Handling Credit Card Rejections in Raiser's Edge (and Luminate Online)
Hello, all!
Currently, my organization (which uses both RE and LO) has been sending out a series of three letters from RE for people whose credit cards have been declined (once a month, as long as the card keeps getting declined). We have a somewhat tricky process for tracking the first, second, and third declines:
1. Query on recurring gifts that have not been paid in the prior month
2. Perform a global action to add a "credit card rejected" attribute to the gift, with a "rejected date" value on it
3. Those attributes/dates become the basis for counting how many times a credit card was rejected (for instance, if there are rejection dates for 9/23, 8/23, and 7/23, that means three rejections/declines).
How does you organization handle declines? We would prefer not using global actions to add all these attributes.
Thanks a lot!
