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Note

This article refers to Rallybound's recurring system, as distinct from those processed through WePay. For information on our WePay recurring system, please see here.


Some technical details related to recurring plans and donations:

Interval Details

Next interval charges occur within 24 hours of the initial charge as applied to the next interval. In the event that the present month does not contain the day of the initial charge (e.g, the initial charge was January 31 and now it’s February), the charge will occur on the last day of the month. Similarly, if a plan was created on February 29 of a leap year, the charge will recur on the 29th of each month, with the exception of February during non-leap years, for which it will charge on February 28. Charge times follow Pacific time. After a clock change, the plan will charge according to the time (PDT/PST) of the initial plan creation.

Auto Responders

Recurring plans will trigger various auto responders to be sent in different points of the process. These include:

  • Recurring Donation Plan Confirmation: Sent to donor when they create a recurring donation plan or when one is created on their behalf by an administrator.
  • Recurring Donation Plan Ended Notification: Sent to donor when their recurring plan is ended by the donor or an administrator.
  • Recurring Donation Plan Modified Notification: Sent to donor when their recurring plan is modified via ending the current plan and creating a new one in its place.
  • Recurring Donation Plan Suspended Notification: Sent to donor when their recurring plan is paused by the donor or an administrator.
  • Recurring Donation Plan Reactivated Notification: Sent to donor when their recurring plan is reactivated by the donor or an administrator.
  • Recurring Donation Instance Confirmation: Sent to donor when a recurring donation plan processes a donation.
  • Recurring Donation Instance Failed: Sent to donor when a recurring donation plan fails to process a donation.

Failures

If a charge fails, it is attempted 3 more times for a total of 4 times. If the charge succeeds on any attempt, the fail count resets. If the charge fails all attempts, the recurring plan is deactivated and a notification is sent to the user and the administrator.

Statuses

Possible statuses for recurring plans and what they are:

  • Active: plan is processing donations correctly.
  • Suspended: plan is not processing donations due to being paused by an administrator or donor. It can be resumed to continue processing donations.
  • Failed: plan has failed processing a donation due to some error. Contact Rallybound support to resolve.
  • Ended: plan has been ended and will no longer process donations.
  • Pending: plan is being created. If a plan is in this state for any period of time, there was some failure in creating the plan. Contact Rallybound support to resolve.

Expiring Cards

For now, Rallybound does not offer built-in contingencies for expiring credit cards. This will be added in a coming update.

Permissions

The following are the permission levels for recurring access:

  • Delete: End, delete, modify plan

  • Edit: Create new, edit details/recipient, pause, reactivate

  • View: View plans

  • None: No access to Recurring Donations tab

Other

Recurring plan activity is not reflected in the admin activity stream at this time.