Configure the recurring payment failure email communication trigger
In Vision2, you can notify donors that their recurring gift payment has been returned by enabling a triggered communication. This is a two-part process.
Edit the Trigger Communication Configuration
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Login to the V2 Admin Portal and navigate to: Marketing > Configure Triggers
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Scroll down to the Recurring Payment Failure communication and click the Details button to the right of the communication.
Please note: The default messaging is designed to send a message the day the payment return notice is received in Vision2 and again 5 days later.
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Click the Preview button to the right of one of the responses
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Click the Edit Template button to make changes to the subject line or message body.
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We recommend removing the default language in the message body and providing a gentle notice that the donor's payment was returned. Please provide your email address and/or phone number for the donor to contact you for assistance.
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Click the Next button
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Click the Save & Exit button
Please note: the response changes you make will update all response line items. You only need to edit once.
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To send only one returned payment notice: Click the Edit Trigger Configuration button, click the Delete button to the right of the second response item, then click Save & I'm Done
Enable the Trigger Communication
Please note: This trigger is enabled at the designation level. You will need to enable it for each designation that you want to provide recurring gift failure notices.
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Navigate to Finance > Designation Type (Projects, Campaigns, Funds, etc.)
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Click the pencil to the left of the designation you wish to enable recurring gift failure messages
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Scroll down to the Trigger-Based Communications section
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Click the toggle under Recurring Payment Failure to on
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Use the drop down list to select the Recurring Payment Failure option that appears
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Click Save & I'm Done