Recurring Donations
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Faith Frances Abrahams
It would be great if the donations page made note of how many times a recurring donation has gone off in the donation table so that we don't have to manually do a filter search and count. We like to send a followup thank you note for a donor sticking with us at least every six months but it can be quite time consuming. It would also allow us to see if the recurring donation is a new one or an established one. Having a tool to see this on their donation entry would be great. =)
Miranda Cleland
Miranda Cleland
Hi Paula! Another partner had this great idea, and our tech team implemented it recently. Check your donation manager :)
Louise Batty
Fabulous thank you all
Louise
Kevin Conroy
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Kevin Conroy
Faith Frances Abrahams I'm pleased to report that we've implemented this feature and it is now live on the site!
Faith Frances Abrahams
Kevin Conroy: This is amazing, Thank you! I feel like I've just won a contest. Haha!
Thank you so much to the GlobalGiving team! I love being part of this community.
=)
Stephanie Bowers
I'd love to have donors tagged as repeat donors as well. We can identify this in our CRM, however, it would be fabulous to have it quickly identifiable on our donations received dashboard for thank you purposes. It helps us not send the same thank you twice, and to thank them for continued support.
Kevin Conroy
Stephanie Bowers: Thanks! Noted that stronger CRM and donor support would be good.
Miranda Cleland
Kevin Conroy
Thanks for this suggestion! This is pretty simple from a technical perspective, so we're going to try to get this added in the second half of December. We'll post back here with an update when it's completed.
Kevin Conroy
Update: It's live!
Louise Batty
Great idea.
Kevin Conroy
We agree!
Donors are able to do this already on their account page.
When a project closes, you can tell us which of your other projects you want us to transfer the recurring donations over to, and we will do so, including notifying the donor about the change.
Happy to enhance and improve the process!
Shogher Mikaelyan
Kevin Conroy: Thank you Kevin for the information. This is very helpful.
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