OLX recurring gift processing will be the end of me...
Thanks
Andrea
Comments
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Andrea Nargan:
The 1st and 15th of each month literally give me ANXIETY - anyone else? Is there a plan for these recurring gifts to be automated? Running these gifts manually, and dealing with exceptions feels like our Org just took a giant step backwards, seems very antiquated. Can anyone share tips they have in dealing with credit cards that expire mid-way through the pledge commitment? and other recurring gift suggestions...
Thanks
AndreaHi Andrea- Were you using an automated system beforehand? Here's how I've worked it out for us, but just so you know, the person before me went about this in a different way that I can't understand. If your recurring gifts are setup correctly, you should be able to open a batch everyday (or whichever days you pull the recurring gifts) and run the "Automatically Generate Transactions/Payments" process to populate the batch. Then you Create EFT Transmission Files. Feel free to send me an e-mail if you're curious about further details. ashe@nayapdx.org
The credit card expiration dates are always a thorn to deal with. I don't have any great suggestions, but I do know that there are products that can help you out with this.\
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We process the recurring credit cards through a batch as well where we generate the automatic payments and the EFT transmission. When we have a card that expired or was declined, I write the rejection code down and email the donor asking them for an updated card. I remove the rejected card/gift from the batch and continue processing the batch and I remove the declined info from the credit card merchant log. When I receive the updated card, I process it using the original date it was to be processed. I apply it against tge recurring pledge. We also process on tge 1st and 15th.0
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Hello!
Thanks for your help with OLX recurring
gifts…can you explain this portion a little more please? I do
have a situation where the rejection code said: “Please call the number on the back of your
card. Your bank requested that we do not honor this
card” – however the
issue was an expired card….?I remove
the rejected card/gift from the batch and continue processing the
batch and I remove the declined info from the credit card merchant
log. When I receive the updated card, I process it using the
original date it was to be processed.Thanks
Andrea J
Andrea Nargan
Donor Relations
Coordinator, RE
bCRE612-343-4743 | northcentral.edu
910 Elliot Avenue, Minneapolis, MN
554040 -
Andrea Nargan:
Hello!
Thanks for your help with OLX recurring gifts…can you explain this portion a little more please? I do have a situation where the rejection code said: “Please call the number on the back of your card. Your bank requested that we do not honor this card” – however the issue was an expired card….?
I remove the rejected card/gift from the batch and continue processing the batch and I remove the declined info from the credit card merchant log. When I receive the updated card, I process it using the original date it was to be processed.
Thanks
Andrea J
Andrea Nargan
Donor Relations Coordinator, RE bCRE
612-343-4743 | northcentral.edu
910 Elliot Avenue, Minneapolis, MN 55404
We get that same message in Batch for every declined transaction no matter what the actual issue was. In the letter we send to donors with failed transactions, we keep it very vague and just say something like "as of February 15, 2018, your recurring gift could not be processed using the card on record, please contact us etc".
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Hi Andrea,
Sometimes the donor changes cards and forgets to tell us. I just had that happen. I send a courtesy letter to the donor asking for an updated credit card. I include a portion of the rejection code “Please call the number on the back of your card. Your bank." Funny when I copied over the code, I did not know there was more text. But it still softens the message. Once I have the new card #, I process it for the date it was to processed - this allows for the recurring payment date to stay in the proper sequence.
My apologies, if this posts twice. I answered from my phone and received an error message. But last time I received the error message, my response show up in the thread.
Thanks for your help with OLX recurring gifts…can you explain this portion a little more please? I do have a situation where the rejection code said: “Please call the number on the back of your card. Your bank requested that we do not honor this card” – however the issue was an expired card….?
I remove the rejected card/gift from the batch and continue processing the batch and I remove the declined info from the credit card merchant log. When I receive the updated card, I process it using the original date it was to be processed.
Thanks
Andrea J
Andrea Nargan
Donor Relations Coordinator, RE bCRE
612-343-4743 | northcentral.edu
910 Elliot Avenue, Minneapolis, MN 55404
0 -
Good information! That is just crazy
tho…! Why the big list of rejection codes if it always sends
the same one? StrangeAndrea Nargan
Donor Relations
Coordinator, RE
bCRE612-343-4743 | northcentral.edu
910 Elliot Avenue, Minneapolis, MN
554040 -
Thanks for the clarity!
Andrea
Andrea Nargan
Donor Relations
Coordinator, RE
bCRE612-343-4743 | northcentral.edu
910 Elliot Avenue, Minneapolis, MN
554040 -
We run our montlhy CC/EFT gifts through a batch. If a card declines, I email our receptionist the donor's name, gift amount, and last 4 digits of their card. She then calls them to see if they have a new card.
Unlike others in this thread, I actually keep the donor in the batch for 3 months in hopes they return our call and update their card. I will submit their gift as $0 to show in our records that they declined and there isn't just a random month missing for no reason. We mark the $0 gift as Do Not Acknowledge so they arent accidently receipted for $0. By leaving them in the batch for $0 I update the batch setup to reconcile out correctly with the lesser funds.
I have noticed that expired cards don't actually affect the pass/fail of a card until it is about 6 months past it's expiration date. Not sure why this is, but it fortunately allows a grace period for the donor to contact us with new info.0 -
Andrea Nargan:
The 1st and 15th of each month literally give me ANXIETY - anyone else? Is there a plan for these recurring gifts to be automated? Running these gifts manually, and dealing with exceptions feels like our Org just took a giant step backwards, seems very antiquated. Can anyone share tips they have in dealing with credit cards that expire mid-way through the pledge commitment? and other recurring gift suggestions...
Thanks
AndreaThe whole automated thing is rediculous! In this day and age, we should be able to have those gifts process on the 1st and 15th without my intervention. But we're stuck in RE Classic and Citrix - bet that's the problem. I'm going on vacation on May 1 - and I'm NOT signing in to process cards.
1 -
Andrea Nargan:
The 1st and 15th of each month literally give me ANXIETY - anyone else? Is there a plan for these recurring gifts to be automated? Running these gifts manually, and dealing with exceptions feels like our Org just took a giant step backwards, seems very antiquated. Can anyone share tips they have in dealing with credit cards that expire mid-way through the pledge commitment? and other recurring gift suggestions...
Thanks
Andrea
I'm still waiting for the Recurring Batch disappearing credit card number glitch to be resolved. That's when the stored credit card number disappears randomly and there is no way to retrieve it. Started about 6 weeks ago, and still a problem a few days ago. Someone from Blackbaud said it was fixed in patch 11, but it was not. So awkward trying to call donors and telling them our system lost their number. Some think I'm a con artist.
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We just went to BB hosting a month ago and last week we began to discover that this same random "disappearing Credit Card" malfunction is occurring for our recurring gifts entered via NetCommunity.
We, too, have been told patch 11 fixed it. But, we are on patch 11 in RE and credit card numbers are still disappearing from gift batches. We, too, had the awkward call to the donor(s) to say, "Our 3rd party provider's software apparently has a new glitch and it lost your CC number."
My questions for Blackbaud are...- Why is this still happening, post patch 11, and when will it be fixed?
- The suggested work-around is: When we get a new recurring gift via NetCommunity and the CC # goes missing, we try to reach the donor by phone to ask for the "lost" CC number so we can actually process the recurring gift. If we are given the credit card number, we put it into the field on the constituent's Bio 2 tab. Once there, we open the recurring gift batch and are able to re-populate the CC # field. Is that accurate?
Andrea Nargan:
The 1st and 15th of each month literally give me ANXIETY - anyone else? Is there a plan for these recurring gifts to be automated? Running these gifts manually, and dealing with exceptions feels like our Org just took a giant step backwards, seems very antiquated. Can anyone share tips they have in dealing with credit cards that expire mid-way through the pledge commitment? and other recurring gift suggestions...
Thanks
Andrea
I'm still waiting for the Recurring Batch disappearing credit card number glitch to be resolved. That's when the stored credit card number disappears randomly and there is no way to retrieve it. Started about 6 weeks ago, and still a problem a few days ago. Someone from Blackbaud said it was fixed in patch 11, but it was not. So awkward trying to call donors and telling them our system lost their number. Some think I'm a con artist.
0 -
Andrea Nargan:
The 1st and 15th of each month literally give me ANXIETY - anyone else? Is there a plan for these recurring gifts to be automated? Running these gifts manually, and dealing with exceptions feels like our Org just took a giant step backwards, seems very antiquated. Can anyone share tips they have in dealing with credit cards that expire mid-way through the pledge commitment? and other recurring gift suggestions...
Thanks
Andrea
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Hi Andrea, Have you resolve this yet? Here is what I do. I have a query set up on my dashboard that shows me a list of expired CCs from the current monthand next 2 months out. It is set up so I can see their name, amount, designation, card type, last 4 digits, and exp date. I then call my constituent and get it updated. If I don't get and answer on their phone, I then email them to have them call me. this has worked for me really well.
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We too are struggling with the disappearing emails. Attached is a list of rules we have come up with to mitigate the situation until Blackbaud fixes it.
0
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