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How To Manage Recurring Donations
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

Once you have set up the Recurring Donations through your Donation Form settings, your donors can opt in to become recurring donors by selecting the Make a Recurring Donation tier on the donation form.

Your donor can update their credit card or suspend their recurring donation using a secure link to their member portal provided in their receipts.

Use the quick links below to jump to the right section:

Suspend A Recurring Profile

If your donor contacts you requesting to cancel their recurring donation, you can do so for them.

Step 1: Under Manage, select Recurring Profiles from the left navigation, search by the donor name or email then select the profile you wish to suspend.

Step 2: Under Actions, select Suspend Profile, and Confirm. Or, select Delete Profile from the dropdown menu in the upper right corner to permanently delete their recurring gift and recurring donor profile.

After you confirm, they will no longer be billed monthly.

Update Information

Your donor may also want to update their payment information.

If your recurring donor wants to update their name, address, recurring donation amount, or payment information, you can send them a secure portal link which allows them to log in to their member portal and update their information.

To do this, just select Actions >> Send portal link.

Or you can update the payment details for them by selecting Actions >> Update payment details.

If a donor wishes to change the email address for their recurring donation, email us at [email protected].

Move A Recurring Profile (To Campaign, or Peer-to-Peer Page)

To reassign a recurring profile to a different campaign, personal page, team page or organization page, select Assign/Move Profile.

Select the campaign, and/or the personal, team or organization page you'd like to assign it to.

Donations can only be assigned to one peer-to-peer page at one time, either personal, team or organization.

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