Admin ability to manage recurring donations | Voters

Admin ability to manage recurring donations

planned

Tori Meglio

Allow admins the ability to manage and edit recurring donations, sending a confirmation email of the change to the donor.

April 15, 2021

Chase Burleson

Any update? It’s been awhile that this has been planned and would LOVE to see this in progress soon.

George Richardson

We are still looking for the ability to redirect from campaign to campaign. I'm still getting recurring donations from a campaign we ran in 2021. It adds additional work for me to change the campaign in Bloomerang after Givebutter sends it over. However, I also have to remember to clear the funds from the old campaign as it builds up. MUCH additional administrivia because this seemingly simple process can't be implemented.

Ruth

Ability to have a bulk cancellation when a campaign is inactive or needs to be closed

Chase Burleson

Super important for us to be able to have this ability! Any chance there is an update on this feature?? :)

Jack Kalla

this is a very important function especially the ability to edit end dates of plans.

Scholar Idjagboro

When we will this feature be available?

Elaine Makikalli

marked this post as

planned

Hi everyone, 
The version of this upgrade to recurring plans is currently limited to be able to see more plan details. Allowing admins to edit plans in the dashboard on behalf of the donor is still in the works!
I am updating this status  back to planned, but hope you find some initial value in having more visibility into the plan details.
We also hear your feedback on the confusion of the 3-dot dropdown icon to only showing ‘cancel’ as an option. I have relayed this to the team and will fix this as soon as possible!
In the meantime, you can access this side panel by clicking anywhere on the line item, rather than the 3-dot icon. 
We appreciate all of your feedback and comments, thank you!

Lauren Creel

Elaine Makikalli, can you give us an update on when this will be complete? We have donors requesting that we increase their monthly donation amount and would love a timeframe for when this will be possible. Thank you!

Brooke Sanders

I don't seem to have that view. It's the same options for me, cancel or leave it alone :)

Elaine Makikalli

marked this post as

complete

Exciting news – we've spruced up the recurring donations tab! Now, when you select a plan, you'll notice a sidebar panel that's full of useful info. Dive in to view all details about payments, contact info, upcoming transactions, and snapshot reporting 🎉

Sara Larson

Elaine Makikalli Great! When will we have the ability to move recurring donations from one campaign to another? This is really important for us!

Caroline Rensel

Elaine Makikalli so can admins actually edit the date or amount of the plan? I can see info, but don't seem to be able to actually manage anything...

Chris Haughee

Elaine Makikalli I have the same question as Caroline... Did you actually address the need? That's not clear in your post/update. But ... You've marked it as complete??

Kathren Murrell Stevenson

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