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Using Autoresponder to send a reminder about an upcoming recurring transaction

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  • Carl Paulsen
    replied
    Originally posted by mgallogly View Post
    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.

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  • mgallogly
    replied
    Ok, thank you for passing along the idea!

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  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • Using Autoresponder to send a reminder about an upcoming recurring transaction

    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!
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