Mastercard requirements and sending the emails through NXT

@April Snow
April, even if you use OLX for your donation forms and regular emails, you can - and will probably need to - use NXT for your receipt emails for recurring gifts. I could not find a suitable way to do this in database view, Mailchimp, or Online Express. We literally do not use NXT emails for anything else except this function.

• In NXT, create a Gifts List with criteria: recurring gifts processed this week.
• Then, under Fundraising - Gift Receipting, upload the query.
• You will need to probably adjust your email template there (we added branded headers, etc.)
• You checkmark the ones that need receipting, and then send.

It should look similar to this:

@Sheila Wortham
Sheila, unfortunately, I don't have much advice on that point! We luckily don't have any irregular (quarterly, biannual) recurring gifts on credit card – our recurring gift society was set up specifically for monthly donors.

Neither NXT nor OLX have the merge fields necessary to pull this one off in their email marketing. My guess is they will add those fields in the near future as other nonprofits stress the need. Otherwise:

• If you have only a handful, you might be able to manage using a query to identify which records to send each quarter and then sending them manually.
• If you have a larger number and use a third party like Mailchimp, you could conceivably export the needed data (next payment info, processing date) as custom merge fields in a targeted Mailchimp email.
• You could send by snail-mail, which would cost more in postage, but be much easier to merge/export.
• If your donors don't have emails, Mastercard now says you don't need to send any digital reminders or receipts.