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Triggering Autoresponder on first recurring transaction, not following transactions

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  • Triggering Autoresponder on first recurring transaction, not following transactions

    Hi there,

    We would like to use Autorsponder to send a thank you letter to donors who enroll in monthly recurring payments, but when I check the "Recurring" box in the autoresponder settings the thank you letter is sent each month.

    Is there a way to configure Autoresponder to send a message for the first transaction, but not on the following monthly payments?

    Thanks,
    Anna

  • #2
    Anna,

    Interesting request. Currently the autoresponder goes out when the recurring transaction posts & that is at the time of the donation when a recurring is set up as well as when the future recurring transactions are posted.

    I have to think about how we can have this done only the first time.

    Give me time and we will add this to release 8.0.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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