Overview: Importing Regular Donors to Raisely

Bringing across your Regular Donors to Raisely can simplify your donor management and enable better experiences for your donor journeys. Raisely can support you in moving your regular donors to your Raisely campaign with a few simple steps. Let's explore these and also some of the common questions.

Important Note for all Imports

Prior to commencing the import process, please ensure the following:

• The campaign where you would like the donors to be imported to has been set up in Raisely
• Ensure that your Stripe payment gateway has been connected to the campaign
• Ensure that your Campaign has been set to LIVE mode and is ready to accept payments
• (For Direct Debit) Ensure that you have enabled Direct Debit payments in your Raisely and Stripe settings

We highly recommend completing these steps to speed up the import process.

Select the correct import process below:

Import Process for Credit Card Payments

Import Process for Direct Debit (Australia)

Import Process for Direct Debit (UK)

FAQs

### accordion

## expand

# Must we have Stripe as our Payment Gateway to setup regular giving?

Yes. Raisely's integration with Stripe allows for the processing of regular giving payments. This is not available via PayPal.

## expand

## expand

# When will the regular donor be charged once migration is finalised?

All subscriptions will be charged on their Next Payment Date/Time once set to ACTIVE.

If the subscriptions Next Payment Date/Time is set to a past date, it will be charged immediately once set to ACTIVE.

## expand

## expand

# Can I setup custom messages for my Regular Donors?

Yes you can. All Raisely campaigns come with 3 default messages for Regular Donors (Welcome, Failing, Cancelled). To add more custom Messages, we recommend subscribing to Raisely Pro, providing you unlimited Custom Messages, full-access to CRM features, and more. To understand more about Raisely Pro, you can find more information here.

## expand

## expand

# What do I do if I see errors when an attempt has been made to take the payment?

As the payments are processed through Stripe, you can see the full details of any errors within the original Stripe transaction record. If you click on the Regular donation within Raisely, you will see a link directly to the Stripe record. 

## expand

### accordion