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Recurring gifts discovery - bulk converting manual to automated

Juliana Lawson

UPDATE: This feature was released last week! Thank you to everyone who responded to this post and those of you who we met with to gather your feedback!

Hello,

I'm a product manager at Blackbaud. If you are currently converting manual recurring gifts to automated one at a time (see screen shot) or if you are considering converting gifts in the near future (by any means), I'd like to talk to you. Please reach out to me at Juliana.Lawson@Blackbaud.com, if you are interested. Let me know if you are currently converting or are interested in converting.

Best,

Juliana

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Comments

Lee Grisham

@Juliana Lawson Please make sure they are aware that there is no way to access Credit Card Updater when they make this transition as it does not apply to ARG's. They can vote for the idea for that to be implemented on the Idea Bank in hopes that it is added in the future.

Juliana Lawson

@Lee Grisham Thank you for mentioning this! We are simultaneously working on the credit card updater issue, so hopefully we could release these features together.

Evan Webb

@Juliana Lawson Definitely interested. Also there needs to be documentation about these manual recurring gifts. We were onboarded to BBMS last year and no where in the documentation or onboarding was it indicated that we would have to convert recurring gifts created via Online Express in order for them to be automatically processed. We ended up losing revenue last year because the process was not documented and we expected recurring gifts to process automatically. It's an issue.

Adrian Pitts

@Lee Grisham I had a donors recurring gift that did not process in Jan. and it had reject by their name, I emailed the donor and left message to see if they got an updated card. They didn't get back with me but in Feb. The card process and I haven't updated anything on my side. I thought their expiration date had come and they received a new card and it processed the following month. So I need to understand how this happen.

Wanda Hardison

@Juliana Lawson Yes, please forward. The procedure for repeat giving piques my attention. I only recently began working in my current role. Also, we are manually adding reoccurring contributions.

Souad Bouali

Hello, @Juliana Lawson we converted our CC recurring gifts using RedArc. The process was smooth and fast. The only down side is that thier system does not support ACH recurring gifts which we try to convet manually everyday.

Henrietta Hawkins

@Souad Bouali
Glad to hear all went well with your conversions.
Happy to answer any questions if anyone is interested in how our Automated Recurring Gift Conversion tool works, via DM or email me at Henri@redarc.systems if you'd like more info.

Juliana Lawson

@Evan Webb I'm sorry to hear about the lost revenue. I will pass on your comments to the onboarding team. If you send me an email Juliana.Lawson@Blackbaud.com I can set up a meeting to get your feedback on your current converting process.

Juliana Lawson

@Wanda Hardison what online donation form are you using? OLX or the RENXT web view donation forms.

Juliana Lawson

@Souad Bouali would you be willing to speak with me about your experience converting (glad it went well!) and what you are doing now? Still converting? Which donation form are you using today? You can contact me directly at Juliana.Lawson@Blackbaud.com

Susan Chomsky

@Juliana Lawson

Hi Juliana, I am converting one at a time and also need to migrate from Hopsie/Stripe on our website to RE NXT/BBMS. I have reached out to our team at BB and have not heard back. I would love to get this done by end of Apr 2023. Any help you could provide would be appreciated!

Susan Chomsky schomsky@forgottenharvest.org Site ID 41429

Juliana Lawson

Hello @Susan Chomsky,

Thank you for contacting and giving me your email. I'll reach out to you on email.

Juliana

Juliana Lawson

@Lee Grisham thank you for staying on top of this and for posting those additional links. I can see from the first link that CCU does work for RENXT Automated Recurring Gifts web view, if you update your cards in a different way.

Also, great news! Very soon your Automated Recurring Gifts credit cards in web view will be automatically updating. We will need to do further testing and little bit more work before making a formal announcement.

Information from the other post.

“@Lee Grisham, thank you for your post. I can confirm that CCU works for gifts in both in Webview (NXT) or Database view. The Updater process works at the Blackbaud Payment Services (BBPS) level, so the location of the recurring gift doesn't affect functionality. The only thing that needs to happen in RE database view is to register the cards each month in either the Data Health Center in the US or Admin Center outside the US. You will run the registration service each month to pick up new recurring gifts or deregister terminated gifts. This ideally should be done around the 8th of every month. You will then return to the same spot around the 15th to run your control report to see which gifts were updated or those that were not. If you search the keyword Credit Card Updater in the Knowledge Base, you will find the instructions you are looking for. I hope that helps.”

Juliana Lawson

Hello! Good news! This feature was released last week.