Recurring fundraising programs are important because they allow groups using ActBlue to budget, plan, and build for the future, so they can do more (and better!) organizing work.
Recurring fundraising benefits donors, as well, because they can commit to supporting your work for the long haul and really feel like they’re investing in the movements and causes they care about.
To make the most of a recurring program, campaigns and organizations need to be able to figure out how much recurring money is slated to come in. And a part of that process is being able to answer the question, “who are my recurring donors?” That’s why we now have a CSV available to every group using ActBlue that provides them with the data they’ll need.
How to download a CSV of active recurring contributions:
Navigate to the Recurring tab of your Dashboard menu, where you’ll see an option to “Download active recurring contributions CSV report.”
Our system will generate a CSV with a detailed look at your currently active recurring contributions, including info like the date of the initial contribution, the date of the most recent recurrence, and the amount. Please note that for most groups, we expect the spreadsheet will download quickly, but if a group has a lot of active recurring contributions, it could take a few minutes to download (and it could take ~30 minutes for an especially large recurring program).
There are a lot of potential use cases for the data you’ll find in this CSV. You can use the CSV to help target future fundraising asks, like excluding donors who already have recurring contributions running. You can also use the CSV to keep track of your active recurring contributions over time to help make projections and plan ahead. Or, you can use the list of email addresses to send recurring donors updates, keeping them engaged and excited about the work they’re helping you do.
We’d love to hear about how you’re using the active recurring CSV to better your fundraising program, and as always, we’re happy to answer any questions that come up. You can reach out to a member of our team at firstname.lastname@example.org.