In This Article:

    Recurring Donations - Setup, Searching and FAQs

    In This Article:

      Overview

      When to use it

      Recurring donations are automatically charged to the donor on a regular basis (usually monthly). They are treated differently within the Salsa interface than regular, one-time donations. 

      How to get there

      To see the subsequent donations from a recurring donation profile navigate to the Donations Package and click the All donations by recurring donors link. If you don't see any donations listed in this section you have one of the gateways that doesn't report back the subsequent donations to Salsa (outlined further below).

      To see the recurring profiles themselves (where we store when the donation started, how long it will recur for, etc.) navigate to the Donations Package and click the Recurring Donors link.

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      Merchant Gateways for Recurring Donations

      Merchant Gateway Processes Recurring Donations Records Recurring Donation Behavior in Salsa
      Democracy Engine Yes Yes
      Authorize.net Yes Only records the initial recurring donation in Salsa. The actual processed records can only be accessed through Authorize.net. Additional $10/month cost to process recurring donations.  NOTE: A 3rd party option is available to enable reporting of subsequent recurring donations.
      PayPal Payments Pro (PayPal Website Payment Pro) No No
      Payflow Pro (used to be a Verisign product) Yes Yes
      YourPay/First Data Yes Yes, but only sends the first record of a recurring donation into Salsa. Subsequent recurring donations only accessed through YourPay/First Data.

      Full Merchant Gateway Documentation


      FAQ

      - Why can’t I cancel or update any of my recurring donation information through the Salsa interface?

      - If I can’t update my recurring donation information myself, who can?

      - How do recurring donations relate to donations?

      - How long does it take for a recurring donation to take effect? When will it process each month?

      - What is this “Processor Error” message showing up on my recurring donation record?

      - How do I know if the recurring donation was successful?

      - What will I find in the recurring donation record that I won't find in a regular donation record?


      Why can’t I cancel or update any of my recurring donation information through the Salsa interface?

      The recurring donation entry in Salsa does not directly impose recurring donation charges. Rather, a successful recurring donation will create a record with your merchant gateway, which will then process those charges. To deactivate a recurring donation, contact your merchant account provider -- deleting a recurring donation record in Salsa will not affect the merchant account.


      If I can’t update my recurring donation information myself, who can?

      It all depends on what you want to do and who your merchant gateway is. Read more here about cancelling recurring transactions.


      How do recurring donations relate to donations?

      Recurring donations are just a record in Salsa -- they are not in themselves the gifts, but they enable Salsa to associate new installments with a single recurring pattern. (Salsa marks this with a recurring_donation_KEY on the donation record.)


      How long does it take for a recurring donation to take effect? When will it process each month?

      It generally takes about 24 hours for a recurring donation record to be created and for the first donation to be taken. So if the donation is initiated on Monday, April 18th the donor should see the first charge taken on Tuesday, April 19th and then every month on the 19th after that. For recurring donations set to process on a date later than the number of days in that month (example: set to recur on the 31st, April only has 30 days), the donation will be processed on the last day of the month (April 30th, in above example) for Democracy Engine, Authorize.net and Payflow Pro. First Data clients can change this processing option in the administrative pages of their First Data account.


      What is this “Processor Error” message showing up on my recurring donation record?

      This is an error message that was generated by your gateway merchant and sent to the Salsa interface. We usually suggest Googling the error message first to get an initial idea of what caused the error and then contacting the gateway merchant for more detailed information.


      How do I know if the recurring donation was successful?

      When a supporter first submits a recurring transaction through your donation page, a Recurring Donation record will be generated. If the Response Message is Approved, and the Status is Active, you can expect that the recurring transactions will process.


       

      What will I find in the recurring donation record that I won't find in a regular donation record?

       

      Recurring donation records detail the start date and other such details on recurring transactions. They also capture, if applicable, the Tracking Code, Donation Tracking Code, and Honor/Memory fields associated with a recurring donation, and "push" those values to the constituent individual donations that result from the master recurring donation record.

      Some key fields:

      • RPREF: This reference code is distinct to your recurring transaction and useful for email receipts.
      • Start Date: Indicates the date the recurring record was submitted.
      • Term: This indicates how many times the number of times the transaction should process at the interval submitted. Many times, the term is unlimited (9999), but if, for example, a monthly transaction is set to 12, the recurring processor will only process for a year (12 months).
      • PAYPERIOD: This indicates the frequency of the recurring donation:
        • WEEK: Every Week
        • MONT: Every Month
        • QTER: Every 3 Months
        • SMYR: Every 6 Months
        • YEAR: Every Year

      Recurring Donations Info

      Chapter KEY: If the recurring gift is affiliated with a specific chapter, the chapter_key (its unique number) will be listed here.

      Supporter KEY: The unique identification number in Salsa of the supporter who made the recurring gift.

      Donation KEY:The unique identification number of the individual recurring gift or onetime donation.

      Merchant account KEY: This is the specific gateway the transaction was processed on, only useful if you have multiple gateways.

      Last Modified: A timestamp for the last recorded change (of any kind) to the recurring donation record.

      Transaction Date: The timestamp created at the moment the gift was originally created.

      RPREF: A reference number, issued by the credit card processing gateway.

      TRXPNREF: A reference number, issued by the credit card processing gateway.

      RESULT: A code returned by the processing gateway, indicating a successful donation, or a failure of a specific type.

      PROFILEID: This is the unique identification number of a recurring donation. The PROFILE ID is unique to each recurring donation regardless of whether they are made by the same donor.

      RESPMSG:This Response Message shows if the transaction was approved or declined.

      Amount: The amount of the recurring donation per instance (e.g., $10 monthly and $10 quarterly will both be shown as 10).

      Start Date: The date of the first instance of the recurring gift. Typically, this will be the day of or the day after the date indicated in the recurring gift's "Transaction Date" field.

      PAYPERIOD: Indicates the frequency of the recurring gift. See this FAQ for more specifics.

      TERM: The number of times the donation will recur. If they chose unlimited a value of 9999 will be present in this field.

      Tax Status: The tax status of the entity to which this donation was made (for online donations, this is a setting available on the donation page).

      Note: Any additional information or instructions attached to the donation record.

      Status: Indicates if the recurring donation is active or not. This field isn't automatically updated so a campaign manager will need to manually update this field.

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      Comments

      3 comments
      • There was an error with one of our donation pages and now we have two different tracking codes associated with our recurring processors. One is the default 'RecurringProcessor" and the other is the one that we intended to use. The tracking codes on our supporters recurring profiles can't be changed, so how should we fix this? Thanks.

      • Hi Tyler,

        This sounds like a pretty unique situation that may require some research.  Please email our support team and include this description as well as the following:

        • A link to the donation page in question
        • A link (or links) to donation records where you're experiencing this issue

        Thanks!

      • Is there a way to download the actual credit card information for recurring donors to enter it directly into AuthorizeNet?

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