Bulk Direct Debit cancellation processing

Luisa Rampin
Luisa Rampin
Name Dropper First Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

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

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Comments

  • Rachel Cavalier
    Rachel Cavalier Community All-Star
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    @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.

  • Luisa Rampin
    Luisa Rampin
    Name Dropper First Anniversary Facilitator 1

    @Rachel Cavalier
    Hi Rachel

    Thanks for this info, I've passed it on to the team that deal with the DDs, and I'm waiting to hear their response.

    Luisa

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