Using Autoresponder to send a reminder about an upcoming recurring transaction

[Carl Paulsen]

Hi,

I would like to be to send donors who have an upcoming annual recurring donation a reminder about this donation several days before the gift is set to renew. Is it possible to do this using the Autoresponder? I only see options for scheduling an email to be sent immediately, delayed, or on a specific date.

Thanks!

We are working on this now also. Basically we will be using Flow to set up an email in Salesforce that will go out two weeks before a gift is due based on the date of the incoming gift (the most recent recurring) plus the recurring periodicity minus 2 weeks/14 days. But it would be MUCH easier to set this up in C&P instead, so I'd welcome a new function for that.

[mgallogly]

Ok, thank you for passing along the idea!

[CnP.Support.AM]

Good day @mgallogly

Sorry, it is not possible to send the reminder using an autoresponder. However, it is a good idea. I have forwarded it to our developers to see the possibilities to include it in future releases.

[mgallogly]

Hi,

I would like to be to send donors who have an upcoming annual recurring donation a reminder about this donation several days before the gift is set to renew. Is it possible to do this using the Autoresponder? I only see options for scheduling an email to be sent immediately, delayed, or on a specific date.

Thanks!