Recurring Migration with Pushpay
Alleviate the stress of migrating your recurring givers to Pushpay’s Generosity Platform with Recurring Migration. Our onboarding automation tool makes the transition easy for your donors by pre-populating their giving details into the new system.
One of the reasons churches avoid changing generosity platforms is the fear they’ll lose recurring givers during the transition. However, with Recurring Migration, you can rest easy knowing all of your congregation’s giving profiles and preferences will be rolled over seamlessly.
With custom email templates and awareness campaigns, your congregation will never be left in the dark as you migrate to Pushpay. Every giver receives a custom email from their church that contains a unique link that prefills their current gift amount, frequency, date, name, email, phone number, and the fund their gift goes towards. All the giver does is enter their payment details. This fully automated process will keep your givers updated every step of the way.
No gift left behind! Our Recurring Migration tool also features an intuitive and in-depth dashboard experience where you can track the progress of the migration and view a real-time schedule of all your recurring gifts. Track every dollar and every gift as your community moves over to Pushpay’s giving platform automatically.
We designed the Recurring Migration tool with ease and simplicity in mind. On Screen prompts and tutorials will guide you through the entire migration process.
Download a CSV file of your recurring givers from your pre-existing software.
Upload the CSV file into the Recurring Migration dashboard.
If necessary, follow the onscreen prompts to format your CSV file for a more efficient migration experience.
Save & Submit
That’s it! After uploading your donors’ information, they’ll receive a one-click email to confirm their recurring gift.
And if you ever run into any problems, our award-winning customer support team is only a phone call or email away!