Release Date: October 18, 2024
Release: 2024, Q3
Description:
Recurring Updater offers organizations and easy interface for letting their patrons to update their recurring donation information, e.g. name, address, email, and amount (Subscription only). To enable the updater see the following administrative options:
1. Recurring Updater:
The recurring updater page will be an integral part of the CONNECT sites. This is to ensure the URL is maintained and not changed through time. Each receipt may be set up to include the URL of the updater and if the link changes the URL's will be returning error. The link to the recurring updater is set for using https://CONNECT.clickandpledge.com as the base URL. If the CONNECT site is set up with a custom domain, the URL will redirect to the custom domain.
The following screen allows for customization of the patron landing page and the options that should be available for patron to update.
- Recurring Updater Option for Admins:
Any subscription based recurring may be updated by an administrator using the virtual terminal. Installment based recurring amounts & periodicity cannot be changed.
Any update to the recurring updater will perform the following actions: [these actions are recorded both in CONNECT & Salesforce, if connected).
- Silently cancels the previous recurring.
- Starts a new recurring with updated parameters
- Links the previous recurring to the new recurring using the Parent Order Number.
The Change Log shows the history of changes:
The Change column in the grid provides information about the changes in the update, following the designations shown below:
- B = Billing Information
- S = Shipping Information
- D = Payment Description
- R = Recurring
- T = Tracker & Campaign
- C = CONNECT
- Q = Custom Questions
- E = Email Receipt Customization
- P = Payment method
2. intelliBooster (https://clickandpledge.com/intellibooster)
Patrons may be presented with varying buttons based on their previous giving history. intelliBooster may be set up using the CONNECT portal: