Keeping your settings consistent just got a whole lot easier

The days of having one contribution form for your organization or campaign are long over.

Organizations and candidates often have dozens of forms created and maintained by several different people. It can be difficult to make sure all of your settings stay consistent across your forms, especially when you have a rigorous testing program that’s frequently settling on new best practices. For example, it’s time consuming to go and change all your old forms one-by-one if testing indicates you should use different pop-up recurring language.

That’s why we’re excited to roll out a new feature that allows you to create a default form with your best practices and tag pages that you want to have those universal settings. When you update the settings in the default form, all the other forms update automatically.

Here’s how it works:

You’ll now see a column that says “Use defaults” in your newly renamed Form Management tab in the left menu of your Dashboard:

See that contribution form at the top in grey? That’s your campaign or organization’s default form. It’s new and we’ve created it for everyone. It’ll always appear at the top of the Form Management tab.

Open up the default form and select all of the settings you typically apply to every contribution form, things like your pop-up recurring ask threshold or your preset contribution amounts. It looks just like a regular form, but it only has one purpose: to establish the defaults for other forms.

Once you’ve done that, go and click the “Use defaults” box for every form that ought to have those settings. That’s it! All your forms have the same settings, no matter who created them.

Keep in mind that the default form will override all of the settings except for Page Name, Author, Contribution blurb, and url. That means if you leave something like the Thank you text blank on your default form, none of the forms with default settings will have Thank you text. So be careful with your selections.

Further, if you’ve selected default settings for a form the only fields you’ll be able to edit are Page Name, Author, Contribution blurb, and url. Every other setting will be hidden. You can still run an A/B test or set a goal, however. And if you decide you’d like to make edits outside the default settings, just uncheck the “Use defaults” box for that form and make any edits you wish. Just keep in mind that the form won’t update the next time you edit your default form.

You can always go back and edit the default form at any time.

This new feature should save folks that use it a bunch of time and lead to a more consistent fundraising program. But it’s a totally optional feature, so use it at your own discretion.

Our dev team has a few more new features they’re working on right now, so stay tuned! And in the meantime enjoy the new default forms.

Custom Facebook and Twitter share content

Our tech team is on a roll. Now you can enter custom content for both Facebook and Twitter shares on your Contribution Forms.

If you’re in the edit tab on a form you’ll see a new section:

social share

Here’s what a Facebook share would look like:

facebook share

Custom text and images should help increase conversions, so we encourage you to spend the extra couple minutes filling this in when you’re creating a new form. But at the same time, don’t expect social donations to be a magic bullet.

The vast majority of contributions come in from email, with Facebook coming in far behind, followed by Twitter. Custom share content won’t change that, but it will help on the margins, especially when your campaign is in a rapid response situation.

Enjoy this new feature and don’t forget to go back and edit your default donation form you link to on your website. As always, just drop us an email at if you have any questions.

Testing those beautiful brandings

This is the one you’ve all been asking for. We just added the ability to A/B test your brandings!

Now there’s no need to guess whether a giant photo of your candidate or a simple branding will fare better. And with our awesome multi-armed bandit A/B testing suite, you’ll get results as fast as possible.

To set up a branding test, create or open up a Contribution Form. Navigate to the A/B test tab and give your test a name. Next, check off “Branded layout.” Your first variation will be the branding your form is currently set to (or your default branding). You can choose your variation to test from the dropdown menu. You can also test having no branding by selecting “ActBlue default.” If you need a refresher on creating a branding, check out our guide.

Once you’ve made your selection, click “Create test.” You can monitor the results of your test once you start sending it out to donors.

Unlike a regular A/B test, our multi-armed bandit system of A/B testing will start sending more traffic to the winning version of the test as results come in, so you’ll get results faster and won’t lose money on a subpar variation. And there’s no need to pick a winner — the multi-armed bandit will take care of it for you!

If you have questions about setting up a beautiful branding or an A/B test, let us know at

One-stop shop: Visualize your data and create targeted lists

At ActBlue we’re committed to dreaming up new ways for you to visualize all of your data. In that spirit, our tech team just rolled out a new way for campaigns and organizations to analyze contributor data by tracking HPCs (highest previous contributions) and total contribution amounts by individual donors.

This new visualization provides amazing insight not just for technically skilled data people, but also for smaller campaigns and organizations. The chart allows users to select groups of donors based on their donation history and download their email address and contributor information. That means teams that don’t currently have the ability to segment and target donors can now instantaneously create a segmented email list!

Here’s how it works:

If you navigate to the “Donors” tab of your Dashboard (previously called the “Uniques” tab), you’ll see a graph that looks something like this:

You can also select “Total Contribution Amount” in the “Show your donors by” menu to see this:

You can toggle between the HPC and total contribution views of the graphed data at the top. This chart has a log scale for both its x and y axis. A log scale increases by an order of magnitude, rather than a fixed amount, which allows us to present a clearer picture of your data. What does that mean? If you look at the x-scale, you’ll see there’s more space between 1 contribution and 2 contributions than there is between 8 and 9.  There are far more people who gave just 1 contribution, but on a regular graph all those dots would be stacked on top of each other. So, by choosing a log scale, we’re able to show you more of your actual data.  

The x-axis shows the total number of contributions a donor has made to your campaign or organization in their lifetime on ActBlue. The y-axis shows the donor’s highest previous contribution, or the total amount that they’ve donated, depending on which view of the chart you are looking at.

Values on the y-axis are rounded. For values from $1 to $5, amounts are rounded to the nearest dollar. For $5 to $25, they are rounded to the nearest $5, and from there on, tens are rounded to tens, hundreds to hundreds, and so on.*

For values on the x-axis, contribution numbers above ten are rounded to the nearest ten. It’s unlikely that you have contributions ranging in the hundreds, but in that case they are rounded to the nearest hundred.

The graph itself gives an insight to highest previous contributions for your entire donor base, along with information on how many donations people have made. But it doesn’t end there. Click a dollar value or a number of donations to highlight a row or column. You can switch to the other visualization to see how their total volume corresponds.

More importantly, you can download a CSV of the email addresses and the corresponding contribution data from a column, row, or selected range of the graph. To select a column or row, just click on the corresponding value and click “Download selected” in the upper right hand corner. 

To select a custom set of data, you can drag your mouse to draw a box around your desired values and then download the data.

This allows you to do some pretty sophisticated targeting without needing to do the backend work. You can easily target donors based on their highest previous contribution and frequency of donating without knowing a line of SQL.

For example, we’ve seen a lot of success in our program by targeting donors based on their HPC. For low-dollar donors, we’ll ask them for $5, while higher-dollar donors are asked for $10 or $15. With this chart, you could download a list of $3 and $5 donors and then send a personalized ask to that group. If you have a big enough email list, you could try sending a $5 ask and a $7 ask, to see if donors would be willing to give just a bit more.

You can also toggle the graph to show outliers (people who fall outside the scale of the graph), if you’re interested in targeting those donors.

We hope that this new tool will allow you to get to know your donors in a more nuanced way and run an even better email program.

If you have questions about applications or how to read the graph, we’re happy to answer them. Just drop us a line at

*We chose this rounding scheme to simultaneously maximize the granularity of useful information and minimize unimportant visual clutter.

Contribution Forms: Easier Access = (Even) Easier Fundraising

Contribution Forms: Easier Access = (Even) Easier Fundraising

Campaign season is picking up quickly as we march on toward 2016, and we’re always working to make things as easy and efficient as possible for our users.

That’s why we’ve made some big changes to the way Contribution Forms are managed — and now it’s better than ever. We’ve made it so you can access your campaign or organization’s forms (with or without money raised) all in one convenient place. Plus, we’ve got a bunch of other new features to make managing your forms easier than it’s ever been.

Just head over to the By Form tab from the left menu on your campaign or organization’s dashboard.



Once there, you’ll see a detailed breakdown of all your Contribution Forms.



They’re listed in descending order by default, starting with the most recent form that was created. But just click on any of the headers and you can toggle the table to sort it how you’d like.

With this update you’ll be able to simply glance at the table and get a clear picture. You can quickly scan through the slugs (or page names) you gave your forms, the number of contributions they received, the amount of money they raised, and whether or not you chose to brand your forms. You’ll also be able to duplicate a form from this page, with just the click of a button.

Further, if you’ve got a form from a few years back that you know won’t be getting sent out to donors, simply hit the Archive button in orange at the right of the table.

If you choose to archive a form it can no longer be viewed, which also means it can no longer receive contributions and you won’t be able to edit it. However, we give you the option to archive rather than delete your forms, so that you can Revive a form if you need to. If you’ve archived a form it will turn grey, as you see below, but it will still be listed in the same spot in the Dashboard as it was before it was archived.




Just click Revive at the far right of the table and the form will become active. Anyone with access to the Dashboard will have the ability to visit and work with the form again.

You’ll also notice that there are two tabs at the top of the page, one for Managed Forms and one for Community Forms.


The Managed Forms tab provides a breakdown of forms that were created by any user with access to your campaign or organization’s Dashboard.

The Community Forms tab provides a breakdown of forms that were created by a third party. For example, a volunteer decided to create a form to raise money for your candidate or organization. You won’t have the ability to edit these forms, but you can collect data, just like you would from a form created by yourself or another user with access to the Dashboard.

Just below those tabs you’ll also have the option to Download a contribution form CSV report. This report will give you an even more detailed breakdown of each form, including info like whether or not the form was set to public or private, as well as the pre-set contribution amounts you chose for the form.



Finally, you can now search for a form by page name. Simply type in the name you gave your form in the box at the upper righthand corner of the table.



If you have any questions or comments about this update, please don’t hesitate to reach out at

Mobile giving just got a whole lot better

Mobile giving just got a whole lot better

Introducing the ActBlue Express Pass. Built for a mobile-first world.

ActBlue Express Pass

We’re always trying to improve our Contribution Forms — that means eliminating inefficiencies and making them more user friendly on every device. And nothing has seemed more inefficient to us than typing in 16-digit credit card numbers with your thumbs on a mobile device.

That’s why we’re introducing ActBlue Express Pass, built with our 1.5 million Express user pool in mind. It lets Express users with a mobile phone number bypass the form by simply clicking a link in a text message to give. Express users are donors who have saved their payment information with ActBlue and can give in a single click.

Here’s how it works: If an Express user starts filling out a Contribution Form on a device that doesn’t have their information stored and they have a mobile number associated with their account, we’ll offer them an Express Pass. Users fill in an average of 111 characters on a form, but with Express Pass they only have to enter their email address.

Why this feature? Why now? Mobile is the way of the future for online fundraising. Over the last two years, the percentage of ActBlue donations made via a mobile device has jumped from 9.1% to 29.1%. That can spike to around 67.7% on nights and weekends when people are away from their computers.

We already knew that when we roll out features that improve on-the-go donations, we see astronomical gains. When we launched our mobile-responsive Contribution Forms back in September 2013, we saw mobile numbers jump from 9.6% to 20.5% over one month. Still, no matter how mobile-optimized your form is, it’s a pain to type in information on a mobile phone, so we decided to take that step out of the equation for Express users. It’s the next step toward our goal of making mobile donating as easy as desktop giving.

Donors are already coming to campaigns and organizations via mobile, but if it’s not an easy process, some will abandon that donation. We’re meeting users where they are, and tailoring the donation process to their devices. We’ve crunched the numbers and Express Pass was associated with a 4.7% increase in conversions for mobile Express users, a statistically significant result.

The benefits are two-fold: Users can donate quickly and easily with Express Pass, and the next time they donate on a mobile phone, they’ll already have their information stored right there, so they can give with just a single click. That’s going to a major investment as we get closer to the critical 2016 election.

But the best thing about ActBlue Express Pass? It feels intuitive, and it fades into the background in the best possible way. It just works like it should, while bringing in more conversions for every campaign and committee.

User Experience & Implementation

The gif above gives you an idea of how the Express Pass steps work, but we’ll break them down for you below.

The user selects a donation amount, types in their email address, and moves on to fill out the rest of the form. But before they can do that, we check and see if they’re an Express user, and if they have a mobile number associated with their account (half of all Express users do). If both of those things are true, we show them a popup that reminds them they’re an Express user and offers to send them a text message where they can finish their contribution.

Screenshot 1
Screenshot 2

Next, they click yes, because easy = awesome. Donors receive the text message, click the link, and their contribution goes straight through. If your campaign has chosen a post-contribution action like a pop-up recurring box or customized redirect, Express Pass users will enter that flow like any other user once their contribution processes. Otherwise, donors will see the thank you page like usual.

ActBlue Express Pass will significantly improve donors’ experience when giving on-the-go, and it makes it even easier for campaigns and organizations to collect donations at in-person events.

Express Pass is automatically turned on when Express Lane is enabled for a campaign or organization. Applicable donors will see Express Pass on single entity and tandem forms, but not on event and merchandise forms. Those require extra info and will still get the regular mobile treatment for the time being.

With ActBlue Express Pass, we’re not just looking to scale forms that were originally built for the desktop into mobile devices. We’re coming up with a whole new way to give. That’s what the future of fundraising tech will be about — solutions that work for every device, wherever your donors are.

Recurring projections using a predictive model

Contributions from recurring donors are growing by leaps and bounds. Right now there are $46M pledged over the next 18 months from over 203,000 donors, across all of ActBlue.

That’s a huge revenue source for campaigns, and it helps them with long-term budgeting. But we know that some donors won’t fulfill their full pledge, despite all of our best efforts to retain them. That’s why it’s crucial that campaigns and organizations are able to effectively predict how much money is going to be coming in month over month.

We’ve built a new predictive statistical model to run this projection for you automatically. Just go to your Dashboard, click on recurring, and then click on the tab that reads “Recurring Projections”.

You’ll see something that looks like this (this is the current ActBlue monthly projection chart):

And here’s the daily projection chart:

This pane shows both the aggregate and daily amount of revenue we expect you’ll bring in from currently active recurring contributions over the next two months. These expectations are based off a predictive model that takes into account the historical performance of recurring contributions. We provide both the exact estimate and a confidence interval between which you can reasonably expect your revenue to be. You can hover over the chart to find the exact estimate as well as the high and low estimates.

If your committee has received enough recurring contributions to make a statistically sound prediction, then the model used to calculate the expected value of your recurring contributions is unique to your committee. Otherwise, we use a model based on data we see all across ActBlue. In either case, this model is recalculated daily to ensure your data is accurate and up-to-date.

Here at ActBlue we’re committed to providing infrastructure that gives cutting-edge tools to groups large and small.

Not every campaign or organization has the resources to build a predictive model for their program or the data to power it. We’re able to leverage the power of site-wide data to build these models and make them available to every organization, so we can all make smarter, more informed decisions. That’s the power of ActBlue.

As always, if you have questions or want advice on building your recurring donor program, just drop us a line at and someone will be in touch.

Sharing the good news

We just built a new feature that allows you to set up contribution alerts for people who aren’t administrators on your candidate or organization’s ActBlue account.

This is a great feature for family members and friends who want to be kept in the loop but don’t need to create forms or access the back-end of your account. It’s also a great way to share fundraising progress with anyone who might be hosting a party for your candidate or helping out with your organization’s big fundraiser.

You can turn this feature on for specific Contribution Forms or for your entire campaign or organization. To turn it on for a specific Contribution Form, navigate to the Email Alerts tab of the form and click “new contribution form alert.” Then click to subscribe a third-party ActBlue user to your alerts and fill in the threshold as usual.

If someone has not created an ActBlue account, they’ll get an email asking them to create a password. Either way, they’ll get a confirmation email letting them know they’ve been signed up.

The process for signing someone up for a campaign or organization’s alerts is the same, but you can set them up by navigating to the User Access tab of your Dashboard.

We’ve also added a single click unsubscribe feature to all contribution alert emails, so if you don’t need to get them anymore, you can easily opt out. Between that feature, and the recently rolled out refund alerts and contribution form alerts, there’s a whole lot more you can do with email alerts. Be sure to try all the new features out, and then tell us how they worked for you at!

Simple HTML, made simpler

We just built a new WYSIWYG (what you see is what you get) editor into our Contribution Forms so you can add custom formatting to your pitches, thank you emails, pop-up recurring asks, and more. No HTML experience required.

Here’s what it looks like:

You can add basic formatting like bullet points and bolding, as well as add images. If you’d like to see the traditional HTML editor, click the pencil on the right-hand side of the menu to switch back.

While more creative control is awesome, this would be a good time to remember the “less is more” mantra. You want to make sure your forms are readable on all devices, particularly mobile, where 25% of all contributions are made.

If you have questions, email us at We’re happy to help!

Branding your receipts

With our new receipt branding feature, you now have the tools to create a receipt email that looks and feels like your campaign.

Instead of a plain text receipt, yours can look like something like this:

Go to the Brandings tab of your Dashboard. Either create a new branding or click to edit an existing one. Your receipt branding will be part of a Contribution Form branding.

Scroll to the bottom of your branding and toggle open the “Receipt Email Styles” section of your branding. Here you can add a background hex color code (something like #CCCEEE).

Here’s a tip: If you don’t know your campaign’s exact hex color code, you can scroll up to the “Background color” field and click the text box. A color picker will pop up, which you can use to eyeball your color. Then copy the hex code that pops up and paste it into the receipt email section.

You can also add a header image, which will be scaled to fit within 600px x 200px. Once you’re happy with your branding, click save.

To put the branding in action, just assign it to any Contribution Form you’d like, which you can do in the Options section of the Edit tab of the form. Add your custom text to the “Email receipt text” box and send yourself a preview email.

Hit save once you’re all set! Your donors will appreciate finding a customized receipt and thank you note in their inbox.

Have questions or just want to show off a really great branding? Let us know at!