Send an email when a recurring gift payment is processed

Susan Fioribello

We are considering sending acknowledgements for recurring gift payments. However, since the payments are automated, we have been allowing everyone to choose their own dates.

I was thinking of creating a flow that would trigger every time a new recurring gift payment was entered in a batch, but I did not see a trigger for something like this. Am I just missing it or is this just not the way to do it?

Austen Brown

@Susan Fioribello - I would set the trigger instead to be when a gift is added to the system, or if you plan to run this daily - any non-acknowledged RG payments, with a gift date ≥ Jan 1, 2025. This can be set up within a “List gifts” action or an ad hoc query.

Carol Grant

@Susan Fioribello- Hi Susan, I thought I would add to what Austen said. I have a flow that sends an acknowledgement out for Recurring payments. Because they can pick their own date I have it run daily and use Past Time minus 1 day. Then put that in the List Gifts part of Date Added or Modified. Also in the List Gifts the Gift Type is limited to Recurring Gift Payment.

Lastly, I put 1 in the start gift amount so that the rejected ones don't get picked up.

Alex Wong

@Carol Grant
I don't think you need to put “Past time” dynamic content in the Modified on or after, just Added on or after is good enough.

Susan Fioribello

@Carol Grant
This is very helpful. I am going to try it.

Thank you.

Susan Fioribello

@Carol Grant
How do you filter out donors who Opt-Out of email consent or have a Solicit code of Do Not Email?

The Solicit code is added automatically when a donor chooses to “Opt-Out” when making an online gift but the email address is not necessarily marked as DNC.

Carol Grant

@Susan Fioribello Hi Susan- we have a constituent attribute/custom field where we keep track of whether they want to receive the recurring email. Either way, you can do List Solicit Codes which is located in the Constituents connector. I do Get a Constituent before the List custom fields also.

List, then I do Filter Array based on the code. I did a Compose to get the length of the filtered array then set my Compose to zero. You don't need the Compose step, I think I was testing out the filter array so I added the Compose step. You can do length(Filtered array) in the condition.

I also did a condition that says the preferred email address is not empty.