Declined Recurring Gift Emails with Donors

I have been looking for an easy way to communicate declined recurring gift information with donors. It looks like there may be 3 possible options to improve this very important communication with our donors.


1-Allow the Gift Receipting to send an email to gifts with a zero dollar value. I have created an email template that includes all of the gift information including the decline reason. I can even create a gift list that will show up in gift receipting, I can select all of the donors, but it does not actually allow me to send the email.


2-Add merge fields to the Email Marketing. By adding individual gift information merge fields, I would be able to create template for declines and use the same gift list to send the email.


3-Create a work flow that will automatically send an email to donors who have a declined recurring gift. This would be ideal, because then it would automatically send the email and I wouldn't have to remember to go in and select and send an email.


I am sure there are other options for automating this task. I am one person trying to manage all of the details with our donors transactions so automation is key!

  • Melissa Stewart
  • Jul 14 2022
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