Recurring Donations Communications to Fund Advisors
Recurring Donations Communication to Fund Advisors -- It would be helpful to Fund Advisors if they could see which donations the see on the fund holder portal were recurring and at frequency they occur.
John Johnson
shared this idea
3/18/2024: Donations: Added new content areas for Recurring Donation reminders: Recurring_donation_reminder_body and Recurring_donation_reminder_subject. These new content fields will need to be completed to use the automatic reminder emails for Recurring Donations. Recurring Donation Reminder Days in Donation Portal Settings will need to be entered.
- Donations: Added Recurring Donation Reminder Days in Donation Portal Settings. This new field will allow users to select a number between 7 through 90 days to have the reminder email to send automatically. Donation content fields will need to be completed prior to email sending. By entering a 0 in this field, this will disable the emails.
- Profiles: Added the recurring donation emails to email history.
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Julie Childers
commented
Our first fiscal sponsorship has mainly small recurring donations, like a monthly subscription. It is very tedious to have to manually create a report on the intervals, since it isn't a field choice for reports.
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Alexandra McCreary-Ellis
commented
This would be great for our giving circles. Right now we have to manually create reports for fund advisors who want to estimate how much they can expect in recurring donations.
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Michelle Schneider
commented
This would be especially helpful to our Fiscal Sponsors.