How to Manage Recurring Donations on Your Campaign

Enable recurring donations on your Campaign Page, cancel existing recurring donations, and access reports.

Our platform lets you enable Crowdfunding on any fundraising Campaign. If you do, you can allow donors to make recurring donations. You can also control whether donors can give weekly, monthly, quarterly, or yearly, or you can allow donors to select how often they want to donate.

See also How does a crowdfunding fundraiser differ from a donation page?

You can even update a donor’s payment information or cancel their recurring donation on their behalf. However, please note that only donors can change the frequency or amount of recurring donations.

How to change or cancel my recurring donation

Enable Recurring Donations

1. Select Campaigns from the left menu.
2. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
3. Go to Basics in the timeline at the top:
   
4. Scroll down to Allow donors to make recurring donations and click on the toggle so it shifts to the right:
   
5. Select Save.

Disable Recurring Donations

Some Organizers only want to allow one-time donations; therefore, we will be allowing them to disable recurring donations on the Campaign Page and on the Donation Page.

1. Go to Campaigns in the left menu.
2. If you have chosen list view, click on the Title of the Campaign. If you have chosen grid view, click on the Campaign image.
3. Click Campaign Setup*.
4. Click the Checkout page in the timeline and toggle Allow donors to make recurring donation to Off.
   
5. Click Save in the upper right corner.

The organizer can disable the recurring donations option even if recurring donations have already been made.  The Recurring option won’t appear in the Flat Donation modal for any future

Recurring Donation Reports

The steps for accessing a report of recurring donations are a bit different depending on the type of fundraiser you’re running. Here are the steps to follow for crowdfunding Campaigns:

1. Go to Campaigns in the left menu.
2. If you have chosen list view, click on the Title of the Campaign. If you have chosen grid view, click on the Campaign image.
3. Click View Donations.*
4. Under the Donations* tab, click Recurring.
   

This table will list all the recurring donations with the amount, frequency, next charge date, number of payments that have been made, and the status of the recurring donation. A report can be exported by clicking Export in the lower left area of the table.

Here are the steps for running a report of recurring donations for a Donation page:

1. If you wish to view recurring donations on any Donation page, click Donation pages in the left menu.
2. Click the Title of the Donation Page.
3. Click View Donations.*
4. Under the Donations* tab, click Recurring.

Edit or Cancel a Recurring Donation

Should you be contacted by a donor with a request to cancel or update credit card information for an existing donation, here are the steps you can take:

1. Follow steps 1-4 above for crowdfunding or donation pages.
2. Find the recurring donation, hover over it, and click the three-dot menu on the right.
3. Click Edit Donation to change the payment method for that recurring donation.
   
4. Click Cancel Donation to cancel any future donations.
   

Good to know

• Cancelling a recurring donation will only stop future recurring donations from being made. It will not cancel or refund any previous payments that have already been made.
• The amount or frequency of a recurring donation can only be changed by the donor upon logging in to their DoJiggy account. Due to security and privacy concerns, only the donor themselves can change these settings.
• Recurring donations made on Campaigns will end automatically when the Campaign ends. For ongoing recurring donations, you will need to use a Donation Page.
• Click Export from the recurring donations table to view a full report with all details for your recurring donations. The exported report includes more data like payment type, email address, and any dedication/honoree information.