Recurring Gifts

Recurring Gifts allows Users to search for specific recurring transactions in the Engaging Networks dashboard, quickly navigate into them and also bulk manage them. Users can search by various criteria related to the supporter or transactions and quickly navigate to the transaction to view perform actions such as refund, update the amount, or cancel.

How to search Recurring Gifts

Gift View can be accessed by Users from Data & Reports > Recurring Gifts.

Select search criteria from the dropdown on the left

Field	Definition
Donor Name	Name of the supporter. A partial first or last name can also be used to search.
Donor Email	Email address of the supporter
Donor Mobile	Mobile phone number of the supporter (tagged Second Phone field)
Transaction ID	Gateway transaction ID. Partial ID can also be used to search
Last four digits of CC	The last four digits of the credit card used for the transaction
Processing day	Day the recurring transaction is processed
Recurring Status	`Active` `Suspended` `Paused` `Canceled`
Appeal Code	Value for the tagged Appeal Code field associated with the recurring transaction/s

Optionally filter further by recurring frequency
Enter relevant search terms and select

Review search results

Field	Definition
Name	Name of the supporter. Can be clicked to open the supporter’s record.
Amount	Amount of the donation
Type	Type of transaction: e.g. Fundraising Recurring - Initial (FCR), Fundraising Bank Recurring - Initial (FBR), Fundraising Bank Recurring - Subsequent (FBR) etc.
Date	Date of the transaction
Method	Payment type of the transaction, e.g. Visa, Mastercard, ACHEFT, etc
Status	Status of the transaction, e.g. success, reject, pending
Processing Day	Day the recurring transaction is processed
Next Payment Date	Date the transaction is next scheduled to process
Appeal Code	If applicable, the tagged Appeal Code field value
Details	Allows the User to see additional details about the transaction and also navigate to the transaction on the supporter's record.

Transaction Details

After searching for donations, you can select the next to the relevant transaction to view further details

Field	Definition
Name	Name of the supporter. Can be clicked to open the supporter’s record.
Payment Date	Date and time of the transaction
Amount	Amount of the donation
Is Recurring?	Is the transaction recurring? Yes/ No
Recurring Frequency	Frequency of the recurring transaction: Monthly, Quarterly, Annual. Is N/A for single
Status	Recurring status: ACTIVE, SUSPENDED, CANCELED, PAUSED
Refunded	Has the transaction been refunded? Yes/No
Next Payment Date	Date when transaction will next process
Payment Method	Payment type of the transaction, e.g. Visa, Mastercard, ACHEFT, etc
Page Name	Name of the donation page where the transaction was made. It can be clicked to open the page.
Type	Type of transaction, e.g. , Fundraising Recurring - Initial (FCR), Fundraising Bank Recurring - (FBR)
Transaction ID	Gateway transaction ID
Receipt ID or donation log ID	Receipt ID or donation log ID (if the transaction has not been receipted).

Select to further manage the individual transaction

This will open the transaction in the transaction series in the Recurring Donation Gadget. From the gadgets, transactions can be managed, refunded, updated, or cancelled.

Updating transactions

After searching for donations, you can select the checkbox next to the relevant transaction/s to make changes to them

Select the button to open an overlay of fields to be updated

Field	Definition
Processing Day	Day the recurring transaction is processed
Frequency	Monthly, Quarterly, Annual
Amount	Amount of donation (numbers only)
Status	`Active` `Paused` `Canceled`
Appeal Code	Select from dropdown to change the value of the tagged Appeal Code or Direct Gift fields or External Reference Fields 1-10
Other 1-4	Change the value of the tagged ‘Other’ fields

Enter applicable field changes and select

After processing, the area that previously had the button to update transactions will display if the transactions were successfully or unsuccessfully updated

Permissions

Users need the following permission in order to utilize Recurring gifts view.

To view a list of transactions: Data Management > Manage Individual supporters > ‘View’ permission

To see details about transactions and open transactions the following additional permissions are needed: Page > Page Type > Donation Page > ‘View’ Permission