Configure the returned payment email communication trigger
In Vision2, you can notify donors that their 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 Default Payment Return 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 makes changes to the subject line or message body.
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We recommend removing the default language in the message body and provide 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
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Navigate to Marketing > Organization Trigger Rules
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Click the Edit Rules button in the bottom right hand corner
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Under the Payment Return section, click the toggle switch to ON
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In the Search for Trigger Configuration search box, type an asterisk (*)
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Select the Default Payment Return option that appears
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Click Save & I’m Done