Auto processing in eTapestry makes it easy to collect donations from your most loyal constituents. It takes care of data entry and charges the donor automatically. But, what if a donor's credit card is about to expire? What if a transaction fails? What if a change needs to be made? Good news—there are a few things that you can do to maintain those dedicated donors.
You must have a transaction processor linked to your database in order to set up auto processing transactions. If you haven’t already, check out Blackbaud Merchant Services (BBMS).
It is possible to set up both Pledges and Recurring Gift Schedules with auto processing schedules. When a credit card or EFT is scheduled process, it is charged in the early morning hours of that day. The time is based on your organization’s time zone which can be found on the My Organization account under Preferences. After all of the transactions are processed, your organization will receive the Auto Process Report via email. Users tasked with managing new transactions should be signed up to receive this email.
You can find a full list of auto processing rules in our help documentation.
The Almost Expired Auto Process Credit/Debit Cards standard report can help you stay on top of expired cards. The report shows constituents with credit or debit cards set to automatically process that are about to expire in the current month and next month, based on when you run the report. You can schedule it to run off-hours and return results monthly directly to your email inbox or 0 Drop Box.
Now that you’ve signed up for the Auto Process Report, you’ll be notified about successes as well as failures. If a transaction fails, it will appear in the journal with an offsetting transaction to signify that it did not go through. But, did you know there’s a way to retry failed auto processing transactions? Depending on why the transaction failed, you may need to update the credit/debit card or account information in eTapestry before retrying. Try searching Knowledgebase first for advice as each failure message may require a different solution.
After you’ve made any necessary corrections, you can access the Auto Process Failures standard report to retry those transactions.
If a credit card or EFT expires or is no longer valid, you can update the existing schedule so that future transactions will process using the new information. The steps are different depending on the type of transaction.
If a donor wishes to cancel or stop their auto processing transactions, you can edit their schedule depending on the type of transaction.