Notify donor when a recurring grant is about to expire
Create an alert or an email notice to donors when they have a recurring grant that is about to end, so they can set up a new recurrence if they choose. Right now, recurrences just end without notification and unless we run reports to follow-up with donors, they may not recall that they set an end date.
9
votes
Rhonda Page
shared this idea
This was released on 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.
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Tracy Edgerton commented
This is important for donor continuity and relationships. We have many donors with recurring grants. Thanks.