What is it for?
This functionality allows you to automate the process of increasing your members' fees, setting a percentage that will increase the amount of their subscriptions annually.
❗❗ NOTE: this feature is only available for Grow and Premium plans.
❗❗ NOTE: this only works on new recurring signups. It cannot be activated on regular givers that have registered without activating the option.
How to set it up:
Activate the option at a Company level:
The automatic fee increase for regular givers is managed from Company > CPI Management:
Here you will find the following options:
Activate automatic annual CPI increase option for recurring donors: Activate to have the option available when setting up your campaign's donation box.
Increase Percentage: Enter a numerical value (percentage) that will be the increase applied to the recurring donation.
Form Information Text: Text that will be displayed by default on the recurring donation form, where you can explain the increase.
💡 Example:
On May 1, 2024, a donor registers a monthly donation of €50 with IPC activated.
If the Increase percentage is 10%, then on May 1, 2025 the fee will be increased by €5 corresponding to the increase and the recurring charge of €55 will be made during the following 12 months, until it is increased again. automatically on May 1 of the following year.
Once the option is activated, you have set the increase percentage, and you added the additional information in the text field, you can manage the CPI increase at a campaign level.
Activate the option in a Campaign:
To see the CPI increase option in a campaign's recurring donation forms, you must activate the option within the Donation Box from the Data section.
By default, the text entered at the organization level is displayed. If you want to display different text in the campaign, you can edit it from here:
An option for donors to indicate their consent to the automatic increase will be included on the recurring contribution form.
❗❗NOTE: The option is disabled by default and the donor must activate it.
Customize the Email template:
You can manage the thank you message for recurring contributions in the campaign that have accepted the increase for CPI, by accessing the Settings > Messaging section.
🌟 For detailed information on how to customize messaging templates and manage campaign emails, check out our guide.
Select the Customize Templates tab and you can choose the template Recurring contribution registration in campaign with IPC and edit it for each of the languages you use in your campaign:
❗❗NOTE: The "Registration of recurring contribution in campaign" template is for new recurring registrations WITHOUT CPI.
Event Management/Webhooks
In the Company > Notifications section, we've added fields with the associated IPC data for subscription events:
INVERSOR_PAYMENT_SUCCEEDED
INVERSOR_PAYMENT_SUBSCRIPTION_CHANGED
Once an event of this type is generated, the following associated data will be sent:
Campo | Descripción |
PAGO_RECURRENTE_IPC_ACTIVO | Automatic annual IPC increase in the recurring payment activated |
PAGO_RECURRENTE_IPC_PORCIENTO | Percentage increase in the annual IPC in the recurring payment |
PAGO_RECURRENTE_IPC_FCH_LAST_INCREMENTO | Last modification date of the new recurring payment amount |
🌟 For detailed information on how to manage the Notifications for events/webhooks, check out our guide