This process will help you switch your existing recurring givers to Subsplash Giving. The end result will be a more streamlined giving solution that helps you maximize donations and minimize costs. The best way to make a transition like this is to let an expert walk you through it. If you have any questions feel free to schedule a call with your CSM today!
Determining Your Launch Date 🚀
Your launch date will simply be the date when you step away from your current provider. This is the date you will share with your members in the following email templates. We recommend beginning the Giving Migration by sending Email #1 60 days before disabling your current provider!
Suggested Timeline
Week 1
Enable Subsplash Giving on your website alongside your current giving provider (if applicable)
Set up Text to Give, learn how in Setting Up and Using Text to Give
Allow your Giving Managers to become familiar with the Subsplash Dashboard and the giving process so that they can adequately assist your donors
Week 2
Send Email #1 to all of your Church attendees
Announce Subsplash Giving from the stage (Show the Subsplash Giving promo video)
Touch base with welcome desk volunteers so they’re prepared to help people download and give through the app
Midweek: Send a Push Notification with our Subsplash Giving promo video
Push Notification: Fuel the mission! Simple, fast, secure giving, right in our church app. Download the app and check it out!
Week 3
Send Email #2 to all recurring donors using your previous giving provider
Announce it from the stage (show the Subsplash Giving Promo Video or your Custom Giving Slides)
Midweek: Include a simple message about Subsplash Giving in your email newsletter or send a push notification:
Push Notification: You can now give online [hyperlink to your online giving] or through the app! It’s easy, fast, and secure. If you’re able, we also encourage you to set up recurring giving. Thank you!
Week 4
Send Email #3 to all of your Church attendees
Announce it from the stage (show the Subsplash Giving Promo Video or your Custom Giving Slides)
Midweek: Send a Push Notification:
Push Notification: Because of you, lives are being changed. Please consider making a gift today!
Week 5
Send Email #4 to all recurring donors using your previous giving provider
Week 6
Send Email #5 to all of your Church attendees
Week 7
Check how many donors still have recurring gifts set up with your previous giving provider. Depending on the size of the list, you may want to call each donor to follow up.
Week 8
Disable the previous giving provider
Email Templates
Email #1
Subject: Action Needed by {{GOAL DATE}}: We have changed our online giving provider!
Exciting news: we’ve moved from {{PREVIOUS GIVING PROVIDER}} to Subsplash! Online giving will be easier than ever and allow the church to save money. We are grateful for your continued support and partnership in ministry!
Since you have a recurring gift established with {{PREVIOUS GIVING PROVIDER}}, please sign up for Subsplash Giving and then cancel your account with {{PREVIOUS GIVING PROVIDER}}!
Please complete the 2 simple steps below by {{TIMEFRAME}}:
Step 1: Set up your recurring gift on our new online giving provider here: {{LINK}}
Create a Donor Profile by selecting Log in or Sign up in the upper right corner
Step 2: Turn off your recurring giving in {{PREVIOUS GIVING PROVIDER}}: {{LINK}}
(LINK screenshots/instructions to cancel/stop recurring on the previous provider)
Or, contact our church office and we can turn off your previous recurring gift for you.
We are so thankful for you and your continued participation and support of {{CHURCH NAME}}. Please let us know if you have any questions!
Email #2
Subject: Action Needed by {{GOAL DATE}}: Important changes to your recurring gift
We are following up with you regarding your recurring gift. Since we’ve moved from {{PREVIOUS GIVING PROVIDER}} to Subsplash Giving, we’re asking all recurring donors to switch to Subsplash Giving by {{TIMEFRAME}}.
Step 1: Set up your recurring gift on our new online giving provider here: {{LINK}}
Create a Donor Profile by selecting Log in or Sign up in the upper right corner
Step 2: Turn off your recurring giving in {{PREVIOUS GIVING PROVIDER}}: {{LINK}}
(LINK screenshots/instructions to cancel/stop recurring on previous provider)
Or, contact our church office and we can turn off your previous recurring gift for you.
Thanks for your support! By switching services, we can simplify giving, save costs, and put more of your donation toward fueling our mission. Please let us know if you have any questions.
Email #3
Subject: Action Needed by {{GOAL DATE}}: Set Up New Recurring Gift
Since we’ve recently switched our giving provider in order to make giving easier and save costs, we will be turning off the PREVIOUS GIVING PROVIDER.
Please complete the following by {{TIMEFRAME}}:
Step 1: Set up your recurring gift on our new online giving provider here: {{LINK}}
Create a Donor Profile by selecting Log in or Sign up in the upper right corner
Step 2: Turn off your recurring giving in {{PREVIOUS GIVING PROVIDER}}: {{LINK}}
(LINK screenshots/instructions to cancel/stop recurring on previous provider)
Or, contact our church office and we can turn off your previous recurring gift for you.
Thanks for partnering with us!
Email #4
Subject: Action Needed: Update Your Giving by {{GOAL DATE}}
We will be turning off the {{PREVIOUS GIVING PROVIDER}} on {{INSERT DATE}}.
Our records indicate that you still have an active recurring gift on {{PREVIOUS GIVING PROVIDER}} account. If you intend to remain a recurring donor, we are asking you to please switch to Subsplash Giving by {{INSERT DATE}}:
Step 1: Set up your recurring gift on our new online giving provider here: {{LINK}}
Create a Donor Profile by selecting Log in or Sign up in the upper right corner
Step 2: Turn off your recurring giving in {{PREVIOUS GIVING PROVIDER}}: {{LINK}}
(LINK screenshots/instructions to cancel/stop recurring on previous provider)
Or, contact our church office and we can turn off your previous recurring gift for you.
Thanks for your support! By switching services, we are able to simplify giving, save costs, and put more of your donation toward fueling our mission.
Please let our {{BOOKKEEPER/FINANCE CONTACT}} know if you have any questions.
Email #5
Subject: Action Needed: {{PREVIOUS GIVING PROVIDER}} to be Deactivated by {{INSERT DATE}}
We will be turning off {{PREVIOUS GIVING PROVIDER}} on {{INSERT DATE}}. Following that date, your donations will no longer be able to be processed.
Please update your account before {{INSERT DATE}}:
Step 1: Set up your recurring gift on our new online giving provider here: {{LINK}}
Create a Donor Profile by selecting Log in or Sign up in the upper right corner
Step 2: Turn off your recurring giving in {{PREVIOUS GIVING PROVIDER}}: {{LINK}}
(LINK screenshots/instructions to cancel/stop recurring on previous provider)
Or, contact our church office and we can turn off your previous recurring gift for you.
Thanks for supporting {{CHURCH NAME}}! Please email {{BOOKKEEPER/FINANCE CONTACT}} if you have any questions.