Bulk Direct Debit cancellation processing

Luisa Rampin

Hi

Our organisation has recently found the number of Direct Debit cancellations has increased significantly, with a matching need to communicate with donors. We are still using a manual process of getting notifications from Bacs and going to each donors record and canceling the DD and creating a letter.

I've only been in this post for a few months, can anyone tell me if there's a way to import the cancellation file with different cancellation reasons and create a mailing file for each cancellation reason in bulk? Manually processing each cancellation/communication is very time consuming. ?

Many thanks

Luisa

Rachel Cavalier

@Luisa Rampin

Hi Luisa

We don't get that many Direct Debit cancellations or updates, so we too process each of them one at a time - however I feel like you could import the cancellation reason as an attribute on the relevant recurring gift for the Direct Debit. You could then use the Mail module in RE to create the data file for your mail merge including this attribute as one of the merge fields.

It'd save some time in the communication part of the procedure hopefully.