Importing Credit Card Regular Donors
This article covers importing your Credit Card Regular Donors into Raisely.
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
We highly recommend completing these steps to speed up the import process.
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Overview of Import Process
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
Timelines and Costs
Import Time Frame
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.
Payment Processing Time Frame
Raisely initiates the payment process on the Next Payment Date. If your import data contains Next Payment Dates that are in the past, the donations will be charged immediately once the payments are set to ACTIVE.
Costs
All subscriptions will incur a 2% fee as part of the import cost. This cost is deducted from the donation total - meaning your organisation incurs this fee. This 2% 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 2% ($1) 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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