Automation for Recurring Donation Updates

Rebekah Thorman

• May 26, 2023 12:12

I'm still new to working with the Automations, and am wondering if there's a way to create automations that help manage recurring donations. For example, to remind a recurring donor who is giving via card on Keela Pay if their card is nearing the expiry date to update the information by creating a new donation?

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  Stefania Bracho Liberatore

  • May 26, 2023 15:31

  Hi Rebekah,

  Thanks for sending your question!

  At the moment, that specific workflow is not possible in Keela as the credit card information does not come to Keela. It stays within the Keela Pay Portal. 

  Let us know if you have any more questions!

  Stefania

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