How Upsell works

Upsell encourages donors who select a one-time donation to consider making a smaller monthly donation instead.

Monthly donations provide your organization with reliable, predictable revenue, making it easier to plan ahead and grow. Even when the monthly amount is smaller, it can provide significantly more support over time than the donor’s original one-time donation.

When an eligible donor continues after selecting a one-time donation, they’ll see an additional checkout tab called Become a monthly supporter.

This tab includes:

Donors are always free to continue with the one-time amount they initially selected.

Upsell is configured separately for each campaign:

This allows you to use Upsell for general donation forms and long-term initiatives while leaving it disabled for campaigns where collecting the full one-time amount is more important.

Use the Minimum amount and Maximum amount settings to control which one-time donations are eligible for Upsell.

For example, if the maximum is set to $1,000:

The minimum amount works the same way at the lower end. It prevents Upsell from appearing when the original one-time donation is already too small to convert into a meaningful monthly amount.

Use the following fields to explain why monthly support matters to your organization:

Double calculates two monthly suggestions based on the donor’s original one-time amount.

By default, the first suggestion is calculated by reducing the original amount by 70%. In other words, the suggested monthly amount starts at approximately 30% of the one-time donation.

For a $1,000 one-time donation:

The second suggestion starts 30% below the first option:

These percentages can be customized by contacting Double support.

Instead of always displaying automatically generated amounts, Double first looks for relevant amounts in your checkout’s monthly donation presets and items.

For each calculated suggestion:

For example:

The donor would be offered $300 per month, $200 per month, or the option to continue with the original $1,000 one-time donation.

Using presets allows Upsell to offer amounts that already have meaning within your organization, such as a specific giving level, membership tier, or funded need.

To get the best results from Upsell, configure your one-time and monthly donation presets intentionally.

Consider the relationship between your common one-time amounts and the corresponding monthly presets. With the default calculation, the two monthly suggestions will generally be close to:

For example, a $1,000 one-time donation produces target areas of approximately $300 and $210 per month.

We recommend testing Upsell with your most common one-time donation amounts. This helps ensure that donors see meaningful monthly presets instead of automatically generated amounts.