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The lightbox will appear just before the confirmation page * (after validation) and before processing the originally selected donation as an opportunity to immediately upsell the donor. *If using the Stripe gateway, the lightbox will show during Stripe processing (immediately after submitting amount and frequency) but before the payment intent is submitted.
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Required Settings
Before setting up your lightbox(es), please ensure that in your Account Settings, under Account Preferences, you have checked to ‘Expose transaction details.’ This is required to display the lightbox(es) on your desired forms.
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A lightbox can be added as a shared component to add to any individual standard donation page or across pages as desired.
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The Conversion values will display as ‘singletorecurring’ or ‘recurringincrease’ to indicate the upsell use case successfully converted.
From the Activity Summary gadget via Supporter Lookup, upsell conversions will be listed as its own Category of ‘Upsells.’ This will include the originally selected gift information as well as the final upgraded gift details.