The Recurring Donation Add-on allows Donors to be able to have a simple overview of all their subscriptions and manage them, on the Recurring Donations page. This document covers the various functionality on that page and options for configuring it.
Donor Access to Subscription History
With recurring donations, it is important for donors to be able to have access to their donation history, as well as current and past subscriptions.
To provide your donors a way to see all their subscriptions, both past and current, and to be able to view them individually or cancel them, the Recurring Donations add-on creates a page called “Recurring Donations” upon install containing the
From the Subscriptions Page your donors can do a few things, depending on their subscription history:
- Click the “View Receipt” link in to see the original donation receipt page
- Click “Cancel” to immediately cancel their subscription
- Click the “Update Payment Info” link to change the payment information on file at the payment gateway. (see note below)
If an option doesn’t exist in the list for a specific subscription, that means that either the payment gateway associated with the subscription doesn’t support that functionality, or some other back-end check of Give’s indicated that the process is not possible. For example, if the subscription was made on an older version of the recurring add-on which didn’t support changing the payment information, that option will not show up.
In order to have access to the subscription information donors will need to be either logged in or validate their email. When you initially set up the recurring donation form, you have two options:
- Force all recurring donors to have an account on the site
- Enable email access so that donors can verify their access to their subscriptions
See this article on the benefits of requiring login for donors to see why option 1 might be for you.
If you decide on option 2, you’ll need to enable Email Access.
Updating where your Manage Subscriptions page is
If you would like to change the location of your “Recurring Donations” page, you can do that by deleting the shortcode from the current page and placing it on any other page you’d like.
You should then change where that page is in the General settings at Donations > Settings > General (tab)