Email Declined Recurring gifts

It would be ideal to be able to build a workflow to email declined credit card donors automatically through NXT.

  • Krista Lippert
  • Mar 19 2020
  • Reviewed: Voting Open
Gifts / Lists
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    • Cheena DeAraujo-Desir commented
      September 14, 2022 16:20

      I built a workflow but you cannot pass a constituent through multiple times. So if someone declines 2 months in a row they only get the one email.

    • Melissa Stewart commented
      July 14, 2022 19:59

      I just tried to use the gift receipting function for this, but that does not allow receipting to zero dollar gifts - even though you can pull the list in and create an appropriate template. But, yes an automatic workflow would be preferable.

    • Kristin Gilbert commented
      May 21, 2021 00:17

      I agree - this would be a huge help. In addition, if credit card pledged gift donors could be automatically emailed, that would be a huge time saver in our workflow!

    • Julia Kalinkina commented
      August 25, 2020 03:29

      Yes! It would be also great to be able to action Recurring gifts with expiring credit cards - we are sending emails to donors manually now.

    • +23