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  • Additional Fee on Recurring Transactions

    If an organization adjusts the formula to calculate the "Additional Fee" (aka donation for processing fees) in a CONNECT campaign, will active recurring transactions set up through that campaign/form be impacted? I'm assuming not, but with the fee adjustment coming up, a few of my customers will be adjusting that 'additional fee' and they have a number of (mostly indefinite) recurring gifts that include that additional fee, it would be awesome to have the option for that to update without having to recreate all those recurrings.

    What are your thoughts? Advice? Ideas?

    Thank you!

  • #2
    It would work the same way as if you needed to change the amount of the Recurring Gift. In order to alter the amount of a Recurring Gift, you have to create a Recurring Gift for the new amount using the card on file, and cancel the original recurring.

    You make an excellent point, I will bring this up for discussion as to how we might make it easier for customers in this situation, and post back here with any plans.

    ~ Amanda
    C&P Customer Advocate
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      Hi jillifoss,

      After discussion, our recommended course of action would be to create a report for the recurring donors on that Campaign, notify them that the fee structure has changed and how their recurring payment would need to be cancelled and recreated, and then do so as they confirm that they are willing for their payment to be altered.

      Automating that change would be charging their donors more, even though the difference may be small and justifiable, without their agreement.

      ~ Amanda
      C&P Customer Advocate
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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      • #4
        I was realizing that as I thought about it more. Thanks!

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