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  4. Lookup Supporter Gadgets – Recurring Donations

Lookup Supporter Gadgets – Recurring Donations

The “Recurring Donations” gadget displays all recurring donations made by the supporter within the Lookup Supporter tool. It is color coded so that successful transactions are green and failed or cancelled transactions are red. Depending on your payment gateway, you can also manage your recurring donations from this gadget.

Which gateways?

Stripe, Paysafe and Payflow Pro gateways can update recurring card information via the Engaging Networks system

Settings

Once the “Recurring Donations” gadget has been added to your layout click on the settings icon . Here you can set how many transactions appear at once.

Transactions

The “Recurring Donations” gadget provides you quick access to the transaction details of the supporter’s donations.

The information available on this screen is dependent on your payment gateway.

The left side is where you can review the parent transaction details. This is the first transaction made for the recurring donation. This is also where you can make changes to the donation details, which is covered later in this document.

The right side is where you can view details for each subsequent donation made since the first donation was made.

If your recurring donations are managed by your payment gateway you will see the following information instead of the list of transactions and the option to edit the transaction will not be available.

Recurring Donation Tasks

From the “Recurring Donation” gadget you are able to perform tasks related to the transactions, depending on your payment gateway.

Which gateways?

Stripe, Paysafe and Payflow Pro gateways can update recurring card information via the Engaging Networks system

Managing Recurring Payments

Clicking on the recurring payment in the gadget that you would like to review to show the transaction details. Click the “Edit” button at the bottom of the transaction container to make updates to the transaction details.

You are able to make the following changes to the transaction depending on your payment gateway.

Field

Description

Donation Amount

Change the amount of the donation being given.

Status

See below

Frequency

Change how often the recurring donation is given depending on your payment gateway.

Day of charge

Change the date the recurring payment is submitted.

With some payment gateways you can also update the credit card information below.

Field

Description

Expiry Date

Update the expiration date of the credit card used for recurring donations depending on your payment gateway.

Credit Card Number

Update the credit card number used to make the recurring donation depending on your payment gateway (allowed by Payflow, Vantiv, Paysafe, Stripe)

When the card number is updated, the original FCR recurring series is cancelled. A new FCR recurring series is created. In addition, a FRU (Fundraising Recurring Update) transaction is generated, with 0 as its amount. Campaign Data 11 shows the Parent ID of the original series being updated.

You can also update the status of the recurring donation here. The following options are available.

Status

Description

Active

This is the default status for recurring donations.

Suspended

Recurring donations that have been rejected after 3 attempts. The transaction will turn orange when suspended.

Paused

This status is used to prevent the recurring donation to process at the request of the donor. This is set manually. The transaction will turn orange when suspended.

Cancelled

This status is used to manually cancel a recurring donation at the request of the donor. The transaction will turn red when cancelled.

You can adjust the number of days between the second and third retry attempt to hopefully limit the number of transactions being suspended. See account preferences.

You may also move a recurring transaction to another supporter record.

This

To do so, in the recurring transaction desired to move, select Edit and Move.

Move Recurring Gift

You can then enter desired fields to Search for the record to move the transaction to, or select Quick Create to add a new supporter record. Select ‘Move To’ once identifying the desired record to associate with the recurring gift. A confirmation pop-up will appear to ask you to confirm the transfer. Select ‘Send’ to complete moving the recurring gift to the selected supporter.

Move Recurring Gift

An audit trail will be created if and when a recurring transaction is moved, in addition to an Account Log transaction available via the Export API, including the parent transaction ID and the supporter IDs associated with the original and transferred gift.

Account Log Recurring Update

Refunding recurring transactions

[ht_message mstyle="alert" title="" show_icon="true" id="" class="" style="" ]Refunding is only supported through the Stripe, Paysafe and Payflow Pro gateways.

To refund a recurring transaction you first need to locate it in the list of transactions on the right-hand side of the gadget and click on it to reveal its details.

Click on the “Refund donation” button and you will then be asked to confirm the refund.

Updated on June 7, 2021

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