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Engaging Networks clients follow the process below in order to migrate recurring donors. Engaging Networks provides guidance on migrating donors from every payment provider.

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Migration Process Overview

  1. Identify recurring donors from your database of record and extract the donation details for their transactions from your existing payment gateway

  2. Request that your existing payment gateway send the tokenized transaction data to your new payment gateway

  3. Your new payment gateway will provide updated tokenized transaction data

  4. You securely provide that tokenized transaction data to Engaging Networks in a set format that we will supply to you

  5. Engaging Networks imports them to begin processing in Engaging Networks

Info

If you are not changing your payment gateway as part of your migration to Engaging Networks, you can skip the steps 2 and 3 related to retokenizing re-tokenizing the data with a new payment gateway.

This migration is typically done as part of onboarding and is facilitated by the Engaging Networks Account Success Manager leading the project as well as the Client Support Specialist serving as the technical lead. Please contact your Account Success Manager or Engaging Networks Support for more detailed information and to start the process.

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FAQs

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titleIs there a cost for migrating recurring donors into Engaging Networks?

No, there is no additional cost for migrating recurring donors into Engaging Networks

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titleWhat are the advantages to migrating recurring donors into Engaging Networks?

  • Migrating your recurring donors into Engaging Networks can allow for all transactions, both new and existing, to process in a single system.

  • Users can manage all recurring donations within Engaging Networks.

  • Supporters with recurring transactions processing in Engaging Networks can use the Supporter Hub to manage their own donations. They can update things such as donation amount, day of charge and also update the associated credit card. The Supporter Hub can also be used to upsell recurring donors.

  • Engaging Networks offers Marketing Automations to automatically notify supporters if the associated credit card processing their recurring transactions is due to expire, as well as when their donation fails.

  • Engaging Networks profile and query builder tools can be used to target recurring donors in email or SMS broadcast campaigns and also to show them conditional content on Engaging Networks pages.

  • Migrating can reduce the number of payment gateways your organization utilizes.

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titleWhat payment gateways and payment types are supported?

Stripe, Vantiv Worldpay, iATS, Paypal express checkout, Paypal payments pro, Payflow Pro, and Paysafe gateways are all supported gateways for recurring migration. Credit cards and ACH/ EFT transactions are supported with some consideration for the gateway settings.

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titleWhat if my organization has fewer than 25 recurring donations to migrate?

Our recommendation is to reach out to donors individually and have them resubmit their payment details on an Engaging Networks page. It is typically good donor stewardship opportunity or opportunity for a recurring upsell campaign.