Recurring donors are one of the most valuable cohorts that an organization can build. When an organization starts working with Engaging Networks, ensuring your recurring donors move into the platform smoothly is a top priority.
Coordination between the organization’s existing payment gateway, the new payment gateway, and Engaging Networks clients follow the process below is essential. By ensuring that all parties are involved from the start, clients can facilitate a smooth migration. The basic process below can be followed in order to migrate recurring donors. Engaging Networks provides guidance on migrating donors from every payment provider.
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Migration Process Overview
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You will identify recurring donors from your database of record and extract the donation details for their transactions from your existing payment gateway
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You will have your existing payment gateway send the tokenized transaction data to your new payment gateway
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You will have your new payment gateway
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provide you with updated tokenized transaction data.
You will securely provide that tokenized transaction data to Engaging Networks in a set format that we will supply to you
Engaging Networks
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will import the transaction data to begin processing in Engaging Networks
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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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Key Terms
Merchant processor | This is the entity that manages the schedule for the recurring donations. They pass the token to the payment gateway, who process the donation and relay a response which is recorded by the merchant processor. Engaging Networks is the merchant processor. |
Payment gateway | Also called the payment processor, this is the entity that actually processes the donation and indicates if the transaction was successful or not. Examples of payment gateways are Stripe, Vantiv Worldpay, and iATS and a full list of supported gateways can be found here. |
Token | This is encrypted credit card or bank data that can be used to process a donation. The format of a token varies by payment gateway but it is typically a numeric or alphanumeric string. |
FAQs
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No, there is no additional cost for migrating recurring donors into Engaging Networks |
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There is not an upper limit for the number of donations that can be migrated, but due to the effort required to migrate donations, the minimum number that can migrated is 25. There is also an available REST API endpoint that is available to all clients at no charge that can be used to migrate recurring transactions. |
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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. |
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IdeallyIf our best practices and outlined timelines are followed, no. The Please ensure you discuss timelines with your Account Success Manager assigned to onboarding will to ensure the timing is such that no transactions will be missed as part of the migration. |
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Stripe, Vantiv Worldpay, iATS, Paypal express checkout, Paypal payments pro, Payflow Pro, and Paysafe gateways are all supported gateways for recurring migration. Credit cards . The supported payment types can vary by payment gateway as well as payment gateway settings. Generally credit cards, Bacs Direct Debit and ACH/ EFT transactions are supported with some consideration for the gateway settingssupported. Engaging Networks can provide the supported payment types for each gateway by request. |
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Yes, it is required that a small number of recurring donations be migrated as a test before moving the entire file. |