How do I migrate a Recurring Sustainer in EveryAction?

If you are transitioning recurring donors (sustainers) to EveryAction, please note that a direct migration is not possible without a paid service. However, you can follow the steps outlined below to transition sustainers effectively and encourage them to re-establish their gifts in your new system.

Interested in Paid Migration?

If you need assistance with a paid migration, contact EveryAction support.
 

Steps to Transition Sustainers Without Paid Migration
 

Step 1: Set up a Recurring Donation Form

Navigate to 'Online Actions' and create a new recurring custom contribution form in EveryAction. Ensure the form is optimized for ease of use by including clear instructions on how to set up a recurring donation. Provide options for donors to select amounts and frequencies.

Step 2: Notify your donors about the change

Leverage the recurring donor tag you created during onboarding to e-mail your recurring donors, letting them know about the change and how they can re-establish their donation. Be sure to include a link to the new recurring donation form and clear instructions for re-establishing their gift.

Step 3: Leverage automation to follow up

Use EveryAction’s automation feature to send follow-up reminders to donors who have not yet re-established their gifts. Include a decision tree to identify donors who have taken action and exclude them from further reminders.

Not quite what you were searching for?

• Navigate back to the Recurring Giving Resource Index.

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