You can enable a dunning flow system in WeGive to alert donors of failed transaction attempts on recurring plans.

To enable the dunning flow, go to the Organization tab under Settings in your dashboard.

Once you enable the dunning flow, you will need to create your failed transaction attempt messages under Engagement > Triggers. The triggered emails used in the dunning flow include: Recurring Installment Failed #1, Recurring Installment Failed #2, Recurring Installment Failed #3, and Recurring Installment Failed #4.

You will need to create your customized email for each trigger by clicking into the trigger,

editing and customizing the message,

and then setting the email as live.

Subject: Oh no! Your donation had an issue

Hi [[DONOR FIRSTNAME]],

Thanks so much for being a [[FREQUENCY]] partner of [[ORGNAME]]!

We recently attempted to charge your [[PAYMENT METHOD]] for your recurring donation but the charge was not successful.

If you need to update your payment details, you can do so here:

[[ACTIVE RECURRING PLAN ‘CONFIRM PAYMENT METHOD FLOW LINK]]

Thanks!

The {{ORG NAME}} Team

Subject: Donation error, updated information needed

Hi [[FIRSTNAME]],

There was an error when we tried to bill your card [[OR BANK]]. This usually happens for one of these reasons:

We so appreciate your generosity and partnership in this mission. If you’d like to update your card [[OR BANK]], you can do so here: [[ACTIVE RECURRING PLAN ‘CONFIRM PAYMENT METHOD FLOW LINK]]

If you'd like to make other arrangements, please let us know by replying to this email. We'd love to do whatever we can to help.

Thanks!

The {{ORG NAME}} Team

Subject: Update on your donation

Hi [[FIRSTNAME]],

It looks like your recent donation of [[AMOUNT]] on [[DATE]] has still not gone through.

We so appreciate your generosity and partnership in this mission. If you’d like to update your card [[OR BANK]] or cancel your recurring gift, you can do so here: {{hot link to recurring plan management}}

If you’ve got a question, just reply to this email.

Thanks!

The {{ORG NAME}} Team

Subject: Update on your donation

Hi [[FIRST NAME]],

We've attempted to process your recurring donation without success. Rather than trying again, we’ve gone ahead and paused your recurring transaction.

We so appreciate your generosity and partnership in this mission. If you’d like to set up a new donation in the future, you can do so at The {{ORG NAME}} Team

If you’ve got a question, just reply to this email.

Thanks!

The {{ORG NAME}} Team

***Note: If a transaction fails in WeGive, we will automatically try the payment in your second payment processor if you have one attached to your account. If you have two payment processors, the dunning sequence will apply to both processors.***

The initial trigger to enter the dunning flow is a failed transaction on a recurring plan. If at any point a supporter's transaction succeeds, they will immediately exit the dunning flow.

If the transaction fails on an active recurring plan and there is an associated email, then the dunning flow will:

If the second attempt of the transaction fails, then the dunning flow will:

If the third attempt of the transaction fails, then the dunning flow will:

If the fourth attempt of the transaction fails, then the dunning flow will:

If at any point a donor comes in and interacts with or edits their recurring plan, they will be removed from the dunning flow.