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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.
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Current gift and recurring gift in one transaction
Our donors find it frustrating that they cannot make a gift right now...today...and then set up a recurring gift of that same amount in one transaction. Many want to set up a recurring gift, but also want a gift to be processed right away rather than waiting until the first day of the next month. This is especially true when we are conducting one-day giving campaigns such as "Giving Tuesday." OLX requires two separate transactions to achieve this, entering much of the same information twice. Other on-line giving sites I've seen allow for an immediate gift, and then offer the option such as "would you like to make that gift each month?"
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Joe Patke
- Feb 14 2017
- Reviewed: Voting Open
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Related ideas
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It's nice to know you tried your hardest for the recurring gift, but everything is fine now and people understand your statements. Cobra Kai Costume
It's fantastic to know you tried your hardest for the reoccurring present, but everything is well now and people comprehend your words.
Teeanime, as an entrepreneur, sells Naruto sneakers and sweatshirts at low pricing. I'm excited to be a part of this.
It is good to know that you were trying your best for the recurring gift but it is okay now and people are understanding your statements.
As an entrepreneur and a 90s xxxtentacion winnie the pooh varsity denim jacket seller in the USA and out countries. I am glad to be a part of this,
We are having this same issue, and would love for this to be an option for our donors!
This is needed! We've stopped using the recurring gift option because too many of our donors were confused because they couldn't make their first payment on the day that they're filling the form out.
Yes! We've had several instances of donors setting up a recurring gift on say May 3 - and then they don't actually get charged until June 1 (we only offer 1st of the month payments as processing these gifts is such a manual process we only want to do it once a month), and by then, their credit card does not go through, and surprise, they don't respond to emails or phone calls. So we have already sent out their membership benefits (which costs us money) and we got nothing in return. They should have the option to be charged immediately and all further charges on the 1st of the month.
Yes! and be able to say what month to start their donation. We start our campaign in October, but most people pay monthly for a year so they should have the ability to say start this in January mot October.
We are receiving incorrect information which is causing lots of problem, even loss of some donation. In addition when we call donors they find it even suspicious as they did not receive any error while they made recurring gift. They are used to the PayPal system.
I would like OLX/BBMS process the first installment right away so frailer will let the donor correct the information. I would prefer even monthly payment should be processed automatically like PayPal does, even on same date. Having so, the donor and we will only to handle the change of information on the card.
Part 2:
The problem is that even though I have all 31 days listed, the date that OLX automatically asigns as the date the recurring gift will start is the first day of the next month. It should show the FIRST date available for the recurring gift to start, which would be the same date that the recurring gift is created!
The only way I've found to do this is to add a gift frequency of Monthly, Specific date every month, and then add 31 different Add gift processing Date. Then the donor can choose which day of the month they want to start their recurring gift, Which could be the same date they are setting up the recurring gift. It would be nice to automatically have the 31 days available with out have to add each day seperately.
Yes please! We are likely not going to use the recurring gift feature because of this very limited functionality.
eTapestry allows the donor to set up their own recurring gift schedule on the on-line form and it is automatic from that transaction forward, you receive an email notification that the gift has successfully processed and is automatically added to the constituent record. The RE NXT EFT XYZ batch manually processing procedure involves reading too many instructions and remembering to process the batches. The steps a donor has take to make a gift and set up a recurring gift is not donor friendly. I thought RE NXT had all this figured out.
I just encountered this as well when trying to create an online form with the pledge or recurring gift option. Donors should be able to choose when they schedule their gifts!
GREAT idea!