Migrating Regular Donors
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 migrating your regular donors to your Raisely campaign with a few simple steps. Let's explore these and also some of the common questions.
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Migration Process for Credit Card Payments
Migration Process for Direct Debit
Migration Process for Credit Card Payments
The following steps detail the migration process for Regular Donors in Raisely if they are donating via Credit Card.
Step 1: Migrate the card details to Stripe
Raisely integrates with Stripe for regular donations, so your current payment provider needs to agree to migrate the card details to Stripe, hence you must have a Stripe Payment account. To start the process, you'll need to connect with your current Payment Provider and Stripe ( support@stripe.com). You can find more info from Stripe on this process here. Once customer and card details are imported into Stripe you can proceed to the next step.
Data already in Stripe? As long as you have the Customer ID and Card ID details, you can skip this step and move to step 2.
Step 2: Complete Raisely's Import Template
You will need to complete the Import Template, providing the details of what will be imported.
Click here to download the template.
Step 3: Submit the Regular Donation Import Request form
Once you've completed your import template...
Click here to submit your Regular Donation Import Request.
This process logs a ticket with Raisely, which can expect an acknowledgment from us within 1 business day from when we receive your completed form.
Step 4: Raisely will check over the data and log an import task
Raisely will log a task to import the subscriptions, and proceed with the following steps:
- 1
- All subscriptions will be imported in a PAUSED state - this is so that you can review all subscriptions prior to setting them live;
- 2
- After the import is complete, we'll notify you of a new report in Raisely for you to check the subscriptions;
- 3
- Once you confirm via email (support@raisely.com) that all is ready to go live, we’ll set the subscriptions to ACTIVE;
- 4
- Once ACTIVE, all subscriptions will charge on their Next Payment Date/Time
Migration Process for Direct Debit
Importing BECS Direct Debit payments in Australia
See BECS Direct Debit payments in Australia in Stripe's documentation for more details. Also do note new Stripe users may have transaction limits imposed. If you need higher limits, contact Stripe support.
Step 1: Complete Raisely's Import Template
If the data does not exist in Stripe, you will need to complete this Import Template, providing the details of what will be imported.
Click here to download the template.
If the data already exists in Stripe, you can complete this Import Template instead.
Click here to download the template.
Step 2: Verify Data and Complete Import
Once we have received the file, we will verify the data and complete the import if everything checks out.
Step 3: Create Message to Notify your Donors
14 days prior to the first payment, a notification needs to be sent out to your donors informing them of this update to their direct debit payments. You can choose to set this up and send this out independently outside of Raisely. Otherwise, with a Raisely Pro subscription, you can set up your custom message within Raisely to send it out to your donors.
Step 4: Customer to Review Imported Data
All donations will be imported in a PAUSED state for you to review. We'll provide a report to support you with this review. If you're happy with the import, we will set this payment to active.
Import Bacs Direct Debit payments in the UK
The process is slightly longer and requires the customer to work with Stripe to ensure a smooth migration. See Import Bacs data to Stripe for more information and all of the necessary forms to complete the migration.
Also do note new Stripe users have a weekly Bacs Direct Debit transaction limit of 10,000 GBP. If you need higher limits, contact Stripe support.
Step 1: Customer to submit Bacs import request to Stripe
Navigate to the Stripe Support form for data migrations. Stripe's Data Migrations team emails you within 3 business days of receiving your request with a questionnaire for you to complete.
If you've completed this migration process and all your donors' payment details are in Stripe, you can skip these steps and move on to step 6.
Step 2: Print, sign, and send your Bulk Change Deed
To complete the migration, your current Bacs provider needs to sign a bulk change deed. This agreement authorizes the transfer of your mandates from your current payment processor to Stripe.
Step 3: Determine your switch date
After Stripe receives your Bulk Change Deed, Stripe’s Data Migrations team works with you, your current payment processor, and Stripe’s sponsor bank to agree on a switch date. The actual import into Stripe takes place on your switch date.
Step 4: Send communications to your Donors
Download the pre-approved Letter to Payers template and send it to your Donors at least 2 days before your switch date. You can decide how to communicate the letter to your Donors (e.g. by email, mail, and/or text message). Not alerting Donors to this change can result in failed payments and disputes.
Step 5: Wait for your data import to be completed by Stripe
Your current payment processor needs to send on your existing mandates and payers bank account details after Stripe has gained authority for them. Stripe’s Data Migrations team sends you a confirmation email when your import is complete. You can’t charge your donors on your current payment processor after they cancel the mandates on the switch date.
Step 6: Complete Raisely's Import Template
You will need to complete the Import Template, providing the details of what will be imported. The data can be found in your Stripe Account.
Click here to download the template.
Step 7: Customer to Review Imported Data
All donations will be imported in a PAUSED state for you to review. We'll provide a report to support you with this review. If you're happy with the import, we will set this payment to active
Timelines and Costs
Timeline for Credit Card Imports
Please note that the minimum timeframe required to complete a migration for Credit Card Payments is 7 business days. This will allow for plenty of time to clean and prepare data, import and allow time for you to review the subscriptions once imported. Please inform us of any significant deadlines and ensure all ‘Next Payment Dates’ for your subscriptions are set in consideration of this.
Timeline for Direct Debit Imports
For BECS import (Australia), please note that the minimum timeframe required to complete a migration for Direct Debit Payments is 7 business days.
For Bacs import (UK), if you are are just initiating the migration process with Stripe, the entire process can take about 6 weeks to complete. If the data has already been migrated into Stripe, the minimum timeframe required to complete a migration for Direct Debit Payments is 7 business days.
Raisely tries to initiate the payment process 2 days prior to the Next Payment Date, with the intent for the debit to occur on the Next Payment Date. However, it may take up to 3 business days for Stripe to confirm that the debit has gone through.
Costs
All subscriptions will incur a 1% fee as part of the import cost. This cost is deducted from the donation total - meaning your organisation incurs this fee. This 1% fee is an ongoing fee, it will be charged to all future payments within the subscription.
For example, let’s say we import your donor’s $50 monthly donation, there is no change for your donor. They still pay the same amount ($50). You receive the $50 donation monthly, minus the 1% ($0.50) and any other gateway fees.
FAQs
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# 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.
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# 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
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# 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.
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# 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.
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