Automate Your Recurring Impacts
To make giving even easier for you, B1G1 offers a few different options for automation.
Monthly Recurring Impacts
This is a built-in feature on B1G1 that allows you to turn your Recurring Impacts into automatic monthly impacts. This means that you can automatically create impacts every month, no need to log in.
When creating your Recurring Impact, note the option that says 'Automatically create this impact every month'. Toggle this on or off depending on your preference and click Create.
When creating your first Auto (Monthly) Recurring Impact, you will be asked to choose a billing cycle. On this date each month, you will automatically make a contribution and your linked credit card will be charged.
To check how much and when this automatic transaction is, head to your Billing Page to check Upcoming Charges.
Automating with Zapier
Zapier is a 3rd party online automation tool that allows you to connect apps you use every day to automate tasks and save time, without coding or relying on developers to build the integration. If you are an existing Zapier user, you can already link 6,000+ apps – including MailChimp, Xero, Quickbooks, InfusionSoft, Autotask, PipeDrive, and many more – to B1G1’s Recurring Impacts.
Once you’ve set up the Zaps, whenever your specified activity occurs on your business apps, your Recurring Impacts will be automatically added to the Impact Cart. In other words, you now have endless possibilities of linking your daily business activities with high-impact giving.
For possibilities on how B1G1 can connect to the rest of your existing software, please head over to our B1G1 Zapier page to explore.
Creating Zaps and Inspirations
We have prepared a step-by-step guide on how to create zaps from scratch. You can also read this guide by Zapier on how to get started.
Automating with APIs
An API (Application Programming Interface) is a software intermediary that allows two applications to talk to each other and they are a powerful way of automating your Recurring Impacts.
With these APIs, you can create fully flexible custom integrations between B1G1 and your own system or your favorite business tools, allowing you endless possibilities of linking your daily business activities with high-impact giving. Once you’ve set up the integration, whenever one of those activities happens, one of your Recurring Impacts will be automatically added to the Impact Cart.
If you are familiar with working with APIs or have a web developer who is, you can check out our API documentation right here.
If you are not a programmer and not familiar with working with APIs, we recommend automating with Zapier.
B1G1 SHAREABLE LINK
Learn more about automating your giving without needing to use Zapier or an API through our shareable link right here.
Automating Your Checkout
When an automated Recurring Impact gets added to your giving cart, you have the option to toggle the 'automate checkout' button to 'on' (as per the screenshot below). You will then be given the option to choose a preferred payment date.
The greatest benefit of automating your checkout process is that you won't have to log in to your account to pay for your impacts. Your cart will be cleared automatically and seamlessly every month as you go about your daily business!
You can also use Impact Tokens for Automating Checkout, you have the option to toggle the 'Use Tokens' button. If the token balance is below the total amount required for the giving items in your cart, the system will not attempt the payment.
Common Question
How do I change the credit card or the billing cycle linked to my monthly Recurring Impact?
Navigate to the Billing Details page and follow these images.
