This approach is particularly important if a supporter has multiple active recurring donations. By doing so, you can maintain accurate associations and manage the Upgrade Links more effectively.

Once the Upgrade Links are mapped to the donation or recurring plan in your CRM, you can then pass this information to the supporter or contact using your CRM’s built-in functionality.

You can export your recurring plans along with their Upgrade Links in a single file.

1. Go to the Exports page in your Dashboard.
2. Select the Templates tab.
3. Click the New template button.
4. In the Export type drop-down menu select New recurring plans.
5. Optionally, specify which frequencies and campaigns you want to include. For example, you might want to upsell only monthly and weekly donors, or only quarterly donors from last year’s Giving Tuesday campaign.
6. Go to the File columns tab and use the Quick search field to find and add Recurring Amount Upgrade Link or Recurring Cost Coverage Upgrade Link.
   

7. We also recommend adding the Recurring ID field to make it easier to identify upgrade links. This is especially useful if a supporter has multiple active recurring plans.
8. Click on the results to add them to your export file, then click Save changes at the bottom of the page.
9. Open the file and delete all recurring plans that do not have links associated with them.

You can also create Upgrade Links manually, although this method is the most time-consuming of the options mentioned earlier. It is also the only way to create links without a hash function.

To create an Upgrade Link, you will need the following information:

• Your organization’s Basic link for upgrade. You can find this in the Dashboard by going to Settings > Recurring plans > Upgrade Links. Only users with the Organization Administrator role can access this page.

• To create Upgrade Links with a hash function, you will also need the Secret key, which can be found on the same page, beneath the Basic link section.
• The Recurring ID of the plan you want to upgrade, along with the supporter’s Supporter ID. You can bulk export these IDs from the Dashboard.
  How to export the Recurring ID and Supporter ID.

Choose which type of link you would like to create: Recurring amount upgrade or Cost coverage upgrade. Below, you can see how these individual links are constructed using the information you just exported.

Recurring amount upgrade

1[BasicLink]
2  ?recurring=[RecurringID]
3  &supporter=[SupporterID]

1https://ropsi.org/upgrade?recurring=RXXXXXXX&supporter=SXXXXXXX

Cost coverage upgrade

1[BasicLink]
2  ?mode=covering_costs
3  &recurring=[RecurringID]
4  &supporter=[SupporterID]

1https://ropsi.org/upgrade?mode=covering_costs&recurring=RXXXXXXX&supporter=SXXXXXXX

Creating Upgrade Links at scale

To efficiently create Upgrade Links for multiple supporters, follow these steps:

1. Open the Upgrade Links template. This template contains two tabs: one for upgrading the main donation amount and another for covering transaction costs. Choose the tab that matches the type of upgrade you wish to offer your supporters.
2. Follow the template instructions:
   1. Copy the contents of the template to a new spreadsheet or create a duplicate of the original template.
   2. Replace the example basic link with your organization’s actual basic link.
   3. Copy and paste all the Recurring IDs and Supporter IDs from the file you exported from the Fundraise Up Dashboard. Ensure that each Recurring ID aligns correctly with its corresponding Supporter ID.
   4. Optionally, you can include supporter email addresses, names, and any other relevant information next to the Upgrade Links.
   5. The first two links in the Finalized link column will automatically generate. Extend the formula down the entire column to create links for all entries.

To create a signature (hash), you need to apply the SHA256 algorithm using the following input parameters:

• RecurringID
• SupporterID
• SecretKey

1Signature = getSignature(RecurringID + SupporterID + SecretKey)

1const crypto = require('crypto')
2
3function getSignature(RecurringID, SupporterID, SecretKey) {
4  return crypto.createHash('sha256')
5               .update(`${RecurringID}${SupporterID}${SecretKey}`)
6               .digest('hex')
7}
8
9function verifySignature(RecurringID, SupporterID, SecretKey, Signature) {
10  return getSignature(RecurringID, SupporterID, SecretKey) === Signature
11}

1import hashlib
2    
3def getSignature(RecurringID, SupporterID, SecretKey):
4  return hashlib.sha256(f"{RecurringID}{SupporterID}{SecretKey}".encode()).hexdigest()
5
6def verifySignature(RecurringID, SupporterID, SecretKey, Signature):
7  return getSignature(RecurringID, SupporterID, SecretKey) == Signature

Choose which type of link you want to create, and use the following structures:

Recurring amount upgrade

1[BasicLink]
2  ?recurring=[RecurringID]
3  &supporter=[SupporterID]
4  &signature=[Signature]

1https://ropsi.org/upgrade?recurring=RXXXXXXX&supporter=HSXXXXXXX&signature=27c05162f113015eee93fb024089bf75933314273fb27724409055f72233dc51

Cost coverage upgrade

1[BasicLink]
2  ?mode=covering_costs
3  &recurring=[RecurringID]
4  &supporter=[SupporterID]
5  &signature=[Signature]

1https://ropsi.org/upgrade?mode=covering_costs&recurring=RXXXXXXX&supporter=SXXXXXXX&signature=27c05162f113015eee93fb024089bf75933314273fb27724409055f72233dc51

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