Bulk update of automated recurring gifts

As a not-for-profit, we often run campaigns with our recurring gifts, looking to upgrade their gift amount or re-activate their terminated gift. Recently our organisation had a very successful upgrade campaign and now have 300 recurring gifts whose amounts need to be upgraded and will have to do that manually. Having the ability to upgrade or amend a recurring gift in bulk would be a massive time saver for RE users and would also result in less human error from doing it manually.

  • Ellen Dann
  • Jul 18 2022
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  • Guest commented
    14 Feb 01:35

    Hi Juliana Lawson/@Admin. I had a look at the release notes for 22 August 2023, but it only refers to bulk converting Automated Gifts, not to amending recurring gifts in bulk. If this is indeed possible now, could you please advise how it is done? Thank you!

  • Admin
    Juliana Lawson commented
    August 29, 2023 19:21

    Good news! This feature was released last week.