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Subscriptions 101

Manage your recurring donation subscriptions

Written by Tony Sasso
Updated this week

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Recurring donation plans in Funraise are called Subscriptions. A Subscription is essentially the rules for a recurring donation plan where the details of the recurring donation are managed — for example, the recurring amount, frequency, payment method, end date, etc. Supporters can have multiple subscriptions.


Migrating/Importing Subscriptions

You can migrate active subscriptions from another platform to Funraise. Our implementation team can help conduct this migration!

Creating & Manage Subscriptions

Supporters can create a Subscription (recurring donation) through a Giving Form online or your team can create a Subscription inside Funraise.

Supporter can mange their Subscription via the Donor Portal or your team can manage a Subscription inside Funraise.

Subscription Reporting

You can create filtered lists and save lists of Subscriptions. You can also create custom reports or dashboards with Subscription data with Fundraising Intelligence.

Revenue Retention Tools

Retaining subscription revenue is an import part of a recurring strategy. With Funraise, there are several tool you can use to overcome common issues like card expiration dates.

When a Subscription payment fails, Funraise sends an email to the donor so they can update their payment method. You can also resend this email anytime.

Before a subscription fails due to an expired card, you can activate automated emails to alert the donor and encourage them to update their payment method before their payments fail.


Funraise's Card Update Genie works behind the scenes to update card data before payments fail. This automated tool reduces recurring donor churn by automatically updating your donor’s payment method when their bank issues a new card. This can happen when banks update your donors' credit cards due to expiration dates or PAN updates (Primary Account Number).

About 20% of recurring revenue is lost unintentionally due to these card updates. Funraise Card Genie may not retain all of the involuntary churn, but it has has a huge impact in retaining recurring revenue that would otherwise be lost due to expiring or PAN updates.

Payment Methods

Each Subscription is connected to a Supporter Payment Method, either a card or ACH. Payment Methods can be created or edited in the platform.

Subscription statuses

Subscriptions have a status that indicates the state of the subscription.

Status

Description

Historical

Imported subscription. A subscription in this status is not active and will not process charges.

Active

A subscription that is actively charging.

Failed

Subscription moves to this status after 4th failed transaction in a row. Subscriptions in this status will no longer charge and can not be revived.

Cancelled

Cancellation was initiated in platform by a team member or in the Donor Portal by the donor. Subscriptions in this status will no longer charge and can not be revived.

Legacy subscription statuses

Failed and Cancelled update — March 18, 2024

On March 18, 2024 Funraise updated the Cancelled status to include any subscription that was cancelled by a platform user or by the donor. If a subscription was cancelled by a platform user or donor prior to this date, the subscription may still show the status of Failed.

There are several statuses that may apply to your subscriptions, but are no longer actively being applied. Legacy statues include:

  • Frozen: Subscriptions in this status are no longer active.

  • Merged: Subscriptions in this status are no longer active.

  • Redacted: Subscriptions in this status are no longer active.

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