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Managing retry behavior for Recurring Plans

Recurring Plans make Donations for each installment. We ensure that the default behavior is to have machine learning control that behavior, but offer controls if needed.

Recurring Plans allow your donors to commit to giving on an ongoing basis; each Recurring Plan makes new Donations based on its frequency, its Next Donation Date (as that can be edited in a one-off fashion), and other options that affect retry behavior like payment method and subsequent restrictions.

So, it's important to understand what happens when things go wrong and Donations can't transact payment successfully, both within a Donation individually and on a patterned basis if multiple Donations fully fail in a row.

Donation installment behavior

When a Recurring Plan makes a new Donation as an installment of that plan, it immediately tries to transact for that Donation using the stored payment method. 

If the Donation tried to transact using a card or e-wallet payment method and that first transaction failed, Fundraise Up will use the frequency of the Recurring Plan to determine the number of subsequent retries to attempt. 

  • Daily: No retries
  • Weekly: Two retries (one day later, two days later)
  • Biweekly: Three retries (one day later, three days later, six days later)
  • Monthly: Four retries (one day later, three days later, seven days later, thirteen days later)
  • Bimonthly: Five retries (one day later, three days later, seven days later, fourteen days later, twenty-one days later)
  • Quarterly, Semi-Annual, and Annual: Five retries (one day later, three days later, seven days later, fourteen days later, thirty-one days later)

If the Donation tried to transact using a bank-based payment method and that first transaction failed, that first attempt to take payment is the only automatic one Fundraise Up will run, due to the risk of overdrafts and bank fines. At that point, either a user in your Fundraise Up account or the donor themselves in Donor Portal can initiate a retry for that Donation when ready.

With all retries, manually initiated or automatic, Stripe has its own error-catching, so if a network error or any such non-credential based error occurs during an attempted transaction in such a way that it can't complete, they will initiate a retry of the transaction independently and immediately.

Recurring Plan behavior

By default, your Fundraise Up account will use machine learning to decide how many Donation installments of a Recurring Plan need to fully fail before the entire Recurring Plan's status is changed to Failed, clearing its Next Donation Date and halting the automatic creation of new Donation installments.

This behavior can be controlled from the Recurring Plans page of Settings, available by clicking on your account name in the top right of your Fundraise Up dashboard, then clicking Settings.

Recurring Plan page of Settings, showing the available "Set Recurring Plan to Failed" dropdown options.

In the Set Recurring Plan to Failed dropdown, you'll find the following options:

  • Based on machine learning
  • After 1 unpaid installment
  • After 2 unpaid installments
  • After 3 unpaid installments
  • After 4 unpaid installments
  • After 5 unpaid installments
  • After 6 unpaid installments
  • Never