How to Edit a Recurring Giving Plan

Last Updated: Jun 08, 2018 03:55PM PDT

This support article will walk through how to edit the various settings within a specific recurring giving plan.

1. Navigate to the recurring giving plan record
2. Edit the ‘Recurring Settings’ section
3. Edit the ‘Payment Information’ section
4. Edit the ‘Campaign’ section
5. Save Changes

1. Navigate to the recurring giving plan record

Navigate to the recurring giving plan record either using the Recurring Giving tab within the Classy Manager, the recurring giving plans report within Classy Manager or clicking on a recurring plan ID in various locations throughout the platform.

2. Edit the ‘Recurring Settings’ section

Scroll down the page until you get to the ‘Recurring Settings’ section and press the green ‘Edit’ button. If the edit button is greyed out, please find more information here.

Once you have clicked the ‘Edit’ button, you will gain access to modify one or many of the following:

  • Frequency: Coming soon!

  • Donation Amount: The amount which will be charged against the form of payment in a given period. You may click the ‘Classy Mode’ checkbox if you wish for this recurring giving plan to include processing fees as dictated within the Classy Mode settings.

  • Processing Day: The day of the month which the recurring giving plan will transact. Please note, that you may select any day between the 1st of the month and the 28th of the month.

  • Recurrence Ends On: While all recurring giving plans will default to indefinitely, we recognize that donors may wish to stop their gift after a certain period of time. Use this feature to set an end date for a recurring giving plan.

3. Edit the ‘Payment Information’ section

Scroll down the page until you get to the ‘Payment Information’ section and press the green ‘Update’ button. If the update button is greyed out, please view here to learn more.

Once you have clicked the ‘Update' button, you will gain access to modify the following:

  • Payment Method: At this time, we are only able to update recurring giving plans that are made via credit card. If you are interested in learning more about our ACH early access, please reach out to Classy Support.

  • Billing Information: Any changes to the Billing Information section will require that all credit card information be re-entered in order to save. The billing information entered here should match the billing information for the card on file and may or may not reflect the supporter’s current address.

4. Edit the ‘Campaign’ section

Scroll down the page until you get to the ‘Campaign’ section and press the green ‘Edit’ button. If you the edit button is greyed out, please view here to understand why.

Once you have clicked the ‘Edit’ button, you will gain access to modify the following:

  • Campaign: Change the campaign a specific recurring giving plan is credited to. Enter the campaign name or the campaign ID into this field.

  • Fundraising Team: Credit future recurring donations to a specific fundraising team. Enter the team name or the fundraising team ID into this field.

  • Fundraising Page: Credit future recurring donations to a specific fundraising page. Enter the page name or the fundraising page ID into this field.

  • Include past donations: Leaving this box unchecked will only cause future recurring donations to be credited to the designated entities. Checking this box will cause all past recurring donations tied to this recurring giving plan to move along with future recurring donations.

5. Save Changes

Click ‘Save’ to save the changes made to the recurring giving plan. Please note, that the donor will receive a notification email automatically notifying them of any changes made to the ‘Payment Information’ portion of their recurring giving plan.

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