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  1. Recurring Donations

    regularly are more likely to be involved in the nonprofit's activities and advocate for its cause. For this reason, Rallybound offers a robust recurring donations system that allows donors to easily give, and administrators to easily manage, recurring donation plans. Some features available in this system: We offer
    Knowledge baseJul 26, 2019
  2. Nonprofit Success Pack Recurring Donations

    Rallybound integrates with the NPSP Recurring Donation object in the following ways. Rallybound can create a recurring donation which manages and keeps track of its donations that recur: Basic settings will only create an opportunity for each donation interval as it occurs. There is no difference between open-ended
    Knowledge baseAug 29, 2019
  3. Configuring recurring donations on your site

    here. For now, setting up recurring donations requires configuration from the Rallybound team, so please contact us if you'd like to configure recurring donations. Our recurring donations system currently supports the following processors: NeonPay
    Knowledge baseOct 06, 2019
  4. Recurring Donations with WePay

    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
    Knowledge baseMay 01, 2019
  5. ID Description and Legend for Reports

    Payment ID issues. Recurring Donation ID ID Associated with a recurring donation TransactionID ID/code that comes back from the processor after … Below is a description of the various ID's found within reports. Campaign Name Description DonationID ID given for each donation that occurs
    Knowledge baseJan 29, 2018
  6. How do I pause or delete a recurring donation plan?

    Donors can pause and/or end a recurring donation plan from within the donor portal. To do this, follow these steps: Navigate to the Payments tab in the user profile section Click the profile image in the top right of the site Click "Profile" Click "Payments" Click "Recurring Plans" Select the desired donation
    Knowledge baseJul 25, 2019
  7. How do I cancel a recurring donation

    Admins can manage the recurring donation payments from their WePay account.    1) Go to admin panel > Transactions > Recurring Donations tab 2) Click on the recurring donation record from the list 3) Click Manage Payment Info button on the record 4) This will take you to the WePay site. Lastly, click
    Knowledge baseSep 20, 2017
  8. Moving recurring donations onto Rallybound from another system

    If you are using WePay as your payment processor Rallybound has the ability to convert recurring donations that were processed through another system onto … containing all of the information needed to complete a front-end donation. This will include the token from WePay allowing Rallybound to trigger recurring donations
    Knowledge baseMar 19, 2018
  9. Salesforce Integration Version 1.45

    . Creates future pledged Opportunities. Added custom field lookup "Rallybound Recurring Donation ID" to find the correct Recurring Donation object Integrated … Summary Rallybound Version 1.45 added a few new features to track Recurring Donations and minimize duplicate records. What's New New integration with NPSP
    Release NotesMar 19, 2018
  10. Reports Complete Walkthrough

    Payment ID issues. Recurring Donation ID ID Associated with a recurring donation TransactionID ID/code that comes back from the processor after … on the 1st and 16th of each month. This report will provide details related to that invoice. Statement ID, Date and Time Period Total Donation amount
    Knowledge baseMay 12, 2019