How to Search from the Recurring Giving Tab

Last Updated: Jun 06, 2018 04:05PM PDT

The Recurring Giving tab is a great jumping off point to find your recurring donors. When opening the Recurring Giving tab, all recurring giving plans will display by default. This support article will walk through how to best use this page in order to locate a specific recurring giving plan or group of recurring giving plans.

Campaign drop down
Plan Status drop down
Search Bar

Campaign Drop Down

Use the campaign drop down to show all recurring giving plans associated with any one specific campaign. Click on the ‘All Campaigns’ drop down to be given the option to either select a specific campaign, or type the campaign’s name into the search field directly.

Once you filter by a specific campaign using one of the two methods above, the listing will update to include only recurring giving plans within that single campaign.

Plan Status drop down

Use this drop down menu to display all recurring giving plans currently within a given status or groups of multiple statuses. For a more comprehensive definition of what each plan status means, please consult the following table:

Search Bar

The search bar within the the recurring giving tab can be used to search for a specific Recurring ID, individual supporter’s name, the benefiting campaign, or the email address associated with the recurring giving plan.

If you have any additional questions, please contact Classy Support for assistance.