Luminate CRM DC Users Group

Join
Options

CC Declines

Options
Lindsay Tompkins
Lindsay Tompkins ✭
Tenth Anniversary Photogenic First Reply
in Luminate CRM DC Users Group
We use LCRM and LO: Is there a way to set up automatic email notifications to an admin if a donation is declined?

Comments

  • Ebenezer Dadzie
    Ebenezer Dadzie ✭
    Ancient Membership Facilitator 1 Name Dropper Photogenic
    Yes, you can setup an automatic email notification or post to your chatter if a donation is declined.

    In LCRM search for a report "Credit Card Declines" or "Recurring Gifts with CC Declines". It's part of LCRM standards report. Filter date and run report.

    Click on Run Report and schedule furure report and send notification to the admin.

    Option 2 - Use the Subcribe button to post it on Chatter or email to the admin.


    Hope this helps?


    ED


     
  • Lindsay Tompkins
    Lindsay Tompkins ✭
    Tenth Anniversary Photogenic First Reply
    Thank you so much Ebenezer. But if I am following correctly, I think these instructions will set up a schedule to deliver a report that may or may not have new declines in it? I am looking for immediate, automatic notification when a CC has just been declined.
  • Cindy Hollister
    Cindy Hollister ✭
    Ancient Membership First Reply
    How about a workflow that triggers when stage is updated to declined credit card that sends an email?

Categories