Setting up rejection code query to use for emailing donors

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Keil Corey
Keil Corey ✭
Tenth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
I am trying to determine how to set up a query for gift rejection codes, so that I can easily email our recurring donors, or one-time donors, when their credit card is declined for whatever reason. And, for that matter, it would also be great to set up an email prompt when a recurring donor's credit card is close to expiring. 


 
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Keil,


    My suggestion for a gift query would be Gift Information > Authorization Code is blank and select other criteria to only get the pay method  EFT/credit card/direct debit or whatever you need.  Can set a date range etc.  Output can include field detailing why declined.


    I think there are suggestions on the Discovery Idea Bank about notification of cards expiration dates.  Ongoing thing.  I did at one point setting up an action on the donors record for a notice to come to me.  Haven't tried an email to donor yet.
  • Keil Corey
    Keil Corey ✭
    Tenth Anniversary Photogenic First Reply

    JoAnn Strommen:

    Keil,


    My suggestion for a gift query would be Gift Information > Authorization Code is blank and select other criteria to only get the pay method  EFT/credit card/direct debit or whatever you need.  Can set a date range etc.  Output can include field detailing why declined.


    I think there are suggestions on the Discovery Idea Bank about notification of cards expiration dates.  Ongoing thing.  I did at one point setting up an action on the donors record for a notice to come to me.  Haven't tried an email to donor yet.

    Hi JoAnn,


    I guess I'm still uncertain how that would pull a gift that hasn't been committed to a record. What about if I use the exceptions batch, query that list and globally add a constituent code or attribute that could be used to create an query of donor's with rejection codes? Although, if I haven't committed the exceptions batch, I may experience a similar problem with pulling this data to create an email list. Basically, I'm not sure how this works without committing these gifts with rejection codes to the donor's record. 


    Keil

  • Catherine Burns
    Catherine Burns ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    For our failed recurring credit card gifts we create an exception batch, change the amount to $0, add a column to the batch for gift attribute of "Rejection Code" and manually select an appropriate rejection code based on the decline reason, then clear decline reasons from the batch and commit the exception batch. The authorisation code is also blank for these gifts. This keeps the recurring gift up to date by creating a $0 payment. We can then use the gift attribute for queries for our failed payment phone calls, letters etc. 


    We don't currently do this for our one off donors are we have fewer of those and just do constituent letters one by one for each person with a failed payment but the process should work for both.

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