Raise More tracks recurring donations, but how you record them depends on where the donation came from. There is no checkbox to mark a single hand-entered donation as "recurring." Recurring information is filled in automatically when donations flow in from ActBlue, and you can also include it when you import a spreadsheet of past donations. This article explains each path and what to expect.
What "recurring" means in Raise More
A recurring donation is one gift in an ongoing series (for example, a donor who gives $25 every month). Each individual charge is stored as its own donation record. When the source provides recurring details, two pieces of information are saved on the donation:
The monthly recurring amount.
The total number of months the recurring commitment runs.
When a donation has a monthly recurring amount, it counts as recurring. You can filter for these on the Donations page (see "Find recurring donations" below).
Recurring donations from ActBlue (recommended)
If your donor gave through ActBlue, the cleanest way to capture the donation, including its recurring details, is the ActBlue integration. Connecting ActBlue means each donation arrives automatically with the recurring amount and term already filled in. You do not enter anything by hand.
To set this up, go to Integrations in the left navigation. Follow the steps there to connect your ActBlue account. After that, recurring donations post to the donor's profile on their own as each charge happens.
The Import page calls this out directly: if you are bringing in ActBlue data, use the ActBlue integration rather than a spreadsheet upload, because it is less error-prone and preserves more of your data.
Recording a recurring donation by hand
The manual donation form does not have fields for recurring amount or recurring term. If you add a single donation by hand, it is recorded as a one-time gift.
You can still log the charge so it shows up in the donor's history. To add a donation by hand:
Open the donor's profile, or go to the Donations page.
On the Donations page, click New donation. On a donor's profile, find the Donations section and click the plus icon next to the heading.
In the Add Donation window, search for and select the Contact the donation belongs to.
Enter the Amount (USD) and the Date.
Fill in any optional fields you have: Receipt ID, Reference Code, Fundraising Page, Line Item ID, Donor Email, Donor Phone, and any Tags.
Click Add Donation to save.
If a donor gives the same amount every month and you are entering charges by hand, add a separate donation record for each month's charge using the steps above. There is no field to set a monthly recurring amount or a number of months in this form, so these hand-entered records will not be marked as recurring.
Importing recurring donations from a spreadsheet
If you have a spreadsheet of past donations (for example, an NGP export), you can import them, and the import supports recurring fields.
Go to the Import page.
Under What would you like to import?, choose Donations.
Click Next step and upload your file.
Map your spreadsheet columns to the matching Raise More fields during the upload. The donations import accepts recurring information, including the monthly recurring amount and the recurring term in months.
Donations imported with a monthly recurring amount are treated as recurring, the same as donations that arrive from ActBlue.
If your spreadsheet is an ActBlue export, use the ActBlue integration instead of importing the file. See "Recurring donations from ActBlue" above.
Find recurring donations
To see which donations in your account are recurring:
Go to the Donations page.
Click Filter and add a rule on the Is Recurring? field.
Choose Is a recurring contribution to show only recurring donations, or Is not recurring to show the rest.
A note on refunds
If a donation is refunded, its record shows a Refunded badge and the amount appears struck through in the donor's donation history. Refunds are tracked separately from the recurring fields described above.