A breakdown of donor management settings
Your organization can restrict and/or enable a variety of donor self-management features via eCatholic Payments. The settings described in this article dictate the actions donors can or cannot take when they log in to their account to manage their recurring gifts.
In most cases, it is best to leave donors with as much control as possible in order to provide them with a great online giving experience. We recommend limiting these controls only if your organization has a unique need to do so.
How to access Payments Settings and enable donor self-management
To access/edit the following Payments Settings, log in to your eCatholic website and click 1) Admin > 2) Settings > 3) Payments (illustrated above).
Here's a breakdown of each setting:
- 1
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Email Admin On Donor Recurring Change
Set to Yes if you'd like your payments admin(s) to be notified when a donor makes a change to a recurring charge. If set to Yes, the Alert Email Address(es) for the donation form associated with that recurring charge will be notified.
- 2
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Auto Send Donor Account Creation Emails
Set to Yes if you'd like donors to have the ability to create an account login, which in turn would enable them to manage their own recurring transaction(s), update billing information, and export giving history. The option to create an account will be included in the email receipt for their donation.
- 3
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Donor Can Change Amount
Set to Yes if you'd like donors to have the ability to change (i.e., increase or decrease) the dollar amount of their recurring transaction(s). Set to Increase Only if you'd like to disable donors' ability to decrease the dollar amount of their recurring transaction(s).
- 4
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Donor Can Change Frequency
Set to Yes if you'd like donors to have the ability to change the frequency of a recurring transaction. (e.g., Change frequency from monthly to weekly.)
- 5
-
Donor Can Change Status
Set to Yes if you'd like donors to have the ability to pause or unpause a recurring transaction.
- 6
-
Donor Can Change Payment Type
Set to Yes if you'd like donors to have the ability to change the payment type associated with a recurring transaction. (e.g., Change payment type from credit card to ACH.)
After editing any Payments Settings, be sure to click the green Save/Publish button to apply the changes to your account.
Next step: Send account creation emails
Once you've configured your donor management settings, move on to the next step: Send account creation emails to your donors.