Recurring Donation Tracking

Recurring donors are your most valuable supporters. They provide predictable revenue and demonstrate strong commitment. Pulsar helps you track and manage these relationships.

The recurring dashboard shows your predictable monthly revenue at a glance

What you'll learn

• How recurring donations work

• Tracking active subscriptions

• Managing cancellations and upgrades

Understanding Recurring Donations

Recurring donations are automatic monthly (or other interval) charges:

• Set up through your payment processor

• Charge automatically each period

• Continue until canceled

Tracking Recurring Donors

View Recurring Dashboard

Go to Fundraising → Recurring to see all active recurring donors.

Key Metrics

• Active subscribers - Current recurring donors

• Monthly recurring revenue (MRR) - Predictable monthly income

• Average recurring gift - Typical monthly amount

• Churn rate - Cancellation rate

View all active recurring donors with their subscription details

Managing Subscriptions

New Recurring Donors

When someone starts recurring:

• Send special thank-you acknowledging commitment

• Add "Recurring Donor" tag

• Include in recurring-specific communications

Failed Payments

When a payment fails:

• Pulsar alerts you automatically

• Contact donor to update payment info

• Payment processor usually retries

Cancellations

When someone cancels:

• Record reason if known

• Update donor status

• Consider win-back campaign later

Upgrade Campaigns

Periodically ask recurring donors to increase their monthly amount. Even small increases add up.

Recurring Donor Benefits

Consider special perks for recurring donors:

• Exclusive updates or content

• Early event access

• Direct candidate communication

• Recognition (with permission)

Track how your monthly recurring revenue grows over the campaign

Next Steps

• Managing Fundraising Goals

• Understanding Donor Management

• Automating Recurring Donor Communications