Supporters

The Supporters with abandoned donations setting helps organizations reclaim potential donations that were initiated but not finished. This setting allows the system to save details of supporters who started the donation process but did not complete it, marking these as Abandoned Donations.

Enabling the Save supporters with abandoned donations checkbox in your Dashboard settings triggers two key actions to improve engagement with potential donors.

1. Activation of the "Remind Me Later" Screen. This key step provides a final opportunity to capture the supporter's email address within the Checkout modal. It allows the supporter to opt in for a reminder to complete their donation later.
2. Creation of Abandoned Donations: With this option active, your account will start recording instances of Abandoned Donations. Abandoned Donations are created under any of these specific conditions:
   • If a supporter leaves their email on the Checkout Modal’s "Remind Me Later" screen.
   • When a supporter exits the Checkout Modal/Campaign Page after entering their email at the Personal Information step.
   • When a supporter enters their email on the Checkout Modal/Campaign Page but then remains inactive for an hour.

Abandoned Donation will not be recorded if a supporter chooses to donate crypto. This functionality is intended for fiat transactions only.

Within the Dashboard, organizations can view and manage Supporters with Abandoned Donations. Learn more →

An Abandoned donation reminder email sequence automatically starts for all abandoned donations to re-engage supporters. This aims to remind them about their incomplete donations and encourage them to complete the process.

Organizations can choose to enable or disable the email sequence based on their preference. To customize the settings, go to Dashboard > Settings > Emails > Other communications > Abandoned donation reminder.

Exporting Abandoned Donations offers valuable insights for analysis and strategy improvement. This feature helps organizations understand and decrease the number of abandoned donations over time. Learn more →

The Validate mailing address checkbox allows you to choose if mailing addresses should be checked for validity. This applies when addresses are added or edited in the Checkout modal, Virtual Terminal, Campaign Pages, Donor Portal, or in the Dashboard.

When validation is turned off, the system will not validate the mailing addresses that supporters enter, allowing them to proceed to the next step of the Checkout form regardless of the information provided in the mailing address fields. Unvalidated addresses won't have the “Deliverable” icon next to them on the Supporter page.

When the Validate mailing address checkbox is selected, US-based nonprofits can choose their preferred case format for supporter mailing addresses. The selected case will only apply to addresses in the USA and its territories, and only to addresses entered in English. The case options are as follows:

• all letters capitalized
• the first letter of each word capitalized

Only newly added addresses will be in the chosen format. Previously collected addresses will remain unchanged. When syncing or exporting data, addresses will be displayed in the case format that was selected in settings at the moment when the address was collected.

For non-US organizations, supporter addresses from the US and its territories will be saved with just the first letter capitalized by default.