Administrators can enable recurring donations for their organization's donation page. If enabled, when a donor makes a donation, they have the option of having that same amount automatically charged to their credit card every month. If you would like to enable recurring donations for your site, follow these steps:
- Configure WePay as your payment processor (see How to set up payment processing with WePay (legacy))
- Navigate to Settings > Campaign Settings in the admin panel
- Check the "Enable Monthly Recurring Payments" checkbox
- Click "Save" at the bottom of the window
If your campaign does have recurring donations enabled, administrators can manage recurring donation subscriptions in the Recurring Donations section of the admin panel.
Once recurring donations is enabled an admin will be able to view the following within the Campaign Admin > Transactions > Recurring Donations tab:
- Recurring interval, e.g: monthly, bi-annually, annually
- Date donation is processed
- Donation Amount
- Number of donations processed
- If the donor is active
The administrator will also have the ability to manage payment information, which includes updating the credit card on file or cancelling the recurring donation. We recommend utilizing an email marketing tool like Mail Chimp or Constant Contact to notify donors when their credit card is about to expire. This information can be found under Reports > Credit Card Payments.
Once recurring donations is enabled, the following Email > Auto Responders will appear:
Recurring donation plans on ended campaigns continue processing donations, however they are not registered as donations in Rallybound due to the fact that their campaign is ended. For this reason, we recommend not ending campaigns that have active recurring plans. If you need to relaunch a campaign, please contact us — we can unarchive the relaunched campaign so that the recurring donations can continue being generated correctly.
Please note: If you would like to enable recurring donations on a processor other than WePay, or if you would like to configure a WePay account for only recurring donations, please contact firstname.lastname@example.org.