Subscription Management

COMING SOON! 
Improved subscription management for recurring gifts and pledges. 

Your recurring donors and pledgers are some of your most reliable, loyal donors. We want them to have a beautiful, streamlined experience when it comes to managing their subscriptions. It should be easy for them to make updates, increase their giving, change their payment method, and even cancel their recurring gift. And, it should be exceptionally easy for school administrators to make updates on behalf of donors as well. 

How to Manage Subscriptions

• Administrators:
  • Head to your fundraising dashboard >> 
  • Manage Gifts >>
  • Recurring Subscriptions
    • Click into the Donation ID OR Click 'Actions' > Modify
• Sending Donors Links to Modify:
  • Head to your fundraising dashboard >> 
  • Manage Gifts >> 
  • Recurring Subscriptions
    
    • Click 'Actions' > Send Donor Link to Modify

Editing Subscription Details

Click 'Edit Subscription Details' to modify subscription information.
Donors and administrators can:

• Update Next Payment Date:
  • Changing the next payment date to a future date will reduce the total gift commitment if the Final Payment date remains the same.
  • To maintain the total gift commitment, update the Final Payment Date as well.
• Edit Frequency:
  • Change from Monthly to Yearly.
• Edit Installment Amount:
  • Increase or decrease the installment amount.
• Edit Final Payment Date or Update to Indefinite:
  • Ending a recurring gift early reduces the total commitment.
  • Extending a gift increases the total commitment.
  • Set a gift to be time-bound or indefinite with no end date.

Editing Payment Details

Click to 'Edit Payment Details' 

• Donors can update their current payment information, add a new card, or new bank account information. 
• Note: The most common source of failed recurring payments is an incorrect billing zip code. Donors can now easily update their billing zip to continue their recurring payments. 

Canceling

Donors can now easily cancel recurring gifts on their own, in addition to school administrators having the ability to cancel. 

• FAQ: Why is GiveCampus now allowing donors to cancel their own recurring gifts? 
  We believe that transparency and ease of use is critical. Have you ever tried to cancel a subscription service and were required to jump through hoops to talk to a person to finally cancel? It's frustrating and doesn't make you likely to engage that service again. We allow them to cancel, but encourage them to modify their recurring gift instead. 
  
  

Donor Information

• Donors can update their own basic biographical information, like name, address, and affiliation.
• Spouse information and Donation Details are only editable by school administrators.

Paid & Future Installments

• Donors and School Administrators can view paid and upcoming installments. 
• Donors and School Administrators can resend installment receipts
• Only School Administrators can edit installments and download PDF copies of installment receipts.

Reporting

Easily get reports of all recurring gifts that have been updated during a certain time period in order to update that subscription information in your CRM. 

• Visit fundraising dashboard > Reporting > Recurring
  • Use date/time of modification
  • View all recurring subscriptions that have been modified with their latest subscription information
• Leverage the Recurring Subscription API