If you’ve created a crowdfunding campaign or have any donation pages, your donors can make recurring donations. (Click here to learn the difference between a crowdfunding campaign and a donation page.) As the campaign organizer, you can access information on these types of donations by running a report. Doing so may be useful for keeping track of your campaign’s progress and for analyzing future projections. 

At some point, your donors may also contact you to request that their recurring donation be cancelled, or to update the credit card being charged for the recurring donation. You can make these changes on their behalf in a few simple steps. Please note, however, that only donors themselves have the ability to change the frequency or amount of recurring donations. (You can direct them to this page if they’d like to learn how. Donors may also update their credit card information or cancel a recurring donation on their own using these instructions.) 

Reports

The steps for accessing a report of recurring donations are a bit different depending on the type of fundraiser you’re running. Here are the steps to follow for crowdfunding campaigns:

  1. Click my campaigns in the left menu. 
  2. If you have chosen list view, click on the title of your campaign. If you have chosen grid view, click on the campaign image.
  3. Click view donations.*
  4. Under the donations* tab, click recurring.

Here are the steps for running a report of recurring donations for a donation page:

  1. If you wish to view recurring donations on any donation page, click donation pages in the left menu. 
  2. Click the title of the donation page.
  3. Click view donations.*
  4. Under the donations* tab, click recurring.

This table will list all the recurring donations with the amount, frequency, next charge date, number of payments that have been made, and the status of the recurring donation. A report can be exported by clicking export in the lower left area of the table.

Edit a donor’s recurring donation

Should you be contacted by a donor with a request to cancel or update credit card information for an existing donation, here are the steps you can take:

  1. Follow steps 1-4 above for crowdfunding or donation pages.
  2. Find the recurring donation you’re looking for, hover over it, and click the three-dot menu on the right.
  3. Click edit donation to change the payment method for that recurring donation. Click cancel donation to cancel any future donations.

Good to know:

  • Cancelling a recurring donation will only stop future recurring donations from being made. It will not cancel or refund any previous payments that have already been made. 
  • The amount or frequency of a recurring donation can only be changed by the donor upon logging in to their RallyUp account. Due to security and privacy concerns, only the donor themselves can change these settings. 
  • Click EXPORT from the recurring donations table to view a full report with all details for your recurring donations. The Exported report  includes more data like payment type, email address, and any dedication/honoree information.
Did this answer your question?