Upgrade Links with Mailchimp

Make sure your organization has an active Mailchimp account. If not, go to Mailchimp and sign up.

You’ll need to collect some details about your recurring supporters, including their Recurring ID and Supporter ID, to build your Upgrade Links in Mailchimp. Here’s how to collect the information you need.

The first step is to create a template in Exports.

To do this, open the Exports view, open the Templates tab and select New template.

Enter a name for the new template, for example, “Upgrade Links template for Mailсhimp”. Set the Export type to New recurring plans. This creates a file of recurring plans that were created within a certain timeframe.

Go to the File columns tab. Click Clear all to get rid of the default columns, and add the following columns from the list of available fields on the right, in any order:

1. Supporter First Name
2. Supporter Last Name
3. Supporter Email
4. Supporter ID
5. Recurring ID
6. Recurring Status

Columns 1-3 are required by Mailchimp. Columns 4-6 will help you construct the Upgrade Links.

Click Save changes then Back to exports.

In the Templates tab, click the download symbol alongside the template you just created.

Choose a date range for when recurring plans were created — if you want to upgrade supporters who started a recurring plan during your 2023 summer campaign, for example, pick that timeframe.

Click Download, and all the information you need will download to your device in a CSV file.

Open the document and delete all recurring plans that have a status other than Active. This will prevent the creation of Upgrade Links for canceled recurring plans.

Now the data has been reviewed and prepared, it's ready to be imported into Mailchimp.

In Mailchimp, navigate to Audience in the side menu, and click All contacts.

Click Settings and then Audience fields and *MERGE* tags.

At the bottom of the Audience fields and |MERGE| tags page, click Add A Field and select Text as your field type. Click Save Changes. Do this twice, because you will need to add two fields.

Add one field for Recurring ID and another for Supporter ID. Label them as RECID and SUPID respectively.

Click Save changes.

Now you’ll need the CSV file you created with the data you exported from the Fundraise Up Dashboard.

In Mailchimp, navigate to Audience → All contacts and select Add contacts → Import contacts.

Upload your CSV file.

Match the columns to the corresponding fields in Mailchimp.

Once your contacts are imported to Mailсhimp, you can start building the email campaign that will include Upgrade Links.

Create a new email campaign. When customizing the email, add in a call-to-action button. It could say, for example, "Increase my regular donation”.

In the Link to field for that button enter your basic link. You can find this in your main Dashboard settings under Recurring plans, alongside Basic link for upgrade . Then, add ?recurring=*|RECID|*&supporter=*|SUPID|* straight after the link.

Your final link in the field will look something like this: https://mycharity.org/upgrade?recurring=*|RECID|*&supporter=*|SUPID|*

The |RECID|* and |SUPID|* values in the URL are the Mailchimp merge tags we created earlier. These tags will be automatically replaced with the right Recurring ID and Supporter ID for each of your Mailchimp contacts from the list you imported.

In Mailchimp's preview mode, you can use live merge tag data to test your Upgrade Links. To do this, toggle on Enable live merge tag info.

Click your call-to-action button to view the Upgrade page for the supporter.

You will then be redirected to the donation Upgrade page. Each page is tailored to each individual supporter, with custom-chosen optimized donation amounts selected by our AI.

If everything works as it should in your test, you’re ready to launch your Upgrade Links email campaign and boost your fundraising.