How do I notify donors about their recurring commitments?

Overview

Keeping donors informed about their recurring commitments helps maintain transparency and reduces questions about when payments are processed. 

Step 1: Configure payment confirmation emails 

1. When creating your custom contribution form in Online Actions 

2. Look for the option to "Send an additional confirmation receipt when each recurring payment processes" 

3. Check this box if you want donors to receive an email each time a payment is processed 

Step 2: Set up alternative notification methods 

If you prefer not to send emails for each payment: 

1. Create a self-service page where donors can view their contribution history 

2. Set up an automation that periodically sends donors a summary of their giving 

Step 3: Configure failed payment notifications 

1. Set up a Triggered Email to automatically notify donors when payments fail 

2. Customize the message to: 

   1. Explain the payment failure 

   2. Include a link to a Contributions Self-Service page 

   3. Provide access to an Update payment popup 

Step 4: Customize notification content 

1. Personalize messages to remind donors of the impact of their ongoing support 

2. Include clear instructions on how they can update their payment information if needed 

3. Provide contact information for questions about their recurring commitment 

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