Here you can read how to change the payment method on a payment agreement.
It is possible to change or renew the payment method in several ways:
- Via a unique link in an email (template in Communications)
- Via a unique link in an SMS (template in Communications)
- Via a unique link, which you can copy and send to the donor yourself
- Via Onboarding – assisted by a phoner or membership service: The user can change the payment method using an Upgrade Workflow (Go to article)
Here's how to do it:
Start by finding the agreement that needs to be updated. You can search from the homepage of OnlineFundraising using the donor's name, email, agreement number (subscriptionid), or phone number.
Once you have found the agreement, click on "Change" under "Payment method" on the left side:
Now, you will be presented with different options.
You can:
- Copy a unique link and write your own message to the donor, allowing them to update the agreement
- Send an email to the donor
- Send an SMS to the donor
The last two options require that the communication associated with the agreement has an active template of the type "Retention > Payment method was cancelled by debtor." If this template doesn't exist, you will only be able to copy the link and write your own message. See how to set it up here >